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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 FCUS, QQQ, IVV, SPY, EFA, and represent 34.90% of Pinnacle Family Advisors's stock portfolio.
Added to shares of these 10 stocks: EEM, XLG, SPMD, AFLG, SPSM, FCUS, SLYV, SPYV, DIA, MDYV.
Started 28 new stock positions in XRT, SLX, EEM, SPMD, KRE, JPM, XLSR, GOCT, SLYV, GLDM.
Reduced shares in these 10 stocks: SPY (-$5.5M), SPEM, QQQ, SPYG, SPDW, EFA, RSP, SPLV, SPAB, IGV.
Sold out of its positions in HIBS, TZA, SPLV, IGV, IYW, EFG, MSTR, FLRN, XLI, XLK. VTI.
Pinnacle Family Advisors was a net seller of stock by $-3.5M.
Pinnacle Family Advisors has $227M in assets under management (AUM), dropping by -0.87%.
Central Index Key (CIK): 0001679064

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Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 141 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust Ii Pinnacle Focused (FCUS)	9.5	$22M	+5%	691k	31.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.5	$17M	-15%	28k	614.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.0	$16M		23k	684.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.6	$15M	-26%	22k	681.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.2	$9.6M	-13%	100k	96.03	View chart
NVIDIA Corporation (NVDA)	3.2	$7.3M		39k	186.50	View chart
O'reilly Automotive (ORLY)	3.2	$7.2M		79k	91.21	View chart
Apple (AAPL)	3.1	$7.1M		26k	271.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.1	$7.0M		215k	32.62	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.8	$6.3M	+31%	106k	59.28	View chart
Spdr Gold Tr Gold Shs (GLD)	1.9	$4.3M	+10%	11k	396.31	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.8	$4.2M		45k	91.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$3.8M		18k	212.07	View chart
Tesla Motors (TSLA)	1.6	$3.7M		8.2k	450.48	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	1.6	$3.7M		73k	50.45	View chart
Ishares Tr Select Divid Etf (DVY)	1.6	$3.7M		26k	141.14	View chart
Amazon (AMZN)	1.5	$3.4M	-2%	15k	230.82	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.1	$2.5M	+80%	5.1k	480.55	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$2.4M		80k	29.61	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$2.2M	-7%	28k	80.22	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.0	$2.2M		23k	96.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$2.2M	+3%	30k	74.07	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.9	$2.1M	+30%	30k	69.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$2.0M	-4%	75k	26.91	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.8	$1.8M	+57%	33k	54.77	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$1.7M	NEW	32k	54.71	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$1.7M		32k	53.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$1.6M		11k	148.70	View chart
Ishares Silver Tr Ishares (SLV)	0.7	$1.6M	+109%	25k	64.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$1.5M	-56%	33k	44.41	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.6	$1.4M	-24%	40k	35.35	View chart
Palantir Technologies Cl A (PLTR)	0.6	$1.4M	+14%	7.9k	177.75	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.6	$1.4M		31k	44.32	View chart
Spdr Series Trust State Street Spd (SPMD)	0.6	$1.3M	NEW	23k	57.91	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.6	$1.3M	+6%	62k	21.23	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.6	$1.3M	NEW	33k	39.10	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$1.3M	-69%	12k	106.70	View chart
Spdr Series Trust State Street Spd (SPSM)	0.6	$1.3M	NEW	28k	46.86	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.5	$1.2M	+3%	54k	22.97	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.2M	-10%	45k	26.23	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$1.2M	NEW	13k	90.97	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$1.1M	NEW	19k	56.81	View chart
Spdr Series Trust State Street Spd (MDYV)	0.5	$1.1M	NEW	13k	84.65	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$1.1M	-47%	42k	25.75	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.5	$1.1M	NEW	14k	76.92	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$987k	+5%	42k	23.37	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$976k		11k	92.51	View chart
Exxon Mobil Corporation (XOM)	0.4	$870k	+2%	7.2k	120.35	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.4	$832k		4.0k	206.52	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.3	$793k		29k	27.10	View chart
Wal-Mart Stores (WMT)	0.3	$780k		7.0k	111.40	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$768k	+13%	13k	60.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$767k	-4%	6.2k	123.26	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$739k	NEW	17k	42.69	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$730k	-13%	10k	71.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$689k		7.8k	88.48	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$689k	+27%	14k	47.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$687k	+2%	18k	38.11	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$685k		5.2k	131.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$684k	-12%	3.4k	198.62	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.3	$663k		30k	21.83	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.3	$658k	NEW	15k	45.35	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.3	$657k	+100%	5.6k	117.72	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$650k	NEW	5.4k	119.41	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.3	$618k	+4%	29k	21.20	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$604k	-30%	2.2k	269.18	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$601k	+5%	12k	49.99	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$600k	-12%	13k	46.54	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.3	$598k		6.9k	86.15	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$593k		13k	46.08	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.3	$577k	-5%	7.3k	79.45	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$572k	+13%	12k	46.22	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.2	$566k		12k	47.05	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$564k	NEW	14k	40.25	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$539k		1.1k	487.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$539k		1.7k	313.89	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$535k		19k	28.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$503k		1.0k	502.65	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$502k	-2%	5.3k	94.15	View chart
Iron Mountain (IRM)	0.2	$485k		5.8k	82.94	View chart
LTC Properties (LTC)	0.2	$482k		14k	34.38	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$465k	+6%	4.9k	95.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$455k		1.5k	313.10	View chart
Lowe's Companies (LOW)	0.2	$429k		1.8k	241.16	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$421k	-10%	6.3k	67.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$418k	NEW	1.2k	360.12	View chart
Williams Companies (WMB)	0.2	$416k		6.9k	60.11	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$412k	-90%	8.8k	46.81	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$410k	+3%	1.8k	224.67	View chart
Bank of America Corporation (BAC)	0.2	$405k	+2%	7.4k	55.00	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$405k		4.8k	83.62	View chart
Ramaco Res Com Cl A (METC)	0.2	$404k		22k	18.00	View chart
Schwab Strategic Tr Government Money (SGVT)	0.2	$401k		4.0k	100.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$399k		6.0k	66.00	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$381k	-3%	12k	32.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$380k	-77%	2.0k	191.56	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$340k		3.7k	92.42	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.1	$340k	+2%	6.8k	49.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$337k	NEW	8.6k	39.29	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$335k	+9%	6.3k	52.77	View chart
Coreweave Com Cl A (CRWV)	0.1	$323k	-29%	4.5k	71.61	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$322k	-19%	5.6k	57.24	View chart
Microsoft Corporation (MSFT)	0.1	$321k	-9%	664.00	483.34	View chart
Stryker Corporation (SYK)	0.1	$320k	+2%	911.00	351.59	View chart
Spdr Series Trust State Street Spd (KIE)	0.1	$319k	NEW	5.3k	60.15	View chart
International Business Machines (IBM)	0.1	$315k		1.1k	296.26	View chart
Vaneck Etf Trust Steel Etf (SLX)	0.1	$314k	NEW	3.7k	84.86	View chart
Spdr Series Trust State Street Spd (KRE)	0.1	$311k	NEW	4.8k	64.81	View chart
Spdr Series Trust State Street Spd (XHB)	0.1	$306k	NEW	3.0k	102.96	View chart
Spdr Series Trust State Street Spd (XRT)	0.1	$301k	NEW	3.5k	85.29	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$293k	-50%	1.3k	230.21	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$281k	-4%	5.2k	53.76	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$280k	-3%	3.9k	70.99	View chart
Chevron Corporation (CVX)	0.1	$277k		1.8k	152.39	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$274k	NEW	8.2k	33.30	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$272k		9.9k	27.35	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$266k	+12%	5.3k	50.01	View chart
Meta Platforms Cl A (META)	0.1	$264k	-9%	400.00	660.09	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$259k		3.9k	67.17	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$255k	+4%	6.6k	38.56	View chart
Oneok (OKE)	0.1	$253k		3.4k	73.51	View chart
Uipath Cl A (PATH)	0.1	$250k	NEW	15k	16.39	View chart
Phillips 66 (PSX)	0.1	$248k		1.9k	129.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$246k		3.0k	81.17	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$245k		6.2k	39.59	View chart
Nextera Energy (NEE)	0.1	$244k		3.0k	80.29	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.1	$242k		6.4k	37.79	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$238k	-5%	4.8k	49.88	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$237k	NEW	3.8k	62.31	View chart
Raytheon Technologies Corp (RTX)	0.1	$233k		1.3k	183.37	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$225k	NEW	1.3k	174.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$225k	NEW	2.6k	85.37	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$224k		2.2k	102.55	View chart
American Express Company (AXP)	0.1	$222k	NEW	600.00	369.95	View chart
Johnson & Johnson (JNJ)	0.1	$220k	NEW	1.1k	206.93	View chart
Visa Com Cl A (V)	0.1	$219k	-6%	624.00	350.74	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$213k		2.6k	80.63	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$210k		11k	19.19	View chart
Ssga Active Tr State Street Bla (HYBL)	0.1	$209k	NEW	7.3k	28.44	View chart
JPMorgan Chase & Co. (JPM)	0.1	$205k	NEW	637.00	322.22	View chart
Sharplink Gaming Com New (SBET)	0.1	$186k	-18%	21k	8.94	View chart

Past Filings by Pinnacle Family Advisors

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

Pinnacle Family Advisors 2025 Q4 filed Feb. 17, 2026
Pinnacle Family Advisors 2025 Q3 filed Nov. 14, 2025
Pinnacle Family Advisors 2025 Q2 filed Aug. 14, 2025
Pinnacle Family Advisors 2025 Q1 filed May 15, 2025
Pinnacle Family Advisors 2024 Q4 filed Feb. 14, 2025
Pinnacle Family Advisors 2024 Q3 filed Nov. 14, 2024
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

View all past filings

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