Pinion Investment Advisors, LLC
•CIK: 1738738•Filing: Q4 2025
**Pinion Investment Advisors, LLC** manages $410M across a diversified portfolio of 173 holdings. The strategy exhibits a notable tilt toward core U.S. equity exposure, evidenced by the top three positions: VOO ($87.4M), IVV ($28.2M), and VUG ($21.1M). Further allocation includes significant international and sector exposure via IEFA ($13.1M) and BOXX ($14.7M). The portfolio maintains a balanced risk profile, incorporating fixed income through SGOV ($6.6M) alongside specialized credit and income strategies.
Total AUM
$409.8M
QoQ Performance
+11.9%
Positions
130
Top 10 Concentration
49.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
IVV
VUG
VOO21.3%
IVV6.9%
VUG5.1%
BOXX3.6%
IEFA3.2%
SPIB2.5%
GMUB1.7%
JPIE1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.1%
ETF28.6%
Technology7.3%
Financial3.8%
Consumer3.7%
Industrial1.3%
Healthcare1.3%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW19 new positions
↑69 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023