Pinnacle Financial Group, LLC / IL

Pinnacle Financial Group, LLC / IL as of March 31, 2026

Portfolio Holdings for Pinnacle Financial Group, LLC / IL

Pinnacle Financial Group, LLC / IL holds 111 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
Dimensional Etf Trust Intl Core Equity (DFIC) 8.9 $33M 917k 35.53
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 8.7 $32M 668k 47.53
Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.9 $22M 553k 38.86
Wisdomtree Tr Us Total Dividnd (DTD) 5.8 $21M 245k 86.36
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.5 $20M 580k 34.55
Vanguard Whitehall Fds Intl High Etf (VYMI) 4.1 $15M 160k 94.24
Vanguard Whitehall Fds High Div Yld (VYM) 3.8 $14M 94k 148.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $13M 174k 75.10
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.6 $9.3M 14k 650.42
Ishares Tr Msci Emg Mkt Etf (EEM) 2.5 $9.2M 162k 56.79
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.5 $9.0M 90k 100.57
Ishares Tr Select Divid Etf (DVY) 2.4 $8.9M 59k 151.41
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $8.6M 86k 99.27
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.2 $8.0M 113k 71.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $7.1M 33k 217.25
Vanguard Index Fds Small Cp Etf (VB) 1.7 $6.2M 24k 261.92
Dimensional Etf Trust Us Real Estate E (DFAR) 1.7 $6.1M 258k 23.65
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $5.9M 27k 215.06
Spdr Gold Tr Gold Shs (GLD) 1.5 $5.6M 13k 430.29
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $5.5M 19k 287.18
Pgim Etf Tr Total Return Bon (PTRB) 1.5 $5.3M 128k 41.51
Pimco Etf Tr Multisector Bd (PYLD) 1.4 $5.0M 190k 26.20
McDonald's Corporation (MCD) 1.3 $4.6M 15k 310.79
Ssga Active Etf Tr State Street Dou (TOTL) 1.2 $4.3M 109k 39.73
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $4.3M 111k 38.96
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.2 $4.3M 23k 184.28
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $4.1M 13k 320.80
Pimco Etf Tr Active Bd Etf (BOND) 1.0 $3.7M 40k 92.28
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.0 $3.7M 188k 19.62
Vanguard Malvern Fds Short Duration B (VSDB) 0.8 $2.9M 39k 76.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.8M 5.9k 479.20
Apple (AAPL) 0.8 $2.8M 11k 253.80
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.7M 31k 88.70
Vanguard Index Fds Large Cap Etf (VV) 0.7 $2.6M 8.7k 298.85
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $2.6M 75k 33.86
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $2.4M 53k 45.12
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $2.3M 20k 113.11
Vanguard Index Fds Value Etf (VTV) 0.6 $2.1M 11k 196.20
Ishares Tr Morningstar Grwt (ILCG) 0.6 $2.1M 22k 95.48
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.5 $1.9M 68k 28.75
Vanguard World Health Car Etf (VHT) 0.5 $1.9M 7.0k 272.35
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.5 $1.8M 93k 19.53
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $1.8M 6.0k 302.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.4M 21k 67.53
NVIDIA Corporation (NVDA) 0.4 $1.3M 7.4k 174.40
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $1.3M 11k 111.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.2M 2.1k 577.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.2M 16k 77.11
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.3 $1.0M 50k 20.42
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $1.0M 7.0k 145.80
Amazon (AMZN) 0.3 $959k 4.6k 208.27
Spdr Series Trust State Street Spd (JNK) 0.2 $865k 9.0k 95.72
Caterpillar (CAT) 0.2 $863k 1.2k 708.74
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) 0.2 $824k 38k 21.49
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.2 $797k 42k 19.00
Exxon Mobil Corporation (XOM) 0.2 $725k 4.3k 169.67
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $689k 3.3k 211.15
Ishares Tr Core Div Grwth (DGRO) 0.2 $688k 9.8k 70.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $636k 3.3k 191.94
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $613k 7.4k 82.75
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $611k 14k 43.45
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $604k 6.0k 100.61
Microsoft Corporation (MSFT) 0.2 $587k 1.6k 370.18
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $568k 6.4k 88.46
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $552k 11k 51.93
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $540k 4.3k 124.32
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $510k 2.5k 203.79
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $496k 4.4k 112.28
Vanguard World Consum Stp Etf (VDC) 0.1 $455k 2.0k 224.59
JPMorgan Chase & Co. (JPM) 0.1 $432k 1.5k 294.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $427k 7.9k 54.05
Ishares Tr Core S&p500 Etf (IVV) 0.1 $425k 650.00 653.62
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $417k 6.0k 69.89
Allstate Corporation (ALL) 0.1 $405k 2.0k 207.34
Spdr Index Shs Fds State Street Spd (EDIV) 0.1 $403k 10k 39.48
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $392k 6.4k 61.26
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $387k 21k 18.66
Enterprise Products Partners (EPD) 0.1 $383k 10k 37.84
Ishares Tr Tips Bd Etf (TIP) 0.1 $382k 3.5k 110.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $380k 636.00 597.11
Abbvie (ABBV) 0.1 $377k 1.7k 217.43
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $367k 3.9k 93.92
Procter & Gamble Company (PG) 0.1 $355k 2.5k 144.42
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $354k 7.2k 49.37
Chevron Corporation (CVX) 0.1 $345k 1.7k 206.85
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $328k 5.6k 58.54
Tesla Motors (TSLA) 0.1 $328k 882.00 371.75
Palantir Technologies Cl A (PLTR) 0.1 $326k 2.2k 146.28
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $317k 4.4k 71.72
Alphabet Cap Stk Cl A (GOOGL) 0.1 $309k 1.1k 287.56
Ishares Tr Core Msci Eafe (IEFA) 0.1 $303k 3.4k 90.53
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $299k 6.2k 47.93
Broadcom (AVGO) 0.1 $298k 962.00 309.51
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $297k 8.3k 35.94
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $293k 2.5k 118.44
Boeing Company (BA) 0.1 $277k 1.4k 199.03
Alphabet Cap Stk Cl C (GOOG) 0.1 $272k 948.00 286.86
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $264k 5.5k 48.14
W.W. Grainger (GWW) 0.1 $250k 229.00 1093.02
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $250k 1.8k 142.41
Meta Platforms Cl A (META) 0.1 $237k 414.00 571.54
Vanguard Wellington Us Momentum (VFMO) 0.1 $234k 1.2k 197.10
Pepsi (PEP) 0.1 $232k 1.5k 155.34
Morgan Stanley Com New (MS) 0.1 $231k 1.4k 164.57
Eli Lilly & Co. (LLY) 0.1 $230k 250.00 920.60
Constellation Energy (CEG) 0.1 $228k 815.00 279.25
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $221k 2.9k 77.59
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $221k 6.1k 36.21
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $214k 1.5k 146.64
Johnson & Johnson (JNJ) 0.1 $212k 867.00 244.35
American Express Company (AXP) 0.1 $212k 700.00 302.48