Pinnacle Financial Group, LLC / IL

Est. AUM

$364.8M

13F long equity, this entity only

Positions

111

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$32.6M	916900	8.93%	SOLE
2	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$31.8M	668275	8.71%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$21.5M	552476	5.88%	SOLE
4	WISDOMTREE TR	US TOTAL DIVIDND	$21.2M	245116	5.80%	SOLE
5	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$20.1M	580417	5.50%	SOLE
6	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$15.0M	159569	4.12%	SOLE
7	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$13.9M	94078	3.82%	SOLE
8	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$13.0M	173767	3.58%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.3M	14329	2.55%	SOLE
10	ISHARES TR	MSCI EMG MKT ETF	$9.2M	162150	2.52%	SOLE
11	PIMCO ETF TR	ENHAN SHRT MA AC	$9.0M	89953	2.48%	SOLE
12	ISHARES TR	SELECT DIVID ETF	$8.9M	58781	2.44%	SOLE
13	ISHARES TR	CORE US AGGBD ET	$8.6M	86357	2.35%	SOLE
14	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$8.0M	112879	2.20%	SOLE
15	VANGUARD INDEX FDS	SM CP VAL ETF	$7.1M	32819	1.95%	SOLE
16	VANGUARD INDEX FDS	SMALL CP ETF	$6.2M	23572	1.69%	SOLE
17	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$6.1M	258048	1.67%	SOLE
18	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.9M	27228	1.60%	SOLE
19	SPDR GOLD TR	GOLD SHS	$5.6M	13083	1.54%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$5.5M	19296	1.52%	SOLE
21	PGIM ETF TR	TOTAL RETURN BON	$5.3M	127597	1.45%	SOLE
22	PIMCO ETF TR	MULTISECTOR BD	$5.0M	190358	1.37%	SOLE
23	MCDONALDS CORP	COM	$4.6M	14763	1.26%	SOLE
24	SSGA ACTIVE ETF TR	STATE STREET DOU	$4.3M	109144	1.19%	SOLE
25	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$4.3M	110726	1.18%	SOLE
26	VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.3M	23362	1.18%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$4.1M	12768	1.12%	SOLE
28	PIMCO ETF TR	ACTIVE BD ETF	$3.7M	40275	1.02%	SOLE
29	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$3.7M	187879	1.01%	SOLE
30	VANGUARD MALVERN FDS	SHORT DURATION B	$2.9M	38682	0.81%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	5915	0.78%	SOLE
32	APPLE INC	COM	$2.8M	11088	0.77%	SOLE
33	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.7M	30477	0.74%	SOLE
34	VANGUARD INDEX FDS	LARGE CAP ETF	$2.6M	8678	0.71%	SOLE
35	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.6M	75421	0.70%	SOLE
36	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.4M	52573	0.65%	SOLE
37	ISHARES TR	S&P 500 GRWT ETF	$2.3M	20208	0.63%	SOLE
38	VANGUARD INDEX FDS	VALUE ETF	$2.1M	10670	0.57%	SOLE
39	ISHARES TR	MORNINGSTAR GRWT	$2.1M	21835	0.57%	SOLE
40	FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$1.9M	67805	0.53%	SOLE
41	VANGUARD WORLD FD	HEALTH CAR ETF	$1.9M	7041	0.53%	SOLE
42	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.8M	92844	0.50%	SOLE
43	VANGUARD INDEX FDS	SML CP GRW ETF	$1.8M	5957	0.49%	SOLE
44	ISHARES TR	CORE S&P MCP ETF	$1.4M	21329	0.39%	SOLE
45	NVIDIA CORPORATION	COM	$1.3M	7407	0.35%	SOLE
46	AMERICAN CENTY ETF TR	US EQT ETF	$1.3M	11295	0.34%	SOLE
47	INVESCO QQQ TR	UNIT SER 1	$1.2M	2142	0.34%	SOLE
48	VANGUARD STAR FDS	VG TL INTL STK F	$1.2M	15785	0.33%	SOLE
49	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$1.0M	50252	0.28%	SOLE
50	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.0M	6981	0.28%	SOLE

1–50 of 111

1 / 3

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