Long-term investor
Pettinga Financial Advisors LLC @pettingafinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001694592).
Record
- Tracked since 2025-06-30 (473 days), 104 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months -0.9% · 1 year -1.3% · all -1.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 9.0% · long · since 2025-09-30
- 09290C764 · 6.7% · long · since 2026-03-31
- 464287309 · 5.9% · long · since 2025-09-30
- 46434V282 · 5.1% · long · since 2025-09-30
- 464287408 · 4.5% · long · since 2025-09-30
- 78462F103 · 3.7% · long · since 2025-09-30
- 46137V613 · 3.6% · long · since 2025-09-30
- 46429B267 · 3.2% · long · since 2026-03-31
- GLD · 3.1% · long · since 2025-09-30
- 09290C665 · 2.7% · long · since 2026-06-30
- AAPL · 2.7% · long · since 2025-09-30
- 09290C855 · 2.2% · long · since 2026-03-31