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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, SPY, QQQ, IVV, EFA, and represent 38.02% of Pinnacle Family Advisors's stock portfolio.
Added to shares of these 10 stocks: SPEM, QQQ, SPY, ONEQ, SPYG, GLD, EFA, METC, BND, RDVY.
Started 13 new stock positions in LTC, SLV, EPR, HYG, TZA, METC, IAU, TBIL, HIBS, FLRN. RTX, SBET, SGVT.
Reduced shares in these 10 stocks: , MDYG, FCUS, AFLG, LGOV, SARK, AMZN, BABA, , FDN.
Sold out of its positions in BABA, DSL, FDL, AFLG, SARK, XME, KIE, SPMD, XLV, XLP. XLE, XLRE, XLU.
Pinnacle Family Advisors was a net buyer of stock by $3.3M.
Pinnacle Family Advisors has $229M in assets under management (AUM), dropping by 11.40%.
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 124 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust Ii Pinnacle Focused (FCUS)	9.1	$21M	-6%	653k	31.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.7	$20M	+8%	30k	666.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.7	$20M	+10%	33k	600.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.9	$16M		24k	669.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.7	$11M	+7%	116k	93.37	View chart
O'reilly Automotive (ORLY)	3.7	$8.5M	-2%	79k	107.81	View chart
NVIDIA Corporation (NVDA)	3.2	$7.3M	+3%	39k	186.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.0	$6.9M	+3%	217k	31.91	View chart
Apple (AAPL)	2.9	$6.7M	+4%	26k	254.63	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.0	$4.6M		80k	57.52	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.9	$4.3M	+999%	92k	46.81	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.8	$4.1M	+33%	39k	104.51	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.8	$4.0M	+38%	45k	89.13	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	1.7	$3.8M		74k	51.54	View chart
Tesla Motors (TSLA)	1.6	$3.7M		8.4k	444.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$3.7M		18k	206.51	View chart
Ishares Tr Select Divid Etf (DVY)	1.6	$3.7M		26k	142.10	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$3.5M	+29%	9.8k	355.47	View chart
Amazon (AMZN)	1.4	$3.3M	-14%	15k	219.57	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.4	$3.3M		77k	42.79	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.0	$2.4M	-3%	30k	78.34	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$2.4M	+4%	81k	29.11	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.0	$2.3M	-11%	23k	98.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$2.2M	+45%	29k	74.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$2.1M	+7%	79k	26.34	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.9	$2.0M	+2%	79k	25.85	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.8	$1.9M	-4%	53k	35.91	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$1.7M	-2%	32k	54.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$1.7M	+3%	8.7k	189.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$1.6M		11k	145.65	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$1.5M	+59%	23k	67.26	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.6	$1.4M	+2%	32k	44.42	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$1.3M	-4%	2.8k	463.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.3M	-2%	51k	25.71	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.3M	+14%	6.9k	182.42	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.5	$1.2M	+48%	58k	21.31	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.5	$1.2M	+7%	52k	23.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$1.2M	-7%	16k	73.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$1.1M	-19%	21k	53.87	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$977k	-22%	10k	93.64	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$941k	+3%	40k	23.47	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.4	$907k	-26%	3.2k	279.84	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.4	$891k	+3%	29k	30.47	View chart
Coreweave Com Cl A (CRWV)	0.4	$875k	+8%	6.4k	136.85	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$798k		12k	67.83	View chart
Exxon Mobil Corporation (XOM)	0.3	$797k	+2%	7.1k	112.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$786k	+5%	6.5k	120.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$764k		3.9k	194.50	View chart
Ramaco Res Com Cl A (METC)	0.3	$739k	NEW	22k	33.19	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$734k	+6%	4.1k	179.29	View chart
Wal-Mart Stores (WMT)	0.3	$721k	+5%	7.0k	103.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$708k	-2%	7.7k	91.42	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$692k	-2%	15k	46.71	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$679k	-3%	5.2k	129.71	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.3	$673k	-53%	31k	21.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$658k		11k	59.20	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$640k		18k	36.35	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$597k	-26%	13k	46.24	View chart
Iron Mountain (IRM)	0.3	$594k	+4%	5.8k	101.94	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.3	$593k		28k	21.23	View chart
First Tr Exchange-traded SHS (QTEC)	0.3	$591k		2.6k	229.61	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$588k	+6%	12k	48.70	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.3	$580k		7.0k	83.32	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.3	$579k	-4%	7.7k	75.37	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$566k	+10%	11k	49.79	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$558k		4.9k	115.01	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$543k	+11%	11k	48.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$530k	-12%	1.1k	479.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$520k	-33%	5.5k	95.14	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$516k	+6%	19k	27.31	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$513k	NEW	12k	42.37	View chart
LTC Properties (LTC)	0.2	$511k	NEW	14k	36.86	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$509k		11k	46.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$494k	-6%	982.00	502.74	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$463k		7.0k	65.92	View chart
Lowe's Companies (LOW)	0.2	$447k		1.8k	251.31	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$438k	+2%	4.6k	95.14	View chart
Williams Companies (WMB)	0.2	$438k	+5%	6.9k	63.35	View chart
Sharplink Gaming Com New (SBET)	0.2	$432k	NEW	25k	17.01	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$426k	-8%	3.7k	113.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$418k		1.7k	243.61	View chart
Schwab Strategic Tr Government Money (SGVT)	0.2	$401k	NEW	4.0k	100.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$397k	-9%	7.0k	57.10	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$392k	-7%	1.8k	222.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$388k	+2%	5.9k	65.26	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.2	$386k	NEW	6.7k	58.01	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$384k		4.8k	79.80	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$382k		12k	31.53	View chart
Microsoft Corporation (MSFT)	0.2	$380k	+15%	734.00	517.64	View chart
Bank of America Corporation (BAC)	0.2	$373k		7.2k	51.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$359k	-3%	1.3k	281.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$354k	+3%	1.5k	243.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$351k	-6%	1.8k	195.82	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.1	$336k	-89%	3.7k	91.55	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$330k	-2%	2.8k	118.37	View chart
Stryker Corporation (SYK)	0.1	$330k	+4%	892.00	369.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$325k		990.00	328.10	View chart
Meta Platforms Cl A (META)	0.1	$325k	+2%	442.00	734.38	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$310k	+2%	2.0k	154.23	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$309k	+2%	5.8k	53.24	View chart
International Business Machines (IBM)	0.1	$298k	+8%	1.1k	282.23	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$287k		4.1k	69.95	View chart
Chevron Corporation (CVX)	0.1	$281k		1.8k	155.30	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$281k	-5%	5.5k	51.18	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$273k		10k	27.10	View chart
Phillips 66 (PSX)	0.1	$259k	+12%	1.9k	136.01	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$256k		3.9k	65.17	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$253k	NEW	5.1k	50.00	View chart
Oneok (OKE)	0.1	$249k	+8%	3.4k	72.97	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$242k	+8%	4.7k	51.23	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$240k		6.3k	37.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$237k		6.1k	38.57	View chart
Nextera Energy (NEE)	0.1	$230k	+8%	3.0k	75.49	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.1	$229k	-2%	6.4k	35.61	View chart
Visa Com Cl A (V)	0.1	$227k		664.00	341.20	View chart
Strategy Cl A New (MSTR)	0.1	$221k		685.00	322.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$220k	NEW	3.0k	72.77	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$218k	-18%	2.2k	99.97	View chart
Raytheon Technologies Corp (RTX)	0.1	$216k	NEW	1.3k	167.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$213k	NEW	2.6k	81.20	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$207k	+3%	11k	19.21	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.1	$201k	NEW	6.5k	30.86	View chart
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA)	0.1	$152k	NEW	19k	8.21	View chart
Direxion Shs Etf Tr Daily S&p 500 Hi (HIBS)	0.1	$118k	NEW	18k	6.49	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 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
Pinnacle Family Advisors 2021 Q4 filed Feb. 14, 2022

View all past filings

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