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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, IVV, SPY, QQQ, SCHV, and represent 31.66% of Pinnacle Family Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHV, SPYG, XLV, XLRE, IWM, XLF, SCHG, AMD, MU, XLP.
Started 35 new stock positions in IWM, MU, SHLD, HYBL, NVMI, SKYY, SPYG, EQAL, LRCX, ARKK.
Reduced shares in these 10 stocks: BIL (-$10M), , SPY, QQQ, EEM, SOXS, AAPL, NVDA, QUAL, ORLY.
Sold out of its positions in AVEM, BINC, THRO, HIBS, SOXS, GGN, IAU, QUAL, IAGG, JPM. SQQQ, SLYG, XOP, BIL, XLE.
Pinnacle Family Advisors was a net buyer of stock by $2.3M.
Pinnacle Family Advisors has $238M in assets under management (AUM), dropping by 12.00%.
Central Index Key (CIK): 0001679064

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Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 155 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust Ii Pinn Focu Op Etf (FCUS)	9.3	$22M		494k	44.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.0	$17M	-2%	22k	748.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.8	$16M	-7%	22k	746.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.9	$12M	-9%	16k	736.41	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.7	$8.8M	+64%	252k	34.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.4	$8.1M	+16%	240k	33.84	View chart
O'reilly Automotive (ORLY)	3.1	$7.5M	-4%	81k	92.09	View chart
NVIDIA Corporation (NVDA)	3.1	$7.3M	-6%	36k	200.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.0	$7.2M		70k	103.88	View chart
Apple (AAPL)	2.7	$6.5M	-12%	22k	289.36	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.1	$4.9M	+12%	81k	61.23	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.0	$4.7M		46k	103.22	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.9	$4.6M	-20%	68k	68.41	View chart
Ishares Tr Select Divid Etf (DVY)	1.7	$4.1M		26k	156.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$4.0M		18k	227.05	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	1.4	$3.4M	-3%	69k	50.04	View chart
Tesla Motors (TSLA)	1.4	$3.4M		8.1k	420.60	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	1.3	$3.2M	+6%	29k	109.11	View chart
Amazon (AMZN)	1.3	$3.2M		13k	238.34	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.3	$3.2M	+22%	36k	87.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$2.7M		37k	73.41	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.1	$2.6M		23k	114.88	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	1.0	$2.3M	+110%	44k	53.61	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.9	$2.2M	-10%	27k	81.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$2.0M		67k	29.43	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.8	$1.9M	+28%	44k	43.42	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.7	$1.7M	+5%	83k	20.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$1.7M		11k	164.27	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.6	$1.5M	+7%	35k	43.61	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$1.5M	-2%	28k	53.17	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.6	$1.5M		40k	37.00	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.6	$1.5M	NEW	12k	118.99	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.6	$1.5M	NEW	9.2k	158.67	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.6	$1.4M	NEW	32k	44.03	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.6	$1.4M	-2%	2.6k	522.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.4M	NEW	4.6k	300.45	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.5	$1.3M		58k	22.64	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$1.3M	+5%	24k	53.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.2M	-7%	3.4k	368.38	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.1M		38k	28.96	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.5	$1.1M	+4%	44k	25.52	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$1.1M	+67%	23k	46.15	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.4	$1.0M	+4%	4.2k	247.89	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$1.0M		11k	93.92	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.0M	+4%	44k	23.13	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.0M		7.3k	136.72	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.4	$883k	-11%	28k	31.62	View chart
Advanced Micro Devices (AMD)	0.4	$881k	NEW	1.5k	580.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$874k		6.4k	137.53	View chart
Micron Technology (MU)	0.4	$847k	NEW	734.00	1153.67	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.4	$846k	NEW	10k	83.07	View chart
Wal-Mart Stores (WMT)	0.3	$820k	-4%	7.2k	113.26	View chart
Eli Lilly & Co. (LLY)	0.3	$810k		676.00	1198.71	View chart
Palantir Technologies Cl A (PLTR)	0.3	$775k	-16%	6.6k	116.66	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$758k		5.1k	147.73	View chart
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)	0.3	$755k		7.5k	100.74	View chart
Iron Mountain (IRM)	0.3	$741k		5.9k	126.31	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$735k		11k	68.01	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$732k	-2%	7.6k	96.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$712k	+58%	3.3k	212.80	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	0.3	$702k	+11%	34k	20.71	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$682k	+7%	2.6k	264.72	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.3	$662k	+4%	31k	21.40	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.3	$661k		6.8k	96.79	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$658k	NEW	3.5k	190.52	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$657k	-10%	16k	41.25	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.3	$656k	NEW	5.6k	117.28	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$630k		13k	48.18	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.3	$629k	+8%	16k	39.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$621k		1.8k	353.28	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$610k	-3%	12k	50.12	View chart
Arrow Etf Tr Arrow Dj Glb Yld (GYLD)	0.2	$585k	+37%	41k	14.25	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.2	$581k	-2%	19k	30.61	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$564k	+36%	12k	48.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$563k	+20%	14k	40.21	View chart
Vaneck Etf Trust Steel Etf (SLX)	0.2	$549k	NEW	5.6k	98.41	View chart
NOVA MEASURING Instruments L (NVMI)	0.2	$543k	NEW	1.0k	542.94	View chart
LTC Properties (LTC)	0.2	$537k		14k	38.45	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$523k	+9%	5.5k	94.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$519k	+445%	6.0k	86.14	View chart
Williams Companies (WMB)	0.2	$517k		7.0k	74.34	View chart
Coinbase Global Com Cl A (COIN)	0.2	$507k	NEW	3.5k	146.19	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$499k	-7%	1.7k	285.58	View chart
Meta Platforms Cl A (META)	0.2	$491k	+12%	871.00	563.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$481k	-3%	961.00	500.39	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$474k	+4%	9.1k	51.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$473k	-8%	1.3k	357.47	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$472k	+24%	10k	45.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$471k	+8%	21k	22.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$468k		6.1k	77.10	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$466k	+26%	6.1k	76.11	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$448k		12k	36.60	View chart
Marvell Technology (MRVL)	0.2	$447k	NEW	1.5k	297.89	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$434k	-33%	4.6k	94.69	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.2	$433k	+40%	14k	31.99	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$430k	-3%	4.9k	88.54	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$427k		1.3k	334.69	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.2	$402k	+19%	3.6k	112.08	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$399k	-14%	7.9k	50.39	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$393k	-17%	8.2k	47.75	View chart
Lowe's Companies (LOW)	0.2	$393k		1.8k	220.49	View chart
Bank of America Corporation (BAC)	0.2	$384k	-11%	6.7k	56.98	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$376k	-33%	8.2k	45.58	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.2	$375k	-6%	6.5k	58.01	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.2	$364k	NEW	2.3k	158.25	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$352k	-20%	6.7k	52.72	View chart
Microsoft Corporation (MSFT)	0.1	$349k	+2%	935.00	372.95	View chart
Caterpillar (CAT)	0.1	$341k	-3%	320.00	1065.76	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$328k	-13%	2.0k	161.50	View chart
Ichor Holdings SHS (ICHR)	0.1	$326k	NEW	2.9k	112.28	View chart
Lam Research Corp Com New (LRCX)	0.1	$325k	NEW	750.00	433.33	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$320k	NEW	1.3k	242.42	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$319k	NEW	3.6k	89.85	View chart
Stryker Corporation (SYK)	0.1	$310k		985.00	314.74	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$305k	+3%	6.9k	44.36	View chart
Phillips 66 (PSX)	0.1	$305k		1.8k	169.09	View chart
Johnson & Johnson (JNJ)	0.1	$303k		1.2k	253.91	View chart
Chevron Corporation (CVX)	0.1	$303k		1.8k	165.76	View chart
Oneok (OKE)	0.1	$302k		3.5k	86.93	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$302k		4.1k	73.80	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$299k	NEW	2.2k	134.56	View chart
Ramaco Res Com Cl A (METC)	0.1	$288k		22k	13.23	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$286k	NEW	10k	28.05	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$280k	-3%	4.9k	57.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$278k	-5%	4.9k	56.48	View chart
International Business Machines (IBM)	0.1	$267k	-9%	949.00	281.13	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$265k	NEW	8.8k	30.17	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$263k	-7%	3.4k	76.32	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.1	$262k	NEW	2.5k	106.93	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$261k	NEW	2.9k	90.60	View chart
Marathon Petroleum Corp (MPC)	0.1	$261k		1.0k	255.59	View chart
Nextera Energy (NEE)	0.1	$255k		2.9k	87.77	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$253k	NEW	5.0k	50.37	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$250k	NEW	4.2k	59.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$250k	-29%	6.0k	41.54	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$249k		2.6k	96.46	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$248k		3.8k	64.86	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.1	$248k	+2%	1.3k	186.86	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$243k	NEW	4.8k	50.29	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$236k	NEW	245.00	965.00	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$234k	NEW	2.9k	80.82	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$234k		2.1k	110.14	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.1	$232k		7.5k	30.85	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$230k	-53%	3.0k	76.56	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$221k		4.0k	54.67	View chart
Raytheon Technologies Corp (RTX)	0.1	$221k	-9%	1.2k	189.73	View chart
Visa Com Cl A (V)	0.1	$215k	NEW	626.00	343.30	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$212k		2.7k	79.98	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$212k	NEW	3.5k	59.71	View chart
Terawulf (WULF)	0.1	$208k	NEW	8.4k	24.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$207k	-57%	315.00	655.85	View chart
Ssga Active Tr St Str Black Etf (HYBL)	0.1	$207k	NEW	7.4k	27.95	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$205k	NEW	5.3k	38.58	View chart
American Express Company (AXP)	0.1	$203k	NEW	600.00	338.25	View chart
Doubleline Income Solutions (DSL)	0.0	$119k	NEW	11k	11.06	View chart

Past Filings by Pinnacle Family Advisors

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

Pinnacle Family Advisors 2026 Q2 filed Aug. 14, 2026
Pinnacle Family Advisors 2026 Q1 filed May 15, 2026
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

View all past filings

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