Pinnacle Financial Group, LLC / IL

Pinnacle Financial Group, LLC / IL as of Dec. 31, 2025

Portfolio Holdings for Pinnacle Financial Group, LLC / IL

Pinnacle Financial Group, LLC / IL holds 112 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
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 9.1 $32M 670k 46.92
Dimensional Etf Trust Intl Core Equity (DFIC) 8.6 $30M 864k 34.46
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.5 $22M 676k 33.08
Wisdomtree Tr Us Total Dividnd (DTD) 6.3 $22M 255k 84.88
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.2 $22M 543k 39.59
Vanguard Whitehall Fds Intl High Etf (VYMI) 4.0 $14M 155k 90.00
Vanguard Whitehall Fds High Div Yld (VYM) 3.7 $13M 88k 143.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.4 $12M 160k 73.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $9.6M 14k 681.97
Ishares Tr Select Divid Etf (DVY) 2.6 $9.0M 64k 141.14
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.3 $7.9M 113k 69.67
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $7.9M 79k 99.88
Ishares Tr Msci Emg Mkt Etf (EEM) 2.2 $7.5M 138k 54.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $6.9M 33k 211.79
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $6.0M 28k 219.78
Spdr Gold Tr Gold Shs (GLD) 1.7 $6.0M 15k 396.31
Dimensional Etf Trust Us Real Estate E (DFAR) 1.7 $5.9M 259k 22.90
Vanguard Index Fds Small Cp Etf (VB) 1.7 $5.8M 22k 257.94
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $5.2M 18k 290.22
McDonald's Corporation (MCD) 1.3 $4.5M 15k 305.63
Pimco Etf Tr Multisector Bd (PYLD) 1.3 $4.4M 165k 26.68
Pgim Etf Tr Total Return Bon (PTRB) 1.3 $4.3M 103k 42.04
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $4.2M 13k 335.27
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $4.1M 108k 38.11
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.2 $4.1M 23k 177.37
Ssga Active Etf Tr State Street Dou (TOTL) 1.1 $3.6M 90k 40.25
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.0 $3.6M 183k 19.74
Pimco Etf Tr Active Bd Etf (BOND) 1.0 $3.5M 38k 93.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $3.1M 6.1k 502.65
Apple (AAPL) 0.9 $3.0M 11k 271.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $2.9M 33k 88.49
Vanguard Index Fds Large Cap Etf (VV) 0.8 $2.8M 9.0k 314.80
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.5M 20k 123.26
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $2.4M 75k 32.57
Vanguard Malvern Fds Short Duration B (VSDB) 0.7 $2.4M 32k 76.48
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $2.4M 52k 46.80
Ishares Tr Morningstar Grwt (ILCG) 0.7 $2.3M 22k 104.04
Vanguard World Health Car Etf (VHT) 0.6 $1.9M 6.6k 287.83
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.5 $1.9M 68k 28.04
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.5 $1.9M 96k 19.57
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $1.7M 5.7k 302.10
Vanguard Index Fds Value Etf (VTV) 0.5 $1.7M 8.7k 191.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.4M 22k 66.00
NVIDIA Corporation (NVDA) 0.4 $1.3M 7.0k 186.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.2M 16k 75.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M 1.8k 614.36
Spdr Series Trust State Street Spd (JNK) 0.3 $1.1M 11k 97.21
Amazon (AMZN) 0.3 $1.0M 4.4k 230.82
Microsoft Corporation (MSFT) 0.3 $947k 2.0k 483.62
Caterpillar (CAT) 0.2 $835k 1.5k 572.90
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $692k 3.3k 212.05
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.2 $673k 35k 19.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $643k 8.7k 74.07
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $636k 14k 44.05
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $620k 5.5k 111.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $608k 3.2k 191.54
Ishares Tr Core Div Grwth (DGRO) 0.2 $583k 8.4k 69.42
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $581k 6.0k 96.88
Exxon Mobil Corporation (XOM) 0.2 $574k 4.8k 120.34
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) 0.2 $559k 26k 21.62
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $559k 27k 20.60
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $542k 4.5k 120.19
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $541k 4.5k 120.95
JPMorgan Chase & Co. (JPM) 0.2 $522k 1.6k 322.28
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $520k 6.2k 83.75
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $512k 2.5k 204.85
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $473k 5.2k 91.45
Ishares Tr Core S&p500 Etf (IVV) 0.1 $463k 675.00 685.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $460k 8.6k 53.76
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $448k 8.5k 52.77
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $430k 5.5k 77.64
Vanguard World Consum Stp Etf (VDC) 0.1 $426k 2.0k 211.27
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $411k 6.0k 68.76
Allstate Corporation (ALL) 0.1 $409k 2.0k 208.15
Palantir Technologies Cl A (PLTR) 0.1 $408k 2.3k 177.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $399k 635.00 627.60
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $390k 21k 18.83
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $387k 7.1k 54.77
Ishares Tr Tips Bd Etf (TIP) 0.1 $381k 3.5k 109.90
Tesla Motors (TSLA) 0.1 $366k 814.00 449.72
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $350k 6.0k 58.73
Abbvie (ABBV) 0.1 $350k 1.5k 228.49
Procter & Gamble Company (PG) 0.1 $342k 2.4k 143.30
Enterprise Products Partners (EPD) 0.1 $320k 10k 32.06
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $317k 4.4k 71.63
Broadcom (AVGO) 0.1 $310k 896.00 346.10
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $300k 6.2k 48.17
Ishares Tr Core Msci Eafe (IEFA) 0.1 $300k 3.4k 89.46
Alphabet Cap Stk Cl C (GOOG) 0.1 $299k 953.00 313.80
Boeing Company (BA) 0.1 $298k 1.4k 217.12
Constellation Energy (CEG) 0.1 $285k 807.00 353.27
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.1 $285k 7.3k 39.15
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $281k 2.5k 113.70
Morgan Stanley Com New (MS) 0.1 $276k 1.6k 177.53
Alphabet Cap Stk Cl A (GOOGL) 0.1 $273k 872.00 313.01
Meta Platforms Cl A (META) 0.1 $270k 410.00 659.32
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $261k 1.8k 148.70
American Express Company (AXP) 0.1 $260k 704.00 369.95
Eli Lilly & Co. (LLY) 0.1 $259k 241.00 1075.02
Chevron Corporation (CVX) 0.1 $247k 1.6k 152.42
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $245k 7.3k 33.45
W.W. Grainger (GWW) 0.1 $229k 227.00 1010.22
Pepsi (PEP) 0.1 $227k 1.6k 143.64
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $223k 2.9k 78.11
Visa Com Cl A (V) 0.1 $219k 624.00 350.84
Abbott Laboratories (ABT) 0.1 $217k 1.7k 125.29
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $214k 5.8k 36.85
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $212k 1.5k 141.06
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $205k 2.2k 92.25
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $204k 1.3k 154.80
International Business Machines (IBM) 0.1 $200k 676.00 296.01
Xilio Therapeutics (XLO) 0.0 $6.4k 10k 0.64