Pinnacle Family Advisors

Pinnacle Family Advisors as of March 31, 2026

Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 135 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
Tidal Trust Ii Pinnacle Focused (FCUS) 8.3 $18M 494k 35.95
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 7.2 $15M 24k 650.33
Ishares Tr Core S&p500 Etf (IVV) 7.0 $15M 23k 653.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.7 $10M 18k 577.19
Spdr Series Trust State Street Spd (BIL) 4.7 $10M 110k 91.64
O'reilly Automotive (ORLY) 3.7 $7.9M 85k 92.31
NVIDIA Corporation (NVDA) 3.2 $6.8M 39k 174.40
Ishares Tr Msci Eafe Etf (EFA) 3.2 $6.7M 69k 97.13
Apple (AAPL) 3.1 $6.5M 26k 253.79
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $6.0M 207k 29.13
Ishares Tr Msci Emg Mkt Etf (EEM) 2.3 $4.8M 85k 56.79
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.2 $4.7M 154k 30.50
Ishares Tr Select Divid Etf (DVY) 1.9 $4.0M 27k 151.41
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 1.9 $4.0M 47k 84.91
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.8 $3.9M 71k 54.55
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $3.8M 18k 211.15
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.7 $3.5M 71k 49.63
Tesla Motors (TSLA) 1.4 $3.0M 8.1k 371.75
Amazon (AMZN) 1.3 $2.8M 14k 208.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $2.7M 37k 73.64
Spdr Series Trust State Street Spd (SLYV) 1.2 $2.6M 28k 94.58
Spdr Series Trust State Street Spd (SPYM) 1.1 $2.3M 30k 76.54
First Tr Exchange Traded Nasd Tech Div (TDIV) 1.0 $2.2M 23k 93.66
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.0 $2.1M 30k 68.28
Spdr Series Trust State Street Spd (SLYG) 0.9 $1.9M 20k 96.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.7M 68k 25.64
First Tr Exchange-traded Core Investment (FTCB) 0.8 $1.6M 78k 20.96
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.6M 3.6k 430.29
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $1.5M 29k 53.22
Ishares Silver Tr Ishares (SLV) 0.7 $1.5M 22k 68.14
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $1.5M 11k 142.43
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.7 $1.4M 33k 43.59
First Tr Exchange-traded Growth Strength (FTGS) 0.6 $1.4M 41k 34.05
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.6 $1.3M 34k 38.58
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.6 $1.3M 57k 22.68
Exxon Mobil Corporation (XOM) 0.6 $1.3M 7.4k 169.67
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.6 $1.3M 2.7k 463.13
Palantir Technologies Cl A (PLTR) 0.5 $1.2M 8.0k 146.28
Spdr Series Trust State Street Spd (SPAB) 0.5 $1.1M 42k 25.62
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.5 $1.1M 32k 33.75
Direxion Shares Etf Trust Daily Semiconduc (SOXS) 0.5 $1.0M 26k 39.86
Select Sector Spdr Tr State Street Fin (XLF) 0.5 $1.0M 21k 49.37
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $1.0M 11k 92.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $975k 42k 23.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $964k 38k 25.10
Wal-Mart Stores (WMT) 0.4 $937k 7.5k 124.28
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.4 $812k 4.0k 200.82
Schwab Strategic Tr Government Money (SGVT) 0.4 $755k 7.5k 100.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $725k 6.4k 113.11
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $692k 7.8k 88.70
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $690k 18k 38.96
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $682k 5.1k 132.50
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.3 $638k 30k 21.57
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.3 $636k 13k 50.62
First Tr Exchange-traded Intermediate Dur (FIIG) 0.3 $634k 31k 20.75
Ishares Tr Core Univrsl Usd (IUSB) 0.3 $633k 14k 46.19
First Tr Exchange-traded A Com Shs (FTA) 0.3 $633k 6.9k 92.34
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $631k 11k 58.18
Eli Lilly & Co. (LLY) 0.3 $621k 675.00 919.23
First Tr Exchange-traded SHS (FVD) 0.3 $611k 13k 47.03
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.3 $602k 6.9k 86.94
Iron Mountain (IRM) 0.3 $601k 5.9k 102.14
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.3 $589k 20k 30.15
Ssga Active Etf Tr State Street Dou (TOTL) 0.3 $586k 15k 39.73
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.3 $569k 12k 45.86
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $562k 2.4k 234.03
LTC Properties (LTC) 0.2 $522k 14k 37.16
Williams Companies (WMB) 0.2 $505k 6.9k 72.78
Alphabet Cap Stk Cl C (GOOG) 0.2 $501k 1.7k 286.79
Ishares Tr Eafe Value Etf (EFV) 0.2 $483k 6.5k 74.35
Vanguard Index Fds Growth Etf (VUG) 0.2 $483k 1.1k 436.79
Ishares Tr Mbs Etf (MBB) 0.2 $482k 5.1k 94.95
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $480k 10k 47.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $480k 1.0k 479.20
Meta Platforms Cl A (META) 0.2 $442k 773.00 571.90
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $438k 19k 22.91
First Tr Exchange-traded SHS (FDL) 0.2 $431k 8.5k 50.80
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $423k 2.2k 191.85
Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $421k 9.2k 45.65
Lowe's Companies (LOW) 0.2 $421k 1.8k 236.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $418k 6.2k 67.53
Alphabet Cap Stk Cl A (GOOGL) 0.2 $414k 1.4k 287.59
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $414k 5.0k 82.44
Arrow Etf Tr Arrow Dj Glb Yld (GYLD) 0.2 $411k 30k 13.75
Spdr Index Shs Fds State Street Spd (SPEM) 0.2 $409k 8.7k 46.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $406k 2.1k 191.93
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $395k 12k 33.86
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $393k 1.9k 208.05
Blackrock Etf Trust Ishares Intl Ctr (CORO) 0.2 $392k 12k 32.15
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $385k 8.4k 45.89
Chevron Corporation (CVX) 0.2 $379k 1.8k 206.84
Bank of America Corporation (BAC) 0.2 $371k 7.6k 48.75
Epr Pptys Com Sh Ben Int (EPR) 0.2 $344k 6.9k 49.96
Microsoft Corporation (MSFT) 0.2 $339k 915.00 370.00
Ramaco Res Com Cl A (METC) 0.2 $335k 22k 15.46
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $333k 4.9k 68.47
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) 0.2 $332k 8.6k 38.63
Stryker Corporation (SYK) 0.2 $329k 1.0k 328.55
Phillips 66 (PSX) 0.2 $326k 1.8k 182.16
Oneok (OKE) 0.1 $312k 3.5k 90.39
Proshares Tr Ultrapro Short (SQQQ) 0.1 $302k 3.8k 80.49
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $295k 5.2k 56.68
Johnson & Johnson (JNJ) 0.1 $291k 1.2k 244.39
Spdr Series Trust State Street Spd (MDYG) 0.1 $289k 3.0k 95.96
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $288k 9.6k 29.95
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $285k 4.7k 61.26
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $285k 4.0k 70.36
Ishares Tr Core Intl Aggr (IAGG) 0.1 $283k 5.7k 50.04
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $282k 735.00 383.39
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $279k 5.1k 54.61
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $278k 8.4k 32.95
Spdr Series Trust State Street Spd (XOP) 0.1 $276k 1.5k 181.83
First Tr Exchange-traded SHS (QTEC) 0.1 $275k 1.3k 215.98
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $274k 3.4k 80.58
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.1 $272k 3.7k 72.60
Ishares Gold Tr Ishares New (IAU) 0.1 $268k 3.0k 88.16
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $267k 5.1k 51.93
Nextera Energy (NEE) 0.1 $267k 2.9k 92.87
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $264k 2.4k 112.11
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $259k 6.7k 38.86
International Business Machines (IBM) 0.1 $253k 1.0k 242.44
Marathon Petroleum Corp (MPC) 0.1 $248k 1.0k 244.12
Raytheon Technologies Corp (RTX) 0.1 $247k 1.3k 192.83
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $247k 6.8k 36.22
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $237k 2.6k 92.74
Caterpillar (CAT) 0.1 $235k 331.00 708.82
Spdr Series Trust State Street Spd (FLRN) 0.1 $231k 7.5k 30.78
Direxion Shares Etf Trust Daily S&p 500 Hi (HIBS) 0.1 $225k 4.8k 47.10
Spdr Series Trust State Street Spd (QUS) 0.1 $222k 1.3k 171.64
Dimensional Etf Trust Global Cr Etf (DGCB) 0.1 $222k 4.1k 54.13
Ssga Active Tr State Street Us (XLSR) 0.1 $218k 3.8k 57.74
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $217k 2.1k 102.23
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $211k 2.7k 79.56
JPMorgan Chase & Co. (JPM) 0.1 $206k 702.00 294.08
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $66k 12k 5.32