Pettinga Financial Advisors LLC

All 13F Filings

Location
Evansville, IN
Most recent 13F
Q3 2026
Holdings value ($000)
605,657
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/13/2026 158 605,657 13F-HR Pettinga Financial Advisors LLC
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 83.59 K 13.8% 0 1.348 K -1.348 K
ETFs 522.1 K 86.2% 0 16.93 K -16.93 K
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Fund Snapshot

Q3 2026
Latest filed
10/13/2026
Total value ($000)
605,657
Holdings
158
QoQ value change ($000)
-18,274 (-2.9%)
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.