Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pettinga Financial Advisors LLC (CIK 1694592) reported $531.2M across 146 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($38.3M, 7.21%), CORO ($31.9M, 6.01%), IVE ($31.4M, 5.90%), IVW ($29.7M, 5.58%), LRGF ($27.5M, 5.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $38.3M | 7.21% | 58,613 | Added |
| 2 | CORO | BLACKROCK ETF TRUST | $31.9M | 6.01% | 992,179 | New |
| 3 | IVE | ISHARES TR | $31.4M | 5.90% | 148,510 | Trimmed |
| 4 | IVW | ISHARES TR | $29.7M | 5.58% | 262,208 | Added |
| 5 | LRGF | ISHARES TR | $27.5M | 5.17% | 415,915 | Trimmed |
| 6 | GLD | SPDR GOLD TR | $21.9M | 4.13% | 50,985 | Trimmed |
| 7 | PRF | INVESCO EXCHANGE TRADED FD T | $20.4M | 3.83% | 428,347 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $17.6M | 3.31% | 27,061 | Trimmed |
| 9 | QUAL | ISHARES TR | $15.4M | 2.90% | 80,277 | Trimmed |
| 10 | MTUM | ISHARES TR | $14.0M | 2.63% | 58,189 | Added |
| 11 | IYW | ISHARES TR | $12.8M | 2.41% | 70,685 | Added |
| 12 | AAPL | APPLE INC | $12.6M | 2.38% | 49,816 | Added |
| 13 | DIA | STATE STR SPDR DOW JONES IND | $12.5M | 2.36% | 27,032 | Trimmed |
| 14 | VYM | VANGUARD WHITEHALL FDS | $10.6M | 2.00% | 71,827 | Added |
| 15 | IJR | ISHARES TR | $10.3M | 1.94% | 82,730 | Trimmed |
| 16 | IWF | ISHARES TR | $10.2M | 1.93% | 24,027 | Added |
| 17 | SHLD | GLOBAL X FDS | $9.3M | 1.75% | 131,187 | Added |
| 18 | QQQ | INVESCO QQQ TR | $8.9M | 1.67% | 15,361 | Added |
| 19 | CINF | CINCINNATI FINL CORP | $8.3M | 1.56% | 52,751 | Added |
| 20 | IJH | ISHARES TR | $7.6M | 1.44% | 113,003 | Added |
| 21 | BLCR | BLACKROCK ETF TRUST | $6.9M | 1.31% | 169,230 | New |
| 22 | SLV | ISHARES SILVER TR | $7.0M | 1.31% | 102,488 | Trimmed |
| 23 | MBB | ISHARES TR | $6.5M | 1.22% | 68,112 | Added |
| 24 | GOVT | ISHARES TR | $6.2M | 1.17% | 270,506 | New |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $6.0M | 1.13% | 31,306 | Added |
Source: SEC Form 13F filings · as of 2026-03-31