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CIK: 0001905962
Total reported value
$409.7M
$409.7M
108 檔
30.2%
According to the latest 13F quarterly dataset, Pinnacle Financial Group, LLC / IL managed an equity portfolio of $409.7M at the end of Q3 2025, spanning 108 distinct U.S. exchange-listed positions.
In Q3 2025, Pinnacle Financial Group, LLC / IL displayed an active expansion posture, initiating 19 new positions and adding to 48 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 9.41% | +0.06% | +0.78% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 8.54% | -0.47% | -4.77% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.64% | +0.37% | -2.46% | |
| 4 | DTD | Wisdomtree US Total Dividend | ETF-Other | 6.64% | -0.32% | -2.08% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.25% | +0.35% | +3.11% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.88% | -0.16% | +4.12% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.64% | +0.02% | +1.79% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.28% | +0.09% | +4.92% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.91% | +0.12% | -2.48% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.73% | -0.67% | -0.98% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.35% | +0.10% | +2.54% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.19% | +0.38% | +0.24% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.12% | -0.18% | +4.05% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.00% | +0.08% | +7.56% | |
| 15 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.84% | -0.03% | +5.25% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.81% | +0.02% | -0.66% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.65% | +0.13% | +0.55% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.62% | -0.36% | +0.65% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.54% | +0.05% | +6.72% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.35% | -0.30% | +0.13% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | +0.04% | +0.26% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.20% | -0.02% | +11.42% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 1.17% | -0.05% | +2.82% | |
| 24 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.11% | +0.07% | +3.44% | |
| 25 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.09% | -0.04% | +69.48% | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.06% | -0.08% | +44.23% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.94% | -0.01% | +0.23% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.06% | -0.52% | |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.91% | -0.11% | +71.67% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.91% | -0.08% | +70.00% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-Other | 0.86% | +0.01% | -8.19% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.79% | -0.04% | +1.18% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.05% | — | |
| 34 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.72% | +0.05% | +0.01% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.71% | — | +0.23% | |
| 36 | VSDB | Vanguard Short Dur Bond ETF | ETF-Other | 0.71% | -0.05% | +397.72% | |
| 37 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.70% | +0.03% | +0.36% | |
| 38 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.67% | -0.06% | -5.01% | |
| 39 | INCM | Franklin Income Focus ETF | ETF-Other | 0.58% | +0.09% | +13.85% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.50% | +0.06% | +9.76% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-Other | 0.50% | +0.05% | +99.47% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | +0.01% | -0.65% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | +0.42% | +10.68% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.36% | — | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.01% | +4.56% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.06% | -13.74% | |
| 47 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.29% | -0.06% | +1.39% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.01% | +1.54% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | — | -1.50% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.24% | +0.10% | NEW |
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 108 disclosed positions in Q3 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 PRF, DFIC, DFEM) accounted for 30.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
VSDB
市值: $2.4M
Top Position Liquidated / Trimmed
SDY
前期市值: $475.6K
During Q3 2025, Pinnacle Financial Group, LLC / IL's top holdings by market value included PRF (9.4%)、DFIC (8.5%)、DFEM (6.6%). The largest single position, PRF, represented 9.4% of total portfolio value.
In Q3 2025, Pinnacle Financial Group, LLC / IL made 106 total portfolio adjustments, initiating 19 new buys, adding to 48 positions, trimming 33 holdings, and fully liquidating 6 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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