Pinion Investment Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Pinion Investment Advisors, LLC reported 163 stock positions worth $290.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 23.6% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 6.1%) and iShares Core S&P 500 ETF (IVV, 5.9%). Compared with Q1 2025, it opened 21 new positions, sold out of 8, added to 34 and reduced 102. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +441%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- WICHITA, KS
- CIK
- 0001738738
- Portfolio Value
- $290.1M (Q2 2025)
- SEC Filing
- 0001738738-25-000004 ↗ filed Jul 24, 2025
Holdings Value
Holdings 163 stocks · $290.1M
| VOO Vanguard S&P 500 ETF | 23.59% | 120,451 | $68.4M | Reduce -51.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.11% | 40,437 | $17.7M | Reduce -52.2% |
| IVV iShares Core S&P 500 ETF | 5.87% | 27,421 | $17.0M | Reduce -22.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 3.25% | 83,601 | $9.4M | Reduce -44.1% |
| SPIB SS SPDR P Int C Corp. ETF | 3.07% | 264,848 | $8.9M | Reduce -38.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.73% | 94,886 | $7.9M | Reduce -36.6% |
| VCRB Vanguard Core Bond ETF | 2.38% | 88,855 | $6.9M | Reduce -50.1% |
| MSFT Microsoft Corp. | 1.78% | 10,366 | $5.2M | Reduce -49.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.67% | 9,950 | $4.8M | Reduce -55.4% |
| TSLA Tesla Inc. | 1.56% | 14,237 | $4.5M | Reduce -49.9% |
| NVDA Nvidia Corp. | 1.39% | 25,522 | $4.0M | Reduce -49.6% |
| QUAL iShares MSCI USA Quality Fac | 1.39% | 22,022 | $4.0M | Reduce -11.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.11% | 59,211 | $3.2M | Reduce -16.9% |
| AAPL Apple Inc. | 1.11% | 15,625 | $3.2M | Reduce -48.9% |
| SCHX Schwab US Large-Cap ETF | 1.10% | 131,035 | $3.2M | Reduce -50.8% |
| AMZN Amazon.com Inc. | 1.08% | 14,235 | $3.1M | Reduce -49.3% |
| SGOV iShares 0-3 Month Treasury B | 1.06% | 30,643 | $3.1M | Add +441.0% |
| XNTK SS SPDR Nyse Tech ETF | 1.06% | 12,976 | $3.1M | Reduce -51.5% |
| GOOGL Alphabet Inc. Class A | 1.03% | 16,902 | $3.0M | Reduce -49.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.01% | 9,660 | $2.9M | Reduce -56.3% |
| AVGO Broadcom Inc. | 1.00% | 10,567 | $2.9M | Reduce -64.8% |
| JPM JPMorgan Chase & Co. | 1.00% | 10,041 | $2.9M | Add +0.6% |
| DVY iShares Select Dividend ETF | 0.95% | 20,715 | $2.8M | Reduce -39.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.92% | 57,444 | $2.7M | Reduce -33.6% |
| VGK Vanguard Ftse Europe ETF | 0.88% | 32,867 | $2.5M | New |
| EVTR Eaton Vance Total Return | 0.87% | 49,380 | $2.5M | Reduce -28.2% |
| V Visa Inc. Class A | 0.78% | 6,413 | $2.3M | Reduce -0.7% |
| WMT Walmart Inc. | 0.76% | 22,633 | $2.2M | Reduce -50.5% |
| JPIE JPMorgan Income ETF | 0.70% | 43,972 | $2.0M | Reduce -27.0% |
| WMB Williams Cos Inc. | 0.67% | 30,866 | $1.9M | Reduce -50.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.64% | 25,613 | $1.9M | Reduce -52.1% |
| JQUA JPMorgan US Quality Factor | 0.59% | 28,305 | $1.7M | Reduce -52.4% |
| MCD McDonald's Corp. | 0.54% | 5,376 | $1.6M | Add +1.1% |
| T AT&T Inc. | 0.53% | 53,273 | $1.5M | Reduce -49.3% |
| OEF iShares S&P 100 ETF | 0.52% | 4,955 | $1.5M | New |
| THRO iShares U.S. Thematic Rotati | 0.52% | 42,346 | $1.5M | New |
| CTAS Cintas Corp. | 0.45% | 5,797 | $1.3M | Reduce -4.6% |
| META Meta Platforms Inc. Class A | 0.44% | 1,739 | $1.3M | Add +3.8% |
| MA Mastercard Inc. Class A | 0.44% | 2,272 | $1.3M | Add +0.8% |
| PM Philip Morris International | 0.44% | 6,944 | $1.3M | Reduce -2.0% |
| AAAU Goldman Sachs Physical Gold | 0.43% | 38,428 | $1.3M | New |
| ISRG Intuitive Surgical Inc. | 0.42% | 2,252 | $1.2M | Add +41.6% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.41% | 75,000 | $1.2M | Reduce -50.0% |
| COST Costco Wholesale Corp. | 0.41% | 1,191 | $1.2M | Reduce -0.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.40% | 26,621 | $1.1M | Reduce -46.4% |
| CSCO Cisco Systems Inc. | 0.40% | 16,546 | $1.1M | Reduce -49.3% |
| MO Altria Group Inc. | 0.39% | 19,381 | $1.1M | Reduce -49.8% |
| LMT Lockheed Martin Corp. | 0.38% | 2,359 | $1.1M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 18,189 | $1.0M | Reduce -48.7% |
| PG The Procter & Gamble Co. | 0.35% | 6,418 | $1.0M | Add +1.6% |
| TMUS T-Mobile US Inc. | 0.35% | 4,253 | $1.0M | Reduce -10.2% |
| OKE Oneok Inc. | 0.35% | 12,382 | $1.0M | Reduce -48.4% |
| PEP Pepsico Inc. | 0.35% | 7,651 | $1.0M | Add +3.3% |
| HD Home Depot Inc. | 0.34% | 2,719 | $997K | Reduce -0.2% |
| IP International Paper Co. | 0.34% | 21,215 | $993K | Reduce -48.0% |
| PFG Principal Financial Group | 0.33% | 11,882 | $944K | Reduce -48.4% |
| TT Trane Technologies PLC | 0.33% | 2,157 | $943K | Reduce -3.9% |
| TLH iShares 10-20 Year Treasury | 0.32% | 9,247 | $939K | Add +69.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.32% | 9,815 | $936K | Reduce -55.4% |
| GS Goldman Sachs Group Inc. | 0.32% | 1,300 | $920K | Add +0.9% |
| ABBV Abbvie Inc. | 0.31% | 4,863 | $903K | Add +3.6% |
| CVX Chevron Corp. | 0.29% | 5,894 | $844K | Add +4.1% |
| GOVT iShares US Treasury Bond ETF | 0.29% | 36,334 | $835K | Reduce -37.0% |
| VFH Vanguard Financials ETF | 0.28% | 6,305 | $803K | Reduce -1.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.27% | 9,818 | $792K | Reduce -53.0% |
| ARCC Ares Capital Corp. | 0.27% | 35,371 | $777K | Reduce -49.2% |
| KVUE Kenvue Inc. | 0.26% | 36,711 | $768K | Reduce -48.5% |
| OHI Omega Healthcare Investors | 0.26% | 20,792 | $762K | Reduce -45.6% |
| AMLP Alerian MLP ETF | 0.26% | 15,511 | $758K | Reduce -49.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.25% | 2,018 | $739K | Add +7.8% |
| DFVX Dim US Large Cap Vector ETF | 0.25% | 10,583 | $729K | Reduce -50.0% |
| MRK Merck & Co. Inc. | 0.25% | 9,211 | $729K | Add +6.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 1 | $729K | No change |
| PGR Progressive Corp. | 0.25% | 2,728 | $728K | Reduce -0.6% |
| SO The Southern Co. | 0.25% | 7,768 | $713K | Add +1.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.24% | 21,661 | $706K | Reduce -45.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.24% | 2,480 | $705K | Add +1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 1,712 | $694K | Reduce -2.2% |
| IWF iShares Russell 1000 Growth | 0.24% | 1,613 | $685K | No change |
| UL Unilever PLC | 0.24% | 11,183 | $684K | Reduce -49.5% |
| FSK FS KKR Capital Corp. | 0.24% | 32,893 | $683K | Reduce -49.0% |
| SON Sonoco Products Co. | 0.22% | 14,526 | $633K | Reduce -49.0% |
| SCHG Schwab US Large-Cap Growth | 0.21% | 21,211 | $620K | Reduce -47.0% |
| DHT DHT Holdings Inc. | 0.21% | 57,146 | $618K | Reduce -48.8% |
| STWD Starwood Property Trust Inc. | 0.21% | 30,563 | $613K | Reduce -45.9% |
| UNH Unitedhealth Group Inc. | 0.21% | 1,931 | $602K | Reduce -42.5% |
| NEE Nextera Energy Inc. | 0.20% | 8,400 | $583K | Reduce -1.4% |
| PWR Quanta Services Inc. | 0.20% | 1,507 | $570K | Reduce -1.8% |
| ORCL Oracle Corp. | 0.19% | 2,566 | $561K | New |
| VLO Valero Energy Corp. | 0.19% | 4,167 | $560K | Add +3.2% |
| JPST JPMorgan Ultra-Short Income | 0.19% | 10,676 | $541K | Reduce -65.5% |
| AXON Axon Enterprise Inc. | 0.19% | 649 | $537K | No change |
| CME Cme Group Inc. | 0.18% | 1,904 | $525K | Reduce -0.7% |
| CB Chubb Ltd. | 0.18% | 1,807 | $524K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.18% | 3,131 | $515K | Reduce -1.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.17% | 3,842 | $504K | Add +7.7% |
| SPGI S&P Global Inc. | 0.17% | 943 | $497K | Reduce -0.1% |
| HCA HCA Healthcare Inc. | 0.17% | 1,284 | $492K | Reduce -1.0% |
| SCHK Schwab 1000 Index ETF | 0.17% | 16,410 | $489K | Reduce -49.9% |
| PH Parker Hannifin Corp. | 0.17% | 697 | $487K | Reduce -3.2% |
Portfolio Sells Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Reduce -51.6% | 23.59% | −4.62 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -97.6% | 0.07% | −1.70 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -55.4% | 1.67% | −0.95 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -52.2% | 6.11% | −0.80 |
| VCRB Vanguard Core Bond ETF | Reduce -50.1% | 2.38% | −0.66 |
| BKLN Invesco Senior Loan ETF | Reduce -93.2% | 0.08% | −0.65 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -44.1% | 3.25% | −0.43 |
| AAPL Apple Inc. | Reduce -48.9% | 1.11% | −0.39 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -56.3% | 1.01% | −0.33 |
| SCHX Schwab US Large-Cap ETF | Reduce -50.8% | 1.10% | −0.19 |
| UNH Unitedhealth Group Inc. | Reduce -42.5% | 0.21% | −0.18 |
| OKE Oneok Inc. | Reduce -48.4% | 0.35% | −0.18 |
| JPST JPMorgan Ultra-Short Income | Reduce -65.5% | 0.19% | −0.16 |
| JQUA JPMorgan US Quality Factor | Reduce -52.4% | 0.59% | −0.15 |
| WMB Williams Cos Inc. | Reduce -50.2% | 0.67% | −0.15 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.14 |
| IP International Paper Co. | Reduce -48.0% | 0.34% | −0.14 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -52.1% | 0.64% | −0.13 |
| T AT&T Inc. | Reduce -49.3% | 0.53% | −0.12 |
| WMT Walmart Inc. | Reduce -50.5% | 0.76% | −0.12 |
| MO Altria Group Inc. | Reduce -49.8% | 0.39% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -49.6% | 1.03% | −0.12 |
| KVUE Kenvue Inc. | Reduce -48.5% | 0.26% | −0.11 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.11 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.10 |
| AVGO Broadcom Inc. | Reduce -64.8% | 1.00% | −0.10 |
| PFG Principal Financial Group | Reduce -48.4% | 0.33% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -49.3% | 1.08% | −0.10 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -38.6% | 3.07% | −0.10 |
| AMLP Alerian MLP ETF | Reduce -49.6% | 0.26% | −0.09 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -53.0% | 0.27% | −0.09 |
| SON Sonoco Products Co. | Reduce -49.0% | 0.22% | −0.08 |
| ARCC Ares Capital Corp. | Reduce -49.2% | 0.27% | −0.07 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -46.4% | 0.40% | −0.07 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.07 |
| XNTK SS SPDR Nyse Tech ETF | Reduce -51.5% | 1.06% | −0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -55.4% | 0.32% | −0.07 |
| ICVT iShares Convertible Bond ETF | Sold out | 0.00% | −0.07 |
| TSLA Tesla Inc. | Reduce -49.9% | 1.56% | −0.06 |
| FSK FS KKR Capital Corp. | Reduce -49.0% | 0.24% | −0.06 |
| DVY iShares Select Dividend ETF | Reduce -39.2% | 0.95% | −0.06 |
| SMMD iShares Russell 2500 ETF | Sold out | 0.00% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -50.3% | 0.17% | −0.06 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.06 |
| OHI Omega Healthcare Investors | Reduce -45.6% | 0.26% | −0.06 |
| UL Unilever PLC | Reduce -49.5% | 0.24% | −0.05 |
| ADX Adams Diversified Equity | Reduce -63.0% | 0.10% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -49.3% | 0.40% | −0.05 |
| DFVX Dim US Large Cap Vector ETF | Reduce -50.0% | 0.25% | −0.05 |
| DHT DHT Holdings Inc. | Reduce -48.8% | 0.21% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| SGOV iShares 0-3 Month Treasury B | Add +441.0% | 1.06% | +0.94 |
| VGK Vanguard Ftse Europe ETF | New | 0.88% | +0.88 |
| OEF iShares S&P 100 ETF | New | 0.52% | +0.52 |
| THRO iShares U.S. Thematic Rotati | New | 0.52% | +0.52 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 1.00% | +0.46 |
| AAAU Goldman Sachs Physical Gold | New | 0.43% | +0.43 |
| ISRG Intuitive Surgical Inc. | Add +41.6% | 0.42% | +0.25 |
| META Meta Platforms Inc. Class A | Add +3.8% | 0.44% | +0.23 |
| TLH iShares 10-20 Year Treasury | Add +69.5% | 0.32% | +0.20 |
| ORCL Oracle Corp. | New | 0.19% | +0.19 |
| CB Chubb Ltd. | New | 0.18% | +0.18 |
| MCD McDonald's Corp. | Add +1.1% | 0.54% | +0.18 |
| MA Mastercard Inc. Class A | Add +0.8% | 0.44% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +0.9% | 0.32% | +0.16 |
| IWM iShares Russell 2000 ETF | New | 0.15% | +0.15 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.15% | +0.15 |
| LMT Lockheed Martin Corp. | Add +0.2% | 0.38% | +0.14 |
| AMD Advanced Micro Devices | New | 0.14% | +0.14 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +7.8% | 0.25% | +0.13 |
| PG The Procter & Gamble Co. | Add +1.6% | 0.35% | +0.12 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.11% | +0.11 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +1.4% | 0.24% | +0.11 |
| IAGG iShares Intl Aggregate Bond | New | 0.11% | +0.11 |
| PEP Pepsico Inc. | Add +3.3% | 0.35% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | Add +5.1% | 0.16% | +0.10 |
| LLY Eli Lilly & Co. | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | Add +3.6% | 0.31% | +0.09 |
| SO The Southern Co. | Add +1.0% | 0.25% | +0.09 |
| CVX Chevron Corp. | Add +4.1% | 0.29% | +0.08 |
| MRK Merck & Co. Inc. | Add +6.8% | 0.25% | +0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.08% | +0.08 |
| VLO Valero Energy Corp. | Add +3.2% | 0.19% | +0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.08% | +0.08 |
| NFLX Netflix Inc. | New | 0.08% | +0.08 |
| VXF Vanguard Extended Market ETF | New | 0.07% | +0.07 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +7.7% | 0.17% | +0.07 |
| PANW Palo Alto Networks Inc. | New | 0.07% | +0.07 |
| MINT PIMCO Enhanced Short Maturit | Add +15.7% | 0.16% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.07% | +0.07 |
| SCHV Schwab US Large-Cap Value | New | 0.07% | +0.07 |
| USIG iShares Broad Usd Investment | New | 0.07% | +0.07 |
| CRM Salesforce Inc. | Add +13.1% | 0.15% | +0.07 |
| CFG Citizens Financial Group | Add +32.7% | 0.10% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +4.7% | 0.12% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +12.2% | 0.11% | +0.05 |
| TJX TJX Companies Inc. | Add +6.2% | 0.13% | +0.05 |
| XOM Exxon Mobil Corp. | Add +1.0% | 0.16% | +0.05 |
| VZ Verizon Communications Inc. | Add +24.6% | 0.10% | +0.05 |
| LIN Linde PLC | Add +1.2% | 0.11% | +0.04 |
| AEP American Electric Power | Add +0.4% | 0.10% | +0.03 |
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 |