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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, IVV, QQQ, AAPL, and represent 35.92% of Pinnacle Family Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$12M), QQQ (+$5.6M), SCHG, SCHB, SPYG, SCHV, FCUS, SLYV, SCHX, MSTR.
Started 16 new stock positions in BINC, SCHV, XLP, V, TESL, MSTR, XLE, FBT, XRT, FPX. FTEC, SLX, GTLS, TBIL, XLY, XLC.
Reduced shares in these 10 stocks: DIA, MDYG, , , IWM, , , ORLY, RDVY, IHE.
Sold out of its positions in TZA, CIBR, FTC, RDVY, Investment Managers Ser Tr I, TLT, IWM, IHE, IEMG, PSX. Proshares Tr Ii Vix Sh Trm Futrs, SLYG, SPYV, KIE, MDYV, SPMD, XLB, XLV, XLK.
Pinnacle Family Advisors was a net buyer of stock by $21M.
Pinnacle Family Advisors has $207M in assets under management (AUM), dropping by 7.02%.
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 114 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Tr Ii Pinnacle Focused (FCUS)	10.0	$21M	+7%	721k	28.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	9.4	$19M	+157%	33k	586.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.1	$17M		29k	588.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$11M	+109%	21k	511.23	View chart
Apple (AAPL)	3.2	$6.6M	-2%	26k	250.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.1	$6.3M	+299%	227k	27.87	View chart
NVIDIA Corporation (NVDA)	2.8	$5.8M	-6%	43k	134.29	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.7	$5.6M		112k	49.96	View chart
O'reilly Automotive (ORLY)	2.6	$5.5M	-16%	4.6k	1185.85	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.3	$4.8M	+80%	54k	87.90	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.2	$4.5M	+221%	200k	22.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$3.8M	-6%	37k	101.53	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	1.8	$3.7M		74k	49.40	View chart
Amazon (AMZN)	1.7	$3.6M	-8%	16k	219.39	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	1.7	$3.4M	-4%	80k	42.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$3.2M	-2%	17k	190.88	View chart
Ishares Tr Ishares Biotech (IBB)	1.5	$3.2M	+4%	24k	132.21	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.5	$3.1M	+72%	35k	87.25	View chart
Ishares Tr Us Telecom Etf (IYZ)	1.5	$3.1M	-17%	114k	26.83	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.4	$2.9M	-3%	42k	68.94	View chart
Ishares Tr Cohen Steer Reit (ICF)	1.4	$2.9M	+5%	48k	60.26	View chart
Tesla Motors (TSLA)	1.3	$2.6M	-3%	6.5k	403.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$2.1M		28k	75.61	View chart
Ishares Tr Select Divid Etf (DVY)	1.0	$2.1M		16k	131.29	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.0	$2.1M	+20%	82k	24.99	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$2.0M	NEW	76k	26.07	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.9	$1.9M	+89%	7.8k	243.17	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$1.8M		14k	128.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$1.7M	+211%	75k	23.18	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.8	$1.7M		23k	76.06	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$1.7M	+3%	33k	51.51	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$1.7M	-30%	19k	87.82	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.8	$1.6M	+6%	20k	78.46	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.8	$1.6M	+79%	21k	75.69	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.7	$1.4M	+94%	46k	31.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.7	$1.4M	-73%	3.3k	425.51	View chart
Select Sector Spdr Tr Financial (XLF)	0.7	$1.4M	+107%	29k	48.33	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.6	$1.3M	+4%	63k	20.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.2M		19k	62.31	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$1.1M	+20%	24k	45.20	View chart
Microstrategy Cl A New (MSTR)	0.5	$1.0M	NEW	3.6k	289.62	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.5	$997k	+144%	45k	22.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$971k		8.4k	115.23	View chart
First Tr Value Line Divid In SHS (FVD)	0.5	$960k	-2%	22k	43.64	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$938k	+88%	11k	88.79	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$903k	+107%	40k	22.70	View chart
First Tr Morningstar Divid L SHS (FDL)	0.4	$901k	+121%	22k	40.26	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.4	$739k	+6%	26k	28.01	View chart
Exxon Mobil Corporation (XOM)	0.4	$733k	+2%	6.8k	107.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$731k	+5%	8.2k	89.08	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$731k	-15%	5.5k	131.76	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.4	$725k	-9%	18k	40.67	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$725k	NEW	7.5k	96.81	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.3	$719k		9.4k	76.46	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$718k		5.7k	124.95	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$713k	NEW	3.2k	224.35	View chart
Wal-Mart Stores (WMT)	0.3	$612k	+24%	6.8k	90.35	View chart
Simplify Exchange Traded Fun Volt Tsla Revolu (TESL)	0.3	$599k	NEW	25k	23.85	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$597k	NEW	3.6k	166.22	View chart
Iron Mountain (IRM)	0.3	$585k		5.6k	105.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$582k	-4%	1.4k	410.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$580k		3.3k	178.10	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$577k	+105%	11k	52.47	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$568k	+33%	12k	46.88	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.3	$560k	+19%	27k	20.45	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$557k		11k	51.25	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$550k	+6%	5.7k	96.83	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$519k	+7%	11k	47.58	View chart
Eli Lilly & Co. (LLY)	0.2	$499k		646.00	771.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$487k		17k	29.20	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$483k	+4%	9.9k	48.67	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$460k		5.0k	91.67	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.2	$457k	NEW	3.8k	119.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$454k		1.0k	453.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$454k	+3%	7.9k	57.53	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$447k	+4%	8.3k	54.08	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.2	$444k		7.4k	60.35	View chart
Lowe's Companies (LOW)	0.2	$443k		1.8k	246.79	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.2	$443k	+26%	4.2k	104.50	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$417k	+13%	16k	26.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$407k		12k	34.13	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$368k	NEW	4.3k	85.66	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$358k	NEW	4.6k	78.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$355k	-3%	1.9k	190.45	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$354k	+8%	9.2k	38.37	View chart
Williams Companies (WMB)	0.2	$353k		6.5k	54.12	View chart
Vanguard World Health Car Etf (VHT)	0.2	$348k	-38%	1.4k	253.75	View chart
Microsoft Corporation (MSFT)	0.2	$329k	+6%	781.00	421.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$326k		1.1k	289.76	View chart
Oneok (OKE)	0.2	$317k	+7%	3.2k	100.41	View chart
Stryker Corporation (SYK)	0.1	$303k	-11%	841.00	360.24	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$295k		12k	25.37	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$294k	+3%	4.6k	63.47	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$289k	NEW	5.8k	49.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$276k	-12%	1.7k	159.56	View chart
Investment Managers Ser Tr I Axs Esoterica Ne (WUGI)	0.1	$265k	-19%	3.7k	72.50	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$260k	NEW	5.0k	52.02	View chart
Chart Industries (GTLS)	0.1	$243k	NEW	1.3k	190.84	View chart
Ftai Aviation SHS (FTAI)	0.1	$242k		1.7k	144.04	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$239k	+5%	3.6k	65.81	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$227k	-36%	2.2k	104.15	View chart
Vaneck Etf Trust Steel Etf (SLX)	0.1	$223k	NEW	3.8k	58.46	View chart
Fs Kkr Capital Corp (FSK)	0.1	$223k		10k	21.72	View chart
Spdr Ser Tr S&p Retail Etf (XRT)	0.1	$219k	NEW	2.8k	79.59	View chart
International Business Machines (IBM)	0.1	$218k	+3%	989.00	219.88	View chart
Meta Platforms Cl A (META)	0.1	$216k		368.00	585.51	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$212k	NEW	1.1k	184.88	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$211k		2.3k	92.59	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$210k	+9%	5.9k	35.82	View chart
Nextera Energy (NEE)	0.1	$210k		2.9k	71.70	View chart
Visa Com Cl A (V)	0.1	$209k	NEW	662.00	316.00	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$207k	+11%	9.4k	22.03	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$206k	-92%	2.4k	86.89	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$195k		10k	18.87	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 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
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

View all past filings

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