KC Investment Advisors

Pinion Investment Advisors as of June 30, 2026

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