Pinnacle Financial Group, LLC / IL

Pinnacle Financial Group, LLC / IL as of June 30, 2026

Portfolio Holdings for Pinnacle Financial Group, LLC / IL

Pinnacle Financial Group, LLC / IL holds 117 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
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 8.8 $36M 665k 54.03
Dimensional Etf Trust Intl Core Equity (DFIC) 8.5 $35M 930k 37.26
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 6.2 $26M 575k 44.36
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.9 $24M 592k 40.64
Wisdomtree Tr Us Total Dividnd (DTD) 5.5 $22M 241k 93.25
Vanguard Whitehall Fds Intl High Etf (VYMI) 4.0 $16M 165k 98.20
Vanguard Whitehall Fds High Div Yld (VYM) 3.8 $16M 100k 158.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.7 $15M 179k 83.75
Ishares Tr Msci Emg Mkt Etf (EEM) 2.9 $12M 173k 68.41
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.7 $11M 15k 746.83
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.4 $10M 99k 100.81
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.3 $9.4M 115k 82.34
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $8.9M 90k 98.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $8.3M 34k 242.99
Vanguard Index Fds Small Cp Etf (VB) 1.8 $7.4M 25k 303.11
Ishares Tr Select Divid Etf (DVY) 1.8 $7.3M 47k 156.30
Dimensional Etf Trust Us Real Esta Etf (DFAR) 1.6 $6.7M 258k 26.16
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $6.6M 28k 236.62
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $6.4M 80k 80.57
Pgim Etf Tr Tota Retu Bd Etf (PTRB) 1.4 $5.8M 139k 41.46
Pimco Etf Tr Multisector Bd (PYLD) 1.3 $5.3M 200k 26.52
Spdr Gold Tr Gold Shs (GLD) 1.2 $4.8M 13k 368.38
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $4.8M 13k 370.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.2 $4.7M 24k 197.60
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.1 $4.6M 112k 41.25
Ssga Active Etf Tr St Str Total Etf (TOTL) 1.1 $4.4M 112k 39.47
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.1 $4.4M 225k 19.61
Vanguard Index Fds Value Etf (VTV) 1.0 $4.0M 19k 217.93
McDonald's Corporation (MCD) 1.0 $4.0M 15k 270.30
Pimco Etf Tr Active Bd Etf (BOND) 0.9 $3.8M 42k 92.21
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB) 0.8 $3.1M 41k 76.34
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $3.0M 74k 40.21
Apple (AAPL) 0.7 $3.0M 10k 289.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $3.0M 31k 96.43
Vanguard Index Fds Large Cap Etf (VV) 0.7 $3.0M 8.6k 343.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.9M 5.9k 500.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.8M 20k 137.53
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $2.7M 52k 51.69
Ishares Tr Morningstar Grwt (ILCG) 0.6 $2.6M 22k 117.02
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.6 $2.5M 88k 28.85
Vanguard World Health Car Etf (VHT) 0.6 $2.4M 8.0k 299.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $2.3M 6.2k 365.71
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.4 $1.8M 93k 19.52
American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $1.7M 13k 128.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.7M 2.3k 736.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.6M 21k 77.11
NVIDIA Corporation (NVDA) 0.4 $1.5M 7.4k 200.09
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.3M 16k 85.49
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.3 $1.3M 63k 20.37
Caterpillar (CAT) 0.3 $1.3M 1.2k 1064.76
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $1.2M 7.5k 154.28
Amazon (AMZN) 0.3 $1.1M 4.6k 238.34
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) 0.2 $881k 41k 21.40
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.2 $878k 46k 19.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $848k 1.3k 675.31
Ishares Tr Core Div Grwth (DGRO) 0.2 $772k 10k 75.79
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $767k 3.6k 212.80
Spdr Series Trust St Bloo High Etf (JNK) 0.2 $757k 7.9k 96.37
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $741k 3.3k 227.07
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $725k 7.8k 93.38
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $705k 6.0k 117.50
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.2 $695k 13k 52.34
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $657k 4.4k 148.32
Microsoft Corporation (MSFT) 0.2 $657k 1.8k 373.03
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $623k 14k 43.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $607k 7.3k 82.65
Exxon Mobil Corporation (XOM) 0.1 $593k 4.3k 136.71
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $587k 4.4k 132.23
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $548k 2.5k 219.21
JPMorgan Chase & Co. (JPM) 0.1 $483k 1.5k 327.32
Alphabet Cap Stk Cl A (GOOGL) 0.1 $472k 1.3k 357.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $472k 7.9k 59.69
Allstate Corporation (ALL) 0.1 $471k 2.0k 237.94
Vanguard World Consum Stp Etf (VDC) 0.1 $470k 2.1k 225.18
Spdr Index Shs Fds St Mar Divid Etf (EDIV) 0.1 $440k 11k 40.96
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $438k 6.0k 73.21
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $431k 4.5k 96.45
Ishares Tr Core S&p500 Etf (IVV) 0.1 $430k 573.00 749.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $423k 5.7k 73.74
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $393k 21k 18.57
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $393k 2.9k 136.69
Ishares Tr Tips Bd Etf (TIP) 0.1 $383k 3.5k 109.42
Broadcom (AVGO) 0.1 $381k 1.0k 377.75
Enterprise Products Partners (EPD) 0.1 $378k 10k 36.76
Abbvie (ABBV) 0.1 $367k 1.5k 251.70
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $364k 4.4k 82.35
Tesla Motors (TSLA) 0.1 $361k 859.00 420.60
Procter & Gamble Company (PG) 0.1 $359k 2.5k 146.62
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $336k 8.3k 40.68
Alphabet Cap Stk Cl C (GOOG) 0.1 $335k 949.00 353.33
Ishares Tr Core Msci Eafe (IEFA) 0.1 $324k 3.4k 96.58
Vanguard Wellington Us Momentum (VFMO) 0.1 $323k 1.3k 249.52
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $310k 5.8k 53.11
Vanguard Index Fds Growth Etf (VUG) 0.1 $307k 3.6k 86.14
Eli Lilly & Co. (LLY) 0.1 $306k 255.00 1201.09
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $305k 5.7k 53.61
Boeing Company (BA) 0.1 $304k 1.4k 216.47
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $301k 6.2k 48.34
Morgan Stanley Com New (MS) 0.1 $296k 1.4k 209.04
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $294k 6.7k 43.71
W.W. Grainger (GWW) 0.1 $292k 215.00 1358.30
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $291k 6.4k 45.44
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $289k 1.8k 164.31
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $281k 4.0k 69.90
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $274k 5.4k 50.57
Chevron Corporation (CVX) 0.1 $272k 1.6k 165.76
Meta Platforms Cl A (META) 0.1 $261k 464.00 562.83
Palantir Technologies Cl A (PLTR) 0.1 $256k 2.2k 116.67
American Express Company (AXP) 0.1 $241k 712.00 338.25
Johnson & Johnson (JNJ) 0.1 $236k 931.00 253.84
International Business Machines (IBM) 0.1 $233k 827.00 281.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $228k 7.7k 29.43
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $227k 1.4k 158.62
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $221k 2.9k 77.57
Constellation Energy (CEG) 0.1 $214k 860.00 248.37
Ishares Tr Msci Eafe Etf (EFA) 0.1 $207k 2.0k 103.88
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $201k 2.2k 90.47