Pettinga Financial Advisors LLC - Portfolio Stock Holdings
Pettinga Financial Advisors LLC disclosed 172 stock positions in a recent SEC 13F filing. $602,466,329 of stock holdings were filed, with the largest holdings including IVV, CORO, and IVW. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 13, 2026.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:
Sept. 30, 2026No. of Stocks:
172Est. Stock Holding Value:
$602,466,329Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pettinga Financial Advisors LLC
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