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CIK: 0001738738
Total reported value
$526.8M
$526.8M
173 檔
31.2%
At the close of Q4 2025, Pinion Investment Advisors, LLC disclosed equity holdings valued at approximately $526.8M, spread across 173 reported holdings.
In Q4 2025, Pinion Investment Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.33% | -1.02% | +2.33% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.89% | +1.66% | +19.98% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.14% | -0.63% | +1.99% | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.59% | +1.88% | +27.44% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.20% | -0.04% | +12.54% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.51% | -0.42% | +8.52% | |
| 7 | GMUB | Gs Municipal Income ETF | ETF-Other | 1.70% | -0.16% | +71.16% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.65% | +0.22% | +25.26% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.63% | -0.33% | -2.15% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.60% | -0.56% | +25.00% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.58% | -0.14% | +23.81% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.46% | -0.15% | +34.52% | |
| 13 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.44% | -0.07% | +703.42% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.42% | -0.66% | +18.69% | |
| 15 | EVTR | Eaton Vance Total Return | ETF-Other | 1.42% | -0.14% | +35.45% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.41% | -0.05% | -10.09% | |
| 17 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 1.41% | +0.41% | +10.10% | |
| 18 | CAIE | Calamos Autocallable Inc ETF | ETF-Other | 1.35% | +0.44% | +130.50% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.11% | +1.74% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.09% | +4.11% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.14% | +2.91% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.26% | -1.39% | EXIT | |
| 23 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 1.21% | +0.06% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.10% | +47.85% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.04% | +10.70% | |
| 26 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.05% | -0.31% | +23.93% | |
| 27 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.01% | -0.64% | +10.08% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | — | +3.82% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.88% | -0.05% | -0.39% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.07% | -0.02% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.77% | -0.06% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.04% | -5.13% | |
| 33 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.68% | -0.23% | +20.40% | |
| 34 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.68% | +0.07% | +25.73% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.06% | +7.32% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.15% | -4.69% | |
| 37 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.54% | -0.05% | +34.63% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.03% | -2.78% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.02% | +1.25% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.07% | +35.28% | |
| 41 | WMB | Williams Cos Inc | Stock-Energy | 0.41% | -0.07% | -11.86% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.09% | -5.77% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | -0.03% | +3.03% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.37% | -0.06% | +100.00% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.09% | -7.28% | |
| 46 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.37% | +0.66% | +28.04% | |
| 47 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.36% | — | -19.95% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.33% | -0.01% | +3.03% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.32% | +0.05% | +4.94% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.32% | -0.13% | -7.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | +1.2% | +703.42% | Add |
| 2 | CAIE | Calamos Autocallable Inc ETF | +0.7% | +130.50% | Add |
| 3 | GMUB | Gs Municipal Income ETF | +0.6% | +71.16% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | +19.98% | Add |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | +0.5% | +27.44% | Add |
| 6 | ARWR | Arrowhead Pharmaceuticals In | +0.4% | — | Unchanged |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +47.85% | Add |
| 8 | EVTR | Eaton Vance Total Return | +0.2% | +35.45% | Add |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +34.52% | Add |
| 10 | JPIE | Jpmorgan Income ETF | +0.2% | +25.26% | Add |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +23.81% | Add |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +100.00% | Add |
| 13 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +25.00% | Add |
| 14 | AAAU | Goldman Sachs Physical Gold | +0.1% | +23.93% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +157.19% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +157.05% | Add |
| 17 | OEF | Ishares S&p 100 ETF | +0.1% | +22.15% | Add |
| 18 | BAC | Bank Of America CORP | +0.1% | +124.38% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.74% | Add |
| 20 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +18.69% | Add |
| 21 | TLH | Ishares 10-20 Year Treasury | +0.1% | +34.63% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | +83.74% | Add |
| 23 | THRO | Ishares U.s. Thematic Rotati | +0.1% | +20.40% | Add |
| 24 | IEFA | Ishares Core Msci Eafe ETF | 0% | +12.54% | Add |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +25.73% | Add |
| 26 | AAPL | Apple Inc | 0% | +10.70% | Add |
| 27 | VGK | Vanguard Ftse Europe ETF | 0% | +10.08% | Add |
| 28 | XNTK | Ss Spdr Nyse Tech ETF | -0.1% | +10.10% | Add |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | +8.52% | Add |
| 30 | SCHV | Schwab US Large-cap Value | -0.1% | -70.17% | Trim |
| 31 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -48.81% | Trim |
| 32 | JQUA | Jpmorgan US Quality Factor | -0.1% | -19.95% | Trim |
| 33 | IP | International Paper Co | -0.2% | -31.05% | Trim |
| 34 | SCHG | Schwab US Large-cap Growth | -0.2% | -48.04% | Trim |
| 35 | TSLA | Tesla Inc | -0.3% | -10.09% | Trim |
| 36 | VUG | Vanguard Growth ETF | -0.5% | +1.99% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | -1.8% | +2.33% | Add |
| 38 | UNP | Union Pacific CORP | — | NEW | New buy |
| 39 | BKR | Baker Hughes Co | — | NEW | New buy |
| 40 | UL | Unilever PLC | — | EXIT | Sold out |
| 41 | DTE | Dte Energy Company | — | NEW | New buy |
| 42 | SON | Sonoco Products Co | — | EXIT | Sold out |
| 43 | PGR | Progressive CORP | — | EXIT | Sold out |
| 44 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | — | EXIT | Sold out |
| 47 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 48 | GE | General Electric | — | NEW | New buy |
| 49 | OGE | Oge Energy CORP | — | NEW | New buy |
| 50 | ROP | Roper Technologies Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Pinion Investment Advisors, LLC reported a total U.S. public equity portfolio value of $526.8M across 173 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, VUG) accounted for 31.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
UNP
市值: $3.1M
Top Position Liquidated / Trimmed
UL
前期市值: $769.8K
During Q4 2025, Pinion Investment Advisors, LLC's top holdings by market value included VOO (21.3%)、IVV (6.9%)、VUG (5.1%). The largest single position, VOO, represented 21.3% of total portfolio value.
In Q4 2025, Pinion Investment Advisors, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 30 positions, trimming 6 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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