Pettinga Financial Advisors LLC - Portfolio overview

Pettinga Financial Advisors LLC has 161 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 7.25%
  2. CORO - BLACKROCK ETF TRUST, 6.04%
  3. IVE - ISHARES TR, 5.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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