You're signed outSign in or to get full access.
Pittenger & Anderson Inc.
Pittenger & Anderson Inc. is an independent fee-only Registered Investment Adviser (RIA) headquartered in Lincoln, Nebraska. Founded in 1995, the firm provides investment management, financial planning, and retirement plan services to individuals, families, organizations, and company retirement plans. Recognized as one of the top advisory firms in the U.S. (ranked #5 on the CNBC Financial Advisor 100 List for 2025), P&A serves over 800 clients, manages assets across 29 states, and maintains a team of 51–200 employees, focused on fiduciary and client-centric service.
Investment Strategy
Pittenger & Anderson adopts a long-term, disciplined investment approach, prioritizing patience and minimizing fear and greed in their decision-making. The firm does not engage in market timing; instead, they emphasize low investment costs to maximize compounding returns for clients. P&A implements a transparent account review process and invests its own capital in the same strategies recommended to clients, aligning interests. Assets are held with third-party custodians like Charles Schwab for security and transparency, and clients benefit from flexible, liquid account access with no lock-up periods, commissions, or product sales. The firm remains focused on helping clients achieve personal goals, mitigate taxes, and maximize their financial lives through tailored portfolio management and financial planning.
Latest 13F Filing Activity
Pittenger & Anderson Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 417 equity positions with a total 13F market value of $3B. The fund increased holdings in Microsoft Corp., Invesco QQQ TR, Vanguard Index FDS among other positions. Pittenger & Anderson Inc. reduced exposure to Fiserv Inc., Unitedhealth Group Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (417)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FI | FISERV INC | 18.16% | $496.9M | 2,881,801 | $22.61 | $172.41 | -$139.0M |
V VV | VANGUARD INDEX FDS | 3.45% | $94.5M | 331,224 | $156.44 | $285.30 | +$9.7M |
Q QQQ | INVESCO QQQ TR | 3.06% | $83.7M | 151,695 | $183.11 | $551.64 | +$11.9M |
V VO | VANGUARD INDEX FDS | 2.74% | $75.1M | 268,263 | $162.51 | $279.83 | +$6.6M |
M MSFT | MICROSOFT CORP | 2.20% | $60.2M | 121,074 | $65.04 | $497.41 | +$13.7M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
A Audrey Mines | Investment Officer | Lincoln, NE , United States | |
 | Investment Officer | United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more