Notify me when Pettinga Financial Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 148 | $527,264,592 | +$37,132,870 | -$38,852,041 | -$1,719,171 | IVE, LRGF, IVV, IVW, OEF | 13F-HR | 12 Feb 2026, 14:00 |
| Q3 2025 | 137 | $512,909,373 | +$51,322,213 | -$34,750,302 | +$16,571,911 | LRGF, QUAL, IVV, IVW, IVE | 13F-HR | 21 Oct 2025, 17:17 |
| Q2 2025 | 132 | $456,287,472 | +$43,767,134 | -$50,641,668 | -$6,874,534 | QUAL, IVV, IVW, LRGF, IVE | 13F-HR | 28 Jul 2025, 16:15 |
| Q1 2025 | 129 | $425,251,304 | +$45,228,872 | -$55,883,042 | -$10,654,170 | IVV, QUAL, IVW, LRGF, IVE | 13F-HR | 02 May 2025, 13:33 |
| Q4 2024 | 124 | $442,001,997 | +$41,365,100 | -$20,311,409 | +$21,053,691 | IVV, QUAL, IVW, LRGF, EFG | 13F-HR | 18 Feb 2025, 11:43 |
| Q3 2024 | 115 | $422,277,657 | +$30,834,634 | -$27,826,494 | +$3,008,140 | IVV, QUAL, IVW, LRGF, EFV | Restatement | 07 Nov 2024, 11:37 |
| Q2 2024 | 120 | $399,085,171 | +$26,381,265 | -$29,509,442 | -$3,128,177 | IVV, QUAL, IVW, LRGF, EFG | 13F-HR | 25 Jul 2024, 17:03 |
| Q1 2024 | 120 | $392,502,902 | +$58,181,724 | -$60,302,687 | -$2,120,963 | IVV, QUAL, LRGF, IVW, PRF | 13F-HR | 17 Apr 2024, 18:26 |
| Q4 2023 | 116 | $372,750,428 | +$48,012,075 | -$37,912,507 | +$10,099,568 | IVV, LRGF, QUAL, EFV, PRF | 13F-HR | 18 Jan 2024, 09:30 |
| Q3 2023 | 106 | $330,996,968 | +$48,192,931 | -$35,435,505 | +$12,757,426 | IVV, LRGF, EFV, QUAL, EFG | 13F-HR | 23 Oct 2023, 21:00 |
| Q2 2023 | 105 | $336,966,268 | +$8,458,105 | -$6,841,416 | +$1,616,689 | LRGF, IVV, QUAL, EFG, EFV | 13F-HR | 17 Jul 2023, 21:50 |
| Q1 2023 | 99 | $320,718,819 | +$66,206,942 | -$68,847,693 | -$2,640,751 | LRGF, IVV, QUAL, EFG, EFV | 13F-HR | 20 Apr 2023, 21:33 |
| Q4 2022 | 100 | $306,698,074 | +$60,586,335 | -$66,909,255 | -$6,322,920 | IVV, LRGF, EFV, EFG, PRF | 13F-HR | 12 Jan 2023, 21:31 |
| Q3 2022 | 98 | $290,914,000 | +$14,063,981 | -$34,502,069 | -$20,438,088 | IVV, ESGU, EFV, EFG, IJR | 13F-HR | 20 Oct 2022, 18:55 |
| Q2 2022 | 101 | $333,589,000 | +$41,716,326 | -$52,608,788 | -$10,892,462 | IVV, ESGU, EFV, EFG, EEMV | 13F-HR | 18 Jul 2022, 21:16 |
| Q1 2022 | 106 | $398,912,000 | +$46,893,480 | -$54,630,666 | -$7,737,186 | ESGU, IVV, EFV, IJR, COMT | 13F-HR | 27 Apr 2022, 17:14 |
| Q4 2021 | 109 | $411,368,000 | +$33,383,756 | -$34,717,061 | -$1,333,305 | ESGU, IVV, EFV, EFG, IJR | 13F-HR | 08 Feb 2022, 17:53 |
| Q3 2021 | 112 | $392,103,000 | +$48,884,627 | -$21,362,363 | +$27,522,264 | ESGU, EFV, IVV, EFG, IJR | 13F-HR | 29 Oct 2021, 17:17 |
| Q2 2021 | 109 | $373,124,000 | +$34,243,175 | -$24,725,769 | +$9,517,406 | ESGU, EFV, IVV, IJR, EFG | 13F-HR | 11 Aug 2021, 21:28 |
| Q1 2021 | 102 | $343,122,000 | +$89,404,356 | -$41,068,226 | +$48,336,130 | ESGU, IVV, EFV, IJR, EFG | 13F-HR | 29 Apr 2021, 11:00 |
| Q4 2020 | 90 | $279,497,000 | +$32,771,244 | -$17,832,959 | +$14,938,285 | IVV, ESGU, SPY, IJR, GLD | 13F-HR | 29 Jan 2021, 10:28 |
| Q3 2020 | 83 | $235,929,000 | +$29,927,313 | -$14,054,282 | +$15,873,031 | IVV, ESGU, SPY, IJR, GLD | 13F-HR | 12 Nov 2020, 17:23 |
| Q2 2020 | 80 | $206,998,000 | +$61,138,089 | -$25,575,797 | +$35,562,292 | IVV, SPY, ESGU, IJR, GLD | 13F-HR | 22 Jul 2020, 17:03 |
| Q1 2020 | 69 | $148,211,000 | +$27,538,252 | -$29,757,907 | -$2,219,655 | IVV, SPY, GLD, USMV, ESGU | 13F-HR | 11 May 2020, 13:30 |
| Q4 2019 | 85 | $187,477,000 | +$10,277,205 | -$17,141,083 | -$6,863,878 | IVV, USMV, EFAV, SPY, IJH | 13F-HR | 07 Feb 2020, 17:29 |
| Q3 2019 | 85 | $185,507,000 | +$8,629,290 | -$18,863,259 | -$10,233,969 | USMV, IVV, EFAV, SPY, IJR | 13F-HR | 17 Oct 2019, 14:30 |
| Q2 2019 | 92 | $192,317,000 | +$15,315,107 | -$16,204,197 | -$889,090 | IVV, USMV, EFAV, SPY, IJR | 13F-HR | 31 Jul 2019, 16:40 |
| Q1 2019 | 91 | $186,845,000 | +$46,337,312 | -$27,120,752 | +$19,216,560 | USMV, IVV, EFAV, IJR, SPY | 13F-HR | 13 May 2019, 11:38 |
| Q4 2018 | 91 | $152,137,000 | $0 | $0 | $0 | IJR, IJH, IVV, SPY, PRF | 13F-HR | 01 Feb 2019, 07:56 |