KC Investment Advisors
Latest statistics and disclosures from Pinion Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IVV, BOXX, VUG, SGOV, and represent 36.68% of Pinion Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$6.7M), SGOV (+$6.4M), JPIE (+$5.4M), IVV, MTUM, CAIE, SPRX, EVTR, IUSB, DYNF.
- Started 20 new stock positions in RSP, SPRX, MTUM, Rex Etf Tr, STX, AVUV, MU, IVE, BA, JEPI. BIL, SYSB, EQIX, ICVT, GLD, BND, EOG, SCHZ, JEPQ, SHY.
- Reduced shares in these 10 stocks: BKLN, VUG, IEFA, QUAL, JQUA, , PANW, , COIN, DVY.
- Sold out of its positions in ADBE, ASM, COIN, INTC, ITRG, DVY, STIP, JQUA, PAYX, SPGI. SLI, SNPS, VFH.
- Pinion Investment Advisors was a net buyer of stock by $31M.
- Pinion Investment Advisors has $428M in assets under management (AUM), dropping by 4.50%.
- Central Index Key (CIK): 0001738738
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Portfolio Holdings for Pinion Investment Advisors
Pinion Investment Advisors holds 180 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 19.4 | $83M | 139k | 597.55 |
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| Ishares Tr Core S&p500 Etf (IVV) | 7.2 | $31M | +14% | 47k | 653.21 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 3.6 | $16M | +4% | 134k | 116.29 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.4 | $15M | -22% | 34k | 436.79 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.0 | $13M | +97% | 129k | 100.66 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 2.8 | $12M | +79% | 263k | 46.07 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.4 | $10M | -22% | 113k | 90.53 |
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| Spdr Series Trust State Street Spd (SPIB) | 2.3 | $10M | 300k | 33.54 |
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| Calamos Etf Tr Autocallable Inc (CAIE) | 1.9 | $8.2M | +57% | 327k | 25.14 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.9 | $8.0M | +28% | 138k | 58.18 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.8 | $7.9M | +31% | 170k | 46.19 |
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| Ishares Core Msci Emkt (IEMG) | 1.8 | $7.7M | +618% | 111k | 69.75 |
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| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 1.8 | $7.7M | +34% | 152k | 50.75 |
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| Goldman Sachs Etf Tr Muni Income Etf (GMUB) | 1.7 | $7.2M | +4% | 142k | 50.95 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.5 | $6.6M | 85k | 77.38 |
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| Spdr Series Trust State Street Spd (XNTK) | 1.4 | $6.1M | +15% | 24k | 255.28 |
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| Ishares Tr S&p 100 Etf (OEF) | 1.4 | $5.9M | +24% | 19k | 318.07 |
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| NVIDIA Corporation (NVDA) | 1.2 | $5.2M | +4% | 30k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.9M | 17k | 287.57 |
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| Tesla Motors (TSLA) | 1.1 | $4.8M | 13k | 371.75 |
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| Arrowhead Pharmaceuticals (ARWR) | 1.1 | $4.7M | 75k | 62.70 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 1.1 | $4.6M | 101k | 46.19 |
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| Apple (AAPL) | 1.1 | $4.6M | +5% | 18k | 253.79 |
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| Microsoft Corporation (MSFT) | 1.1 | $4.5M | +10% | 12k | 370.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $4.5M | -4% | 9.3k | 479.20 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.0 | $4.2M | +4% | 51k | 82.43 |
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| Amazon (AMZN) | 0.9 | $3.8M | +17% | 18k | 208.27 |
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| Union Pacific Corporation (UNP) | 0.8 | $3.3M | 14k | 242.62 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.8 | $3.3M | +21% | 101k | 32.95 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $3.3M | -41% | 17k | 191.81 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.8 | $3.2M | +23% | 89k | 36.22 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $3.2M | -6% | 125k | 25.64 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $3.2M | NEW | 13k | 239.99 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $3.1M | +3% | 9.8k | 320.82 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.6M | -6% | 8.8k | 294.15 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.6M | -4% | 21k | 124.28 |
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| Listed Fds Tr Spear Alpha Etf (SPRX) | 0.6 | $2.4M | NEW | 67k | 35.60 |
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| Broadcom (AVGO) | 0.5 | $2.2M | 7.1k | 309.52 |
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| Meta Platforms Cl A (META) | 0.5 | $2.1M | +30% | 3.7k | 572.20 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $2.0M | -6% | 20k | 100.72 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.5 | $1.9M | +29% | 85k | 22.91 |
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| Williams Companies (WMB) | 0.4 | $1.8M | -13% | 24k | 72.78 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.7M | NEW | 9.1k | 191.92 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.4 | $1.7M | -7% | 23k | 76.54 |
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| Visa Com Cl A (V) | 0.4 | $1.6M | -2% | 5.4k | 302.24 |
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| McDonald's Corporation (MCD) | 0.4 | $1.5M | -7% | 4.9k | 310.80 |
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| Nextera Energy (NEE) | 0.4 | $1.5M | +36% | 16k | 92.88 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.4M | 2.2k | 650.25 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.4M | 2.00 | 718140.00 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $1.4M | NEW | 14k | 101.79 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.3 | $1.4M | NEW | 16k | 89.00 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.3 | $1.4M | +83% | 27k | 50.04 |
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| Cisco Systems (CSCO) | 0.3 | $1.3M | -11% | 17k | 77.59 |
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| At&t (T) | 0.3 | $1.3M | -13% | 45k | 28.99 |
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| Chevron Corporation (CVX) | 0.3 | $1.3M | -4% | 6.1k | 206.90 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $1.3M | NEW | 5.9k | 211.15 |
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| Merck & Co (MRK) | 0.3 | $1.3M | -6% | 10k | 120.29 |
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| Goldman Sachs (GS) | 0.3 | $1.2M | -4% | 1.5k | 845.99 |
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| Oneok (OKE) | 0.3 | $1.2M | 13k | 90.39 |
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| Pepsi (PEP) | 0.3 | $1.2M | -6% | 7.7k | 155.29 |
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| Bank of America Corporation (BAC) | 0.3 | $1.2M | +50% | 24k | 48.75 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | +62% | 1.2k | 919.77 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.1M | -9% | 18k | 64.08 |
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| Baker Hughes Company Cl A (BKR) | 0.3 | $1.1M | +6% | 18k | 61.05 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.1M | -25% | 1.8k | 604.42 |
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| Rex Etf Tr Autocallable In | 0.3 | $1.1M | NEW | 45k | 23.97 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.0M | +84% | 34k | 30.68 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.0M | -6% | 24k | 42.31 |
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| Philip Morris International (PM) | 0.2 | $1.0M | -12% | 6.1k | 165.34 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.0M | -7% | 2.0k | 499.69 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.0M | +72% | 4.1k | 244.44 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $995k | +60% | 34k | 29.13 |
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| Costco Wholesale Corporation (COST) | 0.2 | $976k | -13% | 979.00 | 996.85 |
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| Altria (MO) | 0.2 | $952k | -16% | 14k | 65.99 |
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| Dht Holdings Shs New (DHT) | 0.2 | $943k | -18% | 52k | 18.27 |
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| Procter & Gamble Company (PG) | 0.2 | $938k | +5% | 6.5k | 144.45 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $938k | -83% | 46k | 20.41 |
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| Principal Financial (PFG) | 0.2 | $898k | -15% | 10k | 90.11 |
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| Southern Company (SO) | 0.2 | $869k | -5% | 9.0k | 96.52 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $867k | -8% | 8.9k | 97.91 |
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| Abbvie (ABBV) | 0.2 | $861k | -16% | 4.0k | 217.50 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $849k | +3% | 2.3k | 367.44 |
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| Valero Energy Corporation (VLO) | 0.2 | $839k | -22% | 3.4k | 247.08 |
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| Ge Aerospace Com New (GE) | 0.2 | $833k | +87% | 2.9k | 283.77 |
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| Dimensional Etf Trust Us Large Cap Vec (DFVX) | 0.2 | $779k | -4% | 11k | 74.30 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $755k | -3% | 1.5k | 491.56 |
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| Cintas Corporation (CTAS) | 0.2 | $750k | -20% | 4.4k | 169.15 |
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| Metropcs Communications (TMUS) | 0.2 | $739k | -9% | 3.5k | 210.03 |
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| Omega Healthcare Investors (OHI) | 0.2 | $730k | -16% | 17k | 43.82 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $723k | +244% | 24k | 30.50 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $714k | -14% | 14k | 52.64 |
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| DTE Energy Company (DTE) | 0.2 | $714k | -16% | 4.9k | 146.22 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $713k | -2% | 4.9k | 146.28 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $661k | -17% | 8.3k | 79.56 |
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| Digital Realty Trust (DLR) | 0.1 | $642k | -12% | 3.6k | 180.21 |
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| Trane Technologies SHS (TT) | 0.1 | $622k | -7% | 1.5k | 416.74 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $616k | +4% | 4.2k | 144.95 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $610k | +21% | 6.1k | 100.57 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $587k | -10% | 1.4k | 426.40 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $587k | -6% | 2.3k | 257.35 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $582k | -2% | 3.2k | 184.28 |
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| International Paper Company (IP) | 0.1 | $572k | +3% | 16k | 35.70 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $556k | -3% | 11k | 50.61 |
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| Vici Pptys (VICI) | 0.1 | $551k | 20k | 27.32 |
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| Ares Capital Corporation (ARCC) | 0.1 | $545k | -14% | 30k | 18.02 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $542k | +38% | 3.7k | 145.73 |
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| Advanced Micro Devices (AMD) | 0.1 | $523k | -9% | 2.6k | 203.43 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $519k | 17k | 31.33 |
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| Home Depot (HD) | 0.1 | $498k | -14% | 1.5k | 328.95 |
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| TJX Companies (TJX) | 0.1 | $495k | +4% | 3.1k | 159.70 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $494k | 2.0k | 248.00 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $490k | NEW | 21k | 23.22 |
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| Starwood Property Trust (STWD) | 0.1 | $489k | +22% | 28k | 17.22 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $473k | -15% | 2.8k | 169.68 |
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| Kla Corp Com New (KLAC) | 0.1 | $471k | +10% | 320.00 | 1472.41 |
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| Unilever Spon Adr New (UL) | 0.1 | $462k | -16% | 8.1k | 56.97 |
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| Oge Energy Corp (OGE) | 0.1 | $462k | 9.6k | 47.96 |
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| Oracle Corporation (ORCL) | 0.1 | $461k | +10% | 3.1k | 147.11 |
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| UnitedHealth (UNH) | 0.1 | $456k | +23% | 1.7k | 270.67 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $450k | -7% | 1.8k | 244.18 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $424k | 622.00 | 681.88 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $422k | -4% | 471.00 | 895.24 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $417k | 316.00 | 1320.83 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $417k | -35% | 1.5k | 286.86 |
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| Putnam Etf Trust Bdc Income Etf (PBDC) | 0.1 | $402k | -15% | 15k | 27.58 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $396k | NEW | 7.0k | 56.68 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $389k | +22% | 843.00 | 460.99 |
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| Citizens Financial (CFG) | 0.1 | $385k | 6.4k | 59.97 |
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| Capital One Financial (COF) | 0.1 | $373k | +24% | 2.0k | 182.43 |
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| Verizon Communications (VZ) | 0.1 | $372k | +15% | 7.4k | 50.20 |
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| Coca-Cola Company (KO) | 0.1 | $369k | +25% | 4.9k | 76.05 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $365k | NEW | 5.0k | 73.64 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $364k | -8% | 3.9k | 93.93 |
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| American Electric Power Company (AEP) | 0.1 | $353k | -3% | 2.7k | 131.06 |
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| Quanta Services (PWR) | 0.1 | $353k | -25% | 642.00 | 549.02 |
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| Caterpillar (CAT) | 0.1 | $344k | +2% | 486.00 | 708.46 |
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| Citigroup Com New (C) | 0.1 | $339k | +36% | 3.0k | 113.41 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $332k | 5.9k | 56.58 |
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| EOG Resources (EOG) | 0.1 | $323k | NEW | 2.2k | 144.57 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $318k | -2% | 2.0k | 157.35 |
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| Hca Holdings (HCA) | 0.1 | $314k | 663.00 | 473.24 |
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| Phillips 66 (PSX) | 0.1 | $312k | 1.7k | 182.18 |
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| Entergy Corporation (ETR) | 0.1 | $311k | -6% | 2.8k | 112.36 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $308k | 4.0k | 77.11 |
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| Linde SHS (LIN) | 0.1 | $308k | -10% | 622.00 | 495.76 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $307k | -5% | 12k | 25.10 |
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| Micron Technology (MU) | 0.1 | $298k | NEW | 881.00 | 337.84 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $296k | +14% | 8.0k | 36.84 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $292k | +22% | 5.5k | 53.22 |
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| Pfizer (PFE) | 0.1 | $290k | -17% | 10k | 28.08 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $287k | -5% | 3.0k | 97.13 |
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| Evergy (EVRG) | 0.1 | $279k | 3.4k | 81.93 |
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| International Business Machines (IBM) | 0.1 | $273k | +16% | 1.1k | 242.39 |
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| Stryker Corporation (SYK) | 0.1 | $266k | +15% | 809.00 | 328.59 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $259k | NEW | 4.7k | 55.52 |
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| Spdr Index Shs Fds State Street Spd (CWI) | 0.1 | $255k | 7.0k | 36.59 |
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| Axon Enterprise (AXON) | 0.1 | $255k | 600.00 | 424.69 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $245k | 2.5k | 98.38 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $242k | +3% | 1.2k | 205.80 |
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| Enterprise Products Partners (EPD) | 0.1 | $237k | -3% | 6.3k | 37.84 |
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| MetLife (MET) | 0.1 | $235k | 3.3k | 70.72 |
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| salesforce (CRM) | 0.1 | $229k | -21% | 1.2k | 186.67 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $228k | -4% | 1.1k | 217.25 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $228k | NEW | 581.00 | 391.76 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $224k | NEW | 2.7k | 82.57 |
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| Equinix (EQIX) | 0.1 | $224k | NEW | 228.00 | 980.24 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $216k | -2% | 2.4k | 91.77 |
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| Palo Alto Networks (PANW) | 0.1 | $214k | -81% | 1.3k | 160.32 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $212k | -13% | 475.00 | 446.54 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $212k | -3% | 5.3k | 40.14 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $212k | NEW | 492.00 | 430.29 |
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| Boeing Company (BA) | 0.0 | $212k | NEW | 1.1k | 198.97 |
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| Cme (CME) | 0.0 | $211k | -22% | 715.00 | 295.24 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $210k | -14% | 1.6k | 130.94 |
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| Public Service Enterprise (PEG) | 0.0 | $207k | -5% | 2.6k | 80.95 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $207k | NEW | 1.9k | 110.45 |
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| Adams Express Company (ADX) | 0.0 | $206k | 9.4k | 21.89 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $204k | -7% | 778.00 | 261.85 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $201k | NEW | 2.2k | 91.64 |
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| Ford Motor Company (F) | 0.0 | $182k | -6% | 16k | 11.54 |
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Past Filings by Pinion Investment Advisors
SEC 13F filings are viewable for Pinion Investment Advisors going back to 2018
- Pinion Investment Advisors 2026 Q1 filed April 24, 2026
- Pinion Investment Advisors 2025 Q4 filed Jan. 29, 2026
- Pinion Investment Advisors 2025 Q3 filed Oct. 27, 2025
- Pinion Investment Advisors 2025 Q2 filed July 24, 2025
- Pinion Investment Advisors 2025 Q1 filed April 17, 2025
- Pinion Investment Advisors 2024 Q4 filed Feb. 6, 2025
- Pinion Investment Advisors 2024 Q3 filed Nov. 12, 2024
- Pinion Investment Advisors 2024 Q2 filed Aug. 8, 2024
- Pinion Investment Advisors 2024 Q1 filed May 9, 2024
- Pinion Investment Advisors 2023 Q4 filed Jan. 25, 2024
- Pinion Investment Advisors 2023 Q3 filed Nov. 6, 2023
- Pinion Investment Advisors 2023 Q2 filed Aug. 7, 2023
- Pinion Investment Advisors 2023 Q1 filed May 15, 2023
- Pinion Investment Advisors 2022 Q4 filed Feb. 9, 2023
- KC Investment Advisors 2022 Q3 filed Nov. 14, 2022
- KC Investment Advisors 2022 Q2 filed Aug. 15, 2022