Pinnacle Family Advisors

Pinnacle Family Advisors as of Sept. 30, 2025

Portfolio Holdings for Pinnacle Family Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Trust Ii Pinnacle Focused (FCUS) 9.1 $21M 653k 31.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.7 $20M 30k 666.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.7 $20M 33k 600.37
Ishares Tr Core S&p500 Etf (IVV) 6.9 $16M 24k 669.29
Ishares Tr Msci Eafe Etf (EFA) 4.7 $11M 116k 93.37
O'reilly Automotive (ORLY) 3.7 $8.5M 79k 107.81
NVIDIA Corporation (NVDA) 3.2 $7.3M 39k 186.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.0 $6.9M 217k 31.91
Apple (AAPL) 2.9 $6.7M 26k 254.63
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.0 $4.6M 80k 57.52
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.9 $4.3M 92k 46.81
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.8 $4.1M 39k 104.51
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.8 $4.0M 45k 89.13
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.7 $3.8M 74k 51.54
Tesla Motors (TSLA) 1.6 $3.7M 8.4k 444.73
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $3.7M 18k 206.51
Ishares Tr Select Divid Etf (DVY) 1.6 $3.7M 26k 142.10
Spdr Gold Tr Gold Shs (GLD) 1.5 $3.5M 9.8k 355.47
Amazon (AMZN) 1.4 $3.3M 15k 219.57
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $3.3M 77k 42.79
Spdr Series Trust Portfolio S&p500 (SPLG) 1.0 $2.4M 30k 78.34
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $2.4M 81k 29.11
First Tr Exchange Traded Nasd Tech Div (TDIV) 1.0 $2.3M 23k 98.59
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $2.2M 29k 74.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $2.1M 79k 26.34
Spdr Series Trust Portfolio Agrgte (SPAB) 0.9 $2.0M 79k 25.85
First Tr Exchange-traded Growth Strength (FTGS) 0.8 $1.9M 53k 35.91
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $1.7M 32k 54.09
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $1.7M 8.7k 189.70
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $1.6M 11k 145.65
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.7 $1.5M 23k 67.26
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.6 $1.4M 32k 44.42
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $1.3M 2.8k 463.73
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.3M 51k 25.71
Palantir Technologies Cl A (PLTR) 0.5 $1.3M 6.9k 182.42
First Tr Exchange-traded Core Investment (FTCB) 0.5 $1.2M 58k 21.31
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.5 $1.2M 52k 23.08
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $1.2M 16k 73.48
Select Sector Spdr Tr Financial (XLF) 0.5 $1.1M 21k 53.87
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $977k 10k 93.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $941k 40k 23.47
First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $907k 3.2k 279.84
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.4 $891k 29k 30.47
Coreweave Com Cl A (CRWV) 0.4 $875k 6.4k 136.85
Ishares Tr Eafe Value Etf (EFV) 0.3 $798k 12k 67.83
Exxon Mobil Corporation (XOM) 0.3 $797k 7.1k 112.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $786k 6.5k 120.72
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $764k 3.9k 194.50
Ramaco Res Com Cl A (METC) 0.3 $739k 22k 33.19
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.3 $734k 4.1k 179.29
Wal-Mart Stores (WMT) 0.3 $721k 7.0k 103.05
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $708k 7.7k 91.42
Ishares Tr Core Total Usd (IUSB) 0.3 $692k 15k 46.71
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $679k 5.2k 129.71
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.3 $673k 31k 21.75
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $658k 11k 59.20
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $640k 18k 36.35
First Tr Exchange-traded SHS (FVD) 0.3 $597k 13k 46.24
Iron Mountain (IRM) 0.3 $594k 5.8k 101.94
First Tr Exchange-traded Intermediate Dur (FIIG) 0.3 $593k 28k 21.23
First Tr Exchange-traded SHS (QTEC) 0.3 $591k 2.6k 229.61
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.3 $588k 12k 48.70
First Tr Exchange-traded A Com Shs (FTA) 0.3 $580k 7.0k 83.32
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.3 $579k 7.7k 75.37
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $566k 11k 49.79
Ishares Tr Expanded Tech (IGV) 0.2 $558k 4.9k 115.01
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $543k 11k 48.19
Vanguard Index Fds Growth Etf (VUG) 0.2 $530k 1.1k 479.61
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $520k 5.5k 95.14
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $516k 19k 27.31
Ishares Silver Tr Ishares (SLV) 0.2 $513k 12k 42.37
LTC Properties (LTC) 0.2 $511k 14k 36.86
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $509k 11k 46.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $494k 982.00 502.74
Ishares Core Msci Emkt (IEMG) 0.2 $463k 7.0k 65.92
Lowe's Companies (LOW) 0.2 $447k 1.8k 251.31
Ishares Tr Mbs Etf (MBB) 0.2 $438k 4.6k 95.14
Williams Companies (WMB) 0.2 $438k 6.9k 63.35
Sharplink Gaming Com New (SBET) 0.2 $432k 25k 17.01
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $426k 3.7k 113.89
Alphabet Cap Stk Cl C (GOOG) 0.2 $418k 1.7k 243.61
Schwab Strategic Tr Government Money (SGVT) 0.2 $401k 4.0k 100.62
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $397k 7.0k 57.10
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $392k 1.8k 222.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $388k 5.9k 65.26
Epr Pptys Com Sh Ben Int (EPR) 0.2 $386k 6.7k 58.01
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $384k 4.8k 79.80
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $382k 12k 31.53
Microsoft Corporation (MSFT) 0.2 $380k 734.00 517.64
Bank of America Corporation (BAC) 0.2 $373k 7.2k 51.59
Select Sector Spdr Tr Technology (XLK) 0.2 $359k 1.3k 281.86
Alphabet Cap Stk Cl A (GOOGL) 0.2 $354k 1.5k 243.16
Ishares Tr U.s. Tech Etf (IYW) 0.2 $351k 1.8k 195.82
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.1 $336k 3.7k 91.55
Select Sector Spdr Tr Communication (XLC) 0.1 $330k 2.8k 118.37
Stryker Corporation (SYK) 0.1 $330k 892.00 369.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $325k 990.00 328.10
Meta Platforms Cl A (META) 0.1 $325k 442.00 734.38
Select Sector Spdr Tr Indl (XLI) 0.1 $310k 2.0k 154.23
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $309k 5.8k 53.24
International Business Machines (IBM) 0.1 $298k 1.1k 282.23
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $287k 4.1k 69.95
Chevron Corporation (CVX) 0.1 $281k 1.8k 155.30
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $281k 5.5k 51.18
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $273k 10k 27.10
Phillips 66 (PSX) 0.1 $259k 1.9k 136.01
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.1 $256k 3.9k 65.17
RBB Us Treas 3 Mnth (TBIL) 0.1 $253k 5.1k 50.00
Oneok (OKE) 0.1 $249k 3.4k 72.97
Ishares Tr Core Intl Aggr (IAGG) 0.1 $242k 4.7k 51.23
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $240k 6.3k 37.86
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $237k 6.1k 38.57
Nextera Energy (NEE) 0.1 $230k 3.0k 75.49
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 0.1 $229k 6.4k 35.61
Visa Com Cl A (V) 0.1 $227k 664.00 341.20
Strategy Cl A New (MSTR) 0.1 $221k 685.00 322.21
Ishares Gold Tr Ishares New (IAU) 0.1 $220k 3.0k 72.77
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $218k 2.2k 99.97
Raytheon Technologies Corp (RTX) 0.1 $216k 1.3k 167.37
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $213k 2.6k 81.20
First Tr Exchange-traded Limited Duration (FSIG) 0.1 $207k 11k 19.21
Spdr Series Trust Bloomberg Invt (FLRN) 0.1 $201k 6.5k 30.86
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) 0.1 $152k 19k 8.21
Direxion Shs Etf Tr Daily S&p 500 Hi (HIBS) 0.1 $118k 18k 6.49