Pinion Investment Advisors, LLC

Registered adviser

CIK

1738738

Location

WICHITA, KS

Portfolio Value

Small $540,934,364

Diversification

Diversified

Filing Date

Global Rank

#3,724 / 8,827 ▲ 235 · as of Jun 2026

Top Industry

Semiconductors 11.9%

Period ended 38 days ago

Filed Nov 4, 2026 · 3d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 114556

Roster of Nov 1, 2026

Regulatory AUM

$837,119,519

Main clients

Individuals and high net worth (62% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Jun 2026 to Nov 2026	$837,119,519	Individuals and high net worth (62%)
Apr 2025 to May 2026	$649,043,048	Individuals and high net worth (60%)
Jun 2024 to Mar 2025	$493,929,508	Individuals and high net worth (60%)
Jul 2023 to May 2024	$326,647,044	Individuals and high net worth (64%)
May 2023 to Jun 2023	$262,579,968	Individuals and high net worth (59%)
May 2022 to Apr 2023	$262,579,968	Individuals and high net worth (59%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 68.5% of the book (60%+)

Turnover

Low turnover

20.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.2 quarters (12+), a floor since 29.9% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 71.5%; sector active share 62.2% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

206 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.6%

+1.5 pts

Top 5

60.5%

+2.4 pts

Top 10

71.9%

+3.4 pts

HHI

1,190

Diversified+130

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.4%	$413,522,957	91
Technology	7.0%	$37,804,689	21
Financial Services	3.6%	$19,645,983	18
Consumer Cyclical	2.3%	$12,217,347	7
Communication Services	2.2%	$12,118,296	6
Healthcare	1.9%	$10,440,218	14
Energy	1.8%	$9,855,512	12
Industrials	1.8%	$9,582,987	13
Consumer Defensive	1.5%	$8,001,517	8
Utilities	0.7%	$3,924,592	7
Real Estate	0.6%	$3,324,356	7
Basic Materials	0.1%	$495,910	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CAIE	Calamos Autocallable Income ETF	+199,703	656,676	$17,480,715
SGOV	iShares 0-3 Month Treasury Bond ETF	+110,233	240,070	$24,170,247
—		+91,530	199,403	$0
GOVT	iShares U.S. Treasury Bond ETF	+64,325	320,364	$7,006,360
SHY	iShares 1-3 Year Treasury Bond ETF	+42,578	46,149	$3,747,298
IUSB	iShares Core Universal USD Bond ETF	+25,421	216,732	$9,555,713
EVTR	Eaton Vance Total Return Bond ETF	+22,559	194,971	$9,395,652
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+21,535	324,771	$10,483,607
GMUB	Goldman Sachs Municipal Income ETF	+17,097	174,264	$8,504,083
IDEF		+11,440	97,761	$3,052,782
BAI	BlackRock ETF Trust	+10,810	96,163	$4,537,931
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+10,643	144,352	$9,997,819
VOO	VANGUARD 500 INDEX FUND	+10,178	150,804	$105,692,491
JPIE	JPMorgan Income ETF	+9,551	358,909	$16,111,425
IALT		+9,276	60,784	$1,815,010
IEMG	iShares Trust	+9,131	107,770	$0
BLCR		+9,002	64,233	$3,144,847
IEFA	iShares Core MSCI EAFE ETF	+7,002	135,148	$13,093,138
USHY	iShares Broad USD High Yield Corporate Bond ETF	+6,549	39,275	$1,402,903
IVV	iShares Core S&P 500 ETF	+6,243	68,713	$52,623,851
GGOV		+5,285	34,649	$1,735,914
THRO		+5,238	69,275	$3,046,714
CORO		+4,335	41,097	$1,493,875
AAAU	Goldman Sachs Physical Gold ETF	+4,037	107,803	$4,415,610
NASA	Tema Etfs LLC	+3,748	14,233	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ARWR	Arrowhead Pharmaceuticals, Inc.	−50,000	25,000	$1,636,250
BOXX	Alpha Architect 1-3 Month Box ETF	−33,529	214,977	$25,451,127
VUG	VANGUARD GROWTH INDEX FUND	−30,281	141,066	$12,711,457
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	−13,665	7,362	$639,021
—		−11,723	100,916	$0
BKLN	Invesco Ltd.	−9,384	29,989	$0
VICI	Vici Properties Inc.	−2,512	17,536	$402,801
T	At&T Inc.	−1,855	43,475	$1,060,790
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−1,702	5,170	$636,323
DHT	DHT Holdings, Inc.	−1,619	48,949	$1,104,778
TMUS	T-Mobile US, Inc.	−1,526	2,014	$328,443
VZ	Verizon Communications Inc	−1,497	5,948	$272,834
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−1,242	24,427	$2,192,567
SCHG	Schwab U.S. Large-Cap Growth ETF	−1,172	35,567	$1,277,922
MO	Altria Group, Inc.	−1,118	13,853	$932,861
CSCO	Cisco Systems, Inc.	−1,060	16,911	$1,820,130
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	−994	6,777	$523,252
STWD	Starwood Property Trust, Inc.	−943	28,060	$378,810
KLAC	Kla Corp	−882	2,847	$554,965
IP	International Paper Co	−755	16,416	$544,518
CFG	Citizens Financial Group Inc	−698	5,977	$381,093
CWI	Spdr Index Shares Funds	−682	6,297	$254,461
MCD	Mcdonalds Corp	−665	4,458	$1,029,530
SCHV	Schwab U.S. Large-Cap Value ETF	−530	22,814	$759,934
PANW	Palo Alto Networks Inc	−497	1,102	$437,835
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
ACYN	First Trust Exchange-Traded Fund	54,272	$1,132,113
DACL		36,688	$917,200
CAGE	Calamos ETF Trust	29,428	$842,229
IGV	iShares Expanded Tech-Software Sector ETF	6,033	$642,393
SALI		14,706	$369,120
CRM	Salesforce, Inc.	1,159	$266,071
ABT	Abbott Laboratories	2,532	$250,237
IQV	Iqvia Holdings Inc.	840	$225,834
FANG	Diamondback Energy, Inc.	1,162	$213,587
NEM	NEWMONT Corp	1,851	$213,494
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	2,309	$212,543
ILF	iShares Latin America 40 ETF	6,086	$209,967
GDX	VanEck Gold Miners ETF	2,358	$207,032
AMGN	Amgen Inc	490	$206,539
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
RSP	Victory Portfolios II	4,803	$1,021,934
MUB	iShares National Muni Bond ETF	3,529	$379,790
REMX	VanEck Rare Earth and Strategic Metals ETF	3,385	$299,572
VB	Vanguard Index Funds	799	$242,192
KLAR	Klarna Group plc	11,724	$237,293
SRLN	State Street(R) Blackstone Senior Loan ETF	5,309	$213,899
PEG	Public Service Enterprise Group Inc	2,571	$208,662
BE	Bloom Energy Corp	678	$205,230
PGR	Progressive Corp	935	$204,250
DUK	Duke Energy CORP	1,609	$203,667
UAL	United Airlines Holdings, Inc.	1,494	$203,169
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

206 tracked positions · $540,934,364 total · filing declares 206 positions · $564,098,451 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 206 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	150,804	+10,178	$105,692,491	+9.4%	19.54%
IVV	iShares Core S&P 500 ETF	Added	68,713	+6,243	$52,623,851	+12.5%	9.73%
BOXX	Alpha Architect 1-3 Month Box ETF	Reduced	214,977	-33,529	$25,451,127	−12.5%	4.71%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	240,070	+110,233	$24,170,247	+84.9%	4.47%
CAIE	Calamos Autocallable Income ETF	Added	656,676	+199,703	$17,480,715	+40.6%	3.23%
JPIE	JPMorgan Income ETF	Added	358,909	+9,551	$16,111,425	+0.1%	2.98%
IEFA	iShares Core MSCI EAFE ETF	Added	135,148	+7,002	$13,093,138	+5.8%	2.42%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	141,066	-30,281	$12,711,457	−13.9%	2.35%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	324,771	+21,535	$10,483,607	+3.3%	1.94%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	144,352	+10,643	$9,997,819	+9.9%	1.85%
XNTK	State Street(R) SPDR(R) NYSE Technology ETF	Added	25,159	+358	$9,615,518	−0.8%	1.78%
IUSB	iShares Core Universal USD Bond ETF	Added	216,732	+25,421	$9,555,713	+8.2%	1.77%
EVTR	Eaton Vance Total Return Bond ETF	Added	194,971	+22,559	$9,395,652	+7.5%	1.74%
GMUB	Goldman Sachs Municipal Income ETF	Added	174,264	+17,097	$8,504,083	+5.2%	1.57%
NVDA	Nvidia Corp Technology	Reduced	35,414	-285	$8,087,849	+13.2%	1.50%
GOVT	iShares U.S. Treasury Bond ETF	Added	320,364	+64,325	$7,006,360	+20.1%	1.30%
AAPL	Apple Inc. Technology	Added	20,659	+303	$6,879,860	+16.8%	1.27%
MSFT	Microsoft Corp Technology	Reduced	13,410	-304	$6,877,989	+34.5%	1.27%
GOOGL	Alphabet Inc. Communication Services	Added	18,653	+95	$6,418,124	−3.2%	1.19%
VCRB	VANGUARD CORE BOND ETF	Held	81,634	0	$6,009,895	−4.7%	1.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,036	+126	$4,997,426	+0.8%	0.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,769	+117	$4,925,446	+5.2%	0.91%
TSLA	Tesla, Inc. Consumer Cyclical	Added	13,485	+121	$4,784,612	−14.9%	0.88%
BAI	BlackRock ETF Trust	Added	96,163	+10,810	$4,537,931	+0.8%	0.84%
AAAU	Goldman Sachs Physical Gold ETF	Added	107,803	+4,037	$4,415,610	+7.5%	0.82%
UNP	Union Pacific Corp Industrials	Added	13,929	+6	$3,790,498	+0.1%	0.70%
SCHX	Schwab U.S. Large-Cap ETF	Added	125,854	+1,409	$3,775,620	+3.1%	0.70%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	46,149	+42,578	$3,747,298	+1178.0%	0.69%
MTUM	iShares MSCI USA Momentum Factor ETF	Added	11,534	+966	$3,660,199	+1.0%	0.68%
META	Meta Platforms, Inc. Communication Services	Added	4,881	+965	$3,539,603	+60.5%	0.65%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	9,345	-68	$3,497,272	+0.4%	0.65%
BLCR		Added	64,233	+9,002	$3,144,847	+13.0%	0.58%
IDEF		Added	97,761	+11,440	$3,052,782	+11.3%	0.56%
THRO		Added	69,275	+5,238	$3,046,714	+10.4%	0.56%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,101	+69	$3,010,883	+1.8%	0.56%
AVGO	Broadcom Inc. Technology	Reduced	7,890	-8	$2,770,889	−7.1%	0.51%
TLH	iShares 10-20 Year Treasury Bond ETF	Added	24,518	+2,325	$2,259,824	+1.5%	0.42%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	24,427	-1,242	$2,192,567	−2.8%	0.41%
WMT	Walmart Inc. Consumer Defensive	Added	21,074	+272	$2,190,010	−7.0%	0.40%
V	Visa Inc. Financial Services	Added	5,540	+70	$1,990,688	+6.1%	0.37%
CSCO	Cisco Systems, Inc. Technology	Reduced	16,911	-1,060	$1,820,130	−13.8%	0.34%
IALT		Added	60,784	+9,276	$1,815,010	+25.6%	0.34%
MU	Micron Technology Inc Technology	Reduced	1,698	-18	$1,808,556	−8.7%	0.33%
SYSB	iShares Systematic Bond ETF	Added	21,438	+2,957	$1,806,794	+10.2%	0.33%
GGOV		Added	34,649	+5,285	$1,735,914	+17.6%	0.32%
LLY	ELI LILLY & Co Healthcare	Added	1,454	+75	$1,682,394	+1.7%	0.31%
MRK	Merck & Co., Inc. Healthcare	Added	11,340	+5	$1,647,815	+13.1%	0.30%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Reduced	25,000	-50,000	$1,636,250	−73.2%	0.30%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,658	-207	$1,626,058	−2.3%	0.30%
WMB	Williams Companies, Inc. Energy	Reduced	23,727	-25	$1,612,724	−8.7%	0.30%

Showing the top 50 of 206 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.