CIK 1694592
Pettinga Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
148
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 148
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XBI | SPDR SERIES TRUST | 15K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 23K | $1M+ | SH |
| ONB | OLD NATL BANCORP IND | 74K | $1M+ | SH |
| COMT | ISHARES U S ETF TR | 64K | $1M+ | SH |
| TLH | ISHARES TR | 15K | $1M+ | SH |
| URNM | SPROTT FDS TR | 27K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| MQY | BLACKROCK MUNIYILD QULT FD I | 125K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 16K | $1M+ | SH |
| ICVT | ISHARES TR | 14K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 40K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| IEMG | ISHARES INC | 19K | $1M+ | SH |
| PTA | COHEN & STEERS TAX ADVAN PFD | 63K | $1M+ | SH |
| COPX | GLOBAL X FDS | 17K | $1M+ | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 6K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 34K | $1M+ | SH |
| DXPE | DXP ENTERPRISES INC | 10K | $1M+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 485 | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| XME | SPDR SERIES TRUST | 9K | $500K+ | SH |
| MYD | BLACKROCK MUNIYIELD FD INC | 92K | $500K+ | SH |
| CCAP | CRESCENT CAP BDC INC | 68K | $500K+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 984 | $500K+ | SH |
| WMT | WALMART INC | 7K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| URA | GLOBAL X FDS | 16K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| SIL | GLOBAL X FDS | 7K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| PSF | COHEN & STEERS SELECT PFD & | 29K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 5K | $500K+ | SH |
| CPER | UNITED STS COMMODITY INDEX F | 17K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 11K | $500K+ | SH |
| UGA | UNITED STS GASOLINE FD LP | 9K | $500K+ | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 18K | $500K+ | SH |
| SILJ | AMPLIFY ETF TR | 19K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 7K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| GABC | GERMAN AMERN BANCORP INC | 12K | $100K–$500K | SH |
| FEGE | RBB FUND TRUST | 10K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 656 | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |