Pinnacle Family Advisors

Pinnacle Family Advisors as of Dec. 31, 2025

Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 141 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
Tidal Trust Ii Pinnacle Focused (FCUS) 9.5 $22M 691k 31.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.5 $17M 28k 614.31
Ishares Tr Core S&p500 Etf (IVV) 7.0 $16M 23k 684.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.6 $15M 22k 681.92
Ishares Tr Msci Eafe Etf (EFA) 4.2 $9.6M 100k 96.03
NVIDIA Corporation (NVDA) 3.2 $7.3M 39k 186.50
O'reilly Automotive (ORLY) 3.2 $7.2M 79k 91.21
Apple (AAPL) 3.1 $7.1M 26k 271.86
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.1 $7.0M 215k 32.62
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.8 $6.3M 106k 59.28
Spdr Gold Tr Gold Shs (GLD) 1.9 $4.3M 11k 396.31
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.8 $4.2M 45k 91.40
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $3.8M 18k 212.07
Tesla Motors (TSLA) 1.6 $3.7M 8.2k 450.48
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.6 $3.7M 73k 50.45
Ishares Tr Select Divid Etf (DVY) 1.6 $3.7M 26k 141.14
Amazon (AMZN) 1.5 $3.4M 15k 230.82
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.1 $2.5M 5.1k 480.55
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $2.4M 80k 29.61
Spdr Series Trust State Street Spd (SPYM) 1.0 $2.2M 28k 80.22
First Tr Exchange Traded Nasd Tech Div (TDIV) 1.0 $2.2M 23k 96.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $2.2M 30k 74.07
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.9 $2.1M 30k 69.47
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $2.0M 75k 26.91
Select Sector Spdr Tr State Street Fin (XLF) 0.8 $1.8M 33k 54.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $1.7M 32k 54.71
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $1.7M 32k 53.88
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $1.6M 11k 148.70
Ishares Silver Tr Ishares (SLV) 0.7 $1.6M 25k 64.42
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $1.5M 33k 44.41
First Tr Exchange-traded Growth Strength (FTGS) 0.6 $1.4M 40k 35.35
Palantir Technologies Cl A (PLTR) 0.6 $1.4M 7.9k 177.75
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.6 $1.4M 31k 44.32
Spdr Series Trust State Street Spd (SPMD) 0.6 $1.3M 23k 57.91
First Tr Exchange-traded Core Investment (FTCB) 0.6 $1.3M 62k 21.23
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.6 $1.3M 33k 39.10
Spdr Series Trust State Street Spd (SPYG) 0.6 $1.3M 12k 106.70
Spdr Series Trust State Street Spd (SPSM) 0.6 $1.3M 28k 46.86
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.5 $1.2M 54k 22.97
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.2M 45k 26.23
Spdr Series Trust State Street Spd (SLYV) 0.5 $1.2M 13k 90.97
Spdr Series Trust State Street Spd (SPYV) 0.5 $1.1M 19k 56.81
Spdr Series Trust State Street Spd (MDYV) 0.5 $1.1M 13k 84.65
Spdr Series Trust State Street Spd (SPAB) 0.5 $1.1M 42k 25.75
Ark Etf Tr Innovation Etf (ARKK) 0.5 $1.1M 14k 76.92
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $987k 42k 23.37
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $976k 11k 92.51
Exxon Mobil Corporation (XOM) 0.4 $870k 7.2k 120.35
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.4 $832k 4.0k 206.52
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.3 $793k 29k 27.10
Wal-Mart Stores (WMT) 0.3 $780k 7.0k 111.40
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $768k 13k 60.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $767k 6.2k 123.26
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $739k 17k 42.69
Ishares Tr Eafe Value Etf (EFV) 0.3 $730k 10k 71.41
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $689k 7.8k 88.48
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $689k 14k 47.95
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $687k 18k 38.11
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $685k 5.2k 131.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $684k 3.4k 198.62
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.3 $663k 30k 21.83
Select Sector Spdr Tr State Street Mat (XLB) 0.3 $658k 15k 45.35
Select Sector Spdr Tr State Street Com (XLC) 0.3 $657k 5.6k 117.72
Select Sector Spdr Tr State Street Con (XLY) 0.3 $650k 5.4k 119.41
First Tr Exchange-traded Intermediate Dur (FIIG) 0.3 $618k 29k 21.20
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $604k 2.2k 269.18
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $601k 12k 49.99
Ishares Tr Core Univrsl Usd (IUSB) 0.3 $600k 13k 46.54
First Tr Exchange-traded A Com Shs (FTA) 0.3 $598k 6.9k 86.15
First Tr Exchange-traded SHS (FVD) 0.3 $593k 13k 46.08
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.3 $577k 7.3k 79.45
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.3 $572k 12k 46.22
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.2 $566k 12k 47.05
Ssga Active Etf Tr State Street Dou (TOTL) 0.2 $564k 14k 40.25
Vanguard Index Fds Growth Etf (VUG) 0.2 $539k 1.1k 487.86
Alphabet Cap Stk Cl C (GOOG) 0.2 $539k 1.7k 313.89
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $535k 19k 28.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $503k 1.0k 502.65
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $502k 5.3k 94.15
Iron Mountain (IRM) 0.2 $485k 5.8k 82.94
LTC Properties (LTC) 0.2 $482k 14k 34.38
Ishares Tr Mbs Etf (MBB) 0.2 $465k 4.9k 95.22
Alphabet Cap Stk Cl A (GOOGL) 0.2 $455k 1.5k 313.10
Lowe's Companies (LOW) 0.2 $429k 1.8k 241.16
Ishares Core Msci Emkt (IEMG) 0.2 $421k 6.3k 67.22
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $418k 1.2k 360.12
Williams Companies (WMB) 0.2 $416k 6.9k 60.11
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $412k 8.8k 46.81
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $410k 1.8k 224.67
Bank of America Corporation (BAC) 0.2 $405k 7.4k 55.00
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $405k 4.8k 83.62
Ramaco Res Com Cl A (METC) 0.2 $404k 22k 18.00
Schwab Strategic Tr Government Money (SGVT) 0.2 $401k 4.0k 100.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $399k 6.0k 66.00
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $381k 12k 32.57
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $380k 2.0k 191.56
Spdr Series Trust State Street Spd (MDYG) 0.1 $340k 3.7k 92.42
Epr Pptys Com Sh Ben Int (EPR) 0.1 $340k 6.8k 49.90
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) 0.1 $337k 8.6k 39.29
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $335k 6.3k 52.77
Coreweave Com Cl A (CRWV) 0.1 $323k 4.5k 71.61
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $322k 5.6k 57.24
Microsoft Corporation (MSFT) 0.1 $321k 664.00 483.34
Stryker Corporation (SYK) 0.1 $320k 911.00 351.59
Spdr Series Trust State Street Spd (KIE) 0.1 $319k 5.3k 60.15
International Business Machines (IBM) 0.1 $315k 1.1k 296.26
Vaneck Etf Trust Steel Etf (SLX) 0.1 $314k 3.7k 84.86
Spdr Series Trust State Street Spd (KRE) 0.1 $311k 4.8k 64.81
Spdr Series Trust State Street Spd (XHB) 0.1 $306k 3.0k 102.96
Spdr Series Trust State Street Spd (XRT) 0.1 $301k 3.5k 85.29
First Tr Exchange-traded SHS (QTEC) 0.1 $293k 1.3k 230.21
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $281k 5.2k 53.76
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $280k 3.9k 70.99
Chevron Corporation (CVX) 0.1 $277k 1.8k 152.39
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $274k 8.2k 33.30
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $272k 9.9k 27.35
Ishares Tr Core Intl Aggr (IAGG) 0.1 $266k 5.3k 50.01
Meta Platforms Cl A (META) 0.1 $264k 400.00 660.09
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.1 $259k 3.9k 67.17
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $255k 6.6k 38.56
Oneok (OKE) 0.1 $253k 3.4k 73.51
Uipath Cl A (PATH) 0.1 $250k 15k 16.39
Phillips 66 (PSX) 0.1 $248k 1.9k 129.03
Ishares Gold Tr Ishares New (IAU) 0.1 $246k 3.0k 81.17
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $245k 6.2k 39.59
Nextera Energy (NEE) 0.1 $244k 3.0k 80.29
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 0.1 $242k 6.4k 37.79
RBB Us Treas 3 Mnth (TBIL) 0.1 $238k 4.8k 49.88
Ssga Active Tr State Street Us (XLSR) 0.1 $237k 3.8k 62.31
Raytheon Technologies Corp (RTX) 0.1 $233k 1.3k 183.37
Spdr Series Trust State Street Spd (QUS) 0.1 $225k 1.3k 174.18
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $225k 2.6k 85.37
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $224k 2.2k 102.55
American Express Company (AXP) 0.1 $222k 600.00 369.95
Johnson & Johnson (JNJ) 0.1 $220k 1.1k 206.93
Visa Com Cl A (V) 0.1 $219k 624.00 350.74
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $213k 2.6k 80.63
First Tr Exchange-traded Limited Duration (FSIG) 0.1 $210k 11k 19.19
Ssga Active Tr State Street Bla (HYBL) 0.1 $209k 7.3k 28.44
JPMorgan Chase & Co. (JPM) 0.1 $205k 637.00 322.22
Sharplink Gaming Com New (SBET) 0.1 $186k 21k 8.94