Pinion Investment Advisors, LLC - Portfolio Stock Holdings
Pinion Investment Advisors, LLC disclosed 215 stock positions in a recent SEC 13F filing. $526,388,853 of stock holdings were filed, with the largest holdings including VOO, IVV, and BOXX. This filing represented positions held on June 30, 2026, and was filed on Aug. 6, 2026.We estimate the fund has a total AUM of $837,119,519 and has 12 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:
215Est. Stock Holding Value:
$526,388,853Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pinion Investment Advisors, LLC
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Portfolio Options Holdings - Pinion Investment Advisors, LLC
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