# EDGAR Filing Document

**Accession Number:** 0001738738
**File Stem:** 0001738738-23-000001
**Filing Date:** 2023-2
**Character Count:** 15574
**Document Hash:** 3630f1e558d4f086bd8088c6c48de648
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001738738-23-000001.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001738738-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Pinion Investment Advisors, LLC
- **CENTRAL INDEX KEY:** 0001738738
- **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:** 23605559

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Pinion Investment Advisors LLC<br>**Address:** 1605 N WATERFRONT PARKWAY<br>SUITE 200<br>WICHITA, KS 67206

**Form 13F File Number:** 028-18765

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Sheri Meyer<br>**Title:** CCO<br>**Phone:** 316-682-8344

**Signature, Place, and Date of Signing:**

Sheri Meyer  Wichita, KS  02-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 127

**Form 13F Information Table Value Total:** $106039

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 336 | 1260 | SH |  | SOLE |  | 0 | 0 | 1260 |
| ADAMS DIVERSIFIED EQUITY FD | COM | 006212104 |  | 220 | 15131 | SH |  | SOLE |  | 0 | 0 | 15131 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 561 | 1666 | SH |  | SOLE |  | 0 | 0 | 1666 |
| ALLY FINL INC | COM | 02005N100 |  | 50 | 50000 | SH |  | SOLE |  | 0 | 0 | 50000 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1018 | 11536 | SH |  | SOLE |  | 0 | 0 | 11536 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 555 | 12136 | SH |  | SOLE |  | 0 | 0 | 12136 |
| AMAZON COM INC | COM | 023135106 |  | 849 | 10109 | SH |  | SOLE |  | 0 | 0 | 10109 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 414 | 4361 | SH |  | SOLE |  | 0 | 0 | 4361 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 263 | 1781 | SH |  | SOLE |  | 0 | 0 | 1781 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 663 | 4351 | SH |  | SOLE |  | 0 | 0 | 4351 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 |  | 711 | 11850 | SH |  | SOLE |  | 0 | 0 | 11850 |
| APPLE INC | COM | 037833100 |  | 1588 | 12220 | SH |  | SOLE |  | 0 | 0 | 12220 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 612 | 33122 | SH |  | SOLE |  | 0 | 0 | 33122 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 739 | 1352 | SH |  | SOLE |  | 0 | 0 | 1352 |
| AT INC | COM | 00206R102 |  | 514 | 27921 | SH |  | SOLE |  | 0 | 0 | 27921 |
| AVANGRID INC | COM | 05351W103 |  | 233 | 5413 | SH |  | SOLE |  | 0 | 0 | 5413 |
| BANK AMERICA CORP | COM | 060505104 |  | 206 | 6212 | SH |  | SOLE |  | 0 | 0 | 6212 |
| BCE INC | COM NEW | 05534B760 |  | 248 | 5640 | SH |  | SOLE |  | 0 | 0 | 5640 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 339 | 1335 | SH |  | SOLE |  | 0 | 0 | 1335 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3799 | 12300 | SH |  | SOLE |  | 0 | 0 | 12300 |
| CATERPILLAR INC | COM | 149123101 |  | 202 | 844 | SH |  | SOLE |  | 0 | 0 | 844 |
| CHEVRON CORP NEW | COM | 166764100 |  | 506 | 2818 | SH |  | SOLE |  | 0 | 0 | 2818 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 292 | 2849 | SH |  | SOLE |  | 0 | 0 | 2849 |
| CINGULATE INC | COMMON STOCK | 17248W105 |  | 12 | 11750 | SH |  | SOLE |  | 0 | 0 | 11750 |
| CINTAS CORP | COM | 172908105 |  | 796 | 1762 | SH |  | SOLE |  | 0 | 0 | 1762 |
| CISCO SYS INC | COM | 17275R102 |  | 586 | 12300 | SH |  | SOLE |  | 0 | 0 | 12300 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 296 | 7521 | SH |  | SOLE |  | 0 | 0 | 7521 |
| CME GROUP INC | COM | 12572Q105 |  | 423 | 2516 | SH |  | SOLE |  | 0 | 0 | 2516 |
| COCA COLA CO | COM | 191216100 |  | 414 | 6505 | SH |  | SOLE |  | 0 | 0 | 6505 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 569 | 16268 | SH |  | SOLE |  | 0 | 0 | 16268 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 298 | 7708 | SH |  | SOLE |  | 0 | 0 | 7708 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 205 | 1736 | SH |  | SOLE |  | 0 | 0 | 1736 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 702 | 1538 | SH |  | SOLE |  | 0 | 0 | 1538 |
| DANAHER CORPORATION | COM | 235851102 |  | 807 | 3039 | SH |  | SOLE |  | 0 | 0 | 3039 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 2834 | 68248 | SH |  | SOLE |  | 0 | 0 | 68248 |
| DISNEY WALT CO | COM | 254687106 |  | 352 | 4050 | SH |  | SOLE |  | 0 | 0 | 4050 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 614 | 10007 | SH |  | SOLE |  | 0 | 0 | 10007 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 340 | 3298 | SH |  | SOLE |  | 0 | 0 | 3298 |
| EMERSON ELEC CO | COM | 291011104 |  | 356 | 3705 | SH |  | SOLE |  | 0 | 0 | 3705 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 272 | 2420 | SH |  | SOLE |  | 0 | 0 | 2420 |
| EOG RES INC | COM | 26875P101 |  | 580 | 4477 | SH |  | SOLE |  | 0 | 0 | 4477 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 311 | 3707 | SH |  | SOLE |  | 0 | 0 | 3707 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 203 | 1841 | SH |  | SOLE |  | 0 | 0 | 1841 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 332 | 10126 | SH |  | SOLE |  | 0 | 0 | 10126 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 414 | 16904 | SH |  | SOLE |  | 0 | 0 | 16904 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 278 | 5859 | SH |  | SOLE |  | 0 | 0 | 5859 |
| GENERAL MLS INC | COM | 370334104 |  | 303 | 3615 | SH |  | SOLE |  | 0 | 0 | 3615 |
| GENUINE PARTS CO | COM | 372460105 |  | 582 | 3353 | SH |  | SOLE |  | 0 | 0 | 3353 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 211 | 2455 | SH |  | SOLE |  | 0 | 0 | 2455 |
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 |  | 477 | 6295 | SH |  | SOLE |  | 0 | 0 | 6295 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 662 | 2758 | SH |  | SOLE |  | 0 | 0 | 2758 |
| HOME DEPOT INC | COM | 437076102 |  | 918 | 2906 | SH |  | SOLE |  | 0 | 0 | 2906 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 360 | 25559 | SH |  | SOLE |  | 0 | 0 | 25559 |
| INTEL CORP | COM | 458140100 |  | 348 | 13171 | SH |  | SOLE |  | 0 | 0 | 13171 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 256 | 1820 | SH |  | SOLE |  | 0 | 0 | 1820 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 490 | 14143 | SH |  | SOLE |  | 0 | 0 | 14143 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 991 | 48287 | SH |  | SOLE |  | 0 | 0 | 48287 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 |  | 598 | 13916 | SH |  | SOLE |  | 0 | 0 | 13916 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 1316 | 13576 | SH |  | SOLE |  | 0 | 0 | 13576 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 331 | 1370 | SH |  | SOLE |  | 0 | 0 | 1370 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 205 | 2786 | SH |  | SOLE |  | 0 | 0 | 2786 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1770 | 24553 | SH |  | SOLE |  | 0 | 0 | 24553 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 200 | 1903 | SH |  | SOLE |  | 0 | 0 | 1903 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 696 | 5769 | SH |  | SOLE |  | 0 | 0 | 5769 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 10793 | 215308 | SH |  | SOLE |  | 0 | 0 | 215308 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 939 | 5318 | SH |  | SOLE |  | 0 | 0 | 5318 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 799 | 5960 | SH |  | SOLE |  | 0 | 0 | 5960 |
| KEYCORP | COM | 493267108 |  | 298 | 17110 | SH |  | SOLE |  | 0 | 0 | 17110 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 425 | 3130 | SH |  | SOLE |  | 0 | 0 | 3130 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 835 | 1716 | SH |  | SOLE |  | 0 | 0 | 1716 |
| MARATHON PETE CORP | COM | 56585A102 |  | 561 | 4818 | SH |  | SOLE |  | 0 | 0 | 4818 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 802 | 2305 | SH |  | SOLE |  | 0 | 0 | 2305 |
| MCDONALDS CORP | COM | 580135101 |  | 1311 | 4975 | SH |  | SOLE |  | 0 | 0 | 4975 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 206 | 2650 | SH |  | SOLE |  | 0 | 0 | 2650 |
| MERCK  CO INC | COM | 58933Y105 |  | 1098 | 9899 | SH |  | SOLE |  | 0 | 0 | 9899 |
| METLIFE INC | COM | 59156R108 |  | 446 | 6163 | SH |  | SOLE |  | 0 | 0 | 6163 |
| MICROSOFT CORP | COM | 594918104 |  | 2097 | 8744 | SH |  | SOLE |  | 0 | 0 | 8744 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 742 | 8877 | SH |  | SOLE |  | 0 | 0 | 8877 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 608 | 1115 | SH |  | SOLE |  | 0 | 0 | 1115 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 476 | 3010 | SH |  | SOLE |  | 0 | 0 | 3010 |
| OGE ENERGY CORP | COM | 670837103 |  | 369 | 9323 | SH |  | SOLE |  | 0 | 0 | 9323 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 332 | 1171 | SH |  | SOLE |  | 0 | 0 | 1171 |
| ONEOK INC NEW | COM | 682680103 |  | 348 | 5294 | SH |  | SOLE |  | 0 | 0 | 5294 |
| PAYCHEX INC | COM | 704326107 |  | 264 | 2281 | SH |  | SOLE |  | 0 | 0 | 2281 |
| PEPSICO INC | COM | 713448108 |  | 1296 | 7176 | SH |  | SOLE |  | 0 | 0 | 7176 |
| PFIZER INC | COM | 717081103 |  | 736 | 14364 | SH |  | SOLE |  | 0 | 0 | 14364 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 590 | 5825 | SH |  | SOLE |  | 0 | 0 | 5825 |
| PHILLIPS EDISON  CO INC | COMMON STOCK | 71844V201 |  | 206 | 6457 | SH |  | SOLE |  | 0 | 0 | 6457 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 |  | 600 | 7151 | SH |  | SOLE |  | 0 | 0 | 7151 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1030 | 6797 | SH |  | SOLE |  | 0 | 0 | 6797 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 500 | 1158 | SH |  | SOLE |  | 0 | 0 | 1158 |
| S GLOBAL INC | COM | 78409V104 |  | 400 | 1194 | SH |  | SOLE |  | 0 | 0 | 1194 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 |  | 290 | 7863 | SH |  | SOLE |  | 0 | 0 | 7863 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 386 | 8618 | SH |  | SOLE |  | 0 | 0 | 8618 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 3381 | 74884 | SH |  | SOLE |  | 0 | 0 | 74884 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 295 | 4500 | SH |  | SOLE |  | 0 | 0 | 4500 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 656 | 4828 | SH |  | SOLE |  | 0 | 0 | 4828 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 298 | 1257 | SH |  | SOLE |  | 0 | 0 | 1257 |
| SONOCO PRODS CO | COM | 835495102 |  | 621 | 10231 | SH |  | SOLE |  | 0 | 0 | 10231 |
| SOUTHERN CO | COM | 842587107 |  | 276 | 3862 | SH |  | SOLE |  | 0 | 0 | 3862 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 210 | 549 | SH |  | SOLE |  | 0 | 0 | 549 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 1257 | 27940 | SH |  | SOLE |  | 0 | 0 | 27940 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 1223 | 24140 | SH |  | SOLE |  | 0 | 0 | 24140 |
| STARBUCKS CORP | COM | 855244109 |  | 376 | 3790 | SH |  | SOLE |  | 0 | 0 | 3790 |
| SYNOPSYS INC | COM | 871607107 |  | 231 | 725 | SH |  | SOLE |  | 0 | 0 | 725 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1127 | 2046 | SH |  | SOLE |  | 0 | 0 | 2046 |
| TJX COS INC NEW | COM | 872540109 |  | 222 | 2790 | SH |  | SOLE |  | 0 | 0 | 2790 |
| T-MOBILE US INC | COM | 872590104 |  | 801 | 5725 | SH |  | SOLE |  | 0 | 0 | 5725 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 411 | 2445 | SH |  | SOLE |  | 0 | 0 | 2445 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 344 | 8002 | SH |  | SOLE |  | 0 | 0 | 8002 |
| UGI CORP NEW | COM | 902681105 |  | 301 | 8132 | SH |  | SOLE |  | 0 | 0 | 8132 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 287 | 5698 | SH |  | SOLE |  | 0 | 0 | 5698 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1411 | 2662 | SH |  | SOLE |  | 0 | 0 | 2662 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 243 | 1917 | SH |  | SOLE |  | 0 | 0 | 1917 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 |  | 233 | 4602 | SH |  | SOLE |  | 0 | 0 | 4602 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1987 | 9326 | SH |  | SOLE |  | 0 | 0 | 9326 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 387 | 2860 | SH |  | SOLE |  | 0 | 0 | 2860 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 12685 | 36105 | SH |  | SOLE |  | 0 | 0 | 36105 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1480 | 8063 | SH |  | SOLE |  | 0 | 0 | 8063 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3335 | 17444 | SH |  | SOLE |  | 0 | 0 | 17444 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 350 | 6353 | SH |  | SOLE |  | 0 | 0 | 6353 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 884 | 21069 | SH |  | SOLE |  | 0 | 0 | 21069 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 323 | 8198 | SH |  | SOLE |  | 0 | 0 | 8198 |
| VISA INC | COM CL A | 92826C839 |  | 957 | 4605 | SH |  | SOLE |  | 0 | 0 | 4605 |
| WALMART INC | COM | 931142103 |  | 923 | 6509 | SH |  | SOLE |  | 0 | 0 | 6509 |
| WILLIAMS COS INC | COM | 969457100 |  | 696 | 21156 | SH |  | SOLE |  | 0 | 0 | 21156 |
| ZOETIS INC | CL A | 98978V103 |  | 419 | 2857 | SH |  | SOLE |  | 0 | 0 | 2857 |

---