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Pinnacle Financial Group, LLC / IL

Latest statistics and disclosures from Pinnacle Financial Group, LLC / IL's latest quarterly 13F-HR filing:

Top 5 stock holdings are PRF, DFIC, DFEM, DTD, DFAC, and represent 36.76% of Pinnacle Financial Group, LLC / IL's stock portfolio.
Added to shares of these 10 stocks: PYLD, AGG, PTRB, TOTL, VEU, BOND, VYM, VGSH, AVGO, GOOG.
Started 7 new stock positions in LLY, QQQJ, VGSH, IBM, GOOG, IYG, AVGO.
Reduced shares in these 10 stocks: PRF, OSBC, DTD, BSCQ, DFEM, VTI, VUG, SPY, NFRA, VOO.
Sold out of its positions in NFRA, OSBC, VUG.
Pinnacle Financial Group, LLC / IL was a net buyer of stock by $6.0M.
Pinnacle Financial Group, LLC / IL has $345M in assets under management (AUM), dropping by 4.19%.
Central Index Key (CIK): 0001905962

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Positions held by Pinnacle Financial Group, LLC / IL consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pinnacle Financial Group, LLC / IL

Pinnacle Financial Group, LLC / IL holds 112 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
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	9.1	$32M	-2%	670k	46.92	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.6	$30M		864k	34.46	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.5	$22M		676k	33.08	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	6.3	$22M	-2%	255k	84.88	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.2	$22M		543k	39.59	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.0	$14M	+2%	155k	90.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.7	$13M	+3%	88k	143.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.4	$12M	+5%	160k	73.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$9.6M	-2%	14k	681.97	View chart
Ishares Tr Select Divid Etf (DVY)	2.6	$9.0M		64k	141.14	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.3	$7.9M		113k	69.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.3	$7.9M	+12%	79k	99.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.2	$7.5M		138k	54.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.0	$6.9M	+2%	33k	211.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$6.0M		28k	219.78	View chart
Spdr Gold Tr Gold Shs (GLD)	1.7	$6.0M		15k	396.31	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.7	$5.9M		259k	22.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$5.8M	+4%	22k	257.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$5.2M	+3%	18k	290.22	View chart
McDonald's Corporation (MCD)	1.3	$4.5M		15k	305.63	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.3	$4.4M	+25%	165k	26.68	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.3	$4.3M	+21%	103k	42.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$4.2M	-6%	13k	335.27	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$4.1M		108k	38.11	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.2	$4.1M		23k	177.37	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	1.1	$3.6M	+21%	90k	40.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.0	$3.6M		183k	19.74	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.0	$3.5M	+16%	38k	93.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$3.1M		6.1k	502.65	View chart
Apple (AAPL)	0.9	$3.0M	+6%	11k	271.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$2.9M	-4%	33k	88.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$2.8M	-2%	9.0k	314.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$2.5M		20k	123.26	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$2.4M	+2%	75k	32.57	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.7	$2.4M	+3%	32k	76.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$2.4M		52k	46.80	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.7	$2.3M	-4%	22k	104.04	View chart
Vanguard World Health Car Etf (VHT)	0.6	$1.9M	+4%	6.6k	287.83	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.5	$1.9M	-2%	68k	28.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$1.9M	-15%	96k	19.57	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$1.7M	+2%	5.7k	302.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.7M	+18%	8.7k	191.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.4M		22k	66.00	View chart
NVIDIA Corporation (NVDA)	0.4	$1.3M	+16%	7.0k	186.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$1.2M		16k	75.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.1M	+11%	1.8k	614.36	View chart
Spdr Series Trust State Street Spd (JNK)	0.3	$1.1M	+13%	11k	97.21	View chart
Amazon (AMZN)	0.3	$1.0M	+5%	4.4k	230.82	View chart
Microsoft Corporation (MSFT)	0.3	$947k	+24%	2.0k	483.62	View chart
Caterpillar (CAT)	0.2	$835k		1.5k	572.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$692k		3.3k	212.05	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$673k	+55%	35k	19.39	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$643k	-20%	8.7k	74.07	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$636k		14k	44.05	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$620k	+2%	5.5k	111.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$608k	+44%	3.2k	191.54	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$583k		8.4k	69.42	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$581k		6.0k	96.88	View chart
Exxon Mobil Corporation (XOM)	0.2	$574k	+9%	4.8k	120.34	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.2	$559k	+27%	26k	21.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$559k		27k	20.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$542k	-3%	4.5k	120.19	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$541k	+4%	4.5k	120.95	View chart
JPMorgan Chase & Co. (JPM)	0.2	$522k	+9%	1.6k	322.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$520k		6.2k	83.75	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$512k		2.5k	204.85	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$473k	+14%	5.2k	91.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$463k		675.00	685.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$460k		8.6k	53.76	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$448k	+43%	8.5k	52.77	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$430k		5.5k	77.64	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$426k	-2%	2.0k	211.27	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$411k		6.0k	68.76	View chart
Allstate Corporation (ALL)	0.1	$409k	+8%	2.0k	208.15	View chart
Palantir Technologies Cl A (PLTR)	0.1	$408k	+4%	2.3k	177.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$399k	-29%	635.00	627.60	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$390k		21k	18.83	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$387k		7.1k	54.77	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$381k		3.5k	109.90	View chart
Tesla Motors (TSLA)	0.1	$366k	+16%	814.00	449.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$350k	NEW	6.0k	58.73	View chart
Abbvie (ABBV)	0.1	$350k	+4%	1.5k	228.49	View chart
Procter & Gamble Company (PG)	0.1	$342k	+5%	2.4k	143.30	View chart
Enterprise Products Partners (EPD)	0.1	$320k		10k	32.06	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$317k		4.4k	71.63	View chart
Broadcom (AVGO)	0.1	$310k	NEW	896.00	346.10	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$300k		6.2k	48.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$300k		3.4k	89.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$299k	NEW	953.00	313.80	View chart
Boeing Company (BA)	0.1	$298k	-2%	1.4k	217.12	View chart
Constellation Energy (CEG)	0.1	$285k		807.00	353.27	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$285k	+8%	7.3k	39.15	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$281k	+2%	2.5k	113.70	View chart
Morgan Stanley Com New (MS)	0.1	$276k	+7%	1.6k	177.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$273k	-8%	872.00	313.01	View chart
Meta Platforms Cl A (META)	0.1	$270k	+25%	410.00	659.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$261k		1.8k	148.70	View chart
American Express Company (AXP)	0.1	$260k	+4%	704.00	369.95	View chart
Eli Lilly & Co. (LLY)	0.1	$259k	NEW	241.00	1075.02	View chart
Chevron Corporation (CVX)	0.1	$247k		1.6k	152.42	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$245k	+14%	7.3k	33.45	View chart
W.W. Grainger (GWW)	0.1	$229k		227.00	1010.22	View chart
Pepsi (PEP)	0.1	$227k	+8%	1.6k	143.64	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$223k	-15%	2.9k	78.11	View chart
Visa Com Cl A (V)	0.1	$219k	-3%	624.00	350.84	View chart
Abbott Laboratories (ABT)	0.1	$217k		1.7k	125.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$214k	NEW	5.8k	36.85	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$212k		1.5k	141.06	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$205k	NEW	2.2k	92.25	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$204k	-32%	1.3k	154.80	View chart
International Business Machines (IBM)	0.1	$200k	NEW	676.00	296.01	View chart
Xilio Therapeutics (XLO)	0.0	$6.4k		10k	0.64	View chart

Past Filings by Pinnacle Financial Group, LLC / IL

SEC 13F filings are viewable for Pinnacle Financial Group, LLC / IL going back to 2021

Pinnacle Financial Group, LLC / IL 2025 Q4 filed Feb. 5, 2026
Pinnacle Financial Group, LLC / IL 2025 Q3 filed Nov. 12, 2025
Pinnacle Financial Group, LLC / IL 2025 Q2 filed Aug. 11, 2025
Pinnacle Financial Group, LLC / IL 2025 Q1 filed May 15, 2025
Pinnacle Financial Group, LLC / IL 2024 Q4 filed Feb. 18, 2025
Pinnacle Financial Group, LLC / IL 2024 Q3 filed Nov. 12, 2024
Pinnacle Financial Group, LLC / IL 2024 Q2 filed Aug. 8, 2024
Pinnacle Financial Group, LLC / IL 2024 Q1 filed May 15, 2024
Pinnacle Financial Group, LLC / IL 2023 Q3 filed Nov. 13, 2023
Pinnacle Financial Group, LLC / IL 2023 Q2 filed July 18, 2023
Pinnacle Financial Group, LLC / IL 2023 Q1 filed May 11, 2023
Pinnacle Financial Group, LLC / IL 2022 Q4 filed Feb. 9, 2023
Pinnacle Financial Group, LLC / IL 2022 Q3 filed Oct. 27, 2022
Pinnacle Financial Group, LLC / IL 2022 Q2 filed July 19, 2022
Pinnacle Financial Group, LLC / IL 2022 Q1 filed May 12, 2022
Pinnacle Financial Group, LLC / IL 2021 Q4 filed Feb. 11, 2022

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