Pettinga Financial Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1694592
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13F Reported Value
ⓘ$623.9M
Holdings
156
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Pettinga Financial Advisors LLC disclosed 156 positions worth $623.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 9. The portfolio is most concentrated in Other (78.3% of disclosed assets). All figures are sourced directly from Pettinga Financial Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1694592.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
10.2% weight
Held 10 quarters
ISHARES TR - S&P 500 GRWT
5.6% weight
Held 10 quarters
ISHARES TR - U S EQUITY FA
4.9% weight
Held 10 quarters
ISHARES TR - S&P 500 VAL E
4.4% weight
Held 10 quarters
$SPY3.8% weight
Held 10 quarters
$CINF6 quarters accumulating
$IBM6 quarters accumulating
ISHARES TR - MBS ETF
5 quarters accumulating
BLACKROCK ETF TRUST II - I
5 quarters accumulating
VANGUARD CHARLOTTE FDS - T
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$63.9M85,307 shBLACKROCK ETF TRUST - ISHA IN CTRY ETF
—Quality
$39.4M1,076,072 shISHARES TR - S&P 500 GRWT ETF
—Quality
$35.1M254,988 shISHARES TR - U S EQUITY FACTR
—Quality
$30.4M402,597 shISHARES TR - S&P 500 VAL ETF
—Quality
$27.5M121,132 sh- —
Quality
$23.6M31,658 sh - —
Quality
$23.2M429,194 sh ISHARES TR - US TREAS BD ETF
—Quality
$19.0M835,484 sh- —
Quality
$18.6M50,597 sh ISHARES TR - U.S. TECH ETF
—Quality
$15.9M62,900 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $63.9M | 85,307 |
| BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $39.4M | 1,076,072 |
| ISHARES TR - S&P 500 GRWT ETF | — | $35.1M | 254,988 |
| ISHARES TR - U S EQUITY FACTR | — | $30.4M | 402,597 |
| ISHARES TR - S&P 500 VAL ETF | — | $27.5M | 121,132 |
| SPDR S&P 500 ETF TRUST$SPY | — | $23.6M | 31,658 |
 Invesco Ltd.$IVZ | — | $23.2M | 429,194 |
| ISHARES TR - US TREAS BD ETF | — | $19.0M | 835,484 |
 SPDR GOLD TRUST$GLD | — | $18.6M | 50,597 |
| ISHARES TR - U.S. TECH ETF | — | $15.9M | 62,900 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pettinga Financial Advisors LLC's 156 positions.
Showing top 10 of 156 holdings.
Sector Allocation
Other
$488.3M
Financials
$94.4M
Technology
$27.9M
Consumer Discretionary
$5.4M
Energy
$2.5M
Industrials
$2.1M
Healthcare
$1.8M
Consumer Staples
$791,892
Top Holdings — Pettinga Financial Advisors LLC (Q2 2026)
Top 150 of 156 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $63.9M | 10.2% | +46% | — |
| 2 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $39.4M | 6.3% | +8% | — |
| 3 | — | ISHARES TR - S&P 500 GRWT ETF | $35.1M | 5.6% | -3% | — |
| 4 | — | ISHARES TR - U S EQUITY FACTR | $30.4M | 4.9% | -3% | — |
| 5 | — | ISHARES TR - S&P 500 VAL ETF | $27.5M | 4.4% | -18% | — |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $23.6M | 3.8% | +17% | — |
| 7 | $IVZ | Invesco Ltd. | $23.2M | 3.7% | +0% | — |
| 8 | — | ISHARES TR - US TREAS BD ETF | $19.0M | 3.0% | +209% | — |
| 9 | $GLD | SPDR GOLD TRUST | $18.6M | 3.0% | -1% | — |
| 10 | — | ISHARES TR - U.S. TECH ETF | $15.9M | 2.5% | -11% | — |
| 11 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $14.9M | 2.4% | NEW | — |
| 12 |  $AAPL | Apple Inc. | $14.3M | 2.3% | -1% | 76.4 |
| 13 | — | ISHARES TR - MSCI USA MMENTM | $14.2M | 2.3% | -29% | — |
| 14 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $14.0M | 2.2% | -1% | — |
| 15 | — | ISHARES TR - RUS 1000 GRW ETF | $12.5M | 2.0% | +318% | — |
| 16 | — | ISHARES TR - CORE S&P SCP ETF | $12.1M | 1.9% | -2% | — |
| 17 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $11.2M | 1.8% | -1% | — |
| 18 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $10.2M | 1.6% | -10% | — |
| 19 | $CINF | CINCINNATI FINANCIAL CORP | $9.8M | 1.6% | +0% | 84.3 |
| 20 | — | GLOBAL X FDS - DEFENSE TECH ETF | $9.5M | 1.5% | +21% | — |
| 21 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $9.4M | 1.5% | +10% | — |
| 22 | — | ISHARES TR - MBS ETF | $9.2M | 1.5% | +43% | — |
| 23 | — | ISHARES TR - MSCI USA QLT FCT | $8.7M | 1.4% | -51% | — |
| 24 | — | ISHARES TR - CORE S&P MCP ETF | $8.7M | 1.4% | -0% | — |
| 25 | $IVZ | Invesco Ltd. | $6.2M | 1.0% | -7% | — |
| 26 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $5.9M | 0.9% | -1% | — |
| 27 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $5.7M | 0.9% | +103% | — |
| 28 |  $SLV | iShares Silver Trust | $5.4M | 0.9% | -1% | — |
| 29 |  $IBIT | iShares Bitcoin Trust ETF | $4.7M | 0.8% | +6% | — |
| 30 |  $GOOGL | Alphabet Inc. | $4.7M | 0.8% | -0% | 78.2 |
| 31 | — | NORTHERN LTS FD TR IV - INSPIRE 500 ETF | $4.3M | 0.7% | +7% | — |
| 32 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $4.3M | 0.7% | +16% | — |
| 33 |  $SIVR | abrdn Silver ETF Trust | $4.2M | 0.7% | -2% | — |
| 34 |  $OBDC | Blue Owl Capital Corp | $4.2M | 0.7% | +1% | — |
| 35 |  $OTF | Blue Owl Technology Finance Corp. | $3.9M | 0.6% | +11% | — |
| 36 | — | ISHARES TR - MSCI EAFE ETF | $3.9M | 0.6% | +3% | — |
| 37 |  $UUP | Invesco DB US Dollar Index Bullish Fund | $3.9M | 0.6% | +20% | — |
| 38 |  $IAU | ISHARES GOLD TRUST | $3.8M | 0.6% | +2% | — |
| 39 | — | RBB FUND TRUST - FIRST EAGLE GBL | $3.7M | 0.6% | +266% | — |
| 40 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $3.5M | 0.6% | +156% | — |
| 41 | — | VANECK ETF TRUST - URANI NUCLE ETF | $3.4M | 0.5% | +3% | — |
| 42 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $3.4M | 0.5% | +1% | — |
| 43 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $3.3M | 0.5% | +57% | — |
| 44 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $2.8M | 0.4% | +10% | — |
| 45 |  $PSLV | Sprott Physical Silver Trust | $2.7M | 0.4% | -1% | — |
| 46 |  $MSFT | MICROSOFT CORP | $2.7M | 0.4% | -5% | 79.8 |
| 47 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.7M | 0.4% | -1% | — |
| 48 |  $DLY | DoubleLine Yield Opportunities Fund | $2.5M | 0.4% | -3% | — |
| 49 | — | ISHARES TR - SYSTEMATIC BD ET | $2.4M | 0.4% | +2% | — |
| 50 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $2.2M | 0.4% | -20% | — |
| 51 | — | RBB FUND TRUST - FIRS EAGL OV ETF | $2.2M | 0.3% | +6% | — |
| 52 | — | GLOBAL X FDS - GLOBAL X COPPER | $1.9M | 0.3% | +37% | — |
| 53 | — | DOUBLELINE ETF TRUST - SECUR CR ETF | $1.9M | 0.3% | +270% | — |
| 54 |  $ONB | OLD NATIONAL BANCORP /IN/ | $1.7M | 0.3% | -25% | 66.8 |
| 55 |  $DXPE | DXP ENTERPRISES INC | $1.7M | 0.3% | +0% | 57.8 |
| 56 | — | DOUBLELINE ETF TRUST - OPPO CORE BD ETF | $1.7M | 0.3% | +44% | — |
| 57 |  $PTA | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | $1.6M | 0.3% | +61% | — |
| 58 |  $PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | $1.6M | 0.3% | +101% | — |
| 59 |  $NVDA | NVIDIA CORP | $1.6M | 0.3% | +2% | 85.9 |
| 60 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | $1.6M | 0.3% | +12% | — |
| 61 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $1.5M | 0.2% | +4% | — |
| 62 | — | SPDR SERIES TRUST - ST STR SP METAL | $1.4M | 0.2% | +52% | — |
| 63 |  $AMZN | AMAZON COM INC | $1.4M | 0.2% | -10% | 68.7 |
| 64 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $1.3M | 0.2% | -24% | — |
| 65 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.3M | 0.2% | +2% | — |
| 66 |  $ARCC | ARES CAPITAL CORP | $1.2M | 0.2% | -3% | — |
| 67 |  $SII | SPROTT INC. | $1.2M | 0.2% | -15% | — |
| 68 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $1.1M | 0.2% | -28% | — |
| 69 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.0M | 0.2% | -1% | — |
| 70 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $1.0M | 0.2% | +0% | 52.9 |
| 71 | $IVZ | Invesco Ltd. | $1.0M | 0.2% | NEW | — |
| 72 |  $AVGO | Broadcom Inc. | $1.0M | 0.2% | +0% | 84.5 |
| 73 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $952,846 | 0.1% | +321% | — |
| 74 |  $COST | COSTCO WHOLESALE CORP /NEW | $918,260 | 0.1% | -1% | 66.2 |
| 75 |  $PHYS | Sprott Physical Gold Trust | $905,312 | 0.1% | -7% | — |
| 76 | — | ISHARES TR - 0-5 YR TIPS ETF | $898,980 | 0.1% | NEW | — |
| 77 |  $GABC | GERMAN AMERICAN BANCORP, INC. | $890,596 | 0.1% | -15% | 68.4 |
| 78 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $875,341 | 0.1% | +21% | — |
| 79 | — | ISHARES TR - 10-20 YR TRS ETF | $847,927 | 0.1% | +0% | — |
| 80 |  $DE | DEERE & CO | $838,585 | 0.1% | +0% | 55.4 |
| 81 | — | ISHARES TR - CORE S&P TTL STK | $828,250 | 0.1% | +0% | — |
| 82 | — | ISHARES TR - EAFE VALUE ETF | $806,810 | 0.1% | -78% | — |
| 83 |  $WMT | Walmart Inc. | $799,701 | 0.1% | -1% | 60.2 |
| 84 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $799,634 | 0.1% | +0% | — |
| 85 |  $GOOG | Alphabet Inc. | $793,472 | 0.1% | -24% | 78.2 |
| 86 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $789,625 | 0.1% | -23% | — |
| 87 |  $YMM | Full Truck Alliance Co. Ltd. | $782,608 | 0.1% | +12% | — |
| 88 |  $CCAP | Crescent Capital BDC, Inc. | $756,768 | 0.1% | -1% | — |
| 89 | — | ISHARES TR - CONV BD ETF | $733,638 | 0.1% | -26% | — |
| 90 |  $PPLT | abrdn Platinum ETF Trust | $718,511 | 0.1% | +882% | — |
| 91 | — | SPDR SERIES TRUST - ST STR SP600 SML | $694,924 | 0.1% | +55% | — |
| 92 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $686,989 | 0.1% | NEW | — |
| 93 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $680,579 | 0.1% | +111% | — |
| 94 |  $CPER | United States Commodity Index Funds Trust | $619,037 | 0.1% | +0% | — |
| 95 |  $DUK | Duke Energy CORP | $598,471 | 0.1% | -6% | 56.4 |
| 96 |  $BMY | BRISTOL MYERS SQUIBB CO | $592,276 | 0.1% | -6% | 70.4 |
| 97 | — | AMPLIFY ETF TR - JR SILV MINE ETF | $590,873 | 0.1% | +7% | — |
| 98 |  $DSL | DoubleLine Income Solutions Fund | $534,121 | 0.1% | NEW | — |
| 99 | — | GLOBAL X FDS - GLOBAL X SILVER | $533,545 | 0.1% | +4% | — |
| 100 |  $PG | PROCTER & GAMBLE Co | $514,898 | 0.1% | +2% | 64.6 |
| 101 | — | ISHARES TR - RUS 2000 VAL ETF | $504,779 | 0.1% | -1% | — |
| 102 |  $UGA | United States Gasoline Fund, LP | $495,080 | 0.1% | -6% | — |
| 103 |  $BP | BP PLC | $449,705 | 0.1% | +6% | — |
| 104 |  $CVX | CHEVRON CORP | $445,423 | 0.1% | -4% | 62.8 |
| 105 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $418,893 | 0.1% | NEW | — |
| 106 |  $MU | MICRON TECHNOLOGY INC | $393,265 | 0.1% | NEW | 86.2 |
| 107 | — | ISHARES TR - ESG AWR MSCI USA | $391,055 | 0.1% | +0% | — |
| 108 | — | ISHARES TR - ESG SELECT SCRE | $389,977 | 0.1% | +0% | — |
| 109 |  $MCD | MCDONALDS CORP | $386,399 | 0.1% | +0% | 69 |
| 110 | — | ISHARES TR - EAFE GRWTH ETF | $380,521 | 0.1% | +0% | — |
| 111 | — | PROSHARES TR - SHRT 20+YR TRE | $375,565 | 0.1% | -29% | — |
| 112 |  $META | Meta Platforms, Inc. | $373,039 | 0.1% | -11% | 79.6 |
| 113 |  $AMAT | APPLIED MATERIALS INC /DE | $354,360 | 0.1% | NEW | 72.3 |
| 114 | — | ISHARES TR - MSCI EMG MKT ETF | $336,099 | 0.1% | -20% | — |
| 115 |  $KMI | KINDER MORGAN, INC. | $332,488 | 0.1% | +2% | 71.3 |
| 116 |  $GBTC | Grayscale Bitcoin Trust ETF | $327,244 | 0.1% | +2% | — |
| 117 |  $LRCX | LAM RESEARCH CORP | $324,998 | 0.1% | NEW | 79.4 |
| 118 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $306,551 | 0.1% | +4% | 70 |
| 119 |  $AMGN | AMGEN INC | $301,646 | 0.1% | +0% | 79.2 |
| 120 |  $LLY | ELI LILLY & Co | $298,695 | 0.1% | +8% | 87.5 |
| 121 |  $DBL | DoubleLine Opportunistic Credit Fund | $296,113 | 0.1% | NEW | — |
| 122 |  $ELV | Elevance Health, Inc. | $292,329 | 0.1% | -4% | 59 |
| 123 |  $OKE | ONEOK INC /NEW/ | $284,729 | 0.1% | +7% | 71.7 |
| 124 |  $TSLA | Tesla, Inc. | $281,802 | 0.1% | +0% | 53.9 |
| 125 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $274,511 | 0.0% | +1% | — |
| 126 |  $ENB | ENBRIDGE INC | $273,110 | 0.0% | +1% | 66.7 |
| 127 |  $GEL | GENESIS ENERGY LP | $272,348 | 0.0% | +0% | 53.6 |
| 128 |  $JNJ | JOHNSON & JOHNSON | $269,973 | 0.0% | +0% | 69 |
| 129 | — | COHEN & STEERS ETF TRUST - FUTURE OF ENERGY | $268,581 | 0.0% | NEW | — |
| 130 |  $JPM | JPMORGAN CHASE & CO | $267,756 | 0.0% | -26% | 70.7 |
| 131 | — | ISHARES TR - S&P 100 ETF | $265,988 | 0.0% | -46% | — |
| 132 |  $GE | GENERAL ELECTRIC CO | $258,248 | 0.0% | -25% | 73.8 |
| 133 | — | ISHARES TR - RUSSELL 2000 ETF | $255,383 | 0.0% | -27% | — |
| 134 |  $WT | WisdomTree, Inc. | $250,263 | 0.0% | -6% | 59.9 |
| 135 |  $ET | Energy Transfer LP | $248,656 | 0.0% | -1% | 64.4 |
| 136 | — | GLOBAL X FDS - GLB X MLP ENRG I | $248,603 | 0.0% | -16% | — |
| 137 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $248,067 | 0.0% | -32% | — |
| 138 |  $PEP | PEPSICO INC | $248,060 | 0.0% | -3% | 63.4 |
| 139 | — | VANECK ETF TRUST - OIL SERVICES ETF | $247,400 | 0.0% | NEW | — |
| 140 | $IVZ | Invesco Ltd. | $232,330 | 0.0% | +0% | — |
| 141 |  $SPPP | SPROTT PHYSICAL PLATINUM & PALLADIUM TRUST | $229,080 | 0.0% | +13% | — |
| 142 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $213,208 | 0.0% | -25% | 61.4 |
| 143 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $213,002 | 0.0% | NEW | — |
| 144 |  $AFL | AFLAC INC | $212,926 | 0.0% | NEW | 61.3 |
| 145 |  $CAT | CATERPILLAR INC | $208,721 | 0.0% | NEW | 66.5 |
| 146 |  $AMD | ADVANCED MICRO DEVICES INC | $206,224 | 0.0% | NEW | 79.8 |
| 147 |  $V | VISA INC. | $205,511 | 0.0% | -15% | 82.9 |
| 148 | — | SPDR SERIES TRUST - ST STR SP BIOT | $201,802 | 0.0% | -75% | — |
| 149 |  $GEV | GE Vernova Inc. | $200,902 | 0.0% | NEW | 81.1 |
| 150 |  $TJX | TJX COMPANIES INC /DE/ | $200,586 | 0.0% | +0% | 68.7 |
New Positions (17)
BLACKROCK ETF TRUST - ISHA SYST AL ETF$14.9M
ISHARES TR - 0-5 YR TIPS ETF$898,980
SELECT SECTOR SPDR TR - ST STR STAPL ETF$686,989
$DSL DoubleLine Income Solutions Fund$534,121 SELECT SECTOR SPDR TR - ST STR SVC ETF$418,893
$MU MICRON TECHNOLOGY INC$393,265$AMAT APPLIED MATERIALS INC /DE$354,360$LRCX LAM RESEARCH CORP$324,998$DBL DoubleLine Opportunistic Credit Fund$296,113 COHEN & STEERS ETF TRUST - FUTURE OF ENERGY$268,581
VANECK ETF TRUST - OIL SERVICES ETF$247,400
SELECT SECTOR SPDR TR - ST STR TECHN ETF$213,002
$AFL AFLAC INC$212,926$CAT CATERPILLAR INC$208,721$AMD ADVANCED MICRO DEVICES INC$206,224Exited Positions (9)
VANGUARD INDEX FDS
ISHARES INC
$XOM.R34088 EXXON MOBIL CORP ISHARES U S ETF TR
$USO United States Oil Fund, LP
$LDP Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
$MSTR Strategy Inc
$T AT&T INC. VANGUARD INTL EQUITY INDEX F
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