Arkolith/Funds/Pinion Investment Advisors, LLC

Pinion Investment Advisors, LLC

CIK 1738738
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Pinion Investment Advisors, LLC holds a focused book of 204 stocks worth $526.8M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Vanguard S&P 500 ETF at 18% of the equity book. They also disclosed $40K in call options (bullish), shown separately below and excluded from the equity book.

Opened
36
bought for the first time
Added to
109
already held, bought more
Trimmed
46
sold some, still holds it
Sold out
12
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
50%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

25% mapped to company sectors

ETF / fund or unclassified
75%
Information Technology
9%
Financials
4%
Consumer Discretionary
3%
Health Care
2%
Industrials
2%
Utilities
2%
Real Estate
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Pinion Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
Integrated Wealth Concepts LLC78 / 80$4.6B
ENVESTNET ASSET MANAGEMENT INC77 / 80$128.0B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC77 / 80$18.3B
Kestra Advisory Services, LLC77 / 80$8.3B
AE Wealth Management LLC77 / 80$6.1B
IFP Advisors, Inc77 / 80$1.5B
ROYAL BANK OF CANADA76 / 80$162.7B
COMMONWEALTH EQUITY SERVICES, LLC76 / 80$20.4B

Ranked by how many of Pinion Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

204 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$96.6M140.6K
18.3%
+1.4%
Added · +2K sh
2Ishares TR
CORE S&P500 ETF
$46.8M62.5K
8.9%
+32%
Added · +15K sh
3Ea Series Trust
ALPHA ARCH 1-3
$29.1M248.5K
5.5%
+85%
Added · +114K sh
4J P Morgan Exchange Traded F
INCOME ETF
$16.1M349.4K
3.1%
+33%
Added · +86K sh
5Vanguard Index FDS
GROWTH ETF
$14.8M171.3K
2.8%
+410%
Added · +138K sh
6Ishares TR
0-3 MTH TREASURY
$13.1M129.8K
2.5%
+0.4%
Added · +571 sh
7Calamos ETF TR
AUTOC INCOM ETF
$12.4M457.0K
2.4%
+40%
Added · +130K sh
8Ishares TR
CORE MSCI EAFE
$12.4M128.1K
2.3%
+13%
Added · +15K sh
9SPDR Series Trust
ST INTER BD ETF
$10.1M303.2K
1.9%
+1.1%
Added · +3K sh
10SPDR Series Trust
ST STR NYSE TECH
$9.7M24.8K
1.8%
+3.3%
Added · +788 sh
11BlackRock ETF Trust
ISHARES US EQUIT
$9.1M133.7K
1.7%
−2.7%
Reduced · −4K sh
12Ishares TR
CORE UNIVRSL USD
$8.8M191.3K
1.7%
+13%
Added · +21K sh
13Morgan Stanley ETF Trust
EATO VANC BD ETF
$8.7M172.4K
1.7%
+14%
Added · +21K sh
14Ishares Inc
CORE MSCI EMKT
$8.2M98.6K
1.6%
−11%
Reduced · −12K sh
15Goldman Sachs ETF TR
MUNI INCOME ETF
$8.1M157.2K
1.5%
+10%
Added · +15K sh
16Nvidia Corporation
COM
$7.1M35.5K
1.3%
+18%
Added · +5K sh
17Alphabet Inc
CAP STK CL A
$6.6M18.6K
1.3%
+8.3%
Added · +1K sh
18Vanguard Malvern FDS
CORE BD ETF
$6.3M81.6K
1.2%
−3.7%
Reduced · −3K sh
19Listed FDS TR
SPEAR ALPHA ETF
$6.3M107.9K
1.2%
+62%
Added · +41K sh
20Arrowhead Pharmaceuticals In
COM
$6.1M75.0K
1.2%
Held
21Apple Inc
COM
$5.9M20.4K
1.1%
+12%
Added · +2K sh
22Ishares TR
US TREAS BD ETF
$5.8M256.0K
1.1%
+203%
Added · +172K sh
23Tesla Inc
COM
$5.6M13.4K
1.1%
+3.5%
Added · +451 sh
24Microsoft Corp
COM
$5.1M13.7K
1.0%
+12%
Added · +1K sh
25Berkshire Hathaway Inc Del
CL B NEW
$5.0M9.9K
0.9%
+6.4%
Added · +597 sh
26Amazon Com Inc
COM
$4.7M19.7K
0.9%
+7.1%
Added · +1K sh
27BlackRock ETF Trust
ISHA I IN TE ETF
$4.5M85.4K
0.9%
−16%
Reduced · −16K sh
28Goldman Sachs Physical Gold
UNIT
$4.1M103.8K
0.8%
+3.1%
Added · +3K sh
29Union Pac Corp
COM
$3.8M13.9K
0.7%
+1.0%
Added · +143 sh
30Schwab Strategic TR
US LRG CAP ETF
$3.7M124.4K
0.7%
−0.6%
Reduced · −703 sh
31Ishares TR
MSCI USA MMENTM
$3.6M10.6K
0.7%
−20%
Reduced · −3K sh
32Vanguard Index FDS
TOTAL STK MKT
$3.5M9.4K
0.7%
−3.5%
Reduced · −341 sh
33Broadcom Inc
COM
$3.0M7.9K
0.6%
+11%
Added · +805 sh
34JPMorgan Chase & Co
COM
$3.0M9.0K
0.6%
+2.8%
Added · +244 sh
35Rex ETF TR
AUTOCALLABLE IN
$2.8M112.6K
0.5%
+148%
Added · +67K sh
36BlackRock ETF Trust
ISHA LA CORE ETF
$2.8M55.2K
0.5%
New
New position
37BlackRock ETF Trust
ISHA US THEM ETF
$2.8M64.0K
0.5%
−28%
Reduced · −25K sh
38BlackRock ETF Trust
ISHARES DEFENSE
$2.7M86.3K
0.5%
New
New position
39Walmart Inc
COM
$2.4M20.8K
0.4%
+1.1%
Added · +231 sh
40SPDR Series Trust
ST STR P500ETF
$2.3M25.7K
0.4%
+14%
Added · +3K sh
41Ishares TR
10-20 YR TRS ETF
$2.2M22.2K
0.4%
+10%
Added · +2K sh
42Meta Platforms Inc
CL A
$2.2M3.9K
0.4%
+7.0%
Added · +255 sh
43Cisco Sys Inc
COM
$2.1M18.0K
0.4%
+3.8%
Added · +655 sh
44Micron Technology Inc
COM
$2.0M1.7K
0.4%
+95%
Added · +835 sh
45Visa Inc
COM CL A
$1.9M5.5K
0.4%
+1.6%
Added · +89 sh
46Vanguard Intl Equity Index F
FTSE EUROPE ETF
$1.9M21.0K
0.4%
−59%
Reduced · −30K sh
47Teradyne Inc
COM
$1.8M3.8K
0.3%
New
New position
48Williams Cos Inc
COM
$1.8M23.8K
0.3%
−2.1%
Reduced · −521 sh
49Advanced Micro Devices Inc
COM
$1.7M2.9K
0.3%
+11%
Added · +295 sh
50State STR SPDR S&P 500 ETF T
TR UNIT
$1.7M2.2K
0.3%
−0.1%
Reduced · −2 sh
Showing 50 of 204 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$40K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishNVIDIA CORPNVDA$40K200

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026205$526.8M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026181$428.3M13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026173$409.8M13F-HR
Q3 2025Sep 30, 2025Oct 27, 2025168$366.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.