0001738738-25-000001.txt : 20250206 0001738738-25-000001.hdr.sgml : 20250206 20250206110120 ACCESSION NUMBER: 0001738738-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250206 DATE AS OF CHANGE: 20250206 EFFECTIVENESS DATE: 20250206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pinion Investment Advisors, LLC CENTRAL INDEX KEY: 0001738738 ORGANIZATION NAME: IRS NUMBER: 481229282 STATE OF INCORPORATION: KS FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18765 FILM NUMBER: 25596014 BUSINESS ADDRESS: STREET 1: 1605 N WATERFRONT PARKWAY STREET 2: SUITE 200 CITY: WICHITA STATE: KS ZIP: 67206 BUSINESS PHONE: 316-682-8344 MAIL ADDRESS: STREET 1: 1605 N WATERFRONT PARKWAY STREET 2: SUITE 200 CITY: WICHITA STATE: KS ZIP: 67206 FORMER COMPANY: FORMER CONFORMED NAME: KC Investment Advisors, LLC DATE OF NAME CHANGE: 20180426 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001738738 XXXXXXXX 12-31-2024 12-31-2024 Pinion Investment Advisors, LLC

1605 N WATERFRONT PARKWAY SUITE 200 WICHITA KS 67206

13F HOLDINGS REPORT 028-18765 N Sheri Meyer 3166828344 Sheri Meyer Wichita KS 02-06-2024 0 155 251346802 false INFORMATION TABLE 2 13fFiling20241231.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 66299111 123047 SH SOLE 0 0 123047 VANGUARD INDEX FDS GROWTH ETF 922908736 17511593 42665 SH SOLE 0 0 42665 ISHARES TR CORE S&P500 ETF 464287200 8829843 14999 SH SOLE 0 0 14999 VANGUARD MALVERN FDS CORE BD ETF 922020748 7434384 98066 SH SOLE 0 0 98066 SPDR SER TR PORTFOLIO INTRMD 78464A375 6483336 197904 SH SOLE 0 0 197904 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5554494 12254 SH SOLE 0 0 12254 VANGUARD INDEX FDS SMALL CP ETF 922908751 4786141 19919 SH SOLE 0 0 19919 TESLA INC COM 88160R101 4761678 11791 SH SOLE 0 0 11791 MICROSOFT CORP COM 594918104 4329168 10271 SH SOLE 0 0 10271 APPLE INC COM 037833100 3851682 15381 SH SOLE 0 0 15381 BROADCOM INC COM 11135F101 3525933 15208 SH SOLE 0 0 15208 EA SERIES TRUST ALPHA ARCH 1-3 02072L565 3356588 30437 SH SOLE 0 0 30437 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3309902 142791 SH SOLE 0 0 142791 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3269961 11283 SH SOLE 0 0 11283 ISHARES TR CORE MSCI EAFE 46432F842 3256143 46331 SH SOLE 0 0 46331 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 3169780 55348 SH SOLE 0 0 55348 ALPHABET INC CAP STK CL A 02079K305 3163607 16712 SH SOLE 0 0 16712 AMAZON COM INC COM 023135106 3127844 14257 SH SOLE 0 0 14257 NVIDIA CORPORATION COM 67066G104 2716559 20229 SH SOLE 0 0 20229 ISHARES TR CORE TOTAL USD 46434V613 2706321 59874 SH SOLE 0 0 59874 SPDR SER TR NYSE TECH ETF 78464A102 2662409 13192 SH SOLE 0 0 13192 JPMORGAN CHASE & CO. COM 46625H100 2337889 9753 SH SOLE 0 0 9753 ISHARES TR SELECT DIVID ETF 464287168 2274969 17328 SH SOLE 0 0 17328 WALMART INC COM 931142103 2130259 23578 SH SOLE 0 0 23578 VISA INC COM CL A 92826C839 2095166 6629 SH SOLE 0 0 6629 SPDR SER TR PORTFOLIO S&P500 78464A854 1911572 27728 SH SOLE 0 0 27728 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1788923 20026 SH SOLE 0 0 20026 UNITEDHEALTH GROUP INC COM 91324P102 1701749 3364 SH SOLE 0 0 3364 WILLIAMS COS INC COM 969457100 1619794 29930 SH SOLE 0 0 29930 ISHARES TR MSCI USA QLT FCT 46432F339 1485385 8341 SH SOLE 0 0 8341 MCDONALDS CORP COM 580135101 1448776 4998 SH SOLE 0 0 4998 ARROWHEAD PHARMACEUTICALS IN COM 04280A100 1410000 75000 SH SOLE 0 0 75000 BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 1396204 27243 SH SOLE 0 0 27243 ISHARES TR MSCI EMG MKT ETF 464287234 1185597 28350 SH SOLE 0 0 28350 AT&T INC COM 00206R102 1182225 51920 SH SOLE 0 0 51920 MASTERCARD INCORPORATED CL A 57636Q104 1179585 2240 SH SOLE 0 0 2240 CINTAS CORP COM 172908105 1133768 6206 SH SOLE 0 0 6206 COSTCO WHSL CORP NEW COM 22160K105 1118715 1221 SH SOLE 0 0 1221 ONEOK INC NEW COM 682680103 1112074 11076 SH SOLE 0 0 11076 HOME DEPOT INC COM 437076102 1056141 2715 SH SOLE 0 0 2715 T-MOBILE US INC COM 872590104 1051117 4762 SH SOLE 0 0 4762 INTERNATIONAL PAPER CO COM 460146103 1034529 19222 SH SOLE 0 0 19222 SPDR SER TR PRTFLO S&P500 GW 78464A409 1023686 11646 SH SOLE 0 0 11646 ISHARES TR 0-5YR HI YL CP 46434V407 1018209 23896 SH SOLE 0 0 23896 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1017514 21278 SH SOLE 0 0 21278 LOCKHEED MARTIN CORP COM 539830109 983321 2024 SH SOLE 0 0 2024 PEPSICO INC COM 713448108 969503 6376 SH SOLE 0 0 6376 PROCTER AND GAMBLE CO COM 742718109 966977 5768 SH SOLE 0 0 5768 THERMO FISHER SCIENTIFIC INC COM 883556102 942522 1812 SH SOLE 0 0 1812 ALTRIA GROUP INC COM 02209S103 932810 17839 SH SOLE 0 0 17839 CISCO SYS INC COM 17275R102 921489 15566 SH SOLE 0 0 15566 DIMENSIONAL ETF TRUST US LARGE CAP VEC 25434V641 904527 13854 SH SOLE 0 0 13854 META PLATFORMS INC CL A 30303M102 883969 1510 SH SOLE 0 0 1510 ISHARES TR S&P 500 GRWT ETF 464287309 867879 8548 SH SOLE 0 0 8548 PHILIP MORRIS INTL INC COM 718172109 846025 7030 SH SOLE 0 0 7030 ISHARES TR IBOXX HI YD ETF 464288513 835578 10624 SH SOLE 0 0 10624 TRANE TECHNOLOGIES PLC SHS G8994E103 818111 2215 SH SOLE 0 0 2215 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 808472 16051 SH SOLE 0 0 16051 CHEVRON CORP NEW COM 166764100 807783 5577 SH SOLE 0 0 5577 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 780293 10080 SH SOLE 0 0 10080 VANGUARD WORLD FD FINANCIALS ETF 92204A405 763205 6464 SH SOLE 0 0 6464 MERCK & CO INC COM 58933Y105 750265 7542 SH SOLE 0 0 7542 ABBVIE INC COM 00287Y109 747491 4206 SH SOLE 0 0 4206 ISHARES TR MBS ETF 464288588 744280 8118 SH SOLE 0 0 8118 DISNEY WALT CO COM 254687106 709959 6376 SH SOLE 0 0 6376 OMEGA HEALTHCARE INVS INC COM 681936100 678575 17928 SH SOLE 0 0 17928 KENVUE INC COM 49177J102 676518 31687 SH SOLE 0 0 31687 ARES CAPITAL CORP COM 04010L103 675066 30839 SH SOLE 0 0 30839 ISHARES TR RUS 1000 GRW ETF 464287614 652568 1625 SH SOLE 0 0 1625 VANGUARD WORLD FD MEGA GRWTH IND 921910816 651793 1898 SH SOLE 0 0 1898 GOLDMAN SACHS GROUP INC COM 38141G104 649924 1135 SH SOLE 0 0 1135 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 645794 2545 SH SOLE 0 0 2545 ALPS ETF TR ALERIAN MLP 00162Q452 629452 13070 SH SOLE 0 0 13070 ADOBE INC COM 00724F101 626999 1410 SH SOLE 0 0 1410 NEXTERA ENERGY INC COM 65339F101 608577 8489 SH SOLE 0 0 8489 FS KKR CAP CORP COM 302635206 602426 27736 SH SOLE 0 0 27736 ISHARES TR US TREAS BD ETF 46429B267 597621 26006 SH SOLE 0 0 26006 PROGRESSIVE CORP COM 743315103 592077 2471 SH SOLE 0 0 2471 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 577344 20716 SH SOLE 0 0 20716 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 554078 26297 SH SOLE 0 0 26297 AMGEN INC COM 031162100 542653 2082 SH SOLE 0 0 2082 SOUTHERN CO COM 842587107 540349 6564 SH SOLE 0 0 6564 SONOCO PRODS CO COM 835495102 531586 10882 SH SOLE 0 0 10882 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 529312 3272 SH SOLE 0 0 3272 VICI PPTYS INC COM 925652109 527884 18072 SH SOLE 0 0 18072 NORTHROP GRUMMAN CORP COM 666807102 526557 1122 SH SOLE 0 0 1122 UNILEVER PLC SPON ADR NEW 904767704 524477 9250 SH SOLE 0 0 9250 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 510475 18685 SH SOLE 0 0 18685 CME GROUP INC COM 12572Q105 500955 2157 SH SOLE 0 0 2157 ASML HOLDING N V N Y REGISTRY SHS N07059210 491394 709 SH SOLE 0 0 709 BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 491121 9441 SH SOLE 0 0 9441 QUANTA SVCS INC COM 74762E102 484821 1534 SH SOLE 0 0 1534 STARWOOD PPTY TR INC COM 85571B105 484628 25574 SH SOLE 0 0 25574 EXXON MOBIL CORP COM 30231G102 482137 4482 SH SOLE 0 0 4482 SALESFORCE INC COM 79466L302 470403 1407 SH SOLE 0 0 1407 S&P GLOBAL INC COM 78409V104 469643 943 SH SOLE 0 0 943 EOG RES INC COM 26875P101 468014 3818 SH SOLE 0 0 3818 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 464541 3719 SH SOLE 0 0 3719 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 461816 16313 SH SOLE 0 0 16313 PARKER-HANNIFIN CORP COM 701094104 457942 720 SH SOLE 0 0 720 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 456547 4550 SH SOLE 0 0 4550 ROPER TECHNOLOGIES INC COM 776696106 439274 845 SH SOLE 0 0 845 HCA HEALTHCARE INC COM 40412C101 416309 1387 SH SOLE 0 0 1387 DHT HOLDINGS INC SHS NEW Y2065G121 406745 43783 SH SOLE 0 0 43783 AMERICAN WTR WKS CO INC NEW COM 030420103 397155 3190 SH SOLE 0 0 3190 ISHARES TR RUS MDCP VAL ETF 464287473 389702 3013 SH SOLE 0 0 3013 VALERO ENERGY CORP COM 91913Y100 384688 3138 SH SOLE 0 0 3138 ZOETIS INC CL A 98978V103 382125 2345 SH SOLE 0 0 2345 AXON ENTERPRISE INC COM 05464C101 374422 630 SH SOLE 0 0 630 FIFTH THIRD BANCORP COM 316773100 362002 8562 SH SOLE 0 0 8562 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 349249 15385 SH SOLE 0 0 15385 MARATHON PETE CORP COM 56585A102 348890 2501 SH SOLE 0 0 2501 NXP SEMICONDUCTORS N V COM N6596X109 346071 1665 SH SOLE 0 0 1665 BANK AMERICA CORP COM 060505104 340922 7757 SH SOLE 0 0 7757 ADAMS DIVERSIFIED EQUITY FD COM 006212104 339093 16787 SH SOLE 0 0 16787 ISHARES TR JPMORGAN USD EMG 464288281 335782 3771 SH SOLE 0 0 3771 AMERICAN TOWER CORP NEW COM 03027X100 333256 1817 SH SOLE 0 0 1817 CINCINNATI FINL CORP COM 172062101 332015 2310 SH SOLE 0 0 2310 METLIFE INC COM 59156R108 330796 4040 SH SOLE 0 0 4040 SYNOPSYS INC COM 871607107 323250 666 SH SOLE 0 0 666 TJX COS INC NEW COM 872540109 309886 2565 SH SOLE 0 0 2565 SPDR SER TR PRTFLO S&P500 VL 78464A508 302647 5918 SH SOLE 0 0 5918 CAPITAL ONE FINL CORP COM 14040H105 301005 1688 SH SOLE 0 0 1688 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 298620 7156 SH SOLE 0 0 7156 ISHARES INC CORE MSCI EMKT 46434G103 297446 5696 SH SOLE 0 0 5696 ISHARES TR RUSEL 2500 ETF 46435G268 295052 4339 SH SOLE 0 0 4339 PROLOGIS INC. COM 74340W103 292375 2766 SH SOLE 0 0 2766 ISHARES TR INVESTMENT GRADE 46435G219 289405 6524 SH SOLE 0 0 6524 ALPHABET INC CAP STK CL C 02079K107 288327 1514 SH SOLE 0 0 1514 LINDE PLC SHS G54950103 283440 677 SH SOLE 0 0 677 ENTERGY CORP NEW COM 29364G103 278412 3672 SH SOLE 0 0 3672 AMERICAN ELEC PWR CO INC COM 025537101 264256 2865 SH SOLE 0 0 2865 PAYCHEX INC COM 704326107 256483 1829 SH SOLE 0 0 1829 COCA COLA CO COM 191216100 255702 4107 SH SOLE 0 0 4107 VERTEX PHARMACEUTICALS INC COM 92532F100 252493 627 SH SOLE 0 0 627 ISHARES TR 20 YR TR BD ETF 464287432 250550 2869 SH SOLE 0 0 2869 INTERNATIONAL BUSINESS MACHS COM 459200101 249508 1135 SH SOLE 0 0 1135 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 246413 5329 SH SOLE 0 0 5329 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 242233 2867 SH SOLE 0 0 2867 PALANTIR TECHNOLOGIES INC CL A 69608A108 239672 3169 SH SOLE 0 0 3169 ISHARES TR 1 3 YR TREAS BD 464287457 238480 2909 SH SOLE 0 0 2909 VANGUARD INDEX FDS SML CP GRW ETF 922908595 237211 847 SH SOLE 0 0 847 VANGUARD STAR FDS VG TL INTL STK F 921909768 234542 3980 SH SOLE 0 0 3980 DUKE ENERGY CORP NEW COM NEW 26441C204 232719 2160 SH SOLE 0 0 2160 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 229872 4591 SH SOLE 0 0 4591 KLA CORP COM NEW 482480100 221803 352 SH SOLE 0 0 352 VERIZON COMMUNICATIONS INC COM 92343V104 219147 5480 SH SOLE 0 0 5480 CITIZENS FINL GROUP INC COM 174610105 217184 4963 SH SOLE 0 0 4963 SPDR GOLD TR GOLD SHS 78463V107 215738 891 SH SOLE 0 0 891 ISHARES TR USD INV GRDE ETF 464288620 209165 4160 SH SOLE 0 0 4160 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 208964 594 SH SOLE 0 0 594 VANGUARD INDEX FDS SM CP VAL ETF 922908611 208684 1053 SH SOLE 0 0 1053 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 203713 4493 SH SOLE 0 0 4493 CSX CORP COM 126408103 203011 6291 SH SOLE 0 0 6291 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 200049 1053 SH SOLE 0 0 1053