Pinnacle Family Advisors

Pinnacle Family Advisors as of June 30, 2026

Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 155 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Trust Ii Pinn Focu Op Etf (FCUS) 9.3 $22M 494k 44.84
Ishares Tr Core S&p500 Etf (IVV) 7.0 $17M 22k 748.89
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 6.8 $16M 22k 746.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.9 $12M 16k 736.41
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.7 $8.8M 252k 34.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.4 $8.1M 240k 33.84
O'reilly Automotive (ORLY) 3.1 $7.5M 81k 92.09
NVIDIA Corporation (NVDA) 3.1 $7.3M 36k 200.09
Ishares Tr Msci Eafe Etf (EFA) 3.0 $7.2M 70k 103.88
Apple (AAPL) 2.7 $6.5M 22k 289.36
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.1 $4.9M 81k 61.23
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 2.0 $4.7M 46k 103.22
Ishares Tr Msci Emg Mkt Etf (EEM) 1.9 $4.6M 68k 68.41
Ishares Tr Select Divid Etf (DVY) 1.7 $4.1M 26k 156.30
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $4.0M 18k 227.05
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.4 $3.4M 69k 50.04
Tesla Motors (TSLA) 1.4 $3.4M 8.1k 420.60
Spdr Series Trust ST STR SP600SM C (SLYV) 1.3 $3.2M 29k 109.11
Amazon (AMZN) 1.3 $3.2M 13k 238.34
Spdr Series Trust St Str P500etf (SPYM) 1.3 $3.2M 36k 87.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $2.7M 37k 73.41
First Tr Exchange Traded Nasd Tech Div (TDIV) 1.1 $2.6M 23k 114.88
Select Sector Spdr Tr St Str Finl Etf (XLF) 1.0 $2.3M 44k 53.61
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.9 $2.2M 27k 81.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $2.0M 67k 29.43
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.8 $1.9M 44k 43.42
First Tr Exchange-traded Core Investment (FTCB) 0.7 $1.7M 83k 20.86
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $1.7M 11k 164.27
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.6 $1.5M 35k 43.61
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $1.5M 28k 53.17
First Tr Exchange-traded Growth Strength (FTGS) 0.6 $1.5M 40k 37.00
Spdr Series Trust ST STR P500GRW (SPYG) 0.6 $1.5M 12k 118.99
Select Sector Spdr Tr St Str Care Etf (XLV) 0.6 $1.5M 9.2k 158.67
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.6 $1.4M 32k 44.03
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.6 $1.4M 2.6k 522.30
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.4M 4.6k 300.45
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.5 $1.3M 58k 22.64
Ishares Silver Tr Ishares (SLV) 0.5 $1.3M 24k 53.47
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.2M 3.4k 368.38
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.1M 38k 28.96
Spdr Series Trust St Str Aggre Etf (SPAB) 0.5 $1.1M 44k 25.52
Ishares Tr Core Univrsl Usd (IUSB) 0.4 $1.1M 23k 46.15
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.4 $1.0M 4.2k 247.89
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $1.0M 11k 93.92
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $1.0M 44k 23.13
Exxon Mobil Corporation (XOM) 0.4 $1.0M 7.3k 136.72
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.4 $883k 28k 31.62
Advanced Micro Devices (AMD) 0.4 $881k 1.5k 580.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $874k 6.4k 137.53
Micron Technology (MU) 0.4 $847k 734.00 1153.67
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.4 $846k 10k 83.07
Wal-Mart Stores (WMT) 0.3 $820k 7.2k 113.26
Eli Lilly & Co. (LLY) 0.3 $810k 676.00 1198.71
Palantir Technologies Cl A (PLTR) 0.3 $775k 6.6k 116.66
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $758k 5.1k 147.73
Schwab Strategic Tr Govt Mone Ma Etf (SGVT) 0.3 $755k 7.5k 100.74
Iron Mountain (IRM) 0.3 $741k 5.9k 126.31
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $735k 11k 68.01
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $732k 7.6k 96.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $712k 3.3k 212.80
First Tr Exchange-traded Inter Grade Etf (FIIG) 0.3 $702k 34k 20.71
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $682k 2.6k 264.72
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.3 $662k 31k 21.40
First Tr Exchange-traded A Com Shs (FTA) 0.3 $661k 6.8k 96.79
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.3 $658k 3.5k 190.52
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $657k 16k 41.25
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.3 $656k 5.6k 117.28
First Tr Exchange-traded SHS (FVD) 0.3 $630k 13k 48.18
Ssga Active Etf Tr St Str Total Etf (TOTL) 0.3 $629k 16k 39.47
Alphabet Cap Stk Cl C (GOOG) 0.3 $621k 1.8k 353.28
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.3 $610k 12k 50.12
Arrow Etf Tr Arrow Dj Glb Yld (GYLD) 0.2 $585k 41k 14.25
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) 0.2 $581k 19k 30.61
First Tr Exchange-traded SHS (FDL) 0.2 $564k 12k 48.66
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $563k 14k 40.21
Vaneck Etf Trust Steel Etf (SLX) 0.2 $549k 5.6k 98.41
NOVA MEASURING Instruments L (NVMI) 0.2 $543k 1.0k 542.94
LTC Properties (LTC) 0.2 $537k 14k 38.45
Ishares Tr Mbs Etf (MBB) 0.2 $523k 5.5k 94.52
Vanguard Index Fds Growth Etf (VUG) 0.2 $519k 6.0k 86.14
Williams Companies (WMB) 0.2 $517k 7.0k 74.34
Coinbase Global Com Cl A (COIN) 0.2 $507k 3.5k 146.19
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $499k 1.7k 285.58
Meta Platforms Cl A (META) 0.2 $491k 871.00 563.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $481k 961.00 500.39
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.2 $474k 9.1k 51.78
Alphabet Cap Stk Cl A (GOOGL) 0.2 $473k 1.3k 357.47
Select Sector Spdr Tr St Str Util Etf (XLU) 0.2 $472k 10k 45.34
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $471k 21k 22.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $468k 6.1k 77.10
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $466k 6.1k 76.11
Blackrock Etf Trust Isha In Ctry Etf (CORO) 0.2 $448k 12k 36.60
Marvell Technology (MRVL) 0.2 $447k 1.5k 297.89
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.2 $434k 4.6k 94.69
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.2 $433k 14k 31.99
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $430k 4.9k 88.54
First Tr Exchange-traded SHS (QTEC) 0.2 $427k 1.3k 334.69
Spdr Series Trust ST STR SP400GRW (MDYG) 0.2 $402k 3.6k 112.08
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $399k 7.9k 50.39
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.2 $393k 8.2k 47.75
Lowe's Companies (LOW) 0.2 $393k 1.8k 220.49
Bank of America Corporation (BAC) 0.2 $384k 6.7k 56.98
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $376k 8.2k 45.58
Epr Pptys Com Sh Ben Int (EPR) 0.2 $375k 6.5k 58.01
Spdr Series Trust St Str Sp Biot (XBI) 0.2 $364k 2.3k 158.25
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.1 $352k 6.7k 52.72
Microsoft Corporation (MSFT) 0.1 $349k 935.00 372.95
Caterpillar (CAT) 0.1 $341k 320.00 1065.76
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $328k 2.0k 161.50
Ichor Holdings SHS (ICHR) 0.1 $326k 2.9k 112.28
Lam Research Corp Com New (LRCX) 0.1 $325k 750.00 433.33
Ishares Tr Us Aer Def Etf (ITA) 0.1 $320k 1.3k 242.42
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $319k 3.6k 89.85
Stryker Corporation (SYK) 0.1 $310k 985.00 314.74
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.1 $305k 6.9k 44.36
Phillips 66 (PSX) 0.1 $305k 1.8k 169.09
Johnson & Johnson (JNJ) 0.1 $303k 1.2k 253.91
Chevron Corporation (CVX) 0.1 $303k 1.8k 165.76
Oneok (OKE) 0.1 $302k 3.5k 86.93
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $302k 4.1k 73.80
First Tr Exchange-traded Cloud Computing (SKYY) 0.1 $299k 2.2k 134.56
Ramaco Res Com Cl A (METC) 0.1 $288k 22k 13.23
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.1 $286k 10k 28.05
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $280k 4.9k 57.06
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $278k 4.9k 56.48
International Business Machines (IBM) 0.1 $267k 949.00 281.13
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $265k 8.8k 30.17
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.1 $263k 3.4k 76.32
Spdr Series Trust St Str Sp Metal (XME) 0.1 $262k 2.5k 106.93
Ishares Tr Expanded Tech (IGV) 0.1 $261k 2.9k 90.60
Marathon Petroleum Corp (MPC) 0.1 $261k 1.0k 255.59
Nextera Energy (NEE) 0.1 $255k 2.9k 87.77
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.1 $253k 5.0k 50.37
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $250k 4.2k 59.25
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) 0.1 $250k 6.0k 41.54
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $249k 2.6k 96.46
Ssga Active Tr State Street Us (XLSR) 0.1 $248k 3.8k 64.86
Spdr Series Trust St Str Msci Usaq (QUS) 0.1 $248k 1.3k 186.86
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) 0.1 $243k 4.8k 50.29
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $236k 245.00 965.00
Ark Etf Tr Innovation Etf (ARKK) 0.1 $234k 2.9k 80.82
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $234k 2.1k 110.14
Spdr Series Trust St Str Rate Etf (FLRN) 0.1 $232k 7.5k 30.85
Ishares Tr Eafe Value Etf (EFV) 0.1 $230k 3.0k 76.56
Dimensional Etf Trust Global Cr Etf (DGCB) 0.1 $221k 4.0k 54.67
Raytheon Technologies Corp (RTX) 0.1 $221k 1.2k 189.73
Visa Com Cl A (V) 0.1 $215k 626.00 343.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $212k 2.7k 79.98
Global X Fds Defense Tech Etf (SHLD) 0.1 $212k 3.5k 59.71
Terawulf (WULF) 0.1 $208k 8.4k 24.70
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $207k 315.00 655.85
Ssga Active Tr St Str Black Etf (HYBL) 0.1 $207k 7.4k 27.95
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.1 $205k 5.3k 38.58
American Express Company (AXP) 0.1 $203k 600.00 338.25
Doubleline Income Solutions (DSL) 0.0 $119k 11k 11.06