Pettinga Financial Advisors LLC - Portfolio Stock Holdings
Pettinga Financial Advisors LLC disclosed 164 stock positions in a recent SEC 13F filing. $623,661,987 of stock holdings were filed, with the largest holdings including IVV, CORO, and IVW. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,275,804,828 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
164Est. Stock Holding Value:
$623,661,987Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pettinga Financial Advisors LLC
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% of Portfolio
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