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Pettinga Financial Advisors LLC

Q2 2026 13F filing

Updated 63 days ago

157 disclosed positions worth $623.9M

Portfolio value
$623.9M
Total holdings
157
New positions
18
Closed positions
9
Increased
60
Decreased
61
Turnover
17.2%
Filed
2026-07-09

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+45.5%
Value
$63.9M
Shares
85.3K
% Port
10.24%
?
2.N/A

BLACKROCK ETF TRUST

+8.5%
Value
$39.4M
Shares
1.08M
% Port
6.31%
E

ISHARES TR

-2.8%
Value
$35.1M
Shares
255.0K
% Port
5.62%
?
4.N/A

ISHARES TR

-3.2%
Value
$30.4M
Shares
402.6K
% Port
4.88%
E

ISHARES TR

-18.4%
Value
$27.5M
Shares
121.1K
% Port
4.41%
S
6.SPY

STATE STR SPDR S&P 500 ETF T

+17.0%
Value
$23.6M
Shares
31.7K
% Port
3.79%
?
7.N/A

INVESCO EXCHANGE TRADED FD T

+0.2%
Value
$23.2M
Shares
429.2K
% Port
3.72%
?
8.N/A

ISHARES TR

+208.9%
Value
$19M
Shares
835.5K
% Port
3.05%
G
9.GLD

SPDR GOLD TR

-0.8%
Value
$18.6M
Shares
50.6K
% Port
2.99%
?
10.N/A

ISHARES TR

-11.0%
Value
$15.9M
Shares
62.9K
% Port
2.54%
?
11.N/A

BLACKROCK ETF TRUST

Value
$14.9M
Shares
530.0K
% Port
2.38%
A
12.AAPL

APPLE INC

+9835.1%
Value
$14.3M
Shares
49.3K
% Port
2.29%
?
13.N/A

ISHARES TR

-28.9%
Value
$14.2M
Shares
41.4K
% Port
2.27%
D
14.DIA

STATE STR SPDR DOW JONES IND

-1.1%
Value
$14M
Shares
26.7K
% Port
2.24%
E
15.ETHA

ISHARES TR

+318.3%
Value
$12.5M
Shares
100.5K
% Port
2.00%
E
16.ETHA

ISHARES TR

-1.6%
Value
$12.1M
Shares
81.4K
% Port
1.94%
?
17.N/A

VANGUARD WHITEHALL FDS

-1.1%
Value
$11.2M
Shares
71.0K
% Port
1.80%
?
18.N/A

INVESCO QQQ TR

-10.2%
Value
$10.2M
Shares
13.8K
% Port
1.63%
C
19.CINF

CINCINNATI FINL CORP

+0.0%
Value
$9.8M
Shares
52.8K
% Port
1.57%
?
20.N/A

GLOBAL X FDS

+20.7%
Value
$9.5M
Shares
158.3K
% Port
1.52%
?
21.N/A

BLACKROCK ETF TRUST

+9.8%
Value
$9.4M
Shares
185.8K
% Port
1.50%
E
22.ETHA

ISHARES TR

+42.5%
Value
$9.2M
Shares
97.1K
% Port
1.47%
E
23.ETHA

ISHARES TR

-50.7%
Value
$8.7M
Shares
39.6K
% Port
1.39%
E
24.ETHA

ISHARES TR

-0.5%
Value
$8.7M
Shares
112.5K
% Port
1.39%
I
25.IVZ

INVESCO EXCHANGE TRADED FD T

-6.8%
Value
$6.2M
Shares
29.2K
% Port
1.00%
?
26.N/A

DIMENSIONAL ETF TRUST

-1.1%
Value
$5.9M
Shares
146.0K
% Port
0.94%
?
27.N/A

VANGUARD CHARLOTTE FDS

+102.8%
Value
$5.7M
Shares
117.8K
% Port
0.91%
S
28.SLV

ISHARES SILVER TR

-0.7%
Value
$5.4M
Shares
101.8K
% Port
0.87%
I
29.IBIT

ISHARES BITCOIN TRUST ETF

+6.4%
Value
$4.7M
Shares
140.2K
% Port
0.75%
G

ALPHABET INC

-0.1%
Value
$4.7M
Shares
13.2K
% Port
0.75%
?
31.N/A

NORTHERN LTS FD TR IV

+7.4%
Value
$4.3M
Shares
15.0K
% Port
0.69%
?
32.N/A

BLACKROCK ETF TRUST II

+16.4%
Value
$4.3M
Shares
81.5K
% Port
0.68%
S
33.SIVR

ABRDN SILVER ETF TRUST

-2.4%
Value
$4.2M
Shares
75.4K
% Port
0.68%
O
34.OBDC

BLUE OWL CAPITAL CORPORATION

+1.3%
Value
$4.2M
Shares
386.4K
% Port
0.67%
O
35.OTF

BLUE OWL TECHNOLOGY FIN CORP

+10.9%
Value
$3.9M
Shares
381.2K
% Port
0.63%
E
36.ETHA

ISHARES TR

+3.3%
Value
$3.9M
Shares
37.9K
% Port
0.63%
?
37.N/A

INVESCO DB US DLR INDEX TR

+20.1%
Value
$3.9M
Shares
137.7K
% Port
0.63%
I
38.IAU

ISHARES GOLD TR

+1.6%
Value
$3.8M
Shares
50.9K
% Port
0.62%
?
39.N/A

RBB FUND TRUST

+266.0%
Value
$3.7M
Shares
76.2K
% Port
0.60%
S

SELECT SECTOR SPDR TR

+156.4%
Value
$3.5M
Shares
21.9K
% Port
0.56%
?
41.N/A

VANECK ETF TRUST

+3.3%
Value
$3.4M
Shares
29.2K
% Port
0.54%
?
42.N/A

DIMENSIONAL ETF TRUST

+1.3%
Value
$3.4M
Shares
87.1K
% Port
0.54%
?
43.N/A

DIMENSIONAL ETF TRUST

+56.5%
Value
$3.3M
Shares
61.0K
% Port
0.53%
?
44.N/A

SELECT SECTOR SPDR TR

+9.8%
Value
$2.8M
Shares
52.1K
% Port
0.44%
P
45.PSLV

SPROTT ASSET MANAGEMENT LP

-0.7%
Value
$2.7M
Shares
145.1K
% Port
0.44%
M
46.MSFT

MICROSOFT CORP

-1.1%
Value
$2.7M
Shares
7.3K
% Port
0.43%
?
47.N/A

DIMENSIONAL ETF TRUST

-0.9%
Value
$2.7M
Shares
32.5K
% Port
0.43%
D
48.DLY

DOUBLELINE YIELD OPPORTUNITI

-3.1%
Value
$2.5M
Shares
177.4K
% Port
0.40%
?
49.N/A

ISHARES TR

+2.1%
Value
$2.4M
Shares
27.0K
% Port
0.38%
?
50.N/A

BLACKROCK MUNIYILD QULT FD I

-19.9%
Value
$2.2M
Shares
191.9K
% Port
0.36%