Pinion Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Wichita, KS
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
181
Total value ($000)
$428,257
Net value change ($000)
+18,436 (4.5%)
New positions
20
Sold out positions
13
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEMG 6,695 645.6%
SGOV 6,452 98.4%
JPIE 5,347 78.9%
MTUM 3,156 NEW
IVV 2,688 9.5%
CAIE 2,682 48.4%
SPRX 2,373 NEW
EVTR 1,896 32.6%
IUSB 1,851 30.9%
RSP 1,739 NEW
Top Reduces (Value $000, Stocks/ETFs)
VUG -6,380 -30.3%
BKLN -4,981 -84.2%
VOO -4,518 -5.2%
IEFA -2,868 -21.9%
QUAL -2,514 -43.2%
JQUA -1,478 -100.0%
PANW -1,104 -83.8%
STIP -1,020 -100.0%
TSLA -991 -17.1%
MSFT -826 -15.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 118 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type