KC Investment Advisors

Pinion Investment Advisors as of March 31, 2026

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