Pinnacle Family Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Pinnacle Family Advisors, LLC held in its portfolio 127 assets valued at $227,213,076 (i.e. $227.21M).
The most valuable assets in the portfolio included: TIDAL TRUST II ($21.67M), INVESCO QQQ TR ($17.10M), and ISHARES TR ($15.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 127 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pinnacle Family Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TIDAL TRUST II | 690653 | 21672754 | PINNACLE FOCUSED |
| INVESCO QQQ TR | 27831 | 17096752 | UNIT SER 1 |
| ISHARES TR | 23341 | 15986955 | CORE S&P500 ETF |
| SPDR S&P 500 ETF TR | 21949 | 14967431 | TR UNIT |
| SPDR SERIES TRUST | 198452 | 12355603 | STATE STREET SPD |
| ISHARES TR | 99712 | 9575361 | MSCI EAFE ETF |
| NVIDIA CORPORATION | 39212 | 7313042 | COM |
| OREILLY AUTOMOTIVE INC | 79302 | 7233140 | COM |
| APPLE INC | 26135 | 7105010 | COM |
| SCHWAB STRATEGIC TR | 214986 | 7012841 | US LCAP GR ETF |
| INVESCO EXCHANGE TRADED FD T | 105992 | 6283212 | S&P 500 TOP 50 |
| SPDR GOLD TR | 10806 | 4282526 | GOLD SHS |
| FIDELITY COMWLTH TR | 45412 | 4150686 | NASDAQ COMPSIT |
| ISHARES TR | 17966 | 3810098 | S&P 500 VAL ETF |
| TESLA INC | 8244 | 3713742 | COM |
| ISHARES TR | 73370 | 3701492 | 10+ YR INVST GRD |
| ISHARES TR | 26135 | 3688624 | SELECT DIVID ETF |
| AMAZON COM INC | 14695 | 3391900 | COM |
| SPDR DOW JONES INDL AVERAGE | 5104 | 2452751 | UT SER 1 |
| SCHWAB STRATEGIC TR | 80002 | 2368847 | US LCAP VA ETF |
| FIRST TR EXCHANGE TRADED FD | 22986 | 2225985 | NASD TECH DIV |
| VANGUARD BD INDEX FDS | 29880 | 2213212 | TOTAL BND MRKT |
| FIRST TR EXCHANGE TRADED FD | 29987 | 2083227 | RISNG DIVD ACHIV |
| SCHWAB STRATEGIC TR | 75146 | 2022173 | US LRG CAP ETF |
| SELECT SECTOR SPDR TR | 32947 | 1804520 | STATE STREET FIN |
| ISHARES TR | 31720 | 1735419 | MSCI EMG MKT ETF |
| ISHARES TR | 31979 | 1723029 | ISHS 5-10YR INVT |
| ISHARES TR | 11032 | 1640419 | CORE S&P TTL STK |
| ISHARES SILVER TR | 25363 | 1633884 | ISHARES |
| SPDR INDEX SHS FDS | 33040 | 1467319 | PORTFOLIO DEVLPD |
| FIRST TR EXCHANGE-TRADED FD | 39975 | 1413148 | GROWTH STRENGTH |
| PALANTIR TECHNOLOGIES INC | 7896 | 1403514 | CL A |
| FIRST TR EXCHNG TRADED FD VI | 31082 | 1377550 | SMITH OPPORT FXD |
| FIRST TR EXCHANGE-TRADED FD | 62184 | 1320166 | CORE INVESTMENT |
| FIRST TR EXCHNG TRADED FD VI | 33306 | 1302265 | ACTV FCTR LGCP |
| SCHWAB STRATEGIC TR | 54030 | 1241069 | 5 10YR CORP BD |
| SCHWAB STRATEGIC TR | 45155 | 1184414 | US BRD MKT ETF |
| ARK ETF TR | 13824 | 1063342 | INNOVATION ETF |
| SCHWAB STRATEGIC TR | 42227 | 986847 | US AGGREGATE B |
| FIRST TR EXCHANGE-TRADED FD | 10548 | 975845 | CAP STRENGTH ETF |
| FIRST TR EXCHANGE-TRADED FD | 14146 | 886243 | SHS |
| EXXON MOBIL CORP | 7225 | 869495 | COM |
| FIRST TR EXCHANGE-TRADED FD | 4028 | 831861 | NY ARCA BIOTECH |
| FIRST TR EXCHANGE TRAD FD VI | 29272 | 793258 | ALT ABSLT STRG |
| WALMART INC | 6999 | 779705 | COM |
| BLACKROCK ETF TRUST | 12625 | 767726 | ISHARES US EQUIT |
| ISHARES TR | 6226 | 767417 | S&P 500 GRWT ETF |
| SELECT SECTOR SPDR TR | 17309 | 738921 | STATE STREET UTI |
| ISHARES TR | 10222 | 729949 | EAFE VALUE ETF |
| VANGUARD INDEX FDS | 7783 | 688678 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 14359 | 688516 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 18021 | 686795 | INTL CORE EQT MK |
| ISHARES TR | 5203 | 684637 | S&P MC 400VL ETF |
| ISHARES TR | 3446 | 684428 | MSCI USA QLT FCT |
| FIRST TR EXCHANGE-TRADED FD | 30371 | 662997 | LNG DUR OPRTUN |
| SELECT SECTOR SPDR TR | 14514 | 658210 | STATE STREET MAT |
| SELECT SECTOR SPDR TR | 5579 | 656760 | STATE STREET COM |
| SELECT SECTOR SPDR TR | 5443 | 649949 | STATE STREET CON |
| FIRST TR EXCHANGE-TRADED FD | 29148 | 617938 | INTERMEDIATE DUR |
| FIRST TR EXCHANGE-TRADED FD | 2245 | 604309 | DJ INTERNT IDX |
| FIRST TR EXCHANGE-TRADED FD | 12028 | 601270 | FST LOW OPPT EFT |
| ISHARES TR | 12889 | 599852 | CORE UNIVRSL USD |
| FIRST TR EXCHANGE-TRADED ALP | 6945 | 598320 | COM SHS |
| FIRST TR EXCH TRD ALPHDX FD | 7262 | 576976 | DEV MRK EX US |
| BONDBLOXX ETF TRUST | 12365 | 571510 | BLOOMBERG TEN YR |
| FIRST TR EXCHANGE-TRADED FD | 12036 | 566285 | MNGD FUTRS STRGY |
| SSGA ACTIVE ETF TR | 14004 | 563661 | STATE STREET DOU |
| VANGUARD INDEX FDS | 1105 | 539085 | GROWTH ETF |
| ALPHABET INC | 1717 | 538947 | CAP STK CL C |
| LITMAN GREGORY FDS TR | 19068 | 535048 | IMGP DBI MANAGED |
| BERKSHIRE HATHAWAY INC DEL | 1001 | 503153 | CL B NEW |
| ISHARES TR | 5334 | 502221 | MSCI USA MIN VOL |
| IRON MTN INC DEL | 5849 | 485145 | COM |
| LTC PPTYS INC | 14005 | 481497 | COM |
| ISHARES TR | 4880 | 464695 | MBS ETF |
| ALPHABET INC | 1454 | 455251 | CAP STK CL A |
| LOWES COS INC | 1780 | 429265 | COM |
| ISHARES INC | 6258 | 420693 | CORE MSCI EMKT |
| VANECK ETF TRUST | 1160 | 417744 | SEMICONDUCTR ETF |
| WILLIAMS COS INC | 6926 | 416299 | COM |
| SPDR INDEX SHS FDS | 8802 | 412003 | PORTFOLIO EMG MK |
| FIDELITY COVINGTON TRUST | 1826 | 410247 | MSCI INFO TECH I |
| BANK AMERICA CORP | 7371 | 405378 | COM |
| VANGUARD INTL EQUITY INDEX F | 4842 | 404865 | FTSE EUROPE ETF |
| RAMACO RES INC | 22425 | 403650 | COM CL A |
| SCHWAB STRATEGIC TR | 3987 | 400634 | GOVERNMENT MONEY |
| ISHARES TR | 6038 | 398507 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 11692 | 380820 | EMGR CRE EQT MNG |
| INVESCO EXCHANGE TRADED FD T | 1984 | 380057 | S&P500 EQL WGT |
| EPR PPTYS | 6812 | 339937 | COM SH BEN INT |
| FIRST TR EXCHNG TRADED FD VI | 8585 | 337305 | FT VEST U.S EQT |
| BLACKROCK ETF TRUST II | 6348 | 334984 | ISHARES FLEXIBLE |
| COREWEAVE INC | 4507 | 322746 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 5624 | 321938 | EQUITY PREMIUM |
| MICROSOFT CORP | 664 | 320939 | COM |
| STRYKER CORPORATION | 911 | 320299 | COM |
| INTERNATIONAL BUSINESS MACHS | 1064 | 315216 | COM |
| VANECK ETF TRUST | 3700 | 313982 | STEEL ETF |
| FIRST TR EXCH TRD ALPHDX FD | 5233 | 281315 | EUROPE ALPHADEX |
| FIRST TR EXCH TRADED FD III | 3945 | 280056 | LNG/SHT EQUITY |
| CHEVRON CORP NEW | 1815 | 276580 | COM |
| BLACKROCK ETF TRUST | 8219 | 273693 | ISHARES A I INNO |
| FIRST TR EXCH TRD ALPHDX FD | 9929 | 271548 | EMERG MKT ALPH |
| ISHARES TR | 5320 | 266053 | CORE INTL AGGR |
| META PLATFORMS INC | 400 | 264036 | CL A |
| FIRST TR EXCH TRD ALPHDX FD | 3850 | 258601 | JAPAN ALPHADEX |
| BLACKROCK ETF TRUST | 6603 | 254612 | ISHARES US THEMA |
| ONEOK INC NEW | 3445 | 253235 | COM |
| UIPATH INC | 15250 | 249948 | CL A |
| PHILLIPS 66 | 1922 | 248001 | COM |
| ISHARES GOLD TR | 3026 | 245620 | ISHARES NEW |
| DIMENSIONAL ETF TRUST | 6190 | 245062 | US CORE EQUITY 2 |
| NEXTERA ENERGY INC | 3036 | 243761 | COM |
| FIRST TR EXCHANGE TRADED FD | 6410 | 242226 | NASDAQ BK ETF |
| RBB FD INC | 4763 | 237578 | US TREAS 3 MNTH |
| SSGA ACTIVE TR | 3801 | 236840 | STATE STREET US |
| RTX CORPORATION | 1269 | 232695 | COM |
| WORLD GOLD TR | 2639 | 225291 | SPDR GLD MINIS |
| ISHARES TR | 2183 | 223868 | CORE S&P US VLU |
| AMERICAN EXPRESS CO | 600 | 221970 | COM |
| JOHNSON & JOHNSON | 1063 | 219965 | COM |
| VISA INC | 624 | 218864 | COM CL A |
| ISHARES TR | 2646 | 213339 | IBOXX HI YD ETF |
| FIRST TR EXCHANGE-TRADED FD | 10964 | 210397 | LIMITED DURATION |
| SSGA ACTIVE TR | 7343 | 208835 | STATE STREET BLA |
| JPMORGAN CHASE & CO. | 637 | 205252 | COM |
| SHARPLINK GAMING INC | 20750 | 185505 | COM NEW |
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