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CIK: 0001679064
Total reported value
$238.4M
$238.4M
109 檔
24.4%
The Q1 2025 SEC filing reveals that Pinnacle Family Advisors, LLC held a total portfolio value of $238.4M, covering 109 public equity positions.
In Q1 2025, Pinnacle Family Advisors, LLC displayed an active expansion posture, initiating 109 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FCUS | Pinnacle Focused Opport ETF | ETF-Other | 8.98% | +0.95% | +0.21% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.95% | -0.40% | -21.07% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.73% | +0.02% | -22.76% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 4.28% | -0.56% | +19.51% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.67% | +0.15% | -31.37% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.16% | -0.34% | -0.02% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.89% | -0.12% | +136.93% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.65% | +0.24% | -4.99% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.38% | +0.58% | -23.12% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.36% | +0.02% | +0.89% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | -0.15% | -13.78% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.10% | +1.48% | +92.19% | |
| 13 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 2.03% | -0.22% | -0.02% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.88% | +0.03% | +0.69% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.78% | -0.11% | +2.58% | |
| 16 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.66% | — | -0.70% | |
| 17 | IYZ | Ishares US Telecommunication | ETF-Other | 1.65% | — | -2.72% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.59% | -0.01% | +108.53% | |
| 19 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.58% | — | -0.86% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.01% | -7.25% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.26% | -4.76% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.19% | -0.17% | +3.88% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.15% | -0.03% | +385.62% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | +0.01% | +22.44% | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.09% | -0.03% | -4.60% | |
| 26 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.09% | -0.03% | -43.09% | |
| 27 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.07% | -0.02% | +45.25% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 1.05% | +0.50% | +35.11% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.98% | +0.61% | NEW | |
| 30 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.97% | +0.08% | +20.48% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.96% | — | +6.67% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.94% | -0.10% | -0.58% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.87% | +0.01% | -5.61% | |
| 34 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.86% | +0.13% | +1.19% | |
| 35 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.77% | -0.02% | +5.50% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.73% | +0.28% | NEW | |
| 37 | FVD | First Trust Value Line Dvd | ETF-Other | 0.66% | -0.03% | +24.28% | |
| 38 | FTCS | First Trust Capital Strength | ETF-Other | 0.64% | -0.05% | -31.69% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | — | +0.59% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | -0.14% | — | |
| 41 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.59% | -0.06% | +6.55% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.53% | -0.03% | +5.36% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.52% | -0.01% | -2.93% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.51% | — | +29.60% | |
| 45 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.50% | +0.04% | -5.67% | |
| 46 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.48% | +0.13% | NEW | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.48% | +0.14% | -20.92% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.17% | +4.87% | |
| 49 | AFLG | First Trust Active Factor La | ETF-Other | 0.45% | +0.17% | — | |
| 50 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.42% | -0.13% | +1.55% |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FCUS, SPY, IVV) accounted for 24.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
FCUS
市值: $16.5M
During Q1 2025, Pinnacle Family Advisors, LLC's top holdings by market value included FCUS (9.0%)、SPY (8.0%)、IVV (6.7%). The largest single position, FCUS, represented 9.0% of total portfolio value.
In Q1 2025, Pinnacle Family Advisors, LLC made 109 total portfolio adjustments, initiating 109 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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