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.
Pinion Investment Advisors, LLC (CIK 1738738) reported $428.3M across 179 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($82.9M, 19.35%), IVV ($30.9M, 7.22%), BOXX ($15.6M, 3.64%), VUG ($14.7M, 3.43%), SGOV ($13.0M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $82.9M | 19.35% | 138,703 | Trimmed |
| 2 | IVV | ISHARES TR | $30.9M | 7.22% | 47,335 | Added |
| 3 | BOXX | EA SERIES TRUST | $15.6M | 3.64% | 134,014 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $14.7M | 3.43% | 33,603 | Trimmed |
| 5 | SGOV | ISHARES TR | $13.0M | 3.04% | 129,266 | Added |
| 6 | JPIE | J P MORGAN EXCHANGE TRADED F | $12.1M | 2.83% | 263,252 | Added |
| 7 | IEFA | ISHARES TR | $10.3M | 2.39% | 113,280 | Trimmed |
| 8 | SPIB | SPDR SERIES TRUST | $10.1M | 2.35% | 299,800 | Trimmed |
| 9 | CAIE | CALAMOS ETF TR | $8.2M | 1.92% | 327,205 | Added |
| 10 | DYNF | BLACKROCK ETF TRUST | $8.0M | 1.87% | 137,451 | Added |
| 11 | IUSB | ISHARES TR | $7.9M | 1.83% | 169,968 | Added |
| 12 | IEMG | ISHARES INC | $7.7M | 1.81% | 110,860 | Added |
| 13 | EVTR | MORGAN STANLEY ETF TRUST | $7.7M | 1.80% | 151,824 | Added |
| 14 | GMUB | GOLDMAN SACHS ETF TR | $7.2M | 1.69% | 142,234 | Added |
| 15 | VCRB | VANGUARD MALVERN FDS | $6.6M | 1.53% | 84,773 | Trimmed |
| 16 | XNTK | SPDR SERIES TRUST | $6.1M | 1.43% | 24,013 | Added |
| 17 | OEF | ISHARES TR | $5.9M | 1.39% | 18,695 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $5.2M | 1.22% | 30,040 | Added |
| 19 | GOOGL | ALPHABET INC | $4.9M | 1.15% | 17,143 | Trimmed |
| 20 | TSLA | TESLA INC | $4.8M | 1.12% | 12,913 | Added |
| 21 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $4.7M | 1.10% | 75,000 | Hold |
| 22 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $4.6M | 1.09% | 100,604 | Trimmed |
| 23 | AAPL | APPLE INC | $4.6M | 1.08% | 18,211 | Added |
| 24 | MSFT | MICROSOFT CORP | $4.5M | 1.06% | 12,245 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.5M | 1.04% | 9,313 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31