Fund HoldingsPinion Investment Advisors, LLC

Total Portfolio Value
$526.77M
Total Bought
$115.37M
Total Sold
$37.54M
Net Transaction
+$77.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR47,33562,470+15,13530,92046,7838.88%+15,863
VANGUARD INDEX FDS138,703140,626+1,92382,88296,58318.33%+13,701
EA SERIES TRUST
ALPHA ARCH 1-3
134,014248,506+114,49215,58529,0985.52%+13,513
CALAMOS ETF TR
AUTOC INCOM ETF
327,205456,973+129,7688,22612,4342.36%+4,208
J P MORGAN EXCHANGE TRADED F
INCOME ETF
263,252349,358+86,10612,12816,0883.05%+3,960
ISHARES TR
US TREAS BD ETF
84,529256,039+171,5101,9375,8331.11%+3,896
LISTED FDS TR
SPEAR ALPHA ETF
66,660107,873+41,2132,3736,2541.19%+3,882
SPDR SERIES TRUST
ST STR NYSE TECH
24,01324,801+7886,1309,6891.84%+3,558
BLACKROCK ETF TRUST
ISHA LA CORE ETF
055,231+55,23102,7820.53%+2,782
BLACKROCK ETF TRUST
ISHARES DEFENSE
086,321+86,32102,7430.52%+2,743
ISHARES TR
CORE MSCI EAFE
113,280128,146+14,86610,25512,3762.35%+2,121
NVIDIA CORPORATION(NVDA)30,04035,499+5,4595,2397,1031.35%+1,864
TERADYNE INC(TER)03,804+3,80401,8410.35%+1,841
REX ETF TR45,441112,639+67,1981,0892,7960.53%+1,707
ALPHABET INC(GOOG)17,14318,558+1,4154,9306,6321.26%+1,702
MICRON TECHNOLOGY INC(MU)8811,716+8352981,9810.38%+1,683
BLACKROCK ETF TRUST II029,364+29,36401,4770.28%+1,477
BLACKROCK ETF TRUST
ISHA SYST AL ETF
051,508+51,50801,4450.27%+1,445
ARROWHEAD PHARMACEUTICALS IN(ARWR)75,00075,00004,7036,1131.16%+1,411
ISHARES TR09,915+9,91501,3640.26%+1,364
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
036,762+36,76201,3450.26%+1,345
APPLE INC(AAPL)18,21120,356+2,1454,6225,8901.12%+1,269
BLACKROCK ETF TRUST
ISHA I IN TE ETF
101,42585,353-16,0723,3424,5000.85%+1,158
ADVANCED MICRO DEVICES INC(AMD)2,5702,865+2955231,6640.32%+1,141
BLACKROCK ETF TRUST
ISHARES US EQUIT
137,451133,709-3,7427,9979,0941.73%+1,097
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
151,824172,412+20,5887,7058,7431.66%+1,038
ISHARES TR
CORE UNIVRSL USD
169,968191,311+21,3437,8518,8291.68%+978
ISHARES TR
BROAD USD HIGH
8,04132,726+24,6852961,2120.23%+915
AMAZON COM INC(AMZN)18,34919,652+1,3033,8224,6840.89%+862
GOLDMAN SACHS ETF TR
MUNI INCOME ETF
142,234157,167+14,9337,2478,0851.53%+838
TESLA INC(TSLA)12,91313,364+4514,8005,6211.07%+820
BROADCOM INC(AVGO)7,0937,898+8052,1952,9840.57%+788
CISCO SYS INC(CSCO)17,31617,971+6551,3442,1110.40%+767
INTEL CORP(INTC)05,139+5,13907180.14%+718
KLA CORP(KLAC)3203,729+3,4094711,1250.21%+654
AGNC INVT CORP(AGNC)054,761+54,76105970.11%+597
MICROSOFT CORP(MSFT)12,24513,714+1,4694,5335,1160.97%+583
SPDR SERIES TRUST
ST STR P500ETF
22,46525,669+3,2041,7192,2560.43%+536
BANK OF NY MELLON CORP03,586+3,58605190.10%+519
ELI LILLY & CO(LLY)1,2481,379+1311,1481,6540.31%+506
GE VERNOVA INC(GEV)0429+42905040.10%+504
BERKSHIRE HATHAWAY INC DEL9,3139,910+5974,4634,9590.94%+496
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
581743+1622287170.14%+489
ISHARES TR
MSCI USA MMENTM
13,15210,568-2,5843,1563,6230.69%+467
SCHWAB STRATEGIC TR125,148124,445-7033,2093,6620.70%+454
UNION PAC CORP(UNP)13,78013,923+1433,3433,7870.72%+444
ROUNDHILL ETF TRUST05,963+5,96304400.08%+440
ISHARES INC
CORE MSCI EMKT
110,86098,639-12,2217,7328,1711.55%+439
GE AEROSPACE(GE)2,9353,258+3238331,2180.23%+385
ISHARES TR03,529+3,52903800.07%+380
JPMORGAN CHASE & CO(JPM)8,7889,032+2442,5852,9570.56%+372
VANGUARD INDEX FDS9,7549,413-3413,1293,4830.66%+354
CORGI ETF TR I010,832+10,83203460.07%+346
CHUBB LIMITED
COM
01,012+1,01203450.07%+345
PALO ALTO NETWORKS INC(PANW)1,3361,599+2632145450.10%+331
ISHARES TR0509+50903260.06%+326
IRON MTN INC DEL(IRM)02,546+2,54603220.06%+322
CORGI ETF TR I010,124+10,12403210.06%+321
BOSTON SCIENTIFIC CORP(BSX)07,224+7,22403080.06%+308
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
03,427+3,42703080.06%+308
ARK ETF TR
BLOC FIN INN ETF
07,671+7,67103030.06%+303
CITIGROUP INC(C)2,9854,565+1,5803396390.12%+300
VANECK ETF TRUST
RARE EAR STR ETF
03,385+3,38503000.06%+300
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
02,236+2,23602980.06%+298
VANECK ETF TRUST
URANI NUCLE ETF
02,451+2,45102840.05%+284
ISHARES TR01,783+1,78302790.05%+279
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0567+56702710.05%+271
GOLDMAN SACHS GROUP INC(GS)1,4581,472+141,2331,4890.28%+255
ISHARES TR
SYSTEMATIC BD ET
15,55818,481+2,9231,3851,6400.31%+255
VISA INC(V)5,3815,470+891,6261,8770.36%+250
SCHWAB STRATEGIC TR34,14836,739+2,5919951,2430.24%+249
BRISTOL-MYERS SQUIBB CO(BMY)04,158+4,15802400.05%+240
KLARNA GROUP PLC(KLAR)011,724+11,72402370.05%+237
ARISTA NETWORKS INC(ANET)01,358+1,35802310.04%+231
LAM RESEARCH CORP(LRCX)0525+52502270.04%+227
DELL TECHNOLOGIES INC(DELL)0508+50802190.04%+219
VANGUARD WORLD FD2,31112,097+9,7868491,0630.20%+214
STATE STR SPDR S&P 500 ETF T(SPY)2,2242,222-21,4461,6590.31%+213
ASML HLDG NV
N Y REGISTRY SHS
31631604176290.12%+211
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
01,622+1,62202070.04%+207
BLOOM ENERGY CORP0678+67802050.04%+205
PROGRESSIVE CORP(PGR)0935+93502040.04%+204
MERCK & CO INC(MRK)10,41211,335+9231,2521,4570.28%+204
ISHARES TR20,08522,193+2,1082,0232,2270.42%+204
UNITED AIRLS HLDGS INC(UAL)01,494+1,49402030.04%+203
CATERPILLAR INC(CAT)486507+213445400.10%+196
PRINCIPAL FINANCIAL GROUP IN(PFG)9,9709,885-858981,0650.20%+167
JOHNSON & JOHNSON(JNJ)4,0914,532+4411,0001,1510.22%+151
ABBVIE INC(ABBV)3,9604,016+568611,0110.19%+149
PROCTER & GAMBLE CO(PG)6,4927,382+8909381,0830.21%+145
VANGUARD WORLD FD4,2464,599+3536157520.14%+136
PHILIP MORRIS INTL INC(PM)6,0706,255+1851,0041,1320.21%+128
ALTRIA GROUP INC(MO)14,42514,971+5469521,0770.20%+125
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
4,6566,199+1,5432593810.07%+123
BANK OF AMER CORP24,18222,731-1,4511,1791,2950.25%+116
INTERNATIONAL BUSINESS MACHS(IBM)1,1271,385+2582733890.07%+116
QUANTA SVCS INC642644+23524640.09%+111
TRANE TECHNOLOGIES PLC(TT)1,4931,49306227330.14%+111
META PLATFORMS INC(META)3,6613,916+2552,0952,2060.42%+111
ALPHABET INC(GOOG)1,4521,469+174175190.10%+103
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