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Tonya F Borders

Pettinga Financial Advisors Llc

Assets Managed
$623.931M
Holdings
156
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
17.46%(2Q avg: 9.11%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pettinga Financial Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Pettinga Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 623.931M in assets, with a quarterly growth rate of 17.46% and a 2-quarter average growth rate of 9.11%. The portfolio is managed by Tonya F Borders, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 45.55%
10.24%
$63.885M
85,307 shares@ $748.89 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 8.46%
6.32%
$39.384M
1.076M shares@ $36.61 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -2.75%
5.63%
$35.068M
254,988 shares@ $137.53 avg price
LRGF
Ishares Us Equity Factor Etf
Recent Activity
Decreased -3.2%
4.89%
$30.448M
402,597 shares@ $75.63 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -18.43%
4.41%
$27.504M
121,132 shares@ $227.06 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 16.99%
3.79%
$23.641M
31,658 shares@ $746.78 avg price
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Increased 0.2%
3.72%
$23.189M
429,194 shares@ $54.04 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 208.86%
3.06%
$19.032M
835,484 shares@ $22.79 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -0.76%
2.99%
$18.639M
50,597 shares@ $368.38 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
Decreased -11.01%
2.55%
$15.865M
62,900 shares@ $252.23 avg price

1-10 of 156