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CIK: 0001679064
Total reported value
$238.4M
$238.4M
141 檔
33.3%
According to the latest 13F quarterly dataset, Pinnacle Family Advisors, LLC managed an equity portfolio of $238.4M at the end of Q4 2025, spanning 141 distinct U.S. exchange-listed positions.
In Q4 2025, Pinnacle Family Advisors, LLC displayed an active expansion posture, initiating 28 new positions and adding to 52 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FCUS | Pinnacle Focused Opport ETF | ETF-Other | 9.54% | +0.95% | +5.73% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.52% | +0.15% | -15.88% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.04% | +0.02% | -0.75% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.59% | -0.40% | -26.75% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.21% | -0.12% | -13.94% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | -0.15% | -0.33% | |
| 7 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.18% | -0.56% | +0.76% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.34% | -0.27% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.09% | +0.58% | -0.71% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.77% | +0.24% | +31.88% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.88% | -0.22% | +10.45% | |
| 12 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.83% | +0.13% | +0.71% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.68% | -0.11% | +0.21% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.63% | +0.01% | -1.43% | |
| 15 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.63% | -0.22% | -0.92% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.62% | -0.17% | +0.86% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | +0.01% | -2.90% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.08% | -0.01% | +80.35% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.04% | +1.48% | -1.26% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.26% | -7.63% | |
| 21 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.98% | +0.08% | -0.02% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.97% | -0.14% | +3.13% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-Other | 0.92% | -0.06% | +30.69% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.89% | — | -4.93% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.79% | +0.50% | +57.81% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.76% | -0.32% | — | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.76% | -0.10% | -1.08% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.72% | +0.01% | -1.63% | |
| 29 | SLV | Ishares Silver Trust | ETF-Commodities | 0.72% | -0.19% | +109.53% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.65% | -0.03% | -56.83% | |
| 31 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.62% | -0.02% | -24.82% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | -0.22% | +14.63% | |
| 33 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.61% | -0.03% | -1.82% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.58% | — | — | |
| 35 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.58% | -0.05% | +6.88% | |
| 36 | AFLG | First Trust Active Factor La | ETF-Other | 0.57% | +0.17% | — | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.61% | NEW | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.57% | — | — | |
| 39 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.55% | -0.06% | +3.06% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.52% | +0.02% | -10.64% | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.51% | +0.11% | — | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | — | — | |
| 43 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.48% | — | — | |
| 44 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.47% | -0.03% | -47.23% | |
| 45 | ARKK | Ark Innovation ETF | ETF-Other | 0.47% | +0.10% | NEW | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.43% | -0.03% | +5.29% | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.43% | -0.05% | +1.12% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.17% | +2.25% | |
| 49 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.37% | +0.06% | -1.66% | |
| 50 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.35% | -0.13% | +0.09% |
According to official SEC Form 13F filings, Pinnacle Family Advisors, LLC reported a total U.S. public equity portfolio value of $238.4M across 141 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FCUS, QQQ, IVV) accounted for 33.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
EEM
市值: $1.7M
Top Position Liquidated / Trimmed
SPLV
前期市值: $1.2M
During Q4 2025, Pinnacle Family Advisors, LLC's top holdings by market value included FCUS (9.5%)、QQQ (7.5%)、IVV (7.0%). The largest single position, FCUS, represented 9.5% of total portfolio value.
In Q4 2025, Pinnacle Family Advisors, LLC made 145 total portfolio adjustments, initiating 28 new buys, adding to 52 positions, trimming 54 holdings, and fully liquidating 11 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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