Institutions / Pinnacle Financial Group, LLC / IL

Pinnacle Financial Group, LLC / IL

CIK 1905962 · Institution · as of Dec 31, 2025

Portfolio value

$344.56M

Positions

112

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 112 →

Company	Class	Value	Shares	% of portfolio
Invesco Exchange Traded Fd T	—	$31.45M	670,384	9.1%
Dimensional ETF Trust	—	$29.77M	863,782	8.6%
Dimensional ETF Trust	—	$22.35M	675,774	6.5%
WisdomTree Tr	—	$21.61M	254,646	6.3%
Dimensional ETF Trust	—	$21.48M	542,531	6.2%
Vanguard Whitehall Fds	—	$13.92M	154,648	4.0%
Vanguard Whitehall Fds	—	$12.69M	88,439	3.7%
Vanguard Intl Equity Index F	—	$11.78M	160,152	3.4%
SPDR S&P 500 ETF Tr	—	$9.62M	14,104	2.8%
iShares Tr	—	$8.98M	63,659	2.6%
Dimensional ETF Trust	—	$7.89M	113,248	2.3%
iShares Tr	—	$7.88M	78,849	2.3%
iShares Tr	—	$7.54M	137,744	2.2%
Vanguard Index Fds	—	$6.90M	32,574	2.0%
Vanguard Specialized Funds	—	$6.04M	27,469	1.8%
SPDR Gold Tr	—	$5.97M	15,066	1.7%
Dimensional ETF Trust	—	$5.94M	259,342	1.7%
Vanguard Index Fds	—	$5.79M	22,437	1.7%
Vanguard Index Fds	—	$5.22M	17,971	1.5%
Mcdonald'S Corp	—	$4.51M	14,758	1.3%
PIMCO ETF Tr	—	$4.40M	165,050	1.3%
PGIM ETF Tr	—	$4.34M	103,225	1.3%
Vanguard Index Fds	—	$4.22M	12,587	1.2%
Dimensional ETF Trust	—	$4.12M	108,194	1.2%
Vanguard Index Fds	—	$4.07M	22,965	1.2%

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.