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Pinnacle Family Advisors

Latest statistics and disclosures from Pinnacle Family Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, FCUS, SPY, QQQ, NVDA, and represent 36.54% of Pinnacle Family Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$5.5M), SMH, IGM, IYG, XMMO, SPY, IJH, LGOV, IJR, FDL.
Started 30 new stock positions in XMMO, WUGI, SCHI, FIIG, MGK, META, LGOV, FSIG, FTLS, IJR.
Reduced shares in these 10 stocks: XLG (-$6.7M), , MDYG, QQQ, IVV, ONEQ, FIXD, IYW, CALF, .
Sold out of its positions in ANF, FPX, SKYY, CIBR, FEP, FTXN, IBM, XLG, TFLO, NEE. CALF, SLYG, SLYV, XRT, KIE, SPMD, XLV, XLY, XLI, XLRE, SHOP.
Pinnacle Family Advisors was a net seller of stock by $-6.9M.
Pinnacle Family Advisors has $181M in assets under management (AUM), dropping by -3.57%.
Central Index Key (CIK): 0001679064

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Positions held by Pinnacle Family Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 109 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.0	$18M	-14%	33k	547.23	View chart
Tidal Tr Ii Pinnacle Focused (FCUS)	9.7	$18M	+3%	634k	27.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.3	$15M	+15%	28k	544.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$9.3M	-26%	19k	479.11	View chart
NVIDIA Corporation (NVDA)	3.4	$6.2M	+836%	50k	123.54	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.2	$5.8M	-16%	57k	100.84	View chart
Apple (AAPL)	3.2	$5.7M		27k	210.62	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.9	$5.3M	-3%	66k	80.13	View chart
O'reilly Automotive (ORLY)	2.8	$5.1M	+2%	4.9k	1056.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.3	$4.2M	-4%	66k	62.87	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	2.1	$3.8M	+15%	75k	50.04	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	2.0	$3.6M	-35%	84k	43.05	View chart
Amazon (AMZN)	1.9	$3.5M		18k	193.25	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.9	$3.4M	NEW	13k	260.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$3.1M		17k	182.01	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.7	$3.1M	NEW	33k	94.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.7	$3.1M	+17%	40k	78.33	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	1.7	$3.0M	NEW	47k	65.21	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.7	$3.0M	NEW	26k	113.99	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.6	$2.9M	-23%	46k	64.00	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.5	$2.7M	-46%	38k	69.93	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	1.5	$2.6M	-58%	31k	84.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$1.7M	-5%	15k	118.78	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.9	$1.7M	+21%	33k	51.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$1.6M	+20%	26k	64.25	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$1.5M		18k	84.04	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.8	$1.5M	+11%	20k	75.66	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.8	$1.4M	-7%	57k	25.09	View chart
Tesla Motors (TSLA)	0.7	$1.3M	-30%	6.7k	197.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.3M	NEW	22k	58.52	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.7	$1.3M	NEW	61k	21.03	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.7	$1.2M	-13%	3.2k	391.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.0M	NEW	9.4k	106.66	View chart
First Tr Value Line Divid In SHS (FVD)	0.5	$950k	+66%	23k	40.75	View chart
Ishares Msci Gbl Etf New (PICK)	0.5	$939k	+31%	23k	40.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$915k	+84%	11k	83.96	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$912k		20k	45.22	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$891k	+93%	22k	41.11	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$870k	-42%	4.2k	204.94	View chart
First Tr Morningstar Divid L SHS (FDL)	0.5	$867k	NEW	23k	37.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$846k	-4%	19k	45.58	View chart
Exxon Mobil Corporation (XOM)	0.5	$835k		7.3k	115.13	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$774k	+257%	15k	53.53	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$739k		14k	54.75	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.4	$712k	NEW	16k	44.10	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.4	$681k	-6%	9.3k	73.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$679k		5.6k	120.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$667k	NEW	8.0k	83.76	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.4	$662k	-42%	23k	28.41	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$656k	-5%	5.8k	113.47	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.4	$646k	NEW	7.3k	88.31	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.3	$607k	NEW	3.1k	197.46	View chart
Vanguard World Health Car Etf (VHT)	0.3	$588k		2.2k	265.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$564k	+41%	3.3k	170.76	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$557k	-3%	6.1k	91.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$524k	+30%	1.4k	374.01	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$514k	+124%	11k	46.94	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$499k		17k	29.67	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$485k		10k	48.66	View chart
Iron Mountain (IRM)	0.3	$467k		5.2k	89.62	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$446k	NEW	6.5k	68.14	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$443k	-32%	4.8k	92.71	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.2	$440k	NEW	9.0k	49.10	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$438k	+24%	9.1k	48.05	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.2	$437k	+32%	6.6k	66.32	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$434k	NEW	4.7k	92.54	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$431k	NEW	4.7k	91.15	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$430k	-4%	7.8k	55.06	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$425k	NEW	3.2k	132.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$423k	-8%	7.5k	56.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$416k	-6%	12k	35.08	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.2	$409k	NEW	20k	20.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$404k		993.00	406.80	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.2	$403k	NEW	6.8k	59.33	View chart
Stryker Corporation (SYK)	0.2	$399k	+20%	1.2k	340.30	View chart
Lowe's Companies (LOW)	0.2	$396k		1.8k	220.43	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$394k	-16%	3.9k	102.29	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$394k	+62%	8.4k	47.00	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$369k	-35%	7.0k	53.04	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.2	$365k	-11%	3.0k	122.54	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$364k	NEW	12k	30.06	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.2	$357k	-2%	3.4k	104.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$342k		1.9k	183.45	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$321k	NEW	1.0k	314.21	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$319k		8.5k	37.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$316k	-84%	2.1k	150.50	View chart
Wal-Mart Stores (WMT)	0.2	$314k	-21%	4.6k	67.71	View chart
Investment Managers Ser Tr I Axs Esoterica Ne (WUGI)	0.2	$313k	NEW	4.5k	69.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$306k	-38%	1.4k	226.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$304k		1.1k	267.46	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.2	$303k	NEW	9.9k	30.51	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$300k	+14%	12k	25.87	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$298k		4.5k	66.77	View chart
Microsoft Corporation (MSFT)	0.2	$275k		616.00	446.67	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$269k	NEW	1.4k	197.29	View chart
Williams Companies (WMB)	0.1	$268k		6.3k	42.50	View chart
Phillips 66 (PSX)	0.1	$254k	+2%	1.8k	141.14	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$248k	NEW	940.00	264.30	View chart
NOVA MEASURING Instruments L (NVMI)	0.1	$235k	NEW	1.0k	234.53	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.1	$227k	-7%	13k	18.20	View chart
Oneok (OKE)	0.1	$226k	+10%	2.8k	81.56	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$217k	NEW	3.5k	62.59	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$213k	-11%	2.3k	91.78	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$210k	-3%	8.8k	23.94	View chart
Fs Kkr Capital Corp (FSK)	0.1	$206k		10k	19.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$205k	NEW	1.1k	182.23	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$202k		2.3k	88.13	View chart
Meta Platforms Cl A (META)	0.1	$200k	NEW	397.00	504.31	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$195k	NEW	10k	18.74	View chart

Past Filings by Pinnacle Family Advisors

SEC 13F filings are viewable for Pinnacle Family Advisors going back to 2016

Pinnacle Family Advisors 2024 Q2 filed Aug. 14, 2024
Pinnacle Family Advisors 2024 Q1 filed May 15, 2024
Pinnacle Family Advisors 2023 Q4 filed Feb. 14, 2024
Pinnacle Family Advisors 2023 Q3 filed Nov. 14, 2023
Pinnacle Family Advisors 2023 Q2 filed Aug. 14, 2023
Pinnacle Family Advisors 2023 Q1 filed May 15, 2023
Pinnacle Family Advisors 2022 Q4 filed Feb. 10, 2023
Pinnacle Family Advisors 2022 Q3 filed Nov. 14, 2022
Pinnacle Family Advisors 2022 Q2 filed Aug. 15, 2022
Pinnacle Family Advisors 2022 Q1 filed May 16, 2022
Pinnacle Family Advisors 2021 Q4 filed Feb. 14, 2022
Pinnacle Family Advisors 2021 Q3 filed Nov. 12, 2021
Pinnacle Family Advisors 2021 Q2 filed Aug. 16, 2021
Pinnacle Family Advisors 2021 Q1 filed May 14, 2021
Pinnacle Family Advisors 2020 Q4 filed Feb. 16, 2021
Pinnacle Family Advisors 2020 Q3 filed Nov. 16, 2020

View all past filings

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