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Sheri Meyer

Pinion Investment Advisors, Llc

Assets Managed
$428.257M
Holdings
180
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
4.5%(2Q avg: 8.23%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinion Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Pinion Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 428.257M in assets, with a quarterly growth rate of 4.5% and a 2-quarter average growth rate of 8.23%. The portfolio is managed by Sheri Meyer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.47%
19.36%
$82.882M
138,703 shares@ $597.55 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 14.85%
7.22%
$30.92M
47,335 shares@ $653.22 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 4.9%
3.64%
$15.585M
134,014 shares@ $116.3 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -22.14%
3.43%
$14.677M
33,603 shares@ $436.79 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 97.81%
3.04%
$13.012M
129,266 shares@ $100.66 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 79.72%
2.84%
$12.128M
263,252 shares@ $46.08 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -22.77%
2.4%
$10.255M
113,280 shares@ $90.53 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Decreased -1.33%
2.35%
$10.055M
299,800 shares@ $33.54 avg price
CAIE
Calamos Autocallable Inc Etf
Recent Activity
Increased 57.83%
1.93%
$8.226M
327,205 shares@ $25.14 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 28.71%
1.87%
$7.997M
137,451 shares@ $58.18 avg price

1-10 of 180