Pettinga Financial Advisors LLC
•CIK: 1694592•Filing: Q4 2025
**Pettinga Financial Advisors, LLC** manages $527M across a diversified portfolio of 148 positions. The fund exhibits significant concentration in broad market and sector-specific ETFs, notably holding IVE ($33.9M), LRGF ($33.7M), and IVV ($31.6M). Top allocations also include IVW ($31.5M) and OEF ($22.0M), indicating a strategic focus on established market indices and fixed income exposure. This positioning suggests a core mandate centered on systematic, large-cap market participation.
Total AUM
$527.3M
QoQ Performance
+2.8%
Positions
95
Top 10 Concentration
45.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVE
LRGF
IVV
IVW
IVE6.4%
LRGF6.4%
IVV6.0%
IVW6.0%
OEF4.2%
GQ93.9%
SPY3.6%
PRF3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.5%
ETF10.2%
Technology4.8%
Consumer0.7%
Healthcare0.2%
Industrial0.2%
Energy0.1%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
↑65 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023