Pinion Investment Advisors, LLC
Pinion Investment Advisors, LLC reported 205 positions worth $526.8M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VOO (18.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $96.6M | 18.33% | 140,626 | — | — | |
| ▸ 2 | IVV | SH | $46.8M | 8.88% | 62,470 | — | — | |
| ▸ 3 | BOXX | SH | $29.1M | 5.52% | 248,506 | — | — | |
| ▸ 4 | JPIE | SH | $16.1M | 3.05% | 349,358 | — | — | |
| ▸ 5 | VUG | SH | $14.8M | 2.80% | 171,347 | — | — | |
| ▸ 6 | SGOV | SH | $13.1M | 2.48% | 129,837 | — | — | |
| ▸ 7 | CAIE | SH | $12.4M | 2.36% | 456,973 | — | — | |
| ▸ 8 | IEFA | SH | $12.4M | 2.35% | 128,146 | — | — | |
| ▸ 9 | SPIB | SH | $10.1M | 1.93% | 303,236 | — | — | |
| ▸ 10 | XNTK | SH | $9.7M | 1.84% | 24,801 | — | — |
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Frequently Asked Questions
What stocks does Pinion Investment Advisors, LLC hold as of Q2 2026?
Pinion Investment Advisors, LLC reported 205 positions worth $526.8M in its Q2 2026 13F filing. Largest positions: VOO (18.3%), IVV (8.9%), BOXX (5.5%), JPIE (3.1%) and VUG (2.8%).
What did Pinion Investment Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pinion Investment Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.