Institutions / Pinion Investment Advisors, LLC
Pinion Investment Advisors, LLC
CIK 1738738 · Institution · as of Dec 31, 2025
Portfolio value
$409.82M
Positions
173
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 173 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $87.40M | 21.3% |
| iShares Tr | $28.23M | 6.9% |
| Vanguard Index Fds | $21.06M | 5.1% |
| Ea Series Trust | $14.70M | 3.6% |
| iShares Tr | $13.12M | 3.2% |
| SPDR Series Trust | $10.27M | 2.5% |
| Goldman Sachs ETF Tr | $6.98M | 1.7% |
| J P Morgan Exchange Traded F | $6.78M | 1.7% |
| Vanguard Malvern Fds | $6.66M | 1.6% |
| iShares Tr | $6.56M | 1.6% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $6.49M | 1.6% |
| iShares Tr | $6.00M | 1.5% |
| Invesco Exch Traded Fd Tr II | $5.92M | 1.4% |
| iShares MSCI UAE ETF | $5.82M | 1.4% |
| Morgan Stanley ETF Trust | $5.81M | 1.4% |
| Tesla Inc | $5.79M | 1.4% |
| SPDR Series Trust | $5.79M | 1.4% |
| Calamos ETF Tr | $5.54M | 1.4% |
| Alphabet Inc. | $5.41M | 1.3% |
| Microsoft Corp | $5.36M | 1.3% |
| NVIDIA Corp | $5.35M | 1.3% |
| iShares Tr | $5.14M | 1.3% |
| Arrowhead Pharmaceuticals, Inc. | $4.98M | 1.2% |
| Warren E. Buffett | $4.90M | 1.2% |
| Apple Inc. | $4.68M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.