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CIK: 0001679064
Total reported value
$238.4M
$238.4M
135 檔
28.6%
As reported in its official Q1 2026 Form 13F filing, Pinnacle Family Advisors, LLC's tracked investment portfolio stood at $238.4M with 135 total positions.
Pinnacle Family Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 20 new positions while fully exiting 26 holdings and trimming 49 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FCUS | Pinnacle Focused Opport ETF | ETF-Other | 8.35% | +0.95% | -28.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.17% | -0.40% | +6.87% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.02% | +0.02% | -2.02% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.73% | +0.15% | -37.29% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.73% | -4.73% | EXIT | |
| 6 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.71% | -0.56% | +7.72% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | -0.15% | -0.24% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.15% | -0.12% | -30.77% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.06% | -0.34% | -1.79% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.83% | +0.58% | -3.90% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.27% | -0.32% | +168.04% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.20% | +1.48% | +91.89% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.89% | -0.17% | +1.73% | |
| 14 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.86% | +0.13% | +2.64% | |
| 15 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.83% | +0.24% | -32.66% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.78% | -0.11% | -0.24% | |
| 17 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.66% | -0.22% | -2.79% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.42% | +0.01% | -1.31% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.01% | -7.19% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.28% | -0.14% | +24.12% | |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.23% | +0.11% | +118.36% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.26% | +6.39% | |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.02% | +0.08% | +1.11% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-Other | 0.97% | -0.06% | +0.41% | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.91% | -0.91% | EXIT | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.82% | — | -9.57% | |
| 27 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.77% | -0.05% | +25.83% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | -0.22% | -66.31% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.73% | -0.10% | -9.07% | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 0.72% | -0.19% | -11.66% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.71% | +0.01% | -3.92% | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.67% | -0.03% | +4.97% | |
| 33 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.65% | -0.02% | +1.52% | |
| 34 | AFLG | First Trust Active Factor La | ETF-Other | 0.62% | +0.17% | +2.04% | |
| 35 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.61% | -0.06% | +5.21% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.17% | +2.85% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.59% | -0.01% | -46.69% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | -0.22% | +0.87% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.50% | -0.03% | +0.49% | |
| 40 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.50% | -0.13% | +7.66% | |
| 41 | SOXS | Direx Dai Semi Be 3x Etf-usd | ETF-Other | 0.49% | -0.49% | EXIT | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | +0.50% | -37.15% | |
| 43 | FTCS | First Trust Capital Strength | ETF-Other | 0.48% | -0.05% | +3.64% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.46% | -0.03% | -0.54% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.45% | +0.02% | -14.94% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.10% | +7.77% | |
| 47 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.38% | +0.06% | +0.32% | |
| 48 | SGVT | Schwab Govt Money Market ETF | ETF-Other | 0.35% | -0.03% | +88.04% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | +0.03% | +3.00% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.33% | -0.01% | +0.19% |
According to official SEC Form 13F filings, Pinnacle Family Advisors, LLC reported a total U.S. public equity portfolio value of $238.4M across 135 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including FCUS, SPY, IVV) accounted for 28.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
BIL
市值: $10.1M
Top Position Liquidated / Trimmed
SPMD
前期市值: $1.3M
During Q1 2026, Pinnacle Family Advisors, LLC's top holdings by market value included FCUS (8.3%)、SPY (7.2%)、IVV (7.0%). The largest single position, FCUS, represented 8.3% of total portfolio value.
In Q1 2026, Pinnacle Family Advisors, LLC made 157 total portfolio adjustments, initiating 20 new buys, adding to 62 positions, trimming 49 holdings, and fully liquidating 26 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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