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, JPIE, VUG, and represent 38.59% of Pinion Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: BOXX (+$13M), VUG (+$12M), IVV (+$11M), JPIE, GOVT, CAIE, BLCR, IDEF, SPRX, TER.
- Started 36 new stock positions in AGNC, LRCX, CORO, PGR, BMY, NLR, GGOV, ARKF, INTC, BSX.
- Reduced shares in these 10 stocks: OEF (-$5.9M), QUAL, VGK, ICVT, IVE, THRO, IEMG, RSP, IAGG, MTUM.
- Sold out of its positions in CME, ISRG, OEF, IVE, PFE, PBDC, GLD, BIL, CRM, GDX. BND, VRTX.
- Pinion Investment Advisors was a net buyer of stock by $67M.
- Pinion Investment Advisors has $527M in assets under management (AUM), dropping by 23.01%.
- Central Index Key (CIK): 0001738738
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Portfolio Holdings for Pinion Investment Advisors
Pinion Investment Advisors holds 204 positions in its portfolio as reported in the June 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) | 18.3 | $97M | 141k | 686.81 |
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| Ishares Tr Core S&p500 Etf (IVV) | 8.9 | $47M | +31% | 63k | 748.89 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 5.5 | $29M | +85% | 249k | 117.09 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 3.1 | $16M | +32% | 349k | 46.05 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.8 | $15M | +409% | 171k | 86.14 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 2.5 | $13M | 130k | 100.67 |
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| Calamos Etf Tr Autoc Incom Etf (CAIE) | 2.4 | $12M | +39% | 457k | 27.21 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $12M | +13% | 128k | 96.58 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 1.9 | $10M | 303k | 33.46 |
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| Spdr Series Trust St Str Nyse Tech (XNTK) | 1.8 | $9.7M | +3% | 25k | 390.65 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.7 | $9.1M | -2% | 134k | 68.01 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 1.7 | $8.8M | +12% | 191k | 46.15 |
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| Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR) | 1.7 | $8.7M | +13% | 172k | 50.71 |
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| Ishares Core Msci Emkt (IEMG) | 1.6 | $8.2M | -11% | 99k | 82.84 |
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| Goldman Sachs Etf Tr Muni Income Etf (GMUB) | 1.5 | $8.1M | +10% | 157k | 51.44 |
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| NVIDIA Corporation (NVDA) | 1.4 | $7.1M | +18% | 36k | 200.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $6.6M | +8% | 19k | 357.36 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 1.2 | $6.3M | -3% | 82k | 77.23 |
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| Listed Fds Tr Spear Alpha Etf (SPRX) | 1.2 | $6.3M | +61% | 108k | 57.98 |
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| Arrowhead Pharmaceuticals (ARWR) | 1.2 | $6.1M | 75k | 81.51 |
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| Apple (AAPL) | 1.1 | $5.9M | +11% | 20k | 289.37 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 1.1 | $5.8M | +202% | 256k | 22.78 |
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| Tesla Motors (TSLA) | 1.1 | $5.6M | +3% | 13k | 420.60 |
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| Microsoft Corporation (MSFT) | 1.0 | $5.1M | +11% | 14k | 373.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $5.0M | +6% | 9.9k | 500.39 |
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| Amazon (AMZN) | 0.9 | $4.7M | +7% | 20k | 238.34 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.9 | $4.5M | -15% | 85k | 52.72 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.8 | $4.1M | +3% | 104k | 39.57 |
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| Union Pacific Corporation (UNP) | 0.7 | $3.8M | 14k | 272.00 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $3.7M | 124k | 29.43 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.7 | $3.6M | -19% | 11k | 342.83 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $3.5M | -3% | 9.4k | 370.05 |
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| Broadcom (AVGO) | 0.6 | $3.0M | +11% | 7.9k | 377.76 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $3.0M | +2% | 9.0k | 327.34 |
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| Rex Etf Tr Autocallable In (ATCL) | 0.5 | $2.8M | +147% | 113k | 24.82 |
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| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.5 | $2.8M | NEW | 55k | 50.37 |
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| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.5 | $2.8M | -27% | 64k | 43.11 |
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| Blackrock Etf Trust Ishares Defense (IDEF) | 0.5 | $2.7M | NEW | 86k | 31.78 |
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| Wal-Mart Stores (WMT) | 0.4 | $2.4M | 21k | 113.26 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.4 | $2.3M | +14% | 26k | 87.88 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $2.2M | +10% | 22k | 100.35 |
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| Meta Platforms Cl A (META) | 0.4 | $2.2M | +6% | 3.9k | 563.23 |
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| Cisco Systems (CSCO) | 0.4 | $2.1M | +3% | 18k | 117.46 |
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| Micron Technology (MU) | 0.4 | $2.0M | +94% | 1.7k | 1154.29 |
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| Visa Com Cl A (V) | 0.4 | $1.9M | 5.5k | 343.10 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.4 | $1.9M | -59% | 21k | 88.54 |
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| Teradyne (TER) | 0.3 | $1.8M | NEW | 3.8k | 483.84 |
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| Williams Companies (WMB) | 0.3 | $1.8M | -2% | 24k | 74.34 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.7M | +11% | 2.9k | 580.91 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.7M | 2.2k | 746.67 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.7M | +10% | 1.4k | 1199.43 |
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| Ishares Tr Systematic Bd Et (SYSB) | 0.3 | $1.6M | +18% | 19k | 88.72 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.5M | 2.00 | 748850.00 |
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| Goldman Sachs (GS) | 0.3 | $1.5M | 1.5k | 1011.37 |
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| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 0.3 | $1.5M | NEW | 29k | 50.29 |
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| Nextera Energy (NEE) | 0.3 | $1.5M | +2% | 17k | 87.77 |
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| Merck & Co (MRK) | 0.3 | $1.5M | +8% | 11k | 128.50 |
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| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.3 | $1.4M | NEW | 52k | 28.05 |
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| McDonald's Corporation (MCD) | 0.3 | $1.4M | +5% | 5.1k | 270.33 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.4M | NEW | 9.9k | 137.53 |
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| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.3 | $1.3M | NEW | 37k | 36.60 |
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| Bank of America Corporation (BAC) | 0.2 | $1.3M | -6% | 23k | 56.98 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.2M | +7% | 37k | 33.84 |
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| Oneok (OKE) | 0.2 | $1.2M | +6% | 14k | 86.94 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.2M | +11% | 3.3k | 373.73 |
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| Ishares Tr Broad Usd High (USHY) | 0.2 | $1.2M | +306% | 33k | 37.02 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.2M | -7% | 16k | 71.25 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.2M | +10% | 4.5k | 253.97 |
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| Philip Morris International (PM) | 0.2 | $1.1M | +3% | 6.3k | 180.90 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.1M | +1065% | 3.7k | 301.71 |
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| Procter & Gamble Company (PG) | 0.2 | $1.1M | +13% | 7.4k | 146.65 |
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| Altria (MO) | 0.2 | $1.1M | +3% | 15k | 71.95 |
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| Principal Financial (PFG) | 0.2 | $1.1M | 9.9k | 107.78 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $1.1M | +423% | 12k | 87.91 |
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| Baker Hughes Company Cl A (BKR) | 0.2 | $1.1M | +4% | 19k | 55.50 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.0M | -46% | 4.8k | 212.77 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.0M | 24k | 42.41 |
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| Abbvie (ABBV) | 0.2 | $1.0M | 4.0k | 251.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $963k | -9% | 30k | 31.71 |
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| Chevron Corporation (CVX) | 0.2 | $962k | -4% | 5.8k | 165.76 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $957k | +2% | 1.9k | 509.57 |
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| At&t (T) | 0.2 | $938k | 45k | 20.70 |
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| Costco Wholesale Corporation (COST) | 0.2 | $927k | 991.00 | 935.01 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $886k | -13% | 1.7k | 513.72 |
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| Southern Company (SO) | 0.2 | $869k | 9.1k | 95.71 |
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| Pepsi (PEP) | 0.2 | $851k | -18% | 6.3k | 135.40 |
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| Dht Holdings Shs New (DHT) | 0.2 | $836k | -2% | 51k | 16.53 |
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| Valero Energy Corporation (VLO) | 0.2 | $834k | -5% | 3.2k | 260.44 |
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| Dimensional Etf Trust Us Larg Vect Etf (DFVX) | 0.2 | $824k | -4% | 10k | 82.23 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.2 | $818k | -22% | 6.9k | 118.99 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $813k | 23k | 34.81 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $802k | -14% | 39k | 20.37 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $795k | +3% | 1.6k | 501.41 |
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| Omega Healthcare Investors (OHI) | 0.2 | $791k | 17k | 47.68 |
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| DTE Energy Company (DTE) | 0.1 | $775k | +4% | 5.1k | 152.37 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $752k | +8% | 4.6k | 163.45 |
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| Trane Technologies SHS (TT) | 0.1 | $733k | 1.5k | 491.16 |
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| Intel Corporation (INTC) | 0.1 | $718k | NEW | 5.1k | 139.63 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $717k | +27% | 743.00 | 965.00 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $713k | 14k | 51.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $684k | +300% | 5.5k | 124.17 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $668k | +9% | 6.6k | 100.81 |
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| Digital Realty Trust (DLR) | 0.1 | $658k | +2% | 3.7k | 179.58 |
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| International Paper Company (IP) | 0.1 | $654k | +7% | 17k | 38.10 |
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| Citigroup Com New (C) | 0.1 | $639k | +52% | 4.6k | 139.96 |
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| Cintas Corporation (CTAS) | 0.1 | $635k | -15% | 3.7k | 170.08 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $629k | 316.00 | 1989.44 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $621k | -6% | 7.8k | 79.97 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $621k | +9% | 5.3k | 116.67 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $612k | 3.1k | 197.60 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $603k | -13% | 2.0k | 306.30 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $599k | 17k | 36.06 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $598k | -2% | 3.6k | 164.61 |
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| Agnc Invt Corp Com reit (AGNC) | 0.1 | $597k | NEW | 55k | 10.90 |
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| Metropcs Communications (TMUS) | 0.1 | $594k | 3.5k | 167.73 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $578k | -84% | 2.6k | 219.43 |
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| Ares Capital Corporation (ARCC) | 0.1 | $567k | 31k | 18.53 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $561k | 11k | 50.57 |
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| TJX Companies (TJX) | 0.1 | $546k | +16% | 3.6k | 151.50 |
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| Palo Alto Networks (PANW) | 0.1 | $545k | +19% | 1.6k | 341.02 |
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| Caterpillar (CAT) | 0.1 | $540k | +4% | 507.00 | 1064.90 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $538k | -9% | 1.8k | 300.45 |
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| Vici Pptys (VICI) | 0.1 | $532k | 20k | 26.55 |
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| UnitedHealth (UNH) | 0.1 | $527k | -24% | 1.3k | 415.60 |
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| Home Depot (HD) | 0.1 | $526k | 1.5k | 352.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $519k | 1.5k | 353.33 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $519k | NEW | 3.6k | 144.61 |
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| Unilever Spon Adr New (UL) | 0.1 | $510k | +4% | 8.5k | 60.12 |
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| Ge Vernova (GEV) | 0.1 | $504k | NEW | 429.00 | 1174.86 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $486k | -64% | 9.6k | 50.60 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $486k | 21k | 23.13 |
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| Starwood Property Trust (STWD) | 0.1 | $475k | +2% | 29k | 16.38 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $471k | 1.8k | 255.67 |
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| Oge Energy Corp (OGE) | 0.1 | $469k | 9.6k | 48.66 |
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| Citizens Financial (CFG) | 0.1 | $468k | +3% | 6.7k | 70.07 |
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| Quanta Services (PWR) | 0.1 | $464k | 644.00 | 720.04 |
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| Capital One Financial (COF) | 0.1 | $452k | +10% | 2.3k | 200.62 |
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| Roundhill Etf Trust Memory Etf | 0.1 | $440k | NEW | 6.0k | 73.85 |
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| Coca-Cola Company (KO) | 0.1 | $422k | +6% | 5.2k | 81.27 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $414k | +4% | 7.3k | 56.48 |
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| Linde SHS (LIN) | 0.1 | $390k | +20% | 751.00 | 518.94 |
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| International Business Machines (IBM) | 0.1 | $390k | +22% | 1.4k | 281.21 |
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| Oracle Corporation (ORCL) | 0.1 | $383k | -16% | 2.6k | 146.55 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $381k | 2.8k | 136.70 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $381k | +33% | 6.2k | 61.46 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $380k | NEW | 3.5k | 107.62 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $378k | 3.9k | 96.44 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $378k | +6% | 13k | 28.96 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $375k | 2.0k | 185.10 |
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| American Electric Power Company (AEP) | 0.1 | $370k | 2.7k | 136.83 |
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| EOG Resources (EOG) | 0.1 | $364k | +25% | 2.8k | 129.73 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $356k | 5.9k | 60.79 |
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| Corgi Etf Tr I Lithography Semi | 0.1 | $346k | NEW | 11k | 31.98 |
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| Chubb (CB) | 0.1 | $345k | NEW | 1.0k | 340.74 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $342k | 4.0k | 85.49 |
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| Axon Enterprise (AXON) | 0.1 | $336k | 600.00 | 560.61 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $326k | NEW | 509.00 | 640.76 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $323k | +10% | 6.1k | 53.17 |
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| Iron Mountain (IRM) | 0.1 | $322k | NEW | 2.5k | 126.31 |
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| Corgi Etf Tr I Quant Compu Etf | 0.1 | $321k | NEW | 10k | 31.71 |
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| Tema Etf Trust Space Innov Etf (NASA) | 0.1 | $319k | NEW | 11k | 30.38 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $318k | +9% | 1.3k | 246.21 |
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| Stryker Corporation (SYK) | 0.1 | $316k | +23% | 1.0k | 314.84 |
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| Verizon Communications (VZ) | 0.1 | $315k | 7.4k | 42.34 |
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| Equinix (EQIX) | 0.1 | $312k | +31% | 299.00 | 1042.39 |
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| Boston Scientific Corporation (BSX) | 0.1 | $308k | NEW | 7.2k | 42.68 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $308k | NEW | 3.4k | 89.85 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $307k | 3.0k | 103.88 |
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| Ark Etf Tr Bloc Fin Inn Etf (ARKF) | 0.1 | $303k | NEW | 7.7k | 39.46 |
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| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.1 | $300k | NEW | 3.4k | 88.50 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $298k | NEW | 2.2k | 133.26 |
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| Evergy (EVRG) | 0.1 | $297k | 3.4k | 86.42 |
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| Phillips 66 (PSX) | 0.1 | $294k | 1.7k | 169.05 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $293k | +31% | 3.6k | 82.11 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $284k | +6% | 2.6k | 107.50 |
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| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.1 | $284k | NEW | 2.5k | 115.98 |
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| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 0.1 | $284k | 7.0k | 40.67 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $279k | -39% | 285.00 | 978.12 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $279k | NEW | 1.8k | 156.30 |
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| Entergy Corporation (ETR) | 0.1 | $277k | -12% | 2.4k | 114.86 |
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| MetLife (MET) | 0.1 | $277k | 3.3k | 84.61 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $271k | NEW | 567.00 | 477.57 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $266k | +4% | 1.1k | 242.99 |
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| Hca Holdings (HCA) | 0.0 | $253k | -2% | 649.00 | 389.89 |
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| Boeing Company (BA) | 0.0 | $250k | +8% | 1.2k | 216.41 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $242k | +2% | 799.00 | 303.28 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $240k | -24% | 472.00 | 509.11 |
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| Adams Express Company (ADX) | 0.0 | $240k | 9.4k | 25.55 |
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| Bristol Myers Squibb (BMY) | 0.0 | $240k | NEW | 4.2k | 57.62 |
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| Klarna Group SHS (KLAR) | 0.0 | $237k | NEW | 12k | 20.24 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $233k | 1.9k | 124.77 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $231k | -86% | 1.9k | 121.74 |
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| Arista Networks Com Shs (ANET) | 0.0 | $231k | NEW | 1.4k | 169.88 |
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| Enterprise Products Partners (EPD) | 0.0 | $231k | 6.3k | 36.76 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $228k | NEW | 525.00 | 433.33 |
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| Dell Technologies CL C (DELL) | 0.0 | $219k | NEW | 508.00 | 431.57 |
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| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.0 | $214k | 5.3k | 40.29 |
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| Public Service Enterprise (PEG) | 0.0 | $209k | 2.6k | 81.16 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $207k | NEW | 1.6k | 127.81 |
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| Ford Motor Company (F) | 0.0 | $206k | -5% | 15k | 13.90 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $205k | NEW | 678.00 | 302.70 |
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| Progressive Corporation (PGR) | 0.0 | $204k | NEW | 935.00 | 218.45 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $204k | 1.6k | 126.58 |
|
|
| Hldgs (UAL) | 0.0 | $203k | NEW | 1.5k | 135.99 |
|
Past Filings by Pinion Investment Advisors
SEC 13F filings are viewable for Pinion Investment Advisors going back to 2018
- Pinion Investment Advisors 2026 Q2 filed Aug. 6, 2026
- 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