Pinnacle Family Advisors, LLC

Est. AUM

$211.4M

13F long equity, this entity only

Positions

134

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TIDAL TRUST II	PINNACLE FOCUSED	$17.8M	494045	8.40%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.3M	23456	7.21%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$14.9M	22869	7.06%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$10.1M	17453	4.76%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$10.1M	109834	4.76%	SOLE
6	OREILLY AUTOMOTIVE INC	COM	$7.9M	85422	3.73%	SOLE
7	NVIDIA CORPORATION	COM	$6.8M	39117	3.23%	SOLE
8	ISHARES TR	MSCI EAFE ETF	$6.7M	69035	3.17%	SOLE
9	APPLE INC	COM	$6.5M	25668	3.08%	SOLE
10	SCHWAB STRATEGIC TR	US LCAP GR ETF	$6.0M	206605	2.85%	SOLE
11	ISHARES TR	MSCI EMG MKT ETF	$4.8M	85023	2.28%	SOLE
12	SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.7M	153518	2.21%	SOLE
13	ISHARES TR	SELECT DIVID ETF	$4.0M	26587	1.90%	SOLE
14	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$4.0M	46610	1.87%	SOLE
15	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$3.9M	71373	1.84%	SOLE
16	ISHARES TR	S&P 500 VAL ETF	$3.8M	17923	1.79%	SOLE
17	ISHARES TR	10+ YR INVST GRD	$3.5M	71322	1.67%	SOLE
18	TESLA INC	COM	$3.0M	8136	1.43%	SOLE
19	AMAZON COM INC	COM	$2.8M	13639	1.34%	SOLE
20	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.7M	37086	1.29%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	27666	1.24%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	29654	1.07%	SOLE
23	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$2.2M	23241	1.03%	SOLE
24	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.1M	30111	0.97%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	20057	0.92%	SOLE
26	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.7M	67958	0.82%	SOLE
27	FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$1.6M	78244	0.78%	SOLE
28	SPDR GOLD TR	GOLD SHS	$1.6M	3641	0.74%	SOLE
29	ISHARES TR	ISHS 5-10YR INVT	$1.5M	29078	0.73%	SOLE
30	ISHARES SILVER TR	ISHARES	$1.5M	22406	0.72%	SOLE
31	ISHARES TR	CORE S&P TTL STK	$1.5M	10599	0.71%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$1.4M	32628	0.67%	SOLE
33	FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$1.3M	33984	0.62%	SOLE
34	SCHWAB STRATEGIC TR	5 10YR CORP BD	$1.3M	56843	0.61%	SOLE
35	EXXON MOBIL CORP	COM	$1.3M	7431	0.60%	SOLE
36	STATE STR SPDR DOW JONES IND	UT SER 1	$1.3M	2721	0.60%	SOLE
37	PALANTIR TECHNOLOGIES INC	CL A	$1.2M	7965	0.55%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	41820	0.51%	SOLE
39	FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	$1.1M	31513	0.50%	SOLE
40	DIREXION SHARES ETF TRUST	DAILY SEMICONDUC	$1.0M	26207	0.49%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.0M	20707	0.48%	SOLE
42	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.0M	10932	0.48%	SOLE
43	SCHWAB STRATEGIC TR	US AGGREGATE B	$975K	41998	0.46%	SOLE
44	SCHWAB STRATEGIC TR	US BRD MKT ETF	$964K	38410	0.46%	SOLE
45	WALMART INC	COM	$937K	7543	0.44%	SOLE
46	FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$812K	4041	0.38%	SOLE
47	SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$755K	7497	0.36%	SOLE
48	ISHARES TR	S&P 500 GRWT ETF	$725K	6413	0.34%	SOLE
49	VANGUARD INDEX FDS	REAL ESTATE ETF	$692K	7798	0.33%	SOLE
50	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$689K	17697	0.33%	SOLE

1–50 of 134

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.