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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 DFIC, PRF, DFAC, DTD, DFEM, and represent 34.82% of Pinnacle Financial Group, LLC / IL's stock portfolio.
Added to shares of these 10 stocks: MINT (+$9.0M), DFIC, EEM, VEU, VSS, PTRB, VYM, TOTL, AGG, PYLD.
Started 7 new stock positions in XLE, JNJ, MINT, EMB, VSS, DJP, VFMO.
Reduced shares in these 10 stocks: DFEM, GLD, DTD, DVY, BND, VTC, , ABT, VT, IYG.
Sold out of its positions in ABT, IBM, IYG, BND, VT, VTC, V, XLO.
Pinnacle Financial Group, LLC / IL was a net buyer of stock by $17M.
Pinnacle Financial Group, LLC / IL has $365M in assets under management (AUM), dropping by 5.88%.
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 111 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
Dimensional Etf Trust Intl Core Equity (DFIC)	8.9	$33M	+6%	917k	35.53	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	8.7	$32M		668k	47.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.9	$22M		553k	38.86	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	5.8	$21M	-3%	245k	86.36	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.5	$20M	-14%	580k	34.55	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.1	$15M	+3%	160k	94.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.8	$14M	+6%	94k	148.10	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.6	$13M	+8%	174k	75.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.6	$9.3M		14k	650.42	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.5	$9.2M	+17%	162k	56.79	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.5	$9.0M	NEW	90k	100.57	View chart
Ishares Tr Select Divid Etf (DVY)	2.4	$8.9M	-7%	59k	151.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.3	$8.6M	+9%	86k	99.27	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.2	$8.0M		113k	71.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.0	$7.1M		33k	217.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$6.2M	+5%	24k	261.92	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.7	$6.1M		258k	23.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$5.9M		27k	215.06	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$5.6M	-13%	13k	430.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$5.5M	+7%	19k	287.18	View chart
Pgim Etf Tr Total Return Bon (PTRB)	1.5	$5.3M	+23%	128k	41.51	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.4	$5.0M	+15%	190k	26.20	View chart
McDonald's Corporation (MCD)	1.3	$4.6M		15k	310.79	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	1.2	$4.3M	+21%	109k	39.73	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$4.3M	+2%	111k	38.96	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.2	$4.3M		23k	184.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$4.1M		13k	320.80	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.0	$3.7M	+7%	40k	92.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.0	$3.7M	+2%	188k	19.62	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.8	$2.9M	+21%	39k	76.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.8M	-2%	5.9k	479.20	View chart
Apple (AAPL)	0.8	$2.8M		11k	253.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$2.7M	-6%	31k	88.70	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$2.6M	-3%	8.7k	298.85	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$2.6M		75k	33.86	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$2.4M		53k	45.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.3M		20k	113.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$2.1M	+22%	11k	196.20	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.6	$2.1M		22k	95.48	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.5	$1.9M		68k	28.75	View chart
Vanguard World Health Car Etf (VHT)	0.5	$1.9M	+6%	7.0k	272.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$1.8M	-3%	93k	19.53	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$1.8M	+4%	6.0k	302.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.4M	-2%	21k	67.53	View chart
NVIDIA Corporation (NVDA)	0.4	$1.3M	+5%	7.4k	174.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$1.3M	+103%	11k	111.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M	+18%	2.1k	577.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.2M	-3%	16k	77.11	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$1.0M	+85%	50k	20.42	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$1.0M	NEW	7.0k	145.80	View chart
Amazon (AMZN)	0.3	$959k	+5%	4.6k	208.27	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$865k	-18%	9.0k	95.72	View chart
Caterpillar (CAT)	0.2	$863k	-16%	1.2k	708.74	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.2	$824k	+48%	38k	21.49	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$797k	+20%	42k	19.00	View chart
Exxon Mobil Corporation (XOM)	0.2	$725k	-10%	4.3k	169.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$689k		3.3k	211.15	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$688k	+16%	9.8k	70.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$636k	+4%	3.3k	191.94	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$613k	+19%	7.4k	82.75	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$611k	-2%	14k	43.45	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$604k		6.0k	100.61	View chart
Microsoft Corporation (MSFT)	0.2	$587k	-18%	1.6k	370.18	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$568k	+24%	6.4k	88.46	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$552k	+25%	11k	51.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$540k	-3%	4.3k	124.32	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$510k		2.5k	203.79	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$496k		4.4k	112.28	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$455k		2.0k	224.59	View chart
JPMorgan Chase & Co. (JPM)	0.1	$432k	-9%	1.5k	294.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$427k	-7%	7.9k	54.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$425k	-3%	650.00	653.62	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$417k		6.0k	69.89	View chart
Allstate Corporation (ALL)	0.1	$405k		2.0k	207.34	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.1	$403k	+40%	10k	39.48	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$392k	NEW	6.4k	61.26	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$387k		21k	18.66	View chart
Enterprise Products Partners (EPD)	0.1	$383k		10k	37.84	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$382k		3.5k	110.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$380k		636.00	597.11	View chart
Abbvie (ABBV)	0.1	$377k	+13%	1.7k	217.43	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$367k	NEW	3.9k	93.92	View chart
Procter & Gamble Company (PG)	0.1	$355k	+3%	2.5k	144.42	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$354k		7.2k	49.37	View chart
Chevron Corporation (CVX)	0.1	$345k	+3%	1.7k	206.85	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$328k	-6%	5.6k	58.54	View chart
Tesla Motors (TSLA)	0.1	$328k	+8%	882.00	371.75	View chart
Palantir Technologies Cl A (PLTR)	0.1	$326k	-3%	2.2k	146.28	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$317k		4.4k	71.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$309k	+23%	1.1k	287.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$303k		3.4k	90.53	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$299k		6.2k	47.93	View chart
Broadcom (AVGO)	0.1	$298k	+7%	962.00	309.51	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$297k	+12%	8.3k	35.94	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$293k		2.5k	118.44	View chart
Boeing Company (BA)	0.1	$277k		1.4k	199.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$272k		948.00	286.86	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$264k	NEW	5.5k	48.14	View chart
W.W. Grainger (GWW)	0.1	$250k		229.00	1093.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$250k		1.8k	142.41	View chart
Meta Platforms Cl A (META)	0.1	$237k		414.00	571.54	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$234k	NEW	1.2k	197.10	View chart
Pepsi (PEP)	0.1	$232k	-5%	1.5k	155.34	View chart
Morgan Stanley Com New (MS)	0.1	$231k	-9%	1.4k	164.57	View chart
Eli Lilly & Co. (LLY)	0.1	$230k	+3%	250.00	920.60	View chart
Constellation Energy (CEG)	0.1	$228k		815.00	279.25	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$221k		2.9k	77.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$221k	+5%	6.1k	36.21	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$214k	+10%	1.5k	146.64	View chart
Johnson & Johnson (JNJ)	0.1	$212k	NEW	867.00	244.35	View chart
American Express Company (AXP)	0.1	$212k		700.00	302.48	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 2026 Q1 filed May 13, 2026
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

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