Notify me when Pinion Investment Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 173 | $409,820,936 | +$53,434,280 | -$12,462,178 | +$40,972,102 | VOO, IVV, VUG, BOXX, IEFA | 13F-HR | 29 Jan 2026, 09:29 |
| Q3 2025 | 168 | $365,368,389 | +$65,484,190 | -$14,086,001 | +$51,398,189 | VOO, IVV, VUG, IEFA, BOXX | 13F-HR | 27 Oct 2025, 11:18 |
| Q2 2025 | 163 | $290,072,525 | +$15,829,314 | -$219,243,207 | -$203,413,893 | VOO, VUG, IVV, BOXX, SPIB | 13F-HR | 24 Jul 2025, 09:12 |
| Q1 2025 | 150 | $453,771,041 | +$218,465,179 | -$8,011,517 | +$210,453,662 | VOO, VUG, IVV, BOXX, SPIB | 13F-HR | 17 Apr 2025, 09:57 |
| Q4 2024 | 155 | $251,346,802 | +$24,933,078 | -$12,809,559 | +$12,123,519 | VOO, VUG, IVV, VCRB, SPIB | 13F-HR | 06 Feb 2025, 11:01 |
| Q3 2024 | 154 | $238,879,801 | +$37,427,028 | -$8,336,904 | +$29,090,124 | VOO, VUG, VCRB, BRKB, BOXX | 13F-HR | 12 Nov 2024, 12:39 |
| Q2 2024 | 141 | $201,099,022 | +$21,525,563 | -$16,974,914 | +$4,550,649 | VOO, VUG, JQUA, BRKB, MSFT | 13F-HR | 08 Aug 2024, 15:29 |
| Q1 2024 | 148 | $192,661,615 | +$22,274,428 | -$8,689,052 | +$13,585,376 | VOO, VUG, BRKB, VB, JQUA | 13F-HR | 09 May 2024, 14:33 |
| Q4 2023 | 148 | $166,189,130 | +$20,574,963 | -$22,111,918 | -$1,536,955 | VOO, VUG, VB, BRKB, JQUA | 13F-HR | 25 Jan 2024, 16:19 |
| Q3 2023 | 156 | $154,000,825 | +$17,679,367 | -$6,645,291 | +$11,034,076 | VOO, VUG, JPST, BRKB, VB | 13F-HR | 06 Nov 2023, 16:34 |
| Q2 2023 | 160 | $147,596,568 | +$41,018,424 | -$5,150,269 | +$35,868,155 | VOO, JPST, BRKB, VUG, VB | 13F-HR | 07 Aug 2023, 11:53 |
| Q1 2023 | 119 | $106,650,000 | +$13,331,246 | -$15,937,456 | -$2,606,210 | VOO, JPST, BRKB, SCHX, VUG | 13F-HR | 15 May 2023, 11:09 |
| Q4 2022 | 127 | $105,989,000 | +$13,999,695 | -$30,332,815 | -$16,333,120 | VOO, JPST, BRKB, SCHX, VTI | 13F-HR | 09 Feb 2023, 14:23 |
| Q3 2022 | 148 | $114,423,000 | +$14,769,798 | -$12,744,016 | +$2,025,782 | JPST, VOO, BRKB, SCHX, MSFT | 13F-HR | 14 Nov 2022, 14:40 |
| Q2 2022 | 154 | $119,993,000 | +$12,864,820 | -$18,214,700 | -$5,349,880 | JPST, VOO, BRKB, MSFT, SCHX | 13F-HR | 15 Aug 2022, 08:29 |
| Q1 2022 | 164 | $144,258,000 | +$16,580,636 | -$12,315,859 | +$4,264,777 | JPST, BRKB, VOO, SCHX, MSFT | 13F-HR | 13 May 2022, 16:36 |
| Q4 2021 | 155 | $148,363,000 | +$18,198,087 | -$2,771,983 | +$15,426,104 | JPST, SCHX, BRKB, MSFT, VOO | 13F-HR | 15 Feb 2022, 15:17 |
| Q4 2021 | 144 | $111,652,000 | $0 | $0 | $0 | JPST, SCHX, BRKB, VOO, MSFT | 13F-HR | 14 Feb 2022, 17:44 |
| Q3 2021 | 144 | $124,178,000 | +$8,276,366 | -$8,455,321 | -$178,955 | JPST, SCHX, BRKB, VOO, MSFT | 13F-HR | 15 Nov 2021, 14:34 |
| Q2 2021 | 146 | $124,302,000 | +$12,788,495 | -$3,068,234 | +$9,720,261 | JPST, BRKB, SCHX, VOO, MSFT | 13F-HR | 12 Aug 2021, 11:07 |
| Q1 2021 | 141 | $108,116,000 | +$18,101,358 | -$8,342,561 | +$9,758,797 | JPST, SCHX, BRKB, VOO, MSFT | 13F-HR | 14 May 2021, 10:43 |
| Q4 2020 | 134 | $95,069,000 | +$23,679,120 | -$5,597,990 | +$18,081,130 | JPST, BRKB, SCHX, VOO, MSFT | 13F-HR | 12 Feb 2021, 10:01 |
| Q3 2020 | 112 | $62,556,000 | $0 | $0 | $0 | JPST, VOO, BRKB, SCHX, MSFT | 13F-HR | 13 Nov 2020, 14:46 |
| Q2 2020 | 112 | $66,264,000 | +$15,989,448 | -$2,702,003 | +$13,287,445 | JPST, VOO, BRKB, SCHX, MSFT | 13F-HR | 18 Aug 2020, 09:27 |
| Q1 2020 | 92 | $46,556,000 | +$12,152,703 | -$12,406,640 | -$253,937 | BRKB, VOO, SCHX, MSFT, SPLG | 13F-HR | 14 May 2020, 15:57 |
| Q4 2019 | 112 | $53,950,000 | +$4,177,571 | -$1,657,510 | +$2,520,061 | SCHX, SPLG, MSFT, AAPL, VOO | 13F-HR | 14 Feb 2020, 10:41 |
| Q3 2019 | 111 | $48,826,000 | +$4,670,081 | -$3,930,417 | +$739,664 | SCHX, MGV, MGK, MSFT, VOO | 13F-HR | 14 Nov 2019, 13:10 |
| Q2 2019 | 111 | $46,680,000 | +$1,735,176 | -$14,955,001 | -$13,219,825 | SCHX, MGV, MGK, MSFT, VOO | 13F-HR | 14 Aug 2019, 15:10 |
| Q1 2019 | 116 | $57,178,000 | +$6,328,590 | -$2,453,033 | +$3,875,557 | VEA, VB, MGV, IJH, MGK | 13F-HR | 13 May 2019, 15:35 |
| Q4 2018 | 110 | $47,534,000 | +$6,016,754 | -$6,728,546 | -$711,792 | VEA, VB, MGV, IJH, MGK | 13F-HR | 14 Feb 2019, 09:35 |
| Q3 2018 | 116 | $52,105,000 | +$2,587,691 | -$4,144,839 | -$1,557,148 | VEA, MGV, VB, MGK, VOO | 13F-HR | 15 Nov 2018, 09:50 |
| Q2 2018 | 120 | $51,635,000 | +$6,538,044 | -$2,245,651 | +$4,292,393 | VEA, MGV, MGK, HYD, VOO | 13F-HR | 10 Aug 2018, 15:18 |
| Q1 2018 | 110 | $46,610,000 | $0 | $0 | $0 | VEA, MGV, MGK, VOO, IEFA | 13F-HR | 15 May 2018, 08:51 |