Pinion Investment Advisors, LLC

CIK 0001738738 • 6 13F filings • Apr 17, 2025 – Aug 6, 2026

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Filer information

Filed by: Pinion Investment Advisors, LLC, CCO
Address: 1605 N WATERFRONT PARKWAY, SUITE 200, WICHITA, KS, 67206
Phone: 3166828344
AUM: $409.8M

AUM over time

$526.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $409.8M169 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.1M	0.3%Prev: 0.3%	4,733 SH	Decreased-451 SH
ADAMS DIVERSIFIED EQUITY FD	COM	$219K	0.1%Prev: 0.1%	9,392 SH	Increased
ADOBE INC	COM	$333K	0.1%Prev: 0.1%	952 SH	Decreased-60 SH
ADVANCED MICRO DEVICES INC	COM	$607K	0.1%Prev: 0.2%	2,834 SH	Decreased+11 SH
ALPHABET INC	CAP STK CL A	$5.4M	1.3%Prev: 1.2%	17,278 SH	Increased+295 SH
ALPHABET INC	CAP STK CL C	$703K	0.2%Prev: 0.2%	2,240 SH	Increased+5 SH
ALPS ETF TR	ALERIAN MLP	$742K	0.2%Prev: 0.2%	15,778 SH	Decreased-1,622 SH
ALTRIA GROUP INC	COM	$992K	0.2%Prev: 0.4%	17,199 SH	Decreased-3,129 SH
AMAZON COM INC	COM	$3.6M	0.9%Prev: 0.9%	15,580 SH	Increased+573 SH
AMERICAN ELEC PWR CO INC	COM	$323K	0.1%Prev: 0.1%	2,800 SH	Decreased+1 SH
APPLE INC	COM	$4.7M	1.1%Prev: 1.1%	17,211 SH	Increased+1,664 SH
ARES CAPITAL CORP	COM	$716K	0.2%Prev: 0.2%	35,386 SH	Decreased-4,421 SH
ARROWHEAD PHARMACEUTICALS IN	COM	$5.0M	1.2%Prev: 0.8%	75,000 SH	Increased
ASML HOLDING N V	N Y REGISTRY SHS	$336K	0.1%Prev: 0.1%	314 SH	Increased+80 SH
AT&T INC	COM	$1.3M	0.3%Prev: 0.4%	51,974 SH	Decreased-3,945 SH
AVINO SILVER & GOLD MINES LT	COM	$88K	0.0%Prev: 0.0%	14,230 SH	Increased
AXON ENTERPRISE INC	COM	$341K	0.1%Prev: 0.1%	600 SH	Decreased-68 SH
BAKER HUGHES COMPANY	CL A	$778K	0.2%	17,087 SH	New
BANK AMERICA CORP	COM	$881K	0.2%Prev: 0.1%	16,025 SH	Increased+8,883 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.4%Prev: 0.2%	2 SH	Increased+1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.9M	1.2%Prev: 0.9%	9,751 SH	Increased+3,156 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$2.8M	0.7%Prev: 0.6%	83,229 SH	Increased+17,031 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.5M	1.6%Prev: 1.4%	106,797 SH	Increased+20,536 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$2.8M	0.7%Prev: 0.6%	72,105 SH	Increased+12,218 SH
BROADCOM INC	COM	$2.5M	0.6%Prev: 0.6%	7,172 SH	Increased+489 SH
CALAMOS ETF TR	AUTOCALLABLE INC	$5.5M	1.4%Prev: 0.7%	207,327 SH	Increased+117,379 SH
CAPITAL ONE FINL CORP	COM	$398K	0.1%Prev: 0.1%	1,642 SH	Increased+12 SH
CATERPILLAR INC	COM	$273K	0.1%	476 SH	New
CHEVRON CORP NEW	COM	$971K	0.2%Prev: 0.3%	6,371 SH	Decreased-254 SH
CINCINNATI FINL CORP	COM	$338K	0.1%Prev: 0.1%	2,073 SH	Increased
CINTAS CORP	COM	$1.0M	0.3%Prev: 0.3%	5,570 SH	Decreased+2 SH
CISCO SYS INC	COM	$1.5M	0.4%Prev: 0.4%	19,547 SH	Increased-1,535 SH
CITIGROUP INC	COM NEW	$255K	0.1%	2,182 SH	New
CITIZENS FINL GROUP INC	COM	$372K	0.1%Prev: 0.1%	6,371 SH	Increased-271 SH
CME GROUP INC	COM	$252K	0.1%Prev: 0.1%	924 SH	Decreased-176 SH
COCA COLA CO	COM	$271K	0.1%Prev: 0.1%	3,873 SH	Decreased-95 SH
COINBASE GLOBAL INC	COM CL A	$799K	0.2%Prev: 0.3%	3,533 SH	Decreased+481 SH
COSTCO WHSL CORP NEW	COM	$975K	0.2%Prev: 0.3%	1,130 SH	Decreased-16 SH
DHT HOLDINGS INC	SHS NEW	$774K	0.2%Prev: 0.2%	63,379 SH	Decreased-7,724 SH
DIGITAL RLTY TR INC	COM	$629K	0.2%Prev: 0.2%	4,064 SH	Decreased-413 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VEC	$813K	0.2%Prev: 0.2%	10,935 SH	Increased-94 SH
DTE ENERGY CO	COM	$751K	0.2%	5,825 SH	New
DUKE ENERGY CORP NEW	COM NEW	$219K	0.1%Prev: 0.1%	1,866 SH	Decreased-9 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$14.7M	3.6%Prev: 3.1%	127,757 SH	Increased+27,508 SH
ELI LILLY & CO	COM	$823K	0.2%Prev: 0.1%	766 SH	Increased+468 SH
ENTERGY CORP NEW	COM	$273K	0.1%Prev: 0.1%	2,952 SH	Decreased-317 SH
ENTERPRISE PRODS PARTNERS L	COM	$208K	0.1%	6,486 SH	New
EVERGY INC	COM	$244K	0.1%	3,366 SH	New
EXXON MOBIL CORP	COM	$398K	0.1%Prev: 0.1%	3,310 SH	Increased-8 SH
FORD MTR CO	COM	$220K	0.1%Prev: 0.1%	16,804 SH	Decreased+870 SH
GE AEROSPACE	COM NEW	$483K	0.1%	1,569 SH	New
GOLDMAN SACHS ETF TR	MUNI INCOME ETF	$7.0M	1.7%Prev: 1.1%	136,311 SH	Increased+56,673 SH
GOLDMAN SACHS GROUP INC	COM	$1.3M	0.3%Prev: 0.3%	1,530 SH	Increased+45 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$4.3M	1.1%Prev: 0.9%	101,492 SH	Increased+19,597 SH
HCA HEALTHCARE INC	COM	$313K	0.1%Prev: 0.1%	671 SH	Decreased-188 SH
HOME DEPOT INC	COM	$607K	0.1%Prev: 0.2%	1,765 SH	Decreased-544 SH
INTEGRA RES CORP	COM	$55K	0.0%	13,645 SH	New
INTEL CORP	COM	$217K	0.1%	5,876 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$286K	0.1%Prev: 0.1%	965 SH	Decreased-46 SH
INTERNATIONAL PAPER CO	COM	$608K	0.1%Prev: 0.3%	15,434 SH	Decreased-6,949 SH
INTUITIVE SURGICAL INC	COM NEW	$390K	0.1%Prev: 0.1%	688 SH	Increased+93 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$5.9M	1.4%Prev: 0.2%	281,872 SH	Increased+246,788 SH
ISHARES INC	CORE MSCI EMKT	$1.0M	0.3%Prev: 0.1%	15,434 SH	Increased+9,433 SH
ISHARES TR	0-3 MNTH TREASRY	$6.6M	1.6%Prev: 1.4%	65,349 SH	Increased+13,069 SH
ISHARES TR	0-5 YR TIPS ETF	$1.0M	0.2%Prev: 0.2%	9,962 SH	Increased+2,528 SH
ISHARES TR	0-5YR HI YL CP	$1.1M	0.3%Prev: 0.3%	25,503 SH	Increased+1,101 SH
ISHARES TR	10-20 YR TRS ETF	$2.2M	0.5%Prev: 0.5%	21,589 SH	Increased+5,553 SH
ISHARES TR	BROAD USD HIGH	$264K	0.1%	7,053 SH	New
ISHARES TR	CORE INTL AGGR	$742K	0.2%Prev: 0.2%	14,840 SH	Decreased-1,953 SH
ISHARES TR	CORE MSCI EAFE	$13.1M	3.2%Prev: 3.2%	146,694 SH	Increased+16,344 SH
ISHARES TR	CORE S&P500 ETF	$28.2M	6.9%Prev: 6.4%	41,218 SH	Increased+6,864 SH
ISHARES TR	CORE UNIVRSL USD	$6.0M	1.5%	128,914 SH	New
ISHARES TR	IBOXX HI YD ETF	$817K	0.2%Prev: 0.2%	10,128 SH	Increased+60 SH
ISHARES TR	ISHS 5-10YR INVT	$241K	0.1%	4,479 SH	New
ISHARES TR	JPMORGAN USD EMG	$406K	0.1%Prev: 0.1%	4,215 SH	Decreased-344 SH
ISHARES TR	MSCI EAFE ETF	$301K	0.1%Prev: 0.1%	3,139 SH	Increased
ISHARES TR	MSCI USA QLT FCT	$5.8M	1.4%Prev: 1.3%	29,279 SH	Increased+4,611 SH
ISHARES TR	RUS 1000 GRW ETF	$729K	0.2%Prev: 0.2%	1,541 SH	Decreased-72 SH
ISHARES TR	RUS MDCP VAL ETF	$380K	0.1%Prev: 0.1%	2,691 SH	Decreased-1,130 SH
ISHARES TR	RUSSELL 2000 ETF	$490K	0.1%Prev: 0.1%	1,990 SH	Decreased-86 SH
ISHARES TR	S&P 100 ETF	$5.1M	1.3%Prev: 1.1%	14,997 SH	Increased+2,719 SH
ISHARES TR	SELECT DIVID ETF	$660K	0.2%	4,679 SH	New
ISHARES TR	US TREAS BD ETF	$1.5M	0.4%Prev: 0.3%	65,184 SH	Increased+14,276 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$6.8M	1.7%Prev: 1.5%	146,481 SH	Increased+29,538 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$575K	0.1%Prev: 0.2%	11,370 SH	Increased+70 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.5M	0.4%Prev: 0.5%	23,394 SH	Decreased-5,831 SH
JOHNSON & JOHNSON	COM	$490K	0.1%	2,369 SH	New
JPMORGAN CHASE & CO.	COM	$3.0M	0.7%Prev: 0.8%	9,364 SH	Increased-506 SH
KLA CORP	COM NEW	$351K	0.1%Prev: 0.1%	289 SH	Increased+10 SH
LINDE PLC	SHS	$296K	0.1%Prev: 0.1%	694 SH	Decreased-5 SH
LOCKHEED MARTIN CORP	COM	$1.2M	0.3%Prev: 0.3%	2,440 SH	Decreased-154 SH
MARATHON PETE CORP	COM	$325K	0.1%Prev: 0.1%	1,998 SH	Decreased
MASTERCARD INCORPORATED	CL A	$1.2M	0.3%Prev: 0.3%	2,155 SH	Decreased-37 SH
MCDONALDS CORP	COM	$1.6M	0.4%Prev: 0.5%	5,228 SH	Decreased-320 SH
MERCK & CO INC	COM	$1.2M	0.3%Prev: 0.3%	11,113 SH	Increased-729 SH
META PLATFORMS INC	CL A	$1.9M	0.5%Prev: 0.4%	2,803 SH	Increased+731 SH
METLIFE INC	COM	$262K	0.1%Prev: 0.1%	3,324 SH	Increased
MICROSOFT CORP	COM	$5.4M	1.3%Prev: 1.5%	11,080 SH	Decreased+437 SH
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$5.8M	1.4%Prev: 1.2%	112,802 SH	Increased+29,521 SH
NEXTERA ENERGY INC	COM	$948K	0.2%Prev: 0.1%	11,807 SH	Increased+5,381 SH
NORTHROP GRUMMAN CORP	COM	$360K	0.1%Prev: 0.1%	632 SH	Decreased-247 SH
NVIDIA CORPORATION	COM	$5.4M	1.3%Prev: 1.4%	28,708 SH	Increased+811 SH
OGE ENERGY CORP	COM	$411K	0.1%	9,636 SH	New
OMEGA HEALTHCARE INVS INC	COM	$889K	0.2%Prev: 0.2%	20,040 SH	Decreased-2,469 SH
ONEOK INC NEW	COM	$991K	0.2%Prev: 0.3%	13,484 SH	Decreased-1,032 SH
ORACLE CORP	COM	$552K	0.1%Prev: 0.2%	2,834 SH	Decreased-136 SH
PALANTIR TECHNOLOGIES INC	CL A	$887K	0.2%Prev: 0.2%	4,992 SH	Decreased+149 SH
PALO ALTO NETWORKS INC	COM	$1.3M	0.3%Prev: 0.4%	7,156 SH	Decreased+337 SH
PARKER-HANNIFIN CORP	COM	$434K	0.1%Prev: 0.1%	494 SH	Increased-26 SH
PAYCHEX INC	COM	$205K	0.1%Prev: 0.1%	1,827 SH	Decreased+1 SH
PEPSICO INC	COM	$1.2M	0.3%Prev: 0.4%	8,222 SH	Decreased-614 SH
PFIZER INC	COM	$311K	0.1%Prev: 0.1%	12,475 SH	Decreased-126 SH
PHILIP MORRIS INTL INC	COM	$1.1M	0.3%Prev: 0.3%	6,970 SH	Decreased-510 SH
PHILLIPS 66	COM	$222K	0.1%	1,718 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$503K	0.1%Prev: 0.1%	5,014 SH	Increased+1,015 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$1.0M	0.3%Prev: 0.3%	11,853 SH	Decreased-1,371 SH
PROCTER AND GAMBLE CO	COM	$881K	0.2%Prev: 0.3%	6,145 SH	Decreased-919 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$218K	0.1%Prev: 0.1%	2,716 SH	Decreased-99 SH
PUTNAM ETF TRUST	BDC INCOME ETF	$527K	0.1%Prev: 0.2%	17,208 SH	Decreased-1,601 SH
QUANTA SVCS INC	COM	$363K	0.1%Prev: 0.1%	860 SH	Decreased-153 SH
S&P GLOBAL INC	COM	$220K	0.1%Prev: 0.1%	421 SH	Decreased-42 SH
SALESFORCE INC	COM	$416K	0.1%Prev: 0.1%	1,569 SH	Increased-11 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$541K	0.1%Prev: 0.1%	16,507 SH	Increased+50 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$339K	0.1%Prev: 0.1%	12,916 SH	Increased-1 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$498K	0.1%Prev: 0.3%	18,157 SH	Decreased-17,313 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$694K	0.2%Prev: 0.4%	21,287 SH	Decreased-19,681 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$204K	0.0%Prev: 0.2%	6,873 SH	Decreased-16,165 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.6M	0.9%Prev: 1.0%	133,333 SH	Decreased-518 SH
SOUTHERN CO	COM	$834K	0.2%Prev: 0.2%	9,565 SH	Increased+1,230 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$251K	0.1%Prev: 0.1%	6,979 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$1.5M	0.4%Prev: 0.4%	2,245 SH	Increased+66 SH
SPDR SERIES TRUST	STATE STREET SPD	$19.4M	4.7%	364,582 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$226K	0.1%	5,474 SH	New
STANDARD LITHIUM LTD	COM	$48K	0.0%Prev: 0.0%	10,630 SH	Decreased-2,650 SH
STARWOOD PPTY TR INC	COM	$417K	0.1%Prev: 0.2%	23,179 SH	Decreased-11,008 SH
STRYKER CORPORATION	COM	$246K	0.1%Prev: 0.1%	700 SH	Increased+111 SH
SYNOPSYS INC	COM	$270K	0.1%Prev: 0.1%	574 SH	Increased
T-MOBILE US INC	COM	$790K	0.2%Prev: 0.2%	3,893 SH	Decreased-149 SH
TESLA INC	COM	$5.8M	1.4%Prev: 1.7%	12,878 SH	Decreased-1,446 SH
THERMO FISHER SCIENTIFIC INC	COM	$919K	0.2%Prev: 0.3%	1,586 SH	Decreased-50 SH
TJX COS INC NEW	COM	$458K	0.1%Prev: 0.1%	2,980 SH	Increased+11 SH
TRANE TECHNOLOGIES PLC	SHS	$627K	0.2%Prev: 0.2%	1,612 SH	Decreased-53 SH
UNILEVER PLC	SPON ADR NEW	$637K	0.2%Prev: 0.2%	9,743 SH	Decreased-2,540 SH
UNION PAC CORP	COM	$3.1M	0.8%	13,597 SH	New
UNITED PARCEL SERVICE INC	CL B	$243K	0.1%	2,451 SH	New
UNITEDHEALTH GROUP INC	COM	$450K	0.1%Prev: 0.1%	1,363 SH	Decreased-29 SH
VALERO ENERGY CORP	COM	$712K	0.2%Prev: 0.2%	4,373 SH	Decreased-608 SH
VANECK ETF TRUST	GOLD MINERS ETF	$207K	0.1%	2,410 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$237K	0.1%Prev: 0.1%	1,135 SH	Increased+57 SH
VANGUARD INDEX FDS	GROWTH ETF	$21.1M	5.1%Prev: 5.7%	43,162 SH	Increased+842 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$683K	0.2%Prev: 0.2%	2,448 SH	Decreased+48 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$575K	0.1%Prev: 0.2%	3,243 SH	Increased+71 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$87.4M	21.3%Prev: 23.2%	139,365 SH	Increased+3,174 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$233K	0.1%Prev: 0.1%	1,098 SH	Increased+84 SH
VANGUARD INDEX FDS	SMALL CP ETF	$217K	0.1%Prev: 0.1%	841 SH	Increased+18 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.2M	0.8%Prev: 0.9%	9,433 SH	Increased-2 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$4.1M	1.0%Prev: 1.0%	49,322 SH	Increased+4,517 SH
VANGUARD MALVERN FDS	CORE BD ETF	$6.7M	1.6%Prev: 1.9%	85,560 SH	Decreased-1,879 SH
VANGUARD STAR FDS	VG TL INTL STK F	$299K	0.1%Prev: 0.1%	3,957 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.3%Prev: 0.3%	19,513 SH	Increased+1,503 SH
VANGUARD WORLD FD	FINANCIALS ETF	$818K	0.2%Prev: 0.2%	6,130 SH	Decreased-673 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$574K	0.1%Prev: 0.1%	4,065 SH	Increased+288 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$923K	0.2%Prev: 0.2%	2,236 SH	Increased+135 SH
VERIZON COMMUNICATIONS INC	COM	$260K	0.1%Prev: 0.1%	6,394 SH	Decreased-412 SH
VERTEX PHARMACEUTICALS INC	COM	$250K	0.1%Prev: 0.1%	552 SH	Decreased-78 SH
VICI PPTYS INC	COM	$570K	0.1%Prev: 0.2%	20,279 SH	Decreased-3,734 SH
VISA INC	COM CL A	$1.9M	0.5%Prev: 0.5%	5,505 SH	Increased+68 SH
WALMART INC	COM	$2.4M	0.6%Prev: 0.7%	21,641 SH	Increased-1,065 SH
WILLIAMS COS INC	COM	$1.7M	0.4%Prev: 0.5%	27,917 SH	Decreased-3,756 SH

Sold (vs prior filing)

EOG RES INC — $274K
FIFTH THIRD BANCORP — $279K
FIRST TR EXCHANGE-TRADED FD — $233K
ISHARES TR — $217K
ISHARES TR — $4.5M
ISHARES TR — $211K
ISHARES TR — $203K
NISOURCE INC — $202K
NXP SEMICONDUCTORS N V — $286K
PROGRESSIVE CORP — $674K
ROPER TECHNOLOGIES INC — $380K
SCHWAB STRATEGIC TR — $496K
SONOCO PRODS CO — $736K
SPDR SERIES TRUST — $5.4M
SPDR SERIES TRUST — $9.5M
SPDR SERIES TRUST — $2.0M
SPDR SERIES TRUST — $1.0M
SPDR SERIES TRUST — $330K
SSGA ACTIVE ETF TR — $248K
ZOETIS INC — $323K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001738738-26-000001	$409.8M	View
Oct 27, 2025	Q3 2025	13F-HR	0001738738-25-000006	$366.1M	View
Aug 6, 2026	Q2 2026