Pinion Investment Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Pinion Investment Advisors, LLC reported 173 stock positions worth $409.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 21.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.9%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.1%). Compared with Q3 2025, it opened 18 new positions, sold out of 13, added to 69 and reduced 75. The biggest buy was Invesco Senior Loan ETF (BKLN, shares +703%) and the biggest sale Tesla (TSLA, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- WICHITA, KS
- CIK
- 0001738738
- Portfolio Value
- $409.8M (Q4 2025)
- SEC Filing
- 0001738738-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 173 stocks · $409.8M
| VOO Vanguard S&P 500 ETF | 21.33% | 139,365 | $87.4M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 6.89% | 41,218 | $28.2M | Add +20.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.14% | 43,162 | $21.1M | Add +2.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 3.59% | 127,757 | $14.7M | Add +27.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.20% | 146,694 | $13.1M | Add +12.5% |
| SPIB SS SPDR P Int C Corp. ETF | 2.51% | 303,842 | $10.3M | Add +8.5% |
| GMUB GS Municipal Income ETF | 1.70% | 136,311 | $7.0M | Add +71.2% |
| JPIE JPMorgan Income ETF | 1.65% | 146,481 | $6.8M | Add +25.3% |
| VCRB Vanguard Core Bond ETF | 1.63% | 85,560 | $6.7M | Reduce -2.1% |
| SGOV iShares 0-3 Month Treasury B | 1.60% | 65,349 | $6.6M | Add +25.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.58% | 106,797 | $6.5M | Add +23.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.46% | 128,914 | $6.0M | Add +34.5% |
| BKLN Invesco Senior Loan ETF | 1.44% | 281,872 | $5.9M | Add +703.4% |
| QUAL iShares MSCI USA Quality Fac | 1.42% | 29,279 | $5.8M | Add +18.7% |
| EVTR Eaton Vance Total Return | 1.42% | 112,802 | $5.8M | Add +35.5% |
| TSLA Tesla Inc. | 1.41% | 12,878 | $5.8M | Reduce -10.1% |
| XNTK SS SPDR Nyse Tech ETF | 1.41% | 20,823 | $5.8M | Add +10.1% |
| CAIE Calamos Autocallable Inc. ETF | 1.35% | 207,327 | $5.5M | Add +130.5% |
| GOOGL Alphabet Inc. Class A | 1.32% | 17,278 | $5.4M | Add +1.7% |
| MSFT Microsoft Corp. | 1.31% | 11,080 | $5.4M | Add +4.1% |
| NVDA Nvidia Corp. | 1.31% | 28,708 | $5.4M | Add +2.9% |
| OEF iShares S&P 100 ETF | 1.26% | 14,997 | $5.1M | Add +22.1% |
| ARWR Arrowhead Pharmaceuticals Inc. | 1.22% | 75,000 | $5.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 9,751 | $4.9M | Add +47.9% |
| AAPL Apple Inc. | 1.14% | 17,211 | $4.7M | Add +10.7% |
| AAAU Goldman Sachs Physical Gold | 1.05% | 101,492 | $4.3M | Add +23.9% |
| VGK Vanguard Ftse Europe ETF | 1.01% | 49,322 | $4.1M | Add +10.1% |
| AMZN Amazon.com Inc. | 0.88% | 15,580 | $3.6M | Add +3.8% |
| SCHX Schwab US Large-Cap ETF | 0.88% | 133,333 | $3.6M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 9,433 | $3.2M | Reduce -0.0% |
| UNP Union Pacific Corp. | 0.77% | 13,597 | $3.1M | New |
| JPM JPMorgan Chase & Co. | 0.74% | 9,364 | $3.0M | Reduce -5.1% |
| THRO iShares U.S. Thematic Rotati | 0.68% | 72,105 | $2.8M | Add +20.4% |
| BAI Ishrs AI in and Tech Act ETF | 0.68% | 83,229 | $2.8M | Add +25.7% |
| AVGO Broadcom Inc. | 0.61% | 7,172 | $2.5M | Add +7.3% |
| WMT Walmart Inc. | 0.59% | 21,641 | $2.4M | Reduce -4.7% |
| TLH iShares 10-20 Year Treasury | 0.54% | 21,589 | $2.2M | Add +34.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.48% | 24,326 | $2.0M | Reduce -2.8% |
| V Visa Inc. Class A | 0.47% | 5,505 | $1.9M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.45% | 2,803 | $1.9M | Add +35.3% |
| WMB Williams Cos Inc. | 0.41% | 27,917 | $1.7M | Reduce -11.9% |
| MCD McDonald's Corp. | 0.39% | 5,228 | $1.6M | Reduce -5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 2,245 | $1.5M | Add +3.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.37% | 2 | $1.5M | Add +100.0% |
| CSCO Cisco Systems Inc. | 0.37% | 19,547 | $1.5M | Reduce -7.3% |
| GOVT iShares US Treasury Bond ETF | 0.37% | 65,184 | $1.5M | Add +28.0% |
| JQUA JPMorgan US Quality Factor | 0.36% | 23,394 | $1.5M | Reduce -19.9% |
| GS Goldman Sachs Group Inc. | 0.33% | 1,530 | $1.3M | Add +3.0% |
| PANW Palo Alto Networks Inc. | 0.32% | 7,156 | $1.3M | Add +4.9% |
| T AT&T Inc. | 0.32% | 51,974 | $1.3M | Reduce -7.0% |
| MA Mastercard Inc. Class A | 0.30% | 2,155 | $1.2M | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 19,513 | $1.2M | Add +8.3% |
| LMT Lockheed Martin Corp. | 0.29% | 2,440 | $1.2M | Reduce -5.9% |
| PEP Pepsico Inc. | 0.29% | 8,222 | $1.2M | Reduce -7.0% |
| MRK Merck & Co. Inc. | 0.29% | 11,113 | $1.2M | Reduce -6.2% |
| PM Philip Morris International | 0.27% | 6,970 | $1.1M | Reduce -6.8% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.27% | 25,503 | $1.1M | Add +4.5% |
| ABBV Abbvie Inc. | 0.26% | 4,733 | $1.1M | Reduce -8.7% |
| CTAS Cintas Corp. | 0.26% | 5,570 | $1.0M | Add +0.0% |
| PFG Principal Financial Group | 0.26% | 11,853 | $1.0M | Reduce -10.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 9,731 | $1.0M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.25% | 15,434 | $1.0M | Add +157.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.25% | 9,962 | $1.0M | Add +34.0% |
| MO Altria Group Inc. | 0.24% | 17,199 | $992K | Reduce -15.4% |
| OKE Oneok Inc. | 0.24% | 13,484 | $991K | Reduce -7.1% |
| COST Costco Wholesale Corp. | 0.24% | 1,130 | $975K | Reduce -1.4% |
| CVX Chevron Corp. | 0.24% | 6,371 | $971K | Reduce -3.8% |
| NEE Nextera Energy Inc. | 0.23% | 11,807 | $948K | Add +83.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.23% | 2,236 | $923K | Add +6.4% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 1,586 | $919K | Reduce -3.1% |
| OHI Omega Healthcare Investors | 0.22% | 20,040 | $889K | Reduce -11.0% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 4,992 | $887K | Add +3.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 16,025 | $881K | Add +124.4% |
| PG The Procter & Gamble Co. | 0.21% | 6,145 | $881K | Reduce -13.0% |
| SO The Southern Co. | 0.20% | 9,565 | $834K | Add +14.8% |
| LLY Eli Lilly & Co. | 0.20% | 766 | $823K | Add +157.1% |
| VFH Vanguard Financials ETF | 0.20% | 6,130 | $818K | Reduce -9.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.20% | 10,128 | $817K | Add +0.6% |
| DFVX Dim US Large Cap Vector ETF | 0.20% | 10,935 | $813K | Reduce -0.8% |
| COIN Coinbase Global Inc. Class A | 0.20% | 3,533 | $799K | Add +15.8% |
| TMUS T-Mobile US Inc. | 0.19% | 3,893 | $790K | Reduce -3.7% |
| BKR Baker Hughes Co. | 0.19% | 17,087 | $778K | New |
| DHT DHT Holdings Inc. | 0.19% | 63,379 | $774K | Reduce -10.9% |
| DTE DTE Energy Company | 0.18% | 5,825 | $751K | New |
| IAGG iShares Intl Aggregate Bond | 0.18% | 14,840 | $742K | Reduce -11.6% |
| AMLP Alerian MLP ETF | 0.18% | 15,778 | $742K | Reduce -9.3% |
| IWF iShares Russell 1000 Growth | 0.18% | 1,541 | $729K | Reduce -4.5% |
| ARCC Ares Capital Corp. | 0.17% | 35,386 | $716K | Reduce -11.1% |
| VLO Valero Energy Corp. | 0.17% | 4,373 | $712K | Reduce -12.2% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,240 | $703K | Add +0.2% |
| SCHG Schwab US Large-Cap Growth | 0.17% | 21,287 | $694K | Reduce -48.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.17% | 2,448 | $683K | Add +2.0% |
| DVY iShares Select Dividend ETF | 0.16% | 4,679 | $660K | New |
| UL Unilever PLC-Sponsored ADR | 0.16% | 9,743 | $637K | Reduce -10.7% |
| DLR Digital Realty Trust Inc. | 0.15% | 4,064 | $629K | Reduce -9.2% |
| TT Trane Technologies PLC | 0.15% | 1,612 | $627K | Reduce -3.2% |
| IP International Paper Co. | 0.15% | 15,434 | $608K | Reduce -31.1% |
| HD Home Depot Inc. | 0.15% | 1,765 | $607K | Reduce -23.6% |
| AMD Advanced Micro Devices | 0.15% | 2,834 | $607K | Add +0.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.14% | 3,243 | $575K | Add +2.2% |
Portfolio Sells Q3 2025 → Q4 2025
| TSLA Tesla Inc. | Reduce -10.1% | 1.41% | −0.28 |
| VCRB Vanguard Core Bond ETF | Reduce -2.1% | 1.63% | −0.26 |
| SON Sonoco Products Co. | Sold out | 0.00% | −0.20 |
| SCHG Schwab US Large-Cap Growth | Reduce -48.0% | 0.17% | −0.20 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.18 |
| IP International Paper Co. | Reduce -31.1% | 0.15% | −0.15 |
| JQUA JPMorgan US Quality Factor | Reduce -19.9% | 0.36% | −0.14 |
| SCHD Schwab US DVD Equity ETF | Reduce -48.8% | 0.12% | −0.14 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.14 |
| SCHV Schwab US Large-Cap Value | Reduce -70.2% | 0.05% | −0.13 |
| MO Altria Group Inc. | Reduce -15.4% | 0.24% | −0.12 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.4% | 0.88% | −0.10 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Reduce -23.6% | 0.15% | −0.10 |
| ORCL Oracle Corp. | Reduce -4.6% | 0.13% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.0% | 0.77% | −0.09 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.09 |
| WMB Williams Cos Inc. | Reduce -11.9% | 0.41% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -13.0% | 0.21% | −0.08 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.08 |
| PEP Pepsico Inc. | Reduce -7.0% | 0.29% | −0.08 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.08 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -5.1% | 0.74% | −0.07 |
| MCD McDonald's Corp. | Reduce -5.8% | 0.39% | −0.07 |
| STWD Starwood Property Trust Inc. | Reduce -32.2% | 0.10% | −0.07 |
| WMT Walmart Inc. | Reduce -4.7% | 0.59% | −0.07 |
| T AT&T Inc. | Reduce -7.0% | 0.32% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.8% | 0.48% | −0.07 |
| DLR Digital Realty Trust Inc. | Reduce -9.2% | 0.15% | −0.07 |
| VICI Vici Properties Inc. | Reduce -15.6% | 0.14% | −0.07 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.06 |
| VLO Valero Energy Corp. | Reduce -12.2% | 0.17% | −0.06 |
| ABBV Abbvie Inc. | Reduce -8.7% | 0.26% | −0.06 |
| GVI iShares Intermediate Governm | Sold out | 0.00% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -28.1% | 0.09% | −0.06 |
| IAGG iShares Intl Aggregate Bond | Reduce -11.6% | 0.18% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -5.9% | 0.29% | −0.06 |
| USIG iShares Broad Usd Investment | Sold out | 0.00% | −0.06 |
| NI Nisource Inc. | Sold out | 0.00% | −0.06 |
| UL Unilever PLC-Sponsored ADR | Reduce -10.7% | 0.16% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 0.24% | −0.05 |
| IWS iShares Russell Mid-Cap Valu | Reduce -29.6% | 0.09% | −0.05 |
| DHT DHT Holdings Inc. | Reduce -10.9% | 0.19% | −0.05 |
| AXON Axon Enterprise Inc. | Reduce -10.2% | 0.08% | −0.05 |
| PM Philip Morris International | Reduce -6.8% | 0.27% | −0.05 |
| TMUS T-Mobile US Inc. | Reduce -3.7% | 0.19% | −0.05 |
| CVX Chevron Corp. | Reduce -3.8% | 0.24% | −0.04 |
| ARCC Ares Capital Corp. | Reduce -11.1% | 0.17% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| BKLN Invesco Senior Loan ETF | Add +703.4% | 1.44% | +1.24 |
| UNP Union Pacific Corp. | New | 0.77% | +0.77 |
| CAIE Calamos Autocallable Inc. ETF | Add +130.5% | 1.35% | +0.68 |
| GMUB GS Municipal Income ETF | Add +71.2% | 1.70% | +0.59 |
| IVV iShares Core S&P 500 ETF | Add +20.0% | 6.89% | +0.50 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +27.4% | 3.59% | +0.46 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +47.9% | 1.20% | +0.31 |
| EVTR Eaton Vance Total Return | Add +35.5% | 1.42% | +0.23 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +34.5% | 1.46% | +0.23 |
| BKR Baker Hughes Co. | New | 0.19% | +0.19 |
| DTE DTE Energy Company | New | 0.18% | +0.18 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +23.8% | 1.58% | +0.17 |
| JPIE JPMorgan Income ETF | Add +25.3% | 1.65% | +0.17 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +100.0% | 0.37% | +0.17 |
| SGOV iShares 0-3 Month Treasury B | Add +25.0% | 1.60% | +0.16 |
| DVY iShares Select Dividend ETF | New | 0.16% | +0.16 |
| AAAU Goldman Sachs Physical Gold | Add +23.9% | 1.05% | +0.15 |
| IEMG iShares Core MSCI Emerging | Add +157.2% | 0.25% | +0.14 |
| LLY Eli Lilly & Co. | Add +157.1% | 0.20% | +0.13 |
| JNJ Johnson & Johnson | New | 0.12% | +0.12 |
| GE General Electric | New | 0.12% | +0.12 |
| OEF iShares S&P 100 ETF | Add +22.1% | 1.26% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 1.32% | +0.11 |
| BAC Bank of America Corp. | Add +124.4% | 0.22% | +0.11 |
| OGE Oge Energy Corp. | New | 0.10% | +0.10 |
| QUAL iShares MSCI USA Quality Fac | Add +18.7% | 1.42% | +0.09 |
| NEE Nextera Energy Inc. | Add +83.7% | 0.23% | +0.08 |
| TLH iShares 10-20 Year Treasury | Add +34.6% | 0.54% | +0.08 |
| CAT Caterpillar Inc. | New | 0.07% | +0.07 |
| USHY iShares Broad Usd High Yield | New | 0.06% | +0.06 |
| C Citigroup Inc. | New | 0.06% | +0.06 |
| EVRG Evergy Inc. | New | 0.06% | +0.06 |
| UPS United Parcel Service Class B | New | 0.06% | +0.06 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.06% | +0.06 |
| PSX Phillips 66 | New | 0.05% | +0.05 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| THRO iShares U.S. Thematic Rotati | Add +20.4% | 0.68% | +0.05 |
| EPD Enterprise Products Partners | New | 0.05% | +0.05 |
| GDX Vaneck Gold Miners ETF | New | 0.05% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +12.5% | 3.20% | +0.04 |
| GOVT iShares US Treasury Bond ETF | Add +28.0% | 0.37% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +34.0% | 0.25% | +0.04 |
| META Meta Platforms Inc. Class A | Add +35.3% | 0.45% | +0.03 |
| BAI Ishrs AI in and Tech Act ETF | Add +25.7% | 0.68% | +0.03 |
| AAPL Apple Inc. | Add +10.7% | 1.14% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +34.2% | 0.08% | +0.02 |
| ITRG Integra Resources Corp. | New | 0.01% | +0.01 |
| MINT PIMCO Enhanced Short Maturit | Add +25.4% | 0.12% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.17% | +0.01 |
| VGK Vanguard Ftse Europe ETF | Add +10.1% | 1.01% | +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 |