Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, BIL, and represent 31.99% of Pinnacle Family Advisors's stock portfolio.
Added to shares of these 10 stocks: BIL (+$10M), EEM, SCHV, SLYG, SLYV, SOXS, SPY, LLY, ORLY, BND.
Started 20 new stock positions in CORO, HIBS, LLY, FLRN, GGN, GYLD, DGCB, BIL, SQQQ, MPC. CAT, SPMO, SOXS, XOP, XLE, ACWX, SLYG, AVEM, FDL, GOVT.
Reduced shares in these 10 stocks: FCUS (-$7.1M), QQQ (-$6.0M), GLD, EFA, XLG, , , SPSM, DIA, .
Sold out of its positions in ARKK, AXP, CRWV, FSIG, FTXO, LMBS, IEMG, TBIL, SPYG, SPYV.
Pinnacle Family Advisors was a net seller of stock by $-12M.
Pinnacle Family Advisors has $213M in assets under management (AUM), dropping by -6.33%.
Central Index Key (CIK): 0001679064

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 135 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tidal Trust Ii Pinnacle Focused (FCUS)	8.3	$18M	-28%	494k	35.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	7.2	$15M	+6%	24k	650.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.0	$15M	-2%	23k	653.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.7	$10M	-37%	18k	577.19	View chart
Spdr Series Trust State Street Spd (BIL)	4.7	$10M	NEW	110k	91.64	View chart
O'reilly Automotive (ORLY)	3.7	$7.9M	+7%	85k	92.31	View chart
NVIDIA Corporation (NVDA)	3.2	$6.8M		39k	174.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.2	$6.7M	-30%	69k	97.13	View chart
Apple (AAPL)	3.1	$6.5M		26k	253.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.8	$6.0M	-3%	207k	29.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.3	$4.8M	+168%	85k	56.79	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.2	$4.7M	+91%	154k	30.50	View chart
Ishares Tr Select Divid Etf (DVY)	1.9	$4.0M		27k	151.41	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.9	$4.0M	+2%	47k	84.91	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.8	$3.9M	-32%	71k	54.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$3.8M		18k	211.15	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	1.7	$3.5M	-2%	71k	49.63	View chart
Tesla Motors (TSLA)	1.4	$3.0M		8.1k	371.75	View chart
Amazon (AMZN)	1.3	$2.8M	-7%	14k	208.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$2.7M	+24%	37k	73.64	View chart
Spdr Series Trust State Street Spd (SLYV)	1.2	$2.6M	+118%	28k	94.58	View chart
Spdr Series Trust State Street Spd (SPYM)	1.1	$2.3M	+6%	30k	76.54	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.0	$2.2M		23k	93.66	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.0	$2.1M		30k	68.28	View chart
Spdr Series Trust State Street Spd (SLYG)	0.9	$1.9M	NEW	20k	96.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$1.7M	-9%	68k	25.64	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.8	$1.6M	+25%	78k	20.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.6M	-66%	3.6k	430.29	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$1.5M	-9%	29k	53.22	View chart
Ishares Silver Tr Ishares (SLV)	0.7	$1.5M	-11%	22k	68.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$1.5M	-3%	11k	142.43	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.7	$1.4M	+4%	33k	43.59	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.6	$1.4M		41k	34.05	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.6	$1.3M	+2%	34k	38.58	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.6	$1.3M	+5%	57k	22.68	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.3M	+2%	7.4k	169.67	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.6	$1.3M	-46%	2.7k	463.13	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.2M		8.0k	146.28	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$1.1M		42k	25.62	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.5	$1.1M	+7%	32k	33.75	View chart
Direxion Shares Etf Trust Daily Semiconduc (SOXS)	0.5	$1.0M	NEW	26k	39.86	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.5	$1.0M	-37%	21k	49.37	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$1.0M	+3%	11k	92.76	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$975k		42k	23.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$964k	-14%	38k	25.10	View chart
Wal-Mart Stores (WMT)	0.4	$937k	+7%	7.5k	124.28	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.4	$812k		4.0k	200.82	View chart
Schwab Strategic Tr Government Money (SGVT)	0.4	$755k	+88%	7.5k	100.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$725k	+3%	6.4k	113.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$692k		7.8k	88.70	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$690k		18k	38.96	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$682k		5.1k	132.50	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.3	$638k	-2%	30k	21.57	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$636k	+4%	13k	50.62	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.3	$634k	+4%	31k	20.75	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$633k	+6%	14k	46.19	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.3	$633k		6.9k	92.34	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$631k	-14%	11k	58.18	View chart
Eli Lilly & Co. (LLY)	0.3	$621k	NEW	675.00	919.23	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$611k		13k	47.03	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.3	$602k	-4%	6.9k	86.94	View chart
Iron Mountain (IRM)	0.3	$601k		5.9k	102.14	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.3	$589k	+2%	20k	30.15	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$586k	+5%	15k	39.73	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$569k		12k	45.86	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$562k	+7%	2.4k	234.03	View chart
LTC Properties (LTC)	0.2	$522k		14k	37.16	View chart
Williams Companies (WMB)	0.2	$505k		6.9k	72.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$501k		1.7k	286.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$483k	-36%	6.5k	74.35	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$483k		1.1k	436.79	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$482k	+3%	5.1k	94.95	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$480k	-30%	10k	47.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$480k		1.0k	479.20	View chart
Meta Platforms Cl A (META)	0.2	$442k	+93%	773.00	571.90	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$438k	NEW	19k	22.91	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$431k	NEW	8.5k	50.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$423k	-36%	2.2k	191.85	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$421k	-72%	9.2k	45.65	View chart
Lowe's Companies (LOW)	0.2	$421k		1.8k	236.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$418k	+2%	6.2k	67.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$414k		1.4k	287.59	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$414k	+3%	5.0k	82.44	View chart
Arrow Etf Tr Arrow Dj Glb Yld (GYLD)	0.2	$411k	NEW	30k	13.75	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$409k		8.7k	46.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$406k	+6%	2.1k	191.93	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$395k		12k	33.86	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$393k	+3%	1.9k	208.05	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.2	$392k	NEW	12k	32.15	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$385k	-51%	8.4k	45.89	View chart
Chevron Corporation (CVX)	0.2	$379k		1.8k	206.84	View chart
Bank of America Corporation (BAC)	0.2	$371k	+3%	7.6k	48.75	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.2	$344k		6.9k	49.96	View chart
Microsoft Corporation (MSFT)	0.2	$339k	+37%	915.00	370.00	View chart
Ramaco Res Com Cl A (METC)	0.2	$335k	-3%	22k	15.46	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$333k	NEW	4.9k	68.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.2	$332k		8.6k	38.63	View chart
Stryker Corporation (SYK)	0.2	$329k	+9%	1.0k	328.55	View chart
Phillips 66 (PSX)	0.2	$326k	-6%	1.8k	182.16	View chart
Oneok (OKE)	0.1	$312k		3.5k	90.39	View chart
Proshares Tr Ultrapro Short (SQQQ)	0.1	$302k	NEW	3.8k	80.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$295k	-7%	5.2k	56.68	View chart
Johnson & Johnson (JNJ)	0.1	$291k	+12%	1.2k	244.39	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$289k	-18%	3.0k	95.96	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$288k	-3%	9.6k	29.95	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$285k	NEW	4.7k	61.26	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$285k	+2%	4.0k	70.36	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$283k	+6%	5.7k	50.04	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$282k	-36%	735.00	383.39	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$279k	-2%	5.1k	54.61	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$278k	+2%	8.4k	32.95	View chart
Spdr Series Trust State Street Spd (XOP)	0.1	$276k	NEW	1.5k	181.83	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$275k		1.3k	215.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$274k	NEW	3.4k	80.58	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$272k	-2%	3.7k	72.60	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$268k		3.0k	88.16	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$267k	-18%	5.1k	51.93	View chart
Nextera Energy (NEE)	0.1	$267k	-5%	2.9k	92.87	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$264k	NEW	2.4k	112.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$259k	+7%	6.7k	38.86	View chart
International Business Machines (IBM)	0.1	$253k		1.0k	242.44	View chart
Marathon Petroleum Corp (MPC)	0.1	$248k	NEW	1.0k	244.12	View chart
Raytheon Technologies Corp (RTX)	0.1	$247k		1.3k	192.83	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$247k	+3%	6.8k	36.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$237k	-52%	2.6k	92.74	View chart
Caterpillar (CAT)	0.1	$235k	NEW	331.00	708.82	View chart
Spdr Series Trust State Street Spd (FLRN)	0.1	$231k	NEW	7.5k	30.78	View chart
Direxion Shares Etf Trust Daily S&p 500 Hi (HIBS)	0.1	$225k	NEW	4.8k	47.10	View chart
Spdr Series Trust State Street Spd (QUS)	0.1	$222k		1.3k	171.64	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$222k	NEW	4.1k	54.13	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$218k		3.8k	57.74	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$217k	-2%	2.1k	102.23	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$211k		2.7k	79.56	View chart
JPMorgan Chase & Co. (JPM)	0.1	$206k	+10%	702.00	294.08	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$66k	NEW	12k	5.32	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 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
Pinnacle Family Advisors 2022 Q2 filed Aug. 15, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z