Pinnacle Family Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Pinnacle Family Advisors, LLC 13F Holdings
CIK 0001679064 · Springfield, MO
As of Sep 30, 2025, Pinnacle Family Advisors, LLC reported
124 positions worth $229.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| TIDAL TR II | FCUS | — | 653,246 | $20.8M | 9.06% |
| SPDR S&P 500 ETF TRUST | SPY | — | 29,965 | $20.0M | 8.71% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 33,083 |
|
9.9M8.67% |
| ISHARES CORE S&P 500 ETF | IVV | — | 23,517 |
5.7M | 6.87% |
| ISHARES MSCI EAFE ETF | EFA | — | 115,866 |
0.8M | 4.72% |
| O REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 78,703 | $8.5M | 3.70% |
| NVIDIA CORP | NVDA | Technology | 39,341 | $7.3M | 3.20% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 216,517 | $6.9M | 3.01% |
| APPLE INC | AAPL | Technology | 26,207 | $6.7M | 2.91% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 80,372 | $4.6M | 2.02% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 92,195 | $4.3M | 1.88% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 39,196 | $4.1M | 1.79% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | — | 45,091 | $4.0M | 1.75% |
| ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGLB | — | 74,048 | $3.8M | 1.67% |
| TESLA INC | TSLA | Consumer Cyclical | 8,364 | $3.7M | 1.62% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 17,928 | $3.7M | 1.62% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 25,912 | $3.7M | 1.61% |
| SPDR GOLD TRUST | GQ9 | — | 9,784 | $3.5M | 1.52% |
| AMAZON.COM INC | AMZN | Equity | 15,134 | $3.3M | 1.45% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 76,533 | $3.3M | 1.43% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 30,177 | $2.4M | 1.03% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 81,023 | $2.4M | 1.03% |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | TDIV | — | 22,990 | $2.3M | 0.99% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 28,972 | $2.2M | 0.94% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 79,042 | $2.1M | 0.91% |