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CIK: 0001679064
Total reported value
$238.4M
$238.4M
109 檔
27.7%
As reported in its official Q2 2024 Form 13F filing, Pinnacle Family Advisors, LLC's tracked investment portfolio stood at $238.4M with 109 total positions.
During Q2 2024, Pinnacle Family Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.97% | +0.02% | -14.59% | |
| 2 | FCUS | Pinnacle Focused Opport ETF | ETF-Other | 9.69% | +0.95% | +3.38% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.32% | -0.40% | +15.61% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.14% | +0.15% | -26.50% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | -0.15% | +836.01% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.20% | +0.58% | -16.01% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.15% | -0.34% | -0.92% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.93% | +0.61% | NEW | |
| 9 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.85% | -0.56% | +2.48% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.30% | +0.02% | -4.15% | |
| 11 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 2.08% | -0.22% | +15.67% | |
| 12 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.01% | -0.03% | -35.06% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.01% | +1.72% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.88% | -0.04% | — | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.73% | -0.11% | -1.24% | |
| 16 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.73% | — | — | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.72% | -0.12% | +17.64% | |
| 18 | IYG | Ishares U.s. Financial Servi | ETF-Other | 1.67% | — | — | |
| 19 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.65% | — | — | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.26% | -23.64% | |
| 21 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.47% | +0.13% | -46.02% | |
| 22 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.46% | +0.03% | -58.79% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.96% | +0.01% | -5.56% | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.94% | -0.10% | +21.39% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.91% | — | +20.67% | |
| 26 | FTCS | First Trust Capital Strength | ETF-Other | 0.84% | -0.05% | -0.62% | |
| 27 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.82% | +0.08% | +11.14% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.79% | -0.03% | -7.91% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.01% | -30.06% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | — | — | |
| 31 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.71% | -0.02% | — | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.69% | -0.01% | -13.24% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | — | — | |
| 34 | FVD | First Trust Value Line Dvd | ETF-Other | 0.53% | -0.03% | +66.84% | |
| 35 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.52% | — | +31.71% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | -0.01% | +84.14% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.50% | +0.14% | -1.06% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | +0.50% | +93.76% | |
| 39 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.48% | +0.03% | -42.23% | |
| 40 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.48% | +0.04% | — | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.47% | -0.03% | -4.47% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.17% | -1.28% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | — | +257.69% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-Other | 0.41% | -0.06% | -1.94% | |
| 45 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.39% | -0.06% | — | |
| 46 | FTA | First Trust L C Val Alp | ETF-Other | 0.38% | -0.02% | -6.61% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.38% | -0.17% | -0.11% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.37% | -0.01% | — | |
| 49 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.37% | -0.13% | -42.97% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.36% | — | -5.38% |
According to official SEC Form 13F filings, Pinnacle Family Advisors, LLC reported a total U.S. public equity portfolio value of $238.4M across 109 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, FCUS, SPY) accounted for 27.7% of total reported equity market value during Q2 2024.
During Q2 2024, Pinnacle Family Advisors, LLC's top holdings by market value included IVV (10.0%)、FCUS (9.7%)、SPY (8.3%). The largest single position, IVV, represented 10.0% of total portfolio value.
In Q2 2024, Pinnacle Family Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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