Pinion Investment Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Pinion Investment Advisors, LLC reported 150 stock positions worth $453.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 28.2% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 6.9%) and iShares Core S&P 500 ETF (IVV, 4.4%). Compared with Q4 2024, it opened 10 new positions, sold out of 15, added to 91 and reduced 45. The biggest buy was Alpha Architect 1-3 MNTH Box (BOXX, shares +391%) and the biggest sale an exit from Vanguard Russell 2000 ETF (VTWO).
- Most Recent 13F
- Q2 2026
- Location
- WICHITA, KS
- CIK
- 0001738738
- Portfolio Value
- $453.8M (Q1 2025)
- SEC Filing
- 0001738738-25-000003 ↗ filed Apr 17, 2025
Holdings Value
Holdings 150 stocks · $453.8M
| VOO Vanguard S&P 500 ETF | 28.20% | 249,022 | $128.0M | Add +102.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.91% | 84,522 | $31.3M | Add +98.1% |
| IVV iShares Core S&P 500 ETF | 4.37% | 35,302 | $19.8M | Add +135.4% |
| BOXX Alpha Architect 1-3 MNTH Box | 3.68% | 149,576 | $16.7M | Add +391.4% |
| SPIB SS SPDR P Int C Corp. ETF | 3.16% | 431,626 | $14.3M | Add +118.1% |
| VCRB Vanguard Core Bond ETF | 3.04% | 178,106 | $13.8M | Add +81.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.62% | 22,310 | $11.9M | Add +82.1% |
| IEFA iShares Core MSCI Eafe ETF | 2.50% | 149,780 | $11.3M | Add +223.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.77% | 36,174 | $8.0M | Add +81.6% |
| MSFT Microsoft Corp. | 1.71% | 20,692 | $7.8M | Add +101.5% |
| TSLA Tesla Inc. | 1.62% | 28,432 | $7.4M | Add +141.1% |
| AAPL Apple Inc. | 1.50% | 30,586 | $6.8M | Add +98.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.34% | 22,096 | $6.1M | Add +95.8% |
| SCHX Schwab US Large-Cap ETF | 1.29% | 266,142 | $5.9M | Add +86.4% |
| NVDA Nvidia Corp. | 1.21% | 50,632 | $5.5M | Add +150.3% |
| AMZN Amazon.com Inc. | 1.18% | 28,090 | $5.3M | Add +97.0% |
| GOOGL Alphabet Inc. Class A | 1.14% | 33,524 | $5.2M | Add +100.6% |
| XNTK SS SPDR Nyse Tech ETF | 1.13% | 26,746 | $5.1M | Add +102.7% |
| AVGO Broadcom Inc. | 1.11% | 30,012 | $5.0M | Add +97.3% |
| DVY iShares Select Dividend ETF | 1.01% | 34,090 | $4.6M | Add +96.7% |
| QUAL iShares MSCI USA Quality Fac | 0.94% | 24,910 | $4.3M | Add +198.7% |
| WMT Walmart Inc. | 0.89% | 45,774 | $4.0M | Add +94.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.88% | 86,560 | $4.0M | Add +44.6% |
| WMB Williams Cos Inc. | 0.82% | 62,030 | $3.7M | Add +107.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.77% | 53,426 | $3.5M | Add +92.7% |
| EVTR Eaton Vance Total Return | 0.77% | 68,782 | $3.5M | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.77% | 71,260 | $3.5M | Add +161.6% |
| JQUA JPMorgan US Quality Factor | 0.74% | 59,458 | $3.4M | Add +7.4% |
| BKLN Invesco Senior Loan ETF | 0.73% | 159,404 | $3.3M | Add +506.2% |
| T AT&T Inc. | 0.65% | 105,086 | $3.0M | Add +102.4% |
| JPIE JPMorgan Income ETF | 0.61% | 60,222 | $2.8M | New |
| JPM JPMorgan Chase & Co. | 0.54% | 9,980 | $2.4M | Add +2.3% |
| OKE Oneok Inc. | 0.52% | 23,992 | $2.4M | Add +116.6% |
| MO Altria Group Inc. | 0.51% | 38,620 | $2.3M | Add +116.5% |
| V Visa Inc. Class A | 0.50% | 6,459 | $2.3M | Reduce -2.6% |
| IP International Paper Co. | 0.48% | 40,760 | $2.2M | Add +112.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.47% | 49,702 | $2.1M | Add +108.0% |
| CSCO Cisco Systems Inc. | 0.44% | 32,608 | $2.0M | Add +109.5% |
| PFG Principal Financial Group | 0.43% | 23,042 | $1.9M | Add +128.6% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.42% | 150,000 | $1.9M | Add +100.0% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 35,462 | $1.8M | Add +66.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.39% | 21,994 | $1.8M | Add +88.8% |
| UNH Unitedhealth Group Inc. | 0.39% | 3,360 | $1.8M | Reduce -0.1% |
| KVUE Kenvue Inc. | 0.38% | 71,302 | $1.7M | Add +125.0% |
| MCD McDonald's Corp. | 0.37% | 5,317 | $1.7M | Add +6.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.36% | 20,898 | $1.6M | Add +96.7% |
| AMLP Alerian MLP ETF | 0.35% | 30,782 | $1.6M | Add +135.5% |
| JPST JPMorgan Ultra-Short Income | 0.35% | 30,928 | $1.6M | Add +92.7% |
| ARCC Ares Capital Corp. | 0.34% | 69,618 | $1.5M | Add +125.8% |
| OHI Omega Healthcare Investors | 0.32% | 38,190 | $1.5M | Add +113.0% |
| DFVX Dim US Large Cap Vector ETF | 0.30% | 21,152 | $1.4M | Add +52.7% |
| FSK FS KKR Capital Corp. | 0.30% | 64,474 | $1.4M | Add +132.5% |
| SON Sonoco Products Co. | 0.30% | 28,456 | $1.3M | Add +161.5% |
| GOVT iShares US Treasury Bond ETF | 0.29% | 57,640 | $1.3M | Add +121.6% |
| UL Unilever PLC | 0.29% | 22,142 | $1.3M | Add +139.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.28% | 39,532 | $1.3M | Add +118.8% |
| TMUS T-Mobile US Inc. | 0.28% | 4,736 | $1.3M | Reduce -0.6% |
| CTAS Cintas Corp. | 0.28% | 6,074 | $1.2M | Reduce -2.1% |
| MA Mastercard Inc. Class A | 0.27% | 2,254 | $1.2M | Add +0.6% |
| DHT DHT Holdings Inc. | 0.26% | 111,622 | $1.2M | Add +154.9% |
| COST Costco Wholesale Corp. | 0.25% | 1,194 | $1.1M | Reduce -2.2% |
| PM Philip Morris International | 0.25% | 7,083 | $1.1M | Add +0.8% |
| STWD Starwood Property Trust Inc. | 0.25% | 56,482 | $1.1M | Add +120.9% |
| PEP Pepsico Inc. | 0.24% | 7,408 | $1.1M | Add +16.2% |
| PG The Procter & Gamble Co. | 0.24% | 6,318 | $1.1M | Add +9.5% |
| LMT Lockheed Martin Corp. | 0.23% | 2,355 | $1.1M | Add +16.4% |
| SCHD Schwab US DVD Equity ETF | 0.22% | 36,498 | $1.0M | Add +95.3% |
| SCHG Schwab US Large-Cap Growth | 0.22% | 40,058 | $1.0M | Add +93.4% |
| HD Home Depot Inc. | 0.22% | 2,724 | $998K | Add +0.3% |
| ABBV Abbvie Inc. | 0.22% | 4,696 | $984K | Add +11.7% |
| META Meta Platforms Inc. Class A | 0.21% | 1,675 | $965K | Add +10.9% |
| CVX Chevron Corp. | 0.21% | 5,662 | $947K | Add +1.5% |
| SCHK Schwab 1000 Index ETF | 0.19% | 32,726 | $881K | Add +100.6% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 1,751 | $871K | Reduce -3.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 1 | $798K | New |
| ISRG Intuitive Surgical Inc. | 0.17% | 1,590 | $787K | New |
| PGR Progressive Corp. | 0.17% | 2,744 | $777K | Add +11.1% |
| MRK Merck & Co. Inc. | 0.17% | 8,624 | $774K | Add +14.3% |
| VFH Vanguard Financials ETF | 0.17% | 6,412 | $766K | Reduce -0.8% |
| TT Trane Technologies PLC | 0.17% | 2,245 | $756K | Add +1.4% |
| SO The Southern Co. | 0.16% | 7,690 | $707K | Add +17.1% |
| GS Goldman Sachs Group Inc. | 0.16% | 1,288 | $704K | Add +13.5% |
| ADX Adams Diversified Equity | 0.14% | 34,330 | $652K | Add +104.5% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 6,815 | $633K | Reduce -20.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 6,383 | $630K | Add +0.1% |
| NEE Nextera Energy Inc. | 0.13% | 8,520 | $604K | Add +0.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 2,447 | $599K | Reduce -3.9% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,613 | $582K | Reduce -0.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.13% | 1,872 | $578K | Reduce -1.4% |
| SCHB Schwab US Broad Market ETF | 0.13% | 26,680 | $574K | Add +73.4% |
| SGOV iShares 0-3 Month Treasury B | 0.13% | 5,664 | $570K | New |
| TLH iShares 10-20 Year Treasury | 0.12% | 5,457 | $566K | New |
| NOC Northrop Grumman Corp. | 0.12% | 1,068 | $547K | Reduce -4.8% |
| VLO Valero Energy Corp. | 0.12% | 4,037 | $533K | Add +28.6% |
| ADBE Adobe Inc. | 0.11% | 1,346 | $516K | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.11% | 4,315 | $513K | Reduce -3.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 3,185 | $511K | Reduce -2.7% |
| CME Cme Group Inc. | 0.11% | 1,918 | $509K | Reduce -11.1% |
| AMGN Amgen Inc. | 0.11% | 1,618 | $504K | Reduce -22.3% |
| EOG EOG Resources Inc. | 0.11% | 3,826 | $491K | Add +0.2% |
Portfolio Sells Q4 2024 → Q1 2025
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.71 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.47 |
| V Visa Inc. Class A | Reduce -2.6% | 0.50% | −0.33 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.30 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.39% | −0.29 |
| IVW iShares S&P 500 Growth ETF | Reduce -20.3% | 0.14% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -2.2% | 0.25% | −0.20 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.20 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.4% | 0.19% | −0.18 |
| CTAS Cintas Corp. | Reduce -2.1% | 0.28% | −0.18 |
| TMUS T-Mobile US Inc. | Reduce -0.6% | 0.28% | −0.14 |
| ADBE Adobe Inc. | Reduce -4.5% | 0.11% | −0.14 |
| VFH Vanguard Financials ETF | Reduce -0.8% | 0.17% | −0.13 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -1.4% | 0.13% | −0.13 |
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 0.13% | −0.13 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.9% | 0.13% | −0.13 |
| IGEB iShares Investment Grade SYS | Sold out | 0.00% | −0.12 |
| CRM Salesforce Inc. | Reduce -1.9% | 0.08% | −0.11 |
| AMGN Amgen Inc. | Reduce -22.3% | 0.11% | −0.10 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.10 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.7% | 0.11% | −0.10 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.09 |
| MINT PIMCO Enhanced Short Maturit | Reduce -13.3% | 0.09% | −0.09 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.09 |
| NOC Northrop Grumman Corp. | Reduce -4.8% | 0.12% | −0.09 |
| CME Cme Group Inc. | Reduce -11.1% | 0.11% | −0.09 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -4.1% | 0.10% | −0.08 |
| USIG iShares Broad Usd Investment | Sold out | 0.00% | −0.08 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.08 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.08 |
| CSX CSX Corp. | Sold out | 0.00% | −0.08 |
| FITB Fifth Third Bancorp | Reduce -14.1% | 0.06% | −0.08 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -3.7% | 0.11% | −0.08 |
| IWS iShares Russell Mid-Cap Valu | Reduce -4.7% | 0.08% | −0.08 |
| NXPI NXP Semiconductors NV | Reduce -8.6% | 0.06% | −0.07 |
| ROP Roper Technologies Inc. | Reduce -2.8% | 0.11% | −0.07 |
| BAC Bank of America Corp. | Reduce -4.5% | 0.07% | −0.07 |
| SNPS Synopsys Inc. | Reduce -2.3% | 0.06% | −0.07 |
| AWK American Water Works Co. Inc. | Reduce -12.3% | 0.09% | −0.07 |
| MET Metlife Inc. | Reduce -9.6% | 0.06% | −0.07 |
| HCA HCA Healthcare Inc. | Reduce -6.5% | 0.10% | −0.07 |
| MPC Marathon Petroleum Corp. | Reduce -6.9% | 0.07% | −0.06 |
| AMT American Tower Corp. | Reduce -20.3% | 0.07% | −0.06 |
| CINF Cincinnati Financial Corp. | Reduce -6.3% | 0.07% | −0.06 |
| EMB iShares JP Morgan Usd Emergi | Reduce -1.6% | 0.07% | −0.06 |
| PLD Prologis Inc. | Reduce -14.6% | 0.06% | −0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.6% | 0.07% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| BOXX Alpha Architect 1-3 MNTH Box | Add +391.4% | 3.68% | +2.34 |
| VOO Vanguard S&P 500 ETF | Add +102.4% | 28.20% | +1.83 |
| IEFA iShares Core MSCI Eafe ETF | Add +223.3% | 2.50% | +1.20 |
| IVV iShares Core S&P 500 ETF | Add +135.4% | 4.37% | +0.86 |
| EVTR Eaton Vance Total Return | New | 0.77% | +0.77 |
| JPIE JPMorgan Income ETF | New | 0.61% | +0.61 |
| SPIB SS SPDR P Int C Corp. ETF | Add +118.1% | 3.16% | +0.58 |
| BKLN Invesco Senior Loan ETF | Add +506.2% | 0.73% | +0.51 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +82.1% | 2.62% | +0.41 |
| QUAL iShares MSCI USA Quality Fac | Add +198.7% | 0.94% | +0.35 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +161.6% | 0.77% | +0.21 |
| T AT&T Inc. | Add +102.4% | 0.65% | +0.18 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.18% | +0.18 |
| ISRG Intuitive Surgical Inc. | New | 0.17% | +0.17 |
| WMB Williams Cos Inc. | Add +107.3% | 0.82% | +0.17 |
| MO Altria Group Inc. | Add +116.5% | 0.51% | +0.14 |
| NVDA Nvidia Corp. | Add +150.3% | 1.21% | +0.13 |
| SGOV iShares 0-3 Month Treasury B | New | 0.13% | +0.13 |
| TLH iShares 10-20 Year Treasury | New | 0.12% | +0.12 |
| PFG Principal Financial Group | Add +128.6% | 0.43% | +0.12 |
| KVUE Kenvue Inc. | Add +125.0% | 0.38% | +0.11 |
| DVY iShares Select Dividend ETF | Add +96.7% | 1.01% | +0.10 |
| AMLP Alerian MLP ETF | Add +135.5% | 0.35% | +0.10 |
| DHT DHT Holdings Inc. | Add +154.9% | 0.26% | +0.10 |
| SON Sonoco Products Co. | Add +161.5% | 0.30% | +0.08 |
| OKE Oneok Inc. | Add +116.6% | 0.52% | +0.08 |
| UL Unilever PLC | Add +139.4% | 0.29% | +0.08 |
| VCRB Vanguard Core Bond ETF | Add +81.6% | 3.04% | +0.08 |
| CSCO Cisco Systems Inc. | Add +109.5% | 0.44% | +0.08 |
| VICI Vici Properties Inc. | Add +118.8% | 0.28% | +0.07 |
| ARCC Ares Capital Corp. | Add +125.8% | 0.34% | +0.07 |
| XNTK SS SPDR Nyse Tech ETF | Add +102.7% | 1.13% | +0.07 |
| IP International Paper Co. | Add +112.0% | 0.48% | +0.07 |
| ICVT iShares Convertible Bond ETF | New | 0.07% | +0.07 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +108.0% | 0.47% | +0.06 |
| FSK FS KKR Capital Corp. | Add +132.5% | 0.30% | +0.06 |
| GOVT iShares US Treasury Bond ETF | Add +121.6% | 0.29% | +0.05 |
| STWD Starwood Property Trust Inc. | Add +120.9% | 0.25% | +0.05 |
| OHI Omega Healthcare Investors | Add +113.0% | 0.32% | +0.05 |
| CWI State Street SPDR MSCI Acwi | New | 0.05% | +0.05 |
| MRSH Marsh & McLennan Cos | New | 0.05% | +0.05 |
| EPD Enterprise Products Partners | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +94.1% | 0.89% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +95.8% | 1.34% | +0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +96.7% | 0.36% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +92.7% | 0.35% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +95.3% | 0.22% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +92.7% | 0.77% | +0.01 |
| SCHK Schwab 1000 Index ETF | Add +100.6% | 0.19% | +0.01 |
| ADX Adams Diversified Equity | Add +104.5% | 0.14% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 204 | $526.8M | VOO, IVV, BOXX, JPIE, VUG |
| Q1 2026 | 180 | $428.1M | VOO, IVV, BOXX, VUG, SGOV |
| Q4 2025 | 173 | $409.8M | VOO, IVV, VUG, BOXX, IEFA |
| Q3 2025 | 168 | $366.1M | VOO, IVV, VUG, IEFA, BOXX |
| Q2 2025 | 163 | $290.1M | VOO, VUG, IVV, BOXX, SPIB |
| Q1 2025 | 150 | $453.8M | VOO, VUG, IVV, BOXX, SPIB |
| Q4 2024 | 155 | $251.3M | VOO, VUG, IVV, VCRB, SPIB |
| Q3 2024 | 154 | $238.9M | VOO, VUG, VCRB, BRK.B, BOXX |
| Q2 2024 | 141 | $201.1M | VOO, VUG, JQUA, BRK.B, MSFT |
| Q1 2024 | 148 | $192.7M | VOO, VUG, BRK.B, VB, JQUA |