Pinion Investment Advisors, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$409.8B
Holdings
173
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (173 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $87.4M |
IVVISHARES TR | $28.2M |
VUGVANGUARD INDEX FDS | $21.1M |
BOXXEA SERIES TRUST | $14.7M |
AQLTISHARES TR | $13.1M |
SPIBSPDR SERIES TRUST | $10.3M |
GMUBGOLDMAN SACHS ETF TR | $7.0M |
JPIEJ P MORGAN EXCHANGE TRADED F | $6.8M |
VCRBVANGUARD MALVERN FDS | $6.7M |
SGOVISHARES TR | $6.6M |
DYNFBLACKROCK ETF TRUST | $6.5M |
IUSBISHARES TR | $6.0M |
BKLNINVESCO EXCH TRADED FD TR II | $5.9M |
QUALISHARES TR | $5.8M |
EVTRMORGAN STANLEY ETF TRUST | $5.8M |
TSLATESLA INC | $5.8M |
XNTKSPDR SERIES TRUST | $5.8M |
CAIECALAMOS ETF TR | $5.5M |
GOOGLALPHABET INC | $5.4M |
MSFTMICROSOFT CORP | $5.4M |
NVDANVIDIA CORPORATION | $5.4M |
OEFISHARES TR | $5.1M |
ARWRARROWHEAD PHARMACEUTICALS IN | $5.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.9M |
AAPLAPPLE INC | $4.7M |
AAAUGOLDMAN SACHS PHYSICAL GOLD | $4.3M |
VGKVANGUARD INTL EQUITY INDEX F | $4.1M |
AMZNAMAZON COM INC | $3.6M |
SCHXSCHWAB STRATEGIC TR | $3.6M |
VTIVANGUARD INDEX FDS | $3.2M |
UNPUNION PAC CORP | $3.1M |
JPMJPMORGAN CHASE & CO. | $3.0M |
THROBLACKROCK ETF TRUST | $2.8M |
BAIBLACKROCK ETF TRUST | $2.8M |
AVGOBROADCOM INC | $2.5M |
WMTWALMART INC | $2.4M |
TLHISHARES TR | $2.2M |
SPYMSPDR SERIES TRUST | $2.0M |
VVISA INC | $1.9M |
METAMETA PLATFORMS INC | $1.9M |
WMBWILLIAMS COS INC | $1.7M |
MCDMCDONALDS CORP | $1.6M |
SPYSPDR S&P 500 ETF TR | $1.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.5M |
CSCOCISCO SYS INC | $1.5M |
AQLTISHARES TR | $1.5M |
JQUAJ P MORGAN EXCHANGE TRADED F | $1.5M |
GSGOLDMAN SACHS GROUP INC | $1.3M |
PANWPALO ALTO NETWORKS INC | $1.3M |
TAT&T INC | $1.3M |
MAMASTERCARD INCORPORATED | $1.2M |
VEAVANGUARD TAX-MANAGED FDS | $1.2M |
LMTLOCKHEED MARTIN CORP | $1.2M |
PEPPEPSICO INC | $1.2M |
MRKMERCK & CO INC | $1.2M |
4I1PHILIP MORRIS INTL INC | $1.1M |
SHYGISHARES TR | $1.1M |
ABBVABBVIE INC | $1.1M |
CITCINTAS CORP | $1.0M |
PG4PRINCIPAL FINANCIAL GROUP IN | $1.0M |
SPYGSPDR SERIES TRUST | $1.0M |
IEMGISHARES INC | $1.0M |
STIPISHARES TR | $1.0M |
MOALTRIA GROUP INC | $991K |
OKEONEOK INC NEW | $991K |
COSTCOSTCO WHSL CORP NEW | $974K |
CVXCHEVRON CORP NEW | $971K |
NEENEXTERA ENERGY INC | $947K |
MGKVANGUARD WORLD FD | $922K |
TMOTHERMO FISHER SCIENTIFIC INC | $919K |
OHIOMEGA HEALTHCARE INVS INC | $888K |
PLTRPALANTIR TECHNOLOGIES INC | $887K |
BACBANK AMERICA CORP | $881K |
PGPROCTER AND GAMBLE CO | $880K |
SOSOUTHERN CO | $834K |
LLYELI LILLY & CO | $823K |
VFHVANGUARD WORLD FD | $818K |
HYGISHARES TR | $816K |
DFVXDIMENSIONAL ETF TRUST | $813K |
COINCOINBASE GLOBAL INC | $798K |
TMUST-MOBILE US INC | $790K |
BKRBAKER HUGHES COMPANY | $778K |
DHTDHT HOLDINGS INC | $773K |
DTEDTE ENERGY CO | $751K |
IAGGISHARES TR | $742K |
AMLPALPS ETF TR | $741K |
IWFISHARES TR | $729K |
ARCCARES CAPITAL CORP | $715K |
VLOVALERO ENERGY CORP | $711K |
GOOGALPHABET INC | $702K |
SCHGSCHWAB STRATEGIC TR | $694K |
VOTVANGUARD INDEX FDS | $683K |
AQLTISHARES TR | $660K |
ULUNILEVER PLC | $637K |
FQIDIGITAL RLTY TR INC | $628K |
TTTRANE TECHNOLOGIES PLC | $627K |
HDHOME DEPOT INC | $607K |
IPINTERNATIONAL PAPER CO | $607K |
AMDADVANCED MICRO DEVICES INC | $606K |
JPSTJ P MORGAN EXCHANGE TRADED F | $575K |
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