Pinion Investment Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Pinion Investment Advisors, LLC reported 168 stock positions worth $366.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 23.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.4%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.7%). Compared with Q2 2025, it opened 16 new positions, sold out of 11, added to 89 and reduced 54. The biggest buy was a new position in GS Municipal Income ETF (GMUB) and the biggest sale an exit from iShares Select Dividend ETF (DVY).
- Most Recent 13F
- Q2 2026
- Location
- WICHITA, KS
- CIK
- 0001738738
- Portfolio Value
- $366.1M (Q3 2025)
- SEC Filing
- 0001738738-25-000006 ↗ filed Oct 27, 2025
Holdings Value
Holdings 168 stocks · $366.1M
| VOO Vanguard S&P 500 ETF | 23.16% | 136,191 | $84.8M | Add +13.1% |
| IVV iShares Core S&P 500 ETF | 6.39% | 34,354 | $23.4M | Add +25.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.66% | 42,320 | $20.7M | Add +4.7% |
| IEFA iShares Core MSCI Eafe ETF | 3.16% | 130,350 | $11.6M | Add +37.4% |
| BOXX Alpha Architect 1-3 MNTH Box | 3.13% | 100,249 | $11.4M | Add +19.9% |
| SPIB SS SPDR P Int C Corp. ETF | 2.60% | 279,992 | $9.5M | Add +5.7% |
| VCRB Vanguard Core Bond ETF | 1.89% | 87,439 | $6.9M | Reduce -1.6% |
| TSLA Tesla Inc. | 1.70% | 14,324 | $6.2M | Add +0.6% |
| MSFT Microsoft Corp. | 1.52% | 10,643 | $5.6M | Add +2.7% |
| JPIE JPMorgan Income ETF | 1.48% | 116,943 | $5.4M | Add +165.9% |
| XNTK SS SPDR Nyse Tech ETF | 1.48% | 18,912 | $5.4M | Add +45.8% |
| SGOV iShares 0-3 Month Treasury B | 1.44% | 52,280 | $5.3M | Add +70.6% |
| NVDA Nvidia Corp. | 1.42% | 27,897 | $5.2M | Add +9.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.41% | 86,261 | $5.2M | Add +45.7% |
| QUAL iShares MSCI USA Quality Fac | 1.33% | 24,668 | $4.9M | Add +12.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.23% | 95,829 | $4.5M | Add +66.8% |
| GOOGL Alphabet Inc. Class A | 1.21% | 16,983 | $4.4M | Add +0.5% |
| EVTR Eaton Vance Total Return | 1.18% | 83,281 | $4.3M | Add +68.7% |
| OEF iShares S&P 100 ETF | 1.14% | 12,278 | $4.2M | Add +147.8% |
| AAPL Apple Inc. | 1.12% | 15,547 | $4.1M | Reduce -0.5% |
| GMUB GS Municipal Income ETF | 1.11% | 79,638 | $4.1M | New |
| VGK Vanguard Ftse Europe ETF | 0.99% | 44,805 | $3.6M | Add +36.3% |
| SCHX Schwab US Large-Cap ETF | 0.98% | 133,851 | $3.6M | Add +2.1% |
| AMZN Amazon.com Inc. | 0.92% | 15,007 | $3.4M | Add +5.4% |
| AAAU Goldman Sachs Physical Gold | 0.91% | 81,895 | $3.3M | Add +113.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.89% | 6,595 | $3.2M | Reduce -33.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.86% | 9,435 | $3.1M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.81% | 9,870 | $3.0M | Reduce -1.7% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.78% | 75,000 | $2.9M | No change |
| CAIE Calamos Autocallable Inc. ETF | 0.67% | 89,948 | $2.5M | New |
| WMT Walmart Inc. | 0.66% | 22,706 | $2.4M | Add +0.3% |
| AVGO Broadcom Inc. | 0.65% | 6,683 | $2.4M | Reduce -36.8% |
| BAI Ishrs AI in and Tech Act ETF | 0.65% | 66,198 | $2.4M | New |
| THRO iShares U.S. Thematic Rotati | 0.63% | 59,887 | $2.3M | Add +41.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.54% | 25,022 | $2.0M | Reduce -2.3% |
| V Visa Inc. Class A | 0.52% | 5,437 | $1.9M | Reduce -15.2% |
| JQUA JPMorgan US Quality Factor | 0.50% | 29,225 | $1.8M | Add +3.3% |
| WMB Williams Cos Inc. | 0.50% | 31,673 | $1.8M | Add +2.6% |
| MCD McDonald's Corp. | 0.46% | 5,548 | $1.7M | Add +3.2% |
| TLH iShares 10-20 Year Treasury | 0.46% | 16,036 | $1.7M | Add +73.4% |
| META Meta Platforms Inc. Class A | 0.42% | 2,072 | $1.5M | Add +19.1% |
| CSCO Cisco Systems Inc. | 0.41% | 21,082 | $1.5M | Add +27.4% |
| PANW Palo Alto Networks Inc. | 0.40% | 6,819 | $1.5M | Add +564.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 2,179 | $1.5M | Add +564.3% |
| T AT&T Inc. | 0.38% | 55,919 | $1.4M | Add +5.0% |
| SCHG Schwab US Large-Cap Growth | 0.37% | 40,968 | $1.3M | Add +93.2% |
| PEP Pepsico Inc. | 0.37% | 8,836 | $1.3M | Add +15.5% |
| MO Altria Group Inc. | 0.36% | 20,328 | $1.3M | Add +4.9% |
| LMT Lockheed Martin Corp. | 0.34% | 2,594 | $1.3M | Add +10.0% |
| MA Mastercard Inc. Class A | 0.34% | 2,192 | $1.3M | Reduce -3.5% |
| GOVT iShares US Treasury Bond ETF | 0.32% | 50,908 | $1.2M | Add +40.1% |
| ABBV Abbvie Inc. | 0.32% | 5,184 | $1.2M | Add +6.6% |
| PM Philip Morris International | 0.32% | 7,480 | $1.2M | Add +7.7% |
| GS Goldman Sachs Group Inc. | 0.32% | 1,485 | $1.2M | Add +14.2% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 18,010 | $1.1M | Reduce -1.0% |
| IP International Paper Co. | 0.30% | 22,383 | $1.1M | Add +5.5% |
| COIN Coinbase Global Inc. Class A | 0.30% | 3,052 | $1.1M | New |
| PG The Procter & Gamble Co. | 0.29% | 7,064 | $1.1M | Add +10.1% |
| COST Costco Wholesale Corp. | 0.29% | 1,146 | $1.1M | Reduce -3.8% |
| CTAS Cintas Corp. | 0.29% | 5,568 | $1.1M | Reduce -4.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.29% | 24,402 | $1.1M | Reduce -8.3% |
| PFG Principal Financial Group | 0.29% | 13,224 | $1.1M | Add +11.3% |
| MRK Merck & Co. Inc. | 0.28% | 11,842 | $1.0M | Add +28.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.28% | 9,744 | $1.0M | Reduce -0.7% |
| CVX Chevron Corp. | 0.28% | 6,625 | $1.0M | Add +12.4% |
| OKE Oneok Inc. | 0.27% | 14,516 | $996K | Add +17.2% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 35,470 | $959K | Add +95.3% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 1,636 | $937K | Reduce -4.4% |
| OHI Omega Healthcare Investors | 0.25% | 22,509 | $911K | Add +8.3% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 4,843 | $894K | Add +39.5% |
| HD Home Depot Inc. | 0.24% | 2,309 | $893K | Reduce -15.1% |
| DHT DHT Holdings Inc. | 0.24% | 71,103 | $889K | Add +24.4% |
| VFH Vanguard Financials ETF | 0.24% | 6,803 | $880K | Add +7.9% |
| TMUS T-Mobile US Inc. | 0.24% | 4,042 | $880K | Reduce -5.0% |
| IAGG iShares Intl Aggregate Bond | 0.24% | 16,793 | $868K | Add +167.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.24% | 2,101 | $866K | Add +4.1% |
| VLO Valero Energy Corp. | 0.23% | 4,981 | $852K | Add +19.5% |
| ORCL Oracle Corp. | 0.23% | 2,970 | $841K | Add +15.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.22% | 10,068 | $816K | Add +2.5% |
| AMLP Alerian MLP ETF | 0.22% | 17,400 | $813K | Add +12.2% |
| DFVX Dim US Large Cap Vector ETF | 0.22% | 11,029 | $810K | Add +4.2% |
| DLR Digital Realty Trust Inc. | 0.22% | 4,477 | $803K | New |
| ARCC Ares Capital Corp. | 0.22% | 39,807 | $799K | Add +12.5% |
| SO The Southern Co. | 0.22% | 8,335 | $799K | Add +7.3% |
| UL Unilever PLC | 0.21% | 12,283 | $770K | Add +9.8% |
| IWF iShares Russell 1000 Growth | 0.21% | 1,613 | $770K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.21% | 7,434 | $769K | Add +79.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.20% | 24,013 | $749K | Add +10.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 1 | $739K | No change |
| SON Sonoco Products Co. | 0.20% | 18,226 | $736K | Add +25.5% |
| BKLN Invesco Senior Loan ETF | 0.20% | 35,084 | $732K | Add +222.8% |
| AMD Advanced Micro Devices | 0.20% | 2,823 | $714K | Add +2.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.19% | 2,400 | $709K | Reduce -3.2% |
| TT Trane Technologies PLC | 0.19% | 1,665 | $709K | Reduce -22.8% |
| SCHV Schwab US Large-Cap Value | 0.18% | 23,038 | $676K | Add +214.9% |
| PGR Progressive Corp. | 0.18% | 3,078 | $674K | Add +12.8% |
| STWD Starwood Property Trust Inc. | 0.17% | 34,187 | $637K | Add +11.9% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,235 | $582K | Add +29.5% |
| PBDC Putnam BDC Income ETF | 0.16% | 18,809 | $577K | New |
| JPST JPMorgan Ultra-Short Income | 0.16% | 11,300 | $573K | Add +5.8% |
Portfolio Sells Q2 2025 → Q3 2025
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.95 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -33.7% | 0.89% | −0.78 |
| VCRB Vanguard Core Bond ETF | Reduce -1.6% | 1.89% | −0.49 |
| AVGO Broadcom Inc. | Reduce -36.8% | 0.65% | −0.36 |
| ISRG Intuitive Surgical Inc. | Reduce -73.6% | 0.09% | −0.33 |
| V Visa Inc. Class A | Reduce -15.2% | 0.52% | −0.27 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.26 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.24 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 0.81% | −0.19 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.18 |
| CTAS Cintas Corp. | Reduce -4.0% | 0.29% | −0.16 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 0.86% | −0.15 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.13 |
| TT Trane Technologies PLC | Reduce -22.8% | 0.19% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -3.8% | 0.29% | −0.11 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.11 |
| SPGI S&P Global Inc. | Reduce -50.9% | 0.06% | −0.11 |
| TMUS T-Mobile US Inc. | Reduce -5.0% | 0.24% | −0.11 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -8.3% | 0.29% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.11 |
| CME Cme Group Inc. | Reduce -42.2% | 0.08% | −0.10 |
| HD Home Depot Inc. | Reduce -15.1% | 0.24% | −0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.3% | 0.54% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -3.5% | 0.34% | −0.10 |
| EOG EOG Resources Inc. | Reduce -32.7% | 0.07% | −0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.08 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.08 |
| PWR Quanta Services Inc. | Reduce -32.8% | 0.12% | −0.07 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.07 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -27.9% | 0.14% | −0.07 |
| ADBE Adobe Inc. | Reduce -17.9% | 0.10% | −0.07 |
| HCA HCA Healthcare Inc. | Reduce -33.1% | 0.10% | −0.06 |
| PH Parker Hannifin Corp. | Reduce -25.4% | 0.11% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -23.9% | 0.10% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.0% | 0.30% | −0.06 |
| ROP Roper Technologies Inc. | Reduce -3.1% | 0.10% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -23.5% | 0.15% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.2% | 0.19% | −0.05 |
| MINT PIMCO Enhanced Short Maturit | Reduce -12.3% | 0.11% | −0.05 |
| SNPS Synopsys Inc. | Reduce -11.6% | 0.07% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.7% | 0.28% | −0.04 |
| ADX Adams Diversified Equity | Reduce -26.1% | 0.06% | −0.04 |
| ZTS Zoetis Inc. | Reduce -3.0% | 0.09% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -6.3% | 0.07% | −0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -1.7% | 0.14% | −0.03 |
| MET Metlife Inc. | Reduce -8.3% | 0.07% | −0.03 |
| FITB Fifth Third Bancorp | Reduce -11.0% | 0.08% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -15.8% | 0.07% | −0.03 |
| NXPI NXP Semiconductors NV | Reduce -7.1% | 0.08% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| GMUB GS Municipal Income ETF | New | 1.11% | +1.11 |
| JPIE JPMorgan Income ETF | Add +165.9% | 1.48% | +0.78 |
| CAIE Calamos Autocallable Inc. ETF | New | 0.67% | +0.67 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.65% | +0.65 |
| OEF iShares S&P 100 ETF | Add +147.8% | 1.14% | +0.62 |
| IVV iShares Core S&P 500 ETF | Add +25.3% | 6.39% | +0.52 |
| AAAU Goldman Sachs Physical Gold | Add +113.1% | 0.91% | +0.47 |
| IEFA iShares Core MSCI Eafe ETF | Add +37.4% | 3.16% | +0.43 |
| XNTK SS SPDR Nyse Tech ETF | Add +45.8% | 1.48% | +0.42 |
| SGOV iShares 0-3 Month Treasury B | Add +70.6% | 1.44% | +0.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +564.3% | 0.40% | +0.33 |
| PANW Palo Alto Networks Inc. | Add +564.6% | 0.40% | +0.33 |
| EVTR Eaton Vance Total Return | Add +68.7% | 1.18% | +0.32 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +66.8% | 1.23% | +0.32 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +45.7% | 1.41% | +0.30 |
| COIN Coinbase Global Inc. Class A | New | 0.30% | +0.30 |
| DLR Digital Realty Trust Inc. | New | 0.22% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 1.21% | +0.18 |
| PBDC Putnam BDC Income ETF | New | 0.16% | +0.16 |
| SCHG Schwab US Large-Cap Growth | Add +93.2% | 0.37% | +0.15 |
| TSLA Tesla Inc. | Add +0.6% | 1.70% | +0.14 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.14% | +0.14 |
| TLH iShares 10-20 Year Treasury | Add +73.4% | 0.46% | +0.14 |
| IAGG iShares Intl Aggregate Bond | Add +167.8% | 0.24% | +0.13 |
| BKLN Invesco Senior Loan ETF | Add +222.8% | 0.20% | +0.12 |
| VGK Vanguard Ftse Europe ETF | Add +36.3% | 0.99% | +0.12 |
| SCHV Schwab US Large-Cap Value | Add +214.9% | 0.18% | +0.11 |
| THRO iShares U.S. Thematic Rotati | Add +41.4% | 0.63% | +0.11 |
| SCHD Schwab US DVD Equity ETF | Add +95.3% | 0.26% | +0.10 |
| PFE Pfizer Inc. | New | 0.09% | +0.09 |
| EFA iShares MSCI Eafe ETF | New | 0.08% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +39.5% | 0.24% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.07% | +0.07 |
| STIP iShares 0-5 Year Tips Bond E | Add +79.4% | 0.21% | +0.06 |
| SYK Stryker Corp. | New | 0.06% | +0.06 |
| F Ford Motor Co. | New | 0.06% | +0.06 |
| AMD Advanced Micro Devices | Add +2.3% | 0.20% | +0.06 |
| ITOT iShares Core S&P Total U.S. | New | 0.06% | +0.06 |
| GVI iShares Intermediate Governm | New | 0.06% | +0.06 |
| NI Nisource Inc. | New | 0.06% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +29.5% | 0.16% | +0.05 |
| VLO Valero Energy Corp. | Add +19.5% | 0.23% | +0.04 |
| ORCL Oracle Corp. | Add +15.7% | 0.23% | +0.04 |
| GOVT iShares US Treasury Bond ETF | Add +40.1% | 0.32% | +0.04 |
| MRK Merck & Co. Inc. | Add +28.6% | 0.28% | +0.03 |
| DHT DHT Holdings Inc. | Add +24.4% | 0.24% | +0.03 |
| NVDA Nvidia Corp. | Add +9.3% | 1.42% | +0.03 |
| IWS iShares Russell Mid-Cap Valu | Add +41.6% | 0.15% | +0.02 |
| PEP Pepsico Inc. | Add +15.5% | 0.37% | +0.02 |
| EMB iShares JP Morgan Usd Emergi | Add +40.4% | 0.12% | +0.02 |
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 |