Institutions / Pinnacle Family Advisors, LLC
Pinnacle Family Advisors, LLC
CIK 1679064 · Institution · as of Dec 31, 2025
Portfolio value
$227.21M
Positions
141
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 141 →
| Company | Value | % of portfolio |
|---|---|---|
| Tidal Trust II | $21.67M | 9.5% |
| Invesco Qqq Tr | $17.10M | 7.5% |
| iShares Tr | $15.99M | 7.0% |
| SPDR S&P 500 ETF Tr | $14.97M | 6.6% |
| iShares Tr | $9.58M | 4.2% |
| NVIDIA Corp | $7.31M | 3.2% |
| O Reilly Automotive Inc | $7.23M | 3.2% |
| Apple Inc. | $7.11M | 3.1% |
| Schwab Strategic Tr | $7.01M | 3.1% |
| Invesco Exchange Traded Fd T | $6.28M | 2.8% |
| SPDR Gold Tr | $4.28M | 1.9% |
| Fidelity Comwlth Tr | $4.15M | 1.8% |
| iShares Tr | $3.81M | 1.7% |
| Tesla Inc | $3.71M | 1.6% |
| iShares MSCI UAE ETF | $3.70M | 1.6% |
| iShares Tr | $3.69M | 1.6% |
| Amazon.com Inc | $3.39M | 1.5% |
| SPDR Dow Jones Indl Average | $2.45M | 1.1% |
| Schwab Strategic Tr | $2.37M | 1.0% |
| SPDR Series Trust | $2.24M | 1.0% |
| First Tr Exchange Traded Fd | $2.23M | 1.0% |
| Vanguard Bd Index Fds | $2.21M | 1.0% |
| First Tr Exchange Traded Fd | $2.08M | 0.9% |
| Schwab Strategic Tr | $2.02M | 0.9% |
| Select Sector SPDR Tr | $1.80M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.