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CIK: 0001679064
Total reported value
$238.4M
$238.4M
124 檔
36.6%
During the Q3 2025 filing period, Pinnacle Family Advisors, LLC (CIK: 0001679064) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $238.4M across 124 reported positions.
In Q3 2025, Pinnacle Family Advisors, LLC displayed an active expansion posture, initiating 30 new positions and adding to 54 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FCUS | Pinnacle Focused Opport ETF | ETF-Other | 9.06% | +0.95% | -6.09% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.71% | -0.40% | +8.31% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.67% | +0.15% | +10.14% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.87% | +0.02% | +0.47% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.72% | -0.12% | +7.44% | |
| 6 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.70% | -0.56% | -2.26% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.20% | -0.15% | +3.18% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.01% | +0.58% | +3.10% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.91% | -0.34% | +4.32% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.02% | +0.24% | -1.65% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.88% | +0.01% | +999.26% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.79% | +0.61% | NEW | |
| 13 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.75% | +0.13% | +38.28% | |
| 14 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.67% | -0.22% | -1.16% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.62% | +0.01% | +1.83% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.62% | -0.11% | +0.02% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.61% | -0.17% | +1.01% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.52% | -0.22% | +29.56% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.01% | -14.76% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.43% | -0.03% | -0.06% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.26% | -3.73% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.03% | +1.48% | +4.46% | |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.99% | +0.08% | -11.08% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.94% | -0.14% | +45.52% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.91% | — | +7.22% | |
| 26 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.89% | -0.03% | +2.19% | |
| 27 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.83% | -0.02% | -4.00% | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.76% | -0.10% | -2.97% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | +0.11% | +3.19% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.71% | +0.01% | +0.13% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.67% | -0.06% | +59.87% | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.61% | -0.03% | +2.60% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.57% | -0.01% | -4.20% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.57% | +0.02% | -2.41% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | -0.22% | +14.02% | |
| 36 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.54% | -0.05% | +48.94% | |
| 37 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.53% | -0.06% | +7.18% | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.51% | — | -7.11% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | +0.50% | -19.65% | |
| 40 | FTCS | First Trust Capital Strength | ETF-Other | 0.43% | -0.05% | -22.38% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.41% | -0.03% | +3.43% | |
| 42 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.40% | +0.03% | -26.11% | |
| 43 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.39% | -0.13% | +3.78% | |
| 44 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.38% | — | +8.41% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.35% | -0.13% | -1.53% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.17% | +2.75% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | +0.03% | +5.36% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.33% | -0.20% | EXIT | |
| 49 | METC | Ramaco Resources Inc-a | Stock-Other | 0.32% | -0.04% | — | |
| 50 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.32% | +0.06% | +6.92% |
According to official SEC Form 13F filings, Pinnacle Family Advisors, LLC reported a total U.S. public equity portfolio value of $238.4M across 124 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FCUS, SPY, QQQ) accounted for 36.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
GLD
市值: $3.5M
Top Position Liquidated / Trimmed
IBB
前期市值: $3.0M
During Q3 2025, Pinnacle Family Advisors, LLC's top holdings by market value included FCUS (9.1%)、SPY (8.7%)、QQQ (8.7%). The largest single position, FCUS, represented 9.1% of total portfolio value.
In Q3 2025, Pinnacle Family Advisors, LLC made 138 total portfolio adjustments, initiating 30 new buys, adding to 54 positions, trimming 39 holdings, and fully liquidating 15 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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