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CIK: 0001905962
Total reported value
$409.7M
$409.7M
84 檔
26.3%
According to the latest 13F quarterly dataset, Pinnacle Financial Group, LLC / IL managed an equity portfolio of $409.7M at the end of Q4 2024, spanning 84 distinct U.S. exchange-listed positions.
During Q4 2024, Pinnacle Financial Group, LLC / IL'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 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 11.11% | +0.06% | -1.12% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 8.72% | -0.47% | +5.96% | |
| 3 | DTD | Wisdomtree US Total Dividend | ETF-Other | 8.34% | -0.32% | +0.03% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.03% | +0.35% | +1.47% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.99% | +0.37% | +0.26% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.93% | +0.02% | +5.65% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.74% | +0.12% | -0.53% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.42% | -0.16% | +8.41% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.20% | -0.67% | +3.81% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.11% | +0.09% | +4.84% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.68% | +0.10% | -1.07% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.40% | -0.18% | +14.38% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.34% | +0.38% | +2.39% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.18% | -0.03% | -7.39% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.15% | +0.02% | -0.45% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.77% | +0.13% | +10.11% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.74% | +0.08% | +3.14% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.66% | +0.04% | +1.57% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.47% | -0.36% | -0.05% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.44% | +0.05% | +16.26% | |
| 21 | DFAI | Dimensional International Co | ETF-Other | 1.30% | -0.05% | -1.35% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.27% | -0.01% | +2.62% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.06% | +0.75% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 1.10% | +0.01% | -10.33% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.08% | -0.02% | +1.02% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.07% | — | +2.78% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.07% | -0.04% | -13.22% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | +0.05% | +0.75% | |
| 29 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.81% | +0.05% | -0.07% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.65% | +0.03% | +1.24% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.58% | +0.06% | -0.41% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | +0.01% | +0.08% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | +0.42% | +0.25% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.38% | — | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.06% | +32.37% | |
| 36 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.35% | -0.04% | +52.51% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | +26.47% | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.32% | -0.08% | +88.73% | |
| 39 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.32% | — | -2.74% | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.25% | -0.11% | +51.56% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.24% | -0.01% | +0.03% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.01% | -7.92% | |
| 43 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.24% | -0.02% | -0.13% | |
| 44 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.23% | -0.08% | +55.13% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.02% | +27.65% | |
| 46 | INCM | Franklin Income Focus ETF | ETF-Other | 0.22% | +0.09% | — | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.21% | +0.10% | NEW | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.21% | — | +0.05% | |
| 49 | FLCB | Franklin U.s. Core Bond ETF | ETF-Other | 0.21% | -0.01% | +7.64% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | +0.01% | +5.72% |
According to official SEC Form 13F filings, Pinnacle Financial Group, LLC / IL reported a total U.S. public equity portfolio value of $409.7M across 84 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including PRF, DFIC, DTD) accounted for 26.3% of total reported equity market value during Q4 2024.
During Q4 2024, Pinnacle Financial Group, LLC / IL's top holdings by market value included PRF (11.1%)、DFIC (8.7%)、DTD (8.3%). The largest single position, PRF, represented 11.1% of total portfolio value.
In Q4 2024, Pinnacle Financial Group, LLC / IL 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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