§ 13F · FUND PROFILE
Pinion Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $290.1T (13F)Positions · 163Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 139K | $87.4T | 21.3% | +2% |
| 2 | IVV | ISHARES TR | 41K | $28.2T | 6.9% | +20% |
| 3 | VUG | VANGUARD INDEX FDS | 43K | $21.1T | 5.1% | +2% |
| 4 | BOXX | EA SERIES TRUST | 128K | $14.7T | 3.6% | +27% |
| 5 | IEFA | ISHARES TR | 147K | $13.1T | 3.2% | +13% |
| 6 | SPIB | SPDR SERIES TRUST | 304K | $10.3T | 2.5% | +9% |
| 7 | GMUB | GOLDMAN SACHS ETF TR | 136K | $7.0T | 1.7% | +71% |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | 146K | $6.8T | 1.7% | +25% |
| 9 | VCRB | VANGUARD MALVERN FDS | 86K | $6.7T | 1.6% | −2% |
| 10 | SGOV | ISHARES TR | 65K | $6.6T | 1.6% | +25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PINION SIGNAL
AC read
Pinion Investment Advisors, LLC is a Other fund managing $290072.5 trillion in assets. The fund runs a portfolio of 163 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed