KC Investment Advisors

Pinion Investment Advisors as of Dec. 31, 2025

Portfolio Holdings for Pinion Investment Advisors

Pinion Investment Advisors holds 173 positions in its portfolio as reported in the December 2025 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) 21.3 $87M 139k 627.13
Ishares Tr Core S&p500 Etf (IVV) 6.9 $28M 41k 684.94
Vanguard Index Fds Growth Etf (VUG) 5.1 $21M 43k 487.86
Ea Series Trust Alpha Arch 1-3 (BOXX) 3.6 $15M 128k 115.10
Ishares Tr Core Msci Eafe (IEFA) 3.2 $13M 147k 89.46
Spdr Series Trust State Street Spd (SPIB) 2.5 $10M 304k 33.81
Goldman Sachs Etf Tr Muni Income Etf (GMUB) 1.7 $7.0M 136k 51.19
J P Morgan Exchange Traded F Income Etf (JPIE) 1.7 $6.8M 147k 46.29
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.6 $6.7M 86k 77.89
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $6.6M 65k 100.38
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.6 $6.5M 107k 60.81
Ishares Tr Core Univrsl Usd (IUSB) 1.5 $6.0M 129k 46.54
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.4 $5.9M 282k 21.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $5.8M 29k 198.62
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 1.4 $5.8M 113k 51.50
Tesla Motors (TSLA) 1.4 $5.8M 13k 449.72
Spdr Series Trust State Street Spd (XNTK) 1.4 $5.8M 21k 277.88
Calamos Etf Tr Autocallable Inc (CAIE) 1.4 $5.5M 207k 26.74
Alphabet Cap Stk Cl A (GOOGL) 1.3 $5.4M 17k 313.00
Microsoft Corporation (MSFT) 1.3 $5.4M 11k 483.63
NVIDIA Corporation (NVDA) 1.3 $5.4M 29k 186.50
Ishares Tr S&p 100 Etf (OEF) 1.3 $5.1M 15k 342.97
Arrowhead Pharmaceuticals (ARWR) 1.2 $5.0M 75k 66.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $4.9M 9.8k 502.65
Apple (AAPL) 1.1 $4.7M 17k 271.86
Goldman Sachs Physical Gold Unit (AAAU) 1.1 $4.3M 102k 42.55
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.0 $4.1M 49k 83.61
Amazon (AMZN) 0.9 $3.6M 16k 230.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $3.6M 133k 26.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.2M 9.4k 335.28
Union Pacific Corporation (UNP) 0.8 $3.1M 14k 231.32
JPMorgan Chase & Co. (JPM) 0.7 $3.0M 9.4k 322.22
Blackrock Etf Trust Ishares Us Thema (THRO) 0.7 $2.8M 72k 38.56
Blackrock Etf Trust Ishares A I Inno (BAI) 0.7 $2.8M 83k 33.30
Broadcom (AVGO) 0.6 $2.5M 7.2k 346.11
Wal-Mart Stores (WMT) 0.6 $2.4M 22k 111.41
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $2.2M 22k 101.67
Spdr Series Trust State Street Spd (SPLG) 0.5 $2.0M 24k 80.22
Visa Com Cl A (V) 0.5 $1.9M 5.5k 350.71
Meta Platforms Cl A (META) 0.5 $1.9M 2.8k 660.15
Williams Companies (WMB) 0.4 $1.7M 28k 60.11
McDonald's Corporation (MCD) 0.4 $1.6M 5.2k 305.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.5M 2.2k 681.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754800.00
Cisco Systems (CSCO) 0.4 $1.5M 20k 77.03
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $1.5M 65k 23.03
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.4 $1.5M 23k 63.18
Goldman Sachs (GS) 0.3 $1.3M 1.5k 879.00
Palo Alto Networks (PANW) 0.3 $1.3M 7.2k 184.20
At&t (T) 0.3 $1.3M 52k 24.84
Mastercard Incorporated Cl A (MA) 0.3 $1.2M 2.2k 570.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.2M 20k 62.47
Lockheed Martin Corporation (LMT) 0.3 $1.2M 2.4k 483.64
Pepsi (PEP) 0.3 $1.2M 8.2k 143.52
Merck & Co (MRK) 0.3 $1.2M 11k 105.26
Philip Morris International (PM) 0.3 $1.1M 7.0k 160.40
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $1.1M 26k 42.87
Abbvie (ABBV) 0.3 $1.1M 4.7k 228.51
Cintas Corporation (CTAS) 0.3 $1.0M 5.6k 188.06
Principal Financial (PFG) 0.3 $1.0M 12k 88.21
Spdr Series Trust State Street Spd (SPYG) 0.3 $1.0M 9.7k 106.70
Ishares Core Msci Emkt (IEMG) 0.3 $1.0M 15k 67.22
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $1.0M 10k 102.39
Altria (MO) 0.2 $992k 17k 57.66
Oneok (OKE) 0.2 $991k 14k 73.50
Costco Wholesale Corporation (COST) 0.2 $975k 1.1k 862.58
Chevron Corporation (CVX) 0.2 $971k 6.4k 152.41
Nextera Energy (NEE) 0.2 $948k 12k 80.28
Vanguard World Mega Grwth Ind (MGK) 0.2 $923k 2.2k 412.77
Thermo Fisher Scientific (TMO) 0.2 $919k 1.6k 579.46
Omega Healthcare Investors (OHI) 0.2 $889k 20k 44.34
Palantir Technologies Cl A (PLTR) 0.2 $887k 5.0k 177.75
Bank of America Corporation (BAC) 0.2 $881k 16k 55.00
Procter & Gamble Company (PG) 0.2 $881k 6.1k 143.32
Southern Company (SO) 0.2 $834k 9.6k 87.20
Eli Lilly & Co. (LLY) 0.2 $823k 766.00 1074.68
Vanguard World Financials Etf (VFH) 0.2 $818k 6.1k 133.49
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $817k 10k 80.63
Dimensional Etf Trust Us Large Cap Vec (DFVX) 0.2 $813k 11k 74.35
Coinbase Global Com Cl A (COIN) 0.2 $799k 3.5k 226.14
Metropcs Communications (TMUS) 0.2 $790k 3.9k 203.04
Baker Hughes Company Cl A (BKR) 0.2 $778k 17k 45.54
Dht Holdings Shs New (DHT) 0.2 $774k 63k 12.21
DTE Energy Company (DTE) 0.2 $751k 5.8k 128.98
Ishares Tr Core Intl Aggr (IAGG) 0.2 $742k 15k 50.01
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $742k 16k 47.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $729k 1.5k 473.30
Ares Capital Corporation (ARCC) 0.2 $716k 35k 20.23
Valero Energy Corporation (VLO) 0.2 $712k 4.4k 162.79
Alphabet Cap Stk Cl C (GOOG) 0.2 $703k 2.2k 313.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $694k 21k 32.62
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $683k 2.4k 279.14
Ishares Tr Select Divid Etf (DVY) 0.2 $660k 4.7k 141.14
Unilever Spon Adr New 0.2 $637k 9.7k 65.40
Digital Realty Trust (DLR) 0.2 $629k 4.1k 154.71
Trane Technologies SHS (TT) 0.2 $627k 1.6k 389.20
International Paper Company (IP) 0.1 $608k 15k 39.39
Home Depot (HD) 0.1 $607k 1.8k 344.04
Advanced Micro Devices (AMD) 0.1 $607k 2.8k 214.16
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $575k 3.2k 177.37
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $575k 11k 50.59
Vanguard World Mega Cap Val Etf (MGV) 0.1 $574k 4.1k 141.16
Vici Pptys (VICI) 0.1 $570k 20k 28.12
Oracle Corporation (ORCL) 0.1 $552k 2.8k 194.91
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $541k 17k 32.80
Putnam Etf Trust Bdc Income Etf (PBDC) 0.1 $527k 17k 30.60
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $503k 5.0k 100.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $498k 18k 27.43
Johnson & Johnson (JNJ) 0.1 $490k 2.4k 206.95
Ishares Tr Russell 2000 Etf (IWM) 0.1 $490k 2.0k 246.16
Ge Aerospace Com New (GE) 0.1 $483k 1.6k 308.03
TJX Companies (TJX) 0.1 $458k 3.0k 153.61
UnitedHealth (UNH) 0.1 $450k 1.4k 330.08
Parker-Hannifin Corporation (PH) 0.1 $434k 494.00 878.96
Starwood Property Trust (STWD) 0.1 $418k 23k 18.01
salesforce (CRM) 0.1 $416k 1.6k 264.91
Oge Energy Corp (OGE) 0.1 $412k 9.6k 42.70
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $406k 4.2k 96.28
Exxon Mobil Corporation (XOM) 0.1 $398k 3.3k 120.35
Capital One Financial (COF) 0.1 $398k 1.6k 242.36
Intuitive Surgical Com New (ISRG) 0.1 $390k 688.00 566.36
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $380k 2.7k 141.05
Citizens Financial (CFG) 0.1 $372k 6.4k 58.41
Quanta Services (PWR) 0.1 $363k 860.00 422.06
Northrop Grumman Corporation (NOC) 0.1 $360k 632.00 569.82
Kla Corp Com New (KLAC) 0.1 $351k 289.00 1215.08
Axon Enterprise (AXON) 0.1 $341k 600.00 567.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $339k 13k 26.23
Cincinnati Financial Corporation (CINF) 0.1 $339k 2.1k 163.29
Asml Holding N V N Y Registry Shs (ASML) 0.1 $336k 314.00 1069.86
Adobe Systems Incorporated (ADBE) 0.1 $333k 952.00 349.99
Spdr Series Trust State Street Spd (SPYV) 0.1 $333k 5.9k 56.81
Marathon Petroleum Corp (MPC) 0.1 $325k 2.0k 162.63
American Electric Power Company (AEP) 0.1 $323k 2.8k 115.30
Hca Holdings (HCA) 0.1 $313k 671.00 466.86
Pfizer (PFE) 0.1 $311k 13k 24.90
Ishares Tr Msci Eafe Etf (EFA) 0.1 $301k 3.1k 96.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $299k 4.0k 75.44
Linde SHS (LIN) 0.1 $296k 694.00 426.39
International Business Machines (IBM) 0.1 $286k 965.00 296.21
Entergy Corporation (ETR) 0.1 $273k 3.0k 92.43
Caterpillar (CAT) 0.1 $273k 476.00 572.87
Coca-Cola Company (KO) 0.1 $271k 3.9k 69.91
Synopsys (SNPS) 0.1 $270k 574.00 469.72
Ishares Tr Broad Usd High (USHY) 0.1 $264k 7.1k 37.40
MetLife (MET) 0.1 $262k 3.3k 78.94
Verizon Communications (VZ) 0.1 $260k 6.4k 40.73
Citigroup Com New (C) 0.1 $255k 2.2k 116.69
Cme (CME) 0.1 $252k 924.00 273.20
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $251k 7.0k 35.92
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $250k 552.00 453.36
Stryker Corporation (SYK) 0.1 $246k 700.00 351.47
Evergy (EVRG) 0.1 $244k 3.4k 72.50
United Parcel Service CL B (UPS) 0.1 $243k 2.5k 99.20
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $241k 4.5k 53.88
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $237k 1.1k 209.12
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $233k 1.1k 211.79
Ssga Active Etf Tr State Street Bla (SRLN) 0.1 $226k 5.5k 41.27
Phillips 66 (PSX) 0.1 $222k 1.7k 129.04
Ford Motor Company (F) 0.1 $221k 17k 13.12
S&p Global (SPGI) 0.1 $220k 421.00 522.59
Adams Express Company (ADX) 0.1 $219k 9.4k 23.32
Duke Energy Corp Com New (DUK) 0.1 $219k 1.9k 117.21
Public Service Enterprise (PEG) 0.1 $218k 2.7k 80.30
Vanguard Index Fds Small Cp Etf (VB) 0.1 $217k 841.00 257.87
Intel Corporation (INTC) 0.1 $217k 5.9k 36.90
Enterprise Products Partners (EPD) 0.1 $208k 6.5k 32.06
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $207k 2.4k 85.77
Paychex (PAYX) 0.1 $205k 1.8k 112.20
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $204k 6.9k 29.61
AVINO SILVER & GOLD Mines Lt (ASM) 0.0 $88k 14k 6.21
Integra Res Corp (ITRG) 0.0 $55k 14k 4.01
Standard Lithium Corp equities (SLI) 0.0 $48k 11k 4.47