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Funds / Pinion Investment Advisors, LLC
Institutional Fund

Pinion Investment Advisors, LLC

Wichita, KSCIK 17387385 filings on record

Portfolio Value
$428.14M
Q1 2026
Holdings
180
Reported positions
New Buys
20
Opened this quarter
QoQ Change
+4.5%
from $409.82M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds19.4%
  • Ishares Tr7.2%
  • Ea Series Trust3.6%
  • Vanguard Index Fds3.4%
  • Ishares Tr3.0%
  • J P Morgan Exchange Traded F2.8%
  • Other60.5%

Portfolio Holdings

180 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds138.7K$82.88M19.4%662Reduced
2Ishares Tr47.3K$30.92M7.2%+6.1KAdded
3Ea Series Trust134.0K$15.58M3.6%+6.3KAdded
4Vanguard Index Fds33.6K$14.68M3.4%9.6KReduced
5Ishares Tr129.3K$13.01M3.0%+63.9KAdded
6J P Morgan Exchange Traded F263.3K$12.13M2.8%+116.8KAdded
7Ishares Tr113.3K$10.26M2.4%33.4KReduced
8Spdr Series Trust299.8K$10.06M2.3%4.0KReduced
9Calamos ETF Tr327.2K$8.23M1.9%+119.9KAdded
10Blackrock ETF Trust137.5K$8.00M1.9%+30.7KAdded

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