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Pinion Investment Advisors, LLC
Pinion Investment Advisors, LLC is an SEC-registered investment adviser headquartered in Lenexa, Kansas. The firm serves institutional and individual clients, providing portfolio management and advisory services. Pinion focuses on delivering investment solutions across equities, fixed income, and alternative investments, managing hundreds of millions in assets for a diverse client base. It is part of the broader Pinion group, specializing in comprehensive financial planning and wealth management, primarily in the Midwest region. Founded in 2018, the firm employs a modest staff of investment professionals.
Investment Strategy
Pinion Investment Advisors, LLC employs a diversified investment strategy focused on long-term growth through allocations to equities, fixed income, and alternative assets. The firm utilizes a blend of actively managed and index strategies, reflecting a disciplined approach to risk management and portfolio construction. Holdings frequently include large-cap index funds and blue-chip stocks, while institutional mandates may favor steady capital appreciation and consistent income. The firm tailors investment solutions to client objectives, incorporating research-driven asset selection and ongoing portfolio monitoring.
Latest 13F Filing Activity
Pinion Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 163 equity positions with a total 13F market value of $290M. The fund increased holdings in Vanguard Intl Equity Index F, Ishares TR, Ishares TR among other positions. Pinion Investment Advisors, LLC reduced exposure to Vanguard Index FDS, Vanguard Index FDS, Vanguard Index FDS among others.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 23.59% | $68.4M | 120,451 | $459.51 | $568.03 | -$59.6M |
V VUG | VANGUARD INDEX FDS | 6.11% | $17.7M | 40,437 | $333.79 | $438.40 | -$13.6M |
I IVV | ISHARES TR | 5.87% | $17.0M | 27,421 | $564.48 | $620.90 | -$2.8M |
B BOXX | EA SERIES TRUST | 3.25% | $9.4M | 83,601 | $110.93 | $112.68 | -$7.3M |
S SPIB | SPDR SERIES TRUST | 3.07% | $8.9M | 264,848 | $32.95 | $33.58 | -$5.5M |
Industry Allocation
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