StockDriftsStockDriftsTop 50 Pinion Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 18.33% | 140.6K | $96.6M | +1.39%(+1.92K) | $482.29(+47.77%) | 2026-06-30 | |
| IVV | ISHARES TR | 8.88% | 62.5K | $46.8M | +31.97%(+15.13K) | $547.15(+42.36%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 5.52% | 248.5K | $29.1M | +85.43%(+114.49K) | $114.02(+3.39%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.05% | 349.4K | $16.1M | +32.71%(+86.11K) | $46.52(-1.38%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.8% | 171.3K | $14.8M | -15.01%(-30.27K) | $57.75(+54.41%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.48% | 129.8K | $13.1M | +0.44%(+571) | $100.58(-0.02%) | 2026-06-30 | |
| CAIE | CALAMOS ETF TR | 2.36% | 457.0K | $12.4M | +39.66%(+129.77K) | $26.35(+4.27%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.35% | 128.1K | $12.4M | +13.12%(+14.87K) | $78.82(+28.54%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 1.93% | 303.2K | $10.1M | +1.15%(+3.44K) | $32.99(+0.43%) | 2026-06-30 | |
| XNTK | SPDR SERIES TRUST | 1.84% | 24.8K | $9.7M | +3.28%(+788) | $227.76(+61.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.59% | +66.77% | +10.90% | +67.77% |
| Top 20 Holdings Unweighted | +21.21% | +78.10% | +11.33% | +70.99% |
Pinion Investment Advisors, LLC reports $526.81M in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are VOO (18.3%), IVV (8.9%) and BOXX (5.5%). The top 20 holdings account for 63.85% of reported assets. Its disclosed equity book has returned +66.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pinion Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1738738). View Pinion Investment Advisors, LLC’s 13F filings on SEC