Pettinga Financial Advisors LLC

All 13F Filings

Location
Evansville, IN
Most recent 13F
Q2 2026
Holdings value ($000)
623,931
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/9/2026 156 623,931 13F-HR Pettinga Financial Advisors LLC
Q1 2026 4/13/2026 147 531,194 13F-HR Pettinga Financial Advisors LLC
Q4 2025 2/12/2026 148 527,265 13F-HR Pettinga Financial Advisors LLC
Q3 2025 10/21/2025 137 512,909 13F-HR Pettinga Financial Advisors LLC
Q2 2025 7/28/2025 132 456,287 13F-HR Pettinga Financial Advisors LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 84.93 K 13.6% 3.194 K 0 3.194 K
ETFs 539 K 86.4% 89.55 K 0 89.55 K
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Fund Snapshot

Q2 2026
Latest filed
7/9/2026
Total value ($000)
623,931
Holdings
156
QoQ value change ($000)
92,737 (17.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.