Institutions / Pinnacle Financial Group, LLC / IL / Holdings
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Pinnacle Financial Group, LLC / IL

All holdings · as of Dec 31, 2025

112 positions

CompanyClassValueShares% of portfolio
ISHARES TR—$691.5K3,2610.2%
FIRST TR EXCH TRADED FD III—$672.6K34,6880.2%
VANGUARD BD INDEX FDS—$643.4K8,6870.2%
WISDOMTREE TR—$636.0K14,4390.2%
AMERICAN CENTY ETF TR—$620.0K5,5470.2%
INVESCO EXCHANGE TRADED FD T—$608.3K3,1760.2%
ISHARES TR—$583.0K8,3980.2%
ISHARES TR—$581.3K6,0000.2%
EXXON MOBIL CORP—$574.4K4,7730.2%
FRANKLIN TEMPLETON ETF TR—$559.1K25,8560.2%
INVESCO EXCH TRD SLF IDX FD—$559.1K27,1420.2%
ISHARES TR—$542.3K4,5120.2%
VANGUARD WORLD FD—$540.8K4,4710.2%
JPMORGAN CHASE & CO—$521.8K1,6190.2%
VANGUARD SCOTTSDALE FDS—$520.2K6,2110.2%
VANGUARD ADMIRAL FDS INC—$512.1K2,5000.1%
VANGUARD WHITEHALL FDS—$473.2K5,1740.1%
ISHARES TR—$462.6K6750.1%
VANGUARD INTL EQUITY INDEX F—$459.9K8,5540.1%
BLACKROCK ETF TRUST II—$447.6K8,4820.1%
VANGUARD SCOTTSDALE FDS—$430.0K5,5380.1%
VANGUARD WORLD FD—$426.1K2,0170.1%
WISDOMTREE TR—$410.6K5,9710.1%
ALLSTATE CORP—$408.6K1,9630.1%
Palantir Technologies Inc—$408.1K2,2960.1%
VANGUARD INDEX FDS—$398.5K6350.1%
INVESCO EXCH TRD SLF IDX FD—$390.2K20,7150.1%
SELECT SECTOR SPDR TR—$386.9K7,0640.1%
ISHARES TR—$380.6K3,4630.1%
Tesla Inc—$366.1K8140.1%
VANGUARD SCOTTSDALE FDS—$350.2K5,9620.1%
AbbVie Inc.—$349.6K1,5300.1%
PROCTER & GAMBLE Co—$341.6K2,3840.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$320.0K9,9820.1%
VANGUARD WORLD FD—$316.7K4,4210.1%
Broadcom Inc.—$310.1K8960.1%
DIMENSIONAL ETF TRUST—$300.1K6,2300.1%
ISHARES TR—$299.7K3,3500.1%
Alphabet Inc.—$299.1K9530.1%
The Boeing Company—$298.3K1,3740.1%
Constellation Energy Corp—$285.1K8070.1%
SPDR INDEX SHS FDS—$284.9K7,2760.1%
ISHARES TR—$280.5K2,4670.1%
Morgan Stanley—$275.9K1,5540.1%
Alphabet Inc.—$272.9K8720.1%
Meta Platforms Inc—$270.3K4100.1%
iShares MSCI UAE ETF—$260.7K1,7530.1%
AMERICAN EXPRESS CO—$260.4K7040.1%
ELI LILLY & Co—$259.1K2410.1%
CHEVRON CORP—$246.8K1,6190.1%
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