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CIK: 0001905962
Total reported value
$409.7M
$409.7M
101 檔
28.7%
In Q2 2025, Pinnacle Financial Group, LLC / IL's U.S. equity holdings reached a combined market value of $409.7M, distributed across 101 disclosed stock positions.
During Q2 2025, 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 | 9.66% | +0.06% | -1.43% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 9.41% | -0.47% | -2.66% | |
| 3 | DTD | Wisdomtree US Total Dividend | ETF-Other | 7.10% | -0.32% | -1.03% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.97% | +0.37% | -1.52% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.24% | +0.35% | +0.91% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.90% | -0.16% | +3.33% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.74% | +0.02% | +1.26% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.26% | +0.09% | +0.39% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.06% | +0.12% | -0.25% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.86% | -0.67% | -0.18% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.36% | +0.10% | -3.16% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.24% | -0.18% | +2.44% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.19% | +0.38% | -5.86% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.93% | +0.08% | +12.42% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.91% | +0.02% | -0.69% | |
| 16 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.91% | -0.03% | +1.75% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.69% | +0.13% | +2.51% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.53% | -0.36% | -3.53% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.52% | +0.05% | -0.48% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.43% | -0.30% | +479.43% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.36% | +0.04% | -1.35% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 1.20% | -0.05% | -11.37% | |
| 23 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.18% | +0.07% | +10.95% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.12% | -0.02% | +10.69% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.01% | -0.01% | -4.60% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.06% | +0.29% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.96% | +0.01% | -0.13% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.81% | -0.08% | +16.97% | |
| 29 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.78% | -0.06% | +0.65% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.05% | -1.37% | |
| 31 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.74% | +0.05% | +0.01% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.73% | — | -19.44% | |
| 33 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.71% | +0.03% | +0.59% | |
| 34 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.70% | -0.04% | +22.40% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.69% | -0.04% | -6.62% | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.58% | -0.08% | +1.72% | |
| 37 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.58% | -0.11% | +1.55% | |
| 38 | INCM | Franklin Income Focus ETF | ETF-Other | 0.55% | +0.09% | +206.73% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.47% | +0.06% | -3.84% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | +0.01% | -1.09% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | +0.42% | +6.72% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.38% | — | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.06% | — | |
| 44 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.31% | -0.06% | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.01% | +25.36% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.01% | +9.79% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.27% | +0.10% | NEW | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | — | +35.40% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.26% | +0.05% | +0.54% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.21% | -0.01% | — |
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 101 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PRF, DFIC, DTD) accounted for 28.7% of total reported equity market value during Q2 2025.
During Q2 2025, Pinnacle Financial Group, LLC / IL's top holdings by market value included PRF (9.7%)、DFIC (9.4%)、DTD (7.1%). The largest single position, PRF, represented 9.7% of total portfolio value.
In Q2 2025, 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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