Pinnacle Family Advisors

Pinnacle Family Advisors as of June 30, 2025

Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 124 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Tr Ii Pinnacle Focused (FCUS) 8.7 $18M 696k 25.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.3 $17M 28k 617.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.1 $17M 30k 551.47
Ishares Tr Core S&p500 Etf (IVV) 7.0 $15M 23k 617.70
Ishares Tr Msci Eafe Etf (EFA) 4.7 $9.6M 108k 89.38
O'reilly Automotive (ORLY) 3.3 $6.8M 81k 84.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.0 $6.1M 210k 29.21
NVIDIA Corporation (NVDA) 2.9 $6.0M 38k 157.97
Apple (AAPL) 2.5 $5.1M 25k 204.06
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.1 $4.2M 82k 51.99
Amazon (AMZN) 1.9 $3.9M 18k 220.43
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.8 $3.7M 75k 49.77
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $3.5M 18k 195.12
Ishares Tr Select Divid Etf (DVY) 1.6 $3.4M 26k 132.14
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $3.1M 77k 40.49
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 1.4 $2.9M 34k 86.87
Spdr Series Trust Portfolio S&p400 (SPMD) 1.4 $2.8M 52k 54.38
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.4 $2.8M 29k 95.31
Tesla Motors (TSLA) 1.3 $2.6M 8.2k 318.19
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.3 $2.6M 33k 79.72
First Tr Exchange Traded Nasd Tech Div (TDIV) 1.1 $2.3M 26k 90.17
Spdr Gold Tr Gold Shs (GLD) 1.1 $2.3M 7.6k 304.61
Spdr Series Trust Portfolio S&p500 (SPLG) 1.1 $2.3M 31k 72.69
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $2.1M 78k 27.67
Spdr Series Trust Portfolio Agrgte (SPAB) 1.0 $2.0M 77k 25.60
First Tr Exchange-traded Growth Strength (FTGS) 0.9 $1.9M 55k 34.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $1.8M 74k 24.44
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $1.8M 33k 53.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $1.5M 8.5k 181.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $1.5M 11k 134.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.5M 20k 73.63
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.7 $1.4M 67k 21.42
Select Sector Spdr Tr Financial (XLF) 0.7 $1.4M 26k 52.14
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.7 $1.4M 31k 43.89
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $1.3M 3.0k 438.54
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.2M 52k 23.83
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $1.2M 17k 72.24
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $1.2M 13k 90.89
First Tr Exchange-traded Dj Internt Idx (FDN) 0.6 $1.2M 4.4k 269.33
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.6 $1.2M 32k 36.31
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.5 $1.1M 49k 22.76
Coreweave Com Cl A (CRWV) 0.5 $961k 5.9k 163.06
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $901k 39k 23.24
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $900k 14k 62.72
First Tr Exchange-traded Core Investment (FTCB) 0.4 $823k 39k 21.06
Palantir Technologies Cl A (PLTR) 0.4 $821k 6.0k 135.95
First Tr Exchange-traded SHS (FVD) 0.4 $790k 18k 44.70
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.4 $782k 28k 27.75
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $765k 8.2k 93.31
Ishares Tr Eafe Value Etf (EFV) 0.4 $759k 12k 63.48
Exxon Mobil Corporation (XOM) 0.4 $751k 6.9k 109.19
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $718k 3.9k 182.84
Investment Managers Ser Tr I Tradr 1x Short (SARK) 0.3 $708k 20k 35.96
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $701k 7.9k 88.49
Ishares Tr Core Total Usd (IUSB) 0.3 $701k 15k 46.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $681k 6.2k 110.10
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $671k 5.4k 123.57
Wal-Mart Stores (WMT) 0.3 $647k 6.6k 97.45
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $618k 18k 34.57
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.3 $618k 3.8k 161.34
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $603k 11k 54.46
First Tr Exchange-traded Intermediate Dur (FIIG) 0.3 $581k 28k 20.98
Iron Mountain (IRM) 0.3 $573k 5.6k 102.30
First Tr Exchange-traded SHS (QTEC) 0.3 $558k 2.6k 212.83
Vanguard Index Fds Growth Etf (VUG) 0.3 $555k 1.3k 438.40
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.3 $553k 8.0k 68.76
First Tr Exchange-traded A Com Shs (FTA) 0.3 $549k 7.0k 78.63
Ishares Tr Expanded Tech (IGV) 0.3 $528k 4.8k 109.50
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $516k 4.6k 113.41
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.3 $515k 11k 45.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $512k 1.1k 485.69
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $508k 10k 49.26
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $499k 11k 46.16
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $486k 10k 48.01
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $459k 4.1k 111.99
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $455k 18k 25.73
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $437k 7.7k 56.85
Ishares Core Msci Emkt (IEMG) 0.2 $424k 7.1k 60.02
Ishares Tr Mbs Etf (MBB) 0.2 $422k 4.5k 93.88
Williams Companies (WMB) 0.2 $409k 6.5k 62.67
Lowe's Companies (LOW) 0.2 $395k 1.8k 221.87
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $379k 1.9k 197.22
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $375k 4.6k 81.57
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $366k 4.7k 77.51
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $359k 5.8k 62.02
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $359k 8.4k 42.74
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $353k 12k 28.95
Bank of America Corporation (BAC) 0.2 $338k 7.2k 47.17
Stryker Corporation (SYK) 0.2 $336k 854.00 393.48
Select Sector Spdr Tr Technology (XLK) 0.2 $335k 1.3k 253.15
Ishares Tr U.s. Tech Etf (IYW) 0.2 $331k 1.9k 173.24
Meta Platforms Cl A (META) 0.2 $316k 432.00 730.83
Microsoft Corporation (MSFT) 0.2 $315k 637.00 494.49
Select Sector Spdr Tr Communication (XLC) 0.2 $309k 2.8k 108.48
Alphabet Cap Stk Cl C (GOOG) 0.1 $308k 1.7k 177.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $303k 1.0k 303.30
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $299k 5.7k 52.84
Select Sector Spdr Tr Indl (XLI) 0.1 $290k 2.0k 147.47
Spdr Series Trust S&p Metals Mng (XME) 0.1 $287k 4.3k 67.22
First Tr Exchange-traded SHS (FDL) 0.1 $286k 6.8k 41.86
International Business Machines (IBM) 0.1 $284k 974.00 291.46
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $277k 5.8k 47.79
Microstrategy Cl A New (MSTR) 0.1 $275k 685.00 401.71
Select Sector Spdr Tr Energy (XLE) 0.1 $273k 3.2k 84.82
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $272k 6.6k 41.42
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $268k 4.0k 66.28
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $263k 1.9k 134.75
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $262k 3.2k 80.97
Chevron Corporation (CVX) 0.1 $260k 1.8k 143.64
Oneok (OKE) 0.1 $255k 3.1k 81.30
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $253k 2.7k 94.31
Spdr Series Trust S&p Ins Etf (KIE) 0.1 $253k 4.2k 59.74
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $252k 10k 24.55
Alphabet Cap Stk Cl A (GOOGL) 0.1 $248k 1.4k 177.43
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.1 $234k 3.9k 59.74
Visa Com Cl A (V) 0.1 $229k 663.00 344.95
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $224k 6.3k 35.58
Ishares Tr Core Intl Aggr (IAGG) 0.1 $222k 4.3k 51.09
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $219k 6.1k 35.84
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 0.1 $218k 6.6k 33.03
Phillips 66 (PSX) 0.1 $202k 1.7k 119.30
Nextera Energy (NEE) 0.1 $201k 2.8k 71.83
First Tr Exchange-traded Limited Duration (FSIG) 0.1 $200k 11k 19.12
Doubleline Income Solutions (DSL) 0.1 $127k 10k 12.24