What does Pinnacle Family Advisors, LLC hold?

Pinnacle Family Advisors, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1679064.

What is Pinnacle Family Advisors, LLC's AUM?

Pinnacle Family Advisors, LLC reported approximately $238.4M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $371.7M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Pinnacle Family Advisors, LLC's holdings?

All Pinnacle Family Advisors, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1679064. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Pinnacle Family Advisors, LLC's 13F data updated on 13F Pro?

Pinnacle Family Advisors, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Pinnacle Family Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1679064

Institutional-grade research for retail investors

Sector Allocation

Other76.9%$183.3M
Technology8.5%$20.4M
Consumer Discretionary6.1%$14.5M
Financials5.3%$12.6M
Energy1.3%$3.0M
Real Estate0.7%$1.7M
Healthcare0.6%$1.4M
Consumer Staples0.3%$819,459
Industrials0.2%$561,883
Utilities0.1%$255,145

AUM History

13fpro.ai/research/fund/pinnacle-family-advisors-llc-1679064

Conviction and streaks

Stable · top 10 = 47.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold9.3% weight · held 10 quarters

$Conviction hold7.0% weight · held 10 quarters

$SPYConviction hold6.8% weight · held 10 quarters

$QQQConviction hold4.9% weight · held 10 quarters

$Conviction hold3.7% weight · held 7 quarters

$Accumulating+257% shares · 8 quarters running

$Accumulating+69% shares · 8 quarters running

$Accumulating+168% shares · 5 quarters running

$Accumulating+24% shares · 5 quarters running

$OKEAccumulating+11% shares · 5 quarters running

$Trimming-16% shares · 9 quarters running

$Trimming-45% shares · 6 quarters running

$Trimming-81% shares · 5 quarters running

$Trimming-19% shares · 5 quarters running

$Trimming-8% shares · 4 quarters running

Largest positions — Q2 2026

TIDAL
$22.2M
ISHARES
$16.8M
SPY
$16.1M
QQQ
$11.6M
SCHWAB
$8.8M
SCHWAB
$8.1M
ORLY
$7.5M
NVDA
$7.3M
ISHARES
$7.2M
AAPL
$6.5M
IVZ
$4.9M
FIDELITY
$4.7M
ISHARES
$4.6M
ISHARES
$4.1M
ISHARES
$4.0M
ISHARES
$3.4M
TSLA
$3.4M
SPDR
$3.2M
AMZN
$3.2M
SPDR
$3.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/pinnacle-family-advisors-llc-1679064

Pinnacle Family Advisors, LLC 13F holdings — Q2 2026

$238.4M portfolio (+12.0% QoQ) · 155 holdings · Q2 2026 13F · top 10 are 47% of the stock portfolio

1
TIDAL TRUST II - PINN FOCU OP ETF
$22.2M
9.3% of stocks
+0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - CORE S&P500 ETF
$16.8M
7.0% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SPDR S&P 500 ETF TRUST
$SPY
$16.1M
6.8% of stocks
-8%This quarter-1.4%Since filed9+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
4
INVESCO QQQ TRUST, SERIES 1
$QQQ
$11.6M
4.9% of stocks
-10%This quarter-2.6%Since filed9+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
5
SCHWAB STRATEGIC TR - US LCAP VA ETF
$8.8M
3.7% of stocks
+64%This quarter—Since filed—Held
AIQuality—Est. buy—
6
SCHWAB STRATEGIC TR - US LCAP GR ETF
$8.1M
3.4% of stocks
+16%This quarter—Since filed—Held
AIQuality—Est. buy—
7
O REILLY AUTOMOTIVE INC
$ORLY
$7.5M
3.1% of stocks
-5%This quarter0.0%Since filed9+ qtrsHeld
AIQuality67.3#373Est. buyEstimated buy price is Pro: unlock with a free trial
8
NVIDIA CORP
$NVDA
$7.3M
3.1% of stocks
-7%This quarter-4.1%Since filed9+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
9
ISHARES TR - MSCI EAFE ETF
$7.2M
3.0% of stocks
+0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
10
Apple Inc.
$AAPL
$6.5M
2.7% of stocks
-13%This quarter+12.4%Since filed9+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	TIDAL TRUST II - PINN FOCU OP ETF	$22.2M	9.3%	+0.1%	—	—	—	—
2	ISHARES TR - CORE S&P500 ETF	$16.8M	7.0%	-2%	—	—	—	—
3	SPDR S&P 500 ETF TRUST$SPY	$16.1M	6.8%	-8%	-1.4%	9+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
4	INVESCO QQQ TRUST, SERIES 1$QQQ	$11.6M	4.9%	-10%	-2.6%	9+ qtrsTrimmed 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
5	SCHWAB STRATEGIC TR - US LCAP VA ETF	$8.8M	3.7%	+64%	—	—	—	—
6	SCHWAB STRATEGIC TR - US LCAP GR ETF	$8.1M	3.4%	+16%	—	—	—	—
7	O REILLY AUTOMOTIVE INC$ORLY	$7.5M	3.1%	-5%	0.0%	9+ qtrs	67.3#373	Estimated buy price is Pro: unlock with a free trial
8	NVIDIA CORP$NVDA	$7.3M	3.1%	-7%	-4.1%	9+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
9	ISHARES TR - MSCI EAFE ETF	$7.2M	3.0%	+0.7%	—	—	—	—
10	Apple Inc.$AAPL	$6.5M	2.7%	-13%	+12.4%	9+ qtrsTrimmed 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial

All holdings — Pinnacle Family Advisors, LLC (Q2 2026)

Sort

155 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$IVZ	Invesco Ltd.	Financials	$4.9M	2.1%	81K	+13%	8 qtrs	AI quality score is Pro: unlock with a free trial	13F
12	—	FIDELITY COMWLTH TR - NASDAQ COMPSIT	—	$4.7M	2.0%	46K	-2%	—	—	13F
13	—	ISHARES TR - MSCI EMG MKT ETFetf/fund	—	$4.6M	1.9%	68K	-20%	—	—	13F
14	—	ISHARES TR - SELECT DIVID ETFetf/fund	—	$4.1M	1.7%	26K	-1%	—	—	13F
15	—	ISHARES TR - S&P 500 VAL ETFetf/fund	—	$4.0M	1.7%	18K	-2%	—	—	13F
16	—	ISHARES TR - 10+ YR INVST GRDetf/fund	—	$3.4M	1.4%	69K	-4%	—	—	13F
17	$TSLA	Tesla, Inc.	Consumer Discretionary	$3.4M	1.4%	8,105	-0.4%	9+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	—	SPDR SERIES TRUST - ST STR SP600SM Cetf/fund	—	$3.2M	1.3%	29K	+6%	—	—	13F
19	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.2M	1.3%	13K	-2%	9+ qtrsTrimmed 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
20	—	SPDR SERIES TRUST - ST STR P500ETFetf/fund	—	$3.2M	1.3%	36K	+22%	—	—	13F
21	—	VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund	—	$2.7M	1.1%	37K	-0.4%	—	—	13F
22	—	FIRST TR EXCHANGE TRADED FD - NASD TECH DIV	—	$2.6M	1.1%	23K	-2%	—	—	13F
23	—	SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund	—	$2.3M	1.0%	44K	+111%	—	—	13F
24	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$2.2M	0.9%	27K	-11%	—	—	13F
25	—	SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund	—	$2.0M	0.8%	67K	-2%	—	—	13F
26	—	FIRST TR EXCHNG TRADED FD VI - ACTV FCTR LGCP	—	$1.9M	0.8%	44K	+28%
27	—	FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT	—	$1.7M	0.7%	83K	+6%
28	—	ISHARES TR - CORE S&P TTL STK	—	$1.7M	0.7%	10K	-1%
29	—	FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD	—	$1.5M	0.6%	35K	+8%
30	—	ISHARES TR - ISHS 5-10YR INVT	—	$1.5M	0.6%	28K	-3%
31	—	FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH	—	$1.5M	0.6%	40K	-0.5%
32	—	SPDR SERIES TRUST - ST STR P500GRW	—	$1.5M	0.6%	12K	New
33	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$1.5M	0.6%	9,154	New
34	$STT	STATE STREET CORP	Financials	$1.4M	0.6%	32K	New
35	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$1.4M	0.6%	2,647	-3%
36	—	ISHARES TR - RUSSELL 2000 ETF	—	$1.4M	0.6%	4,560	New
37	—	SCHWAB STRATEGIC TR - 5 10YR CORP BD	—	$1.3M	0.6%	58K	+1%
38	$SLV	iShares Silver Trust	Financials	$1.3M	0.5%	24K	+6%
39	$GLD	SPDR GOLD TRUST	Financials	$1.2M	0.5%	3,377	-7%
40	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$1.1M	0.5%	38K	-0.1%
41	—	SPDR SERIES TRUST - ST STR AGGRE ETF	—	$1.1M	0.5%	44K	+4%
42	—	ISHARES TR - CORE UNIVRSL USD	—	$1.1M	0.4%	23K	+68%
43	—	FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH	—	$1.0M	0.4%	4,212	+4%
44	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$1.0M	0.4%	11K	-0.2%
45	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$1.0M	0.4%	44K	+5%
46	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.0M	0.4%	7,330	-1%
47	—	FIRST TR EXCHANGE TRAD FD VI - ALT ABSLT STRG	—	$883K	0.4%	28K	-11%
48	$AMD	ADVANCED MICRO DEVICES INC	Technology	$880K	0.4%	1,516	New
49	—	ISHARES TR - S&P 500 GRWT ETF	—	$874K	0.4%	6,352	-1.0%
50	$MU	MICRON TECHNOLOGY INC	Technology	$847K	0.4%	734	New
51	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$845K	0.3%	10K	New
52	$WMT	Walmart Inc.	Consumer Staples	$819K	0.3%	7,235	-4%
53	$LLY	ELI LILLY & Co	Healthcare	$810K	0.3%	676	+0.1%
54	$PLTR	Palantir Technologies Inc.	Technology	$775K	0.3%	6,642	-17%
55	—	ISHARES TR - S&P MC 400VL ETF	—	$758K	0.3%	5,130	-0.3%
56	—	SCHWAB STRATEGIC TR - GOVT MONE MA ETF	—	$755K	0.3%	7,497	—
57	$IRM	IRON MOUNTAIN INC	Real Estate	$741K	0.3%	5,866	-0.2%
58	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$735K	0.3%	11K	-0.3%
59	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$732K	0.3%	7,587	-3%
60	$IVZ	Invesco Ltd.	Financials	$712K	0.3%	3,346	+58%
61	—	FIRST TR EXCHANGE-TRADED FD - INTER GRADE ETF	—	$702K	0.3%	34K	+11%
62	—	FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX	—	$682K	0.3%	2,578	+7%
63	—	FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN	—	$662K	0.3%	31K	+5%
64	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$661K	0.3%	6,824	-0.4%
65	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$658K	0.3%	3,453	New
66	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	—	$657K	0.3%	16K	-10%
67	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	—	$656K	0.3%	5,590	New
68	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$630K	0.3%	13K	+0.7%
69	—	SSGA ACTIVE ETF TR - ST STR TOTAL ETF	—	$629K	0.3%	16K	+8%
70	$GOOG	Alphabet Inc.	Technology	$621K	0.3%	1,758	+0.6%
71	—	FIRST TR EXCHANGE-TRADED FD - MNGD FUTRS STRGY	—	$610K	0.3%	12K	-3%
72	—	ARROW ETF TR - ARROW DJ GLB YLD	—	$585K	0.3%	41K	+37%
73	—	LITMAN GREGORY FDS TR - IMGP DBI MAN ETF	—	$581K	0.2%	19K	-3%
74	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$564K	0.2%	12K	+37%
75	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	—	$563K	0.2%	14K	+20%
76	—	VANECK ETF TRUST - STEEL ETF	—	$549K	0.2%	5,580	New
77	$NVMI	NOVA LTD.	Technology	$543K	0.2%	1,000	New
78	$LTC	LTC PROPERTIES INC	Real Estate	$537K	0.2%	14K	-0.5%
79	—	ISHARES TR - MBS ETF	—	$523K	0.2%	5,531	+9%
80	—	VANGUARD INDEX FDS - GROWTH ETF	—	$519K	0.2%	6,030	+446%
81	$WMB	WILLIAMS COMPANIES, INC.	Energy	$517K	0.2%	6,957	+0.2%
82	$COIN	Coinbase Global, Inc.	Financials	$507K	0.2%	3,468	New
83	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	—	$499K	0.2%	1,746	-8%
84	$META	Meta Platforms, Inc.	Technology	$491K	0.2%	871	+13%
85	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$481K	0.2%	961	-4%
86	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$473K	0.2%	9,144	+5%
87	$GOOGL	Alphabet Inc.	Technology	$473K	0.2%	1,322	-8%
88	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$472K	0.2%	10K	+24%
89	—	ISHARES TR - US TREAS BD ETF	—	$471K	0.2%	21K	+8%
90	—	ISHARES TR - CORE S&P MCP ETF	—	$468K	0.2%	6,064	-2%
91	—	ISHARES TR - MSCI ACWI EX US	—	$466K	0.2%	6,124	+26%
92	—	BLACKROCK ETF TRUST - ISHA IN CTRY ETF	—	$448K	0.2%	12K	+0.4%
93	$MRVL	Marvell Technology, Inc.	Technology	$447K	0.2%	1,500	New
94	—	FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US	—	$434K	0.2%	4,581	-34%
95	—	FIRST TR EXCH TRD ALPHDX FD - EMERG MKT ALPH	—	$433K	0.2%	14K	+41%
96	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	—	$430K	0.2%	4,861	-3%
97	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$427K	0.2%	1,277	+0.2%
98	$STT	STATE STREET CORP	Financials	$402K	0.2%	3,586	+19%
99	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$399K	0.2%	7,919	-14%
100	—	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	—	$393K	0.2%	8,237	-18%
101	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$392K	0.2%	1,780	—
102	$BAC	BANK OF AMERICA CORP /DE/	Financials	$384K	0.2%	6,732	-11%
103	—	BONDBLOXX ETF TRUST - BLOOMBERG TEN YR	—	$376K	0.2%	8,246	-34%
104	$EPR	EPR PROPERTIES	Real Estate	$375K	0.2%	6,460	-6%
105	—	SPDR SERIES TRUST - ST STR SP BIOT	—	$364K	0.1%	2,300	New
106	—	BLACKROCK ETF TRUST - ISHA I IN TE ETF	—	$352K	0.1%	6,683	-21%
107	$MSFT	MICROSOFT CORP	Technology	$349K	0.1%	935	+2%
108	$CAT	CATERPILLAR INC	Industrials	$341K	0.1%	320	-3%
109	$IVZ	Invesco Ltd.	Financials	$328K	0.1%	2,028	-14%
110	$ICHR	ICHOR HOLDINGS, LTD.	Technology	$326K	0.1%	2,900	New
111	$LRCX	LAM RESEARCH CORP	Technology	$325K	0.1%	750	New
112	—	ISHARES TR - US AER DEF ETF	—	$320K	0.1%	1,320	New
113	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$319K	0.1%	3,555	New
114	$SYK	STRYKER CORP	Healthcare	$310K	0.1%	985	-2%
115	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$305K	0.1%	6,871	+3%
116	$PSX	Phillips 66	Energy	$305K	0.1%	1,802	+0.6%
117	$JNJ	JOHNSON & JOHNSON	Healthcare	$303K	0.1%	1,195	+0.3%
118	$CVX	CHEVRON CORP	Energy	$303K	0.1%	1,829	-0.3%
119	$OKE	ONEOK INC /NEW/	Energy	$302K	0.1%	3,479	+0.8%
120	—	FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY	—	$301K	0.1%	4,085	+0.9%
121	—	FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING	—	$299K	0.1%	2,225	New
122	$METC	Ramaco Resources, Inc.	Energy	$288K	0.1%	22K	+0.5%
123	—	BLACKROCK ETF TRUST - ISHA SYST AL ETF	—	$286K	0.1%	10K	New
124	—	FIRST TR EXCH TRD ALPHDX FD - EUROPE ALPHADEX	—	$280K	0.1%	4,903	-4%
125	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$278K	0.1%	4,919	-6%
126	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$267K	0.1%	949	-9%
127	$PHYS	Sprott Physical Gold Trust	Financials	$265K	0.1%	8,790	New
128	—	FIRST TR EXCH TRD ALPHDX FD - JAPAN ALPHADEX	—	$263K	0.1%	3,447	-8%
129	—	SPDR SERIES TRUST - ST STR SP METAL	—	$262K	0.1%	2,450	New
130	—	ISHARES TR - EXPANDED TECH	—	$261K	0.1%	2,880	New
131	$MPC	Marathon Petroleum Corp	Energy	$261K	0.1%	1,020	+0.4%
132	$NEE	NEXTERA ENERGY INC	Utilities	$255K	0.1%	2,907	+1%
133	—	BLACKROCK ETF TRUST - ISHA LA CORE ETF	—	$253K	0.1%	5,017	New
134	—	INVESCO EXCH TRADED FD TR II - RUSEL 1000 EQL	—	$250K	0.1%	4,220	New
135	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$250K	0.1%	6,010	-30%
136	—	ISHARES TR - MSCI USA MIN ETF	—	$249K	0.1%	2,580	+1%
137	—	SSGA ACTIVE TR - STATE STREET US	—	$248K	0.1%	3,820	+1%
138	—	SPDR SERIES TRUST - ST STR MSCI USAQ	—	$248K	0.1%	1,325	+2%
139	—	BLACKROCK ETF TRUST II - ISHA GLO USD ETF	—	$243K	0.1%	4,823	New
140	$STX	Seagate Technology Holdings plc	Technology	$236K	0.1%	245	New
141	—	ARK ETF TR - INNOVATION ETF	—	$234K	0.1%	2,897	New
142	—	ISHARES TR - CORE S&P US VLU	—	$234K	0.1%	2,124	+0.0%
143	—	SPDR SERIES TRUST - ST STR RATE ETF	—	$232K	0.1%	7,517	—
144	—	ISHARES TR - EAFE VALUE ETF	—	$230K	0.1%	3,004	-54%
145	—	DIMENSIONAL ETF TRUST - GLOBAL CR ETF	—	$221K	0.1%	4,046	-2%
146	$RTX	RTX Corp	Industrials	$221K	0.1%	1,164	-9%
147	$V	VISA INC.	Financials	$215K	0.1%	626	New
148	—	ISHARES TR - IBOXX HI YD ETF	—	$212K	0.1%	2,650	-0.3%
149	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$212K	0.1%	3,547	New
150	$WULF	TERAWULF INC.	Financials	$207K	0.1%	8,400	New

What changed in Q2 2026

Against the previous quarter's 13F: 34 new, 53 added to, 64 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.

New positions (34)

SPDR SERIES TRUST - ST STR P500GRW$1.5M
first bought this quarter
SELECT SECTOR SPDR TR - ST STR CARE ETF$1.5M
first bought this quarter
ISHARES TR - RUSSELL 2000 ETF$1.4M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$880K
first bought this quarter
$MUMICRON TECHNOLOGY INC$847K
first bought this quarter
SELECT SECTOR SPDR TR - ST STR STAPL ETF$845K
first bought this quarter

+28 more in the Excel export

Added to (53)

SCHWAB STRATEGIC TR - US LCAP VA ETF+64%
now $8.8M
SELECT SECTOR SPDR TR - ST STR FINL ETF+111%
now $2.3M
SCHWAB STRATEGIC TR - US LCAP GR ETF+16%
now $8.1M
SPDR SERIES TRUST - ST STR P500ETF+22%
now $3.2M
$IVZInvesco Ltd.+13%
now $4.9M · held 8 qtrs
ISHARES TR - CORE UNIVRSL USD+68%
now $1.1M

+47 more in the Excel export

Trimmed (64)

$SPYSPDR S&P 500 ETF TRUST-8%
now $16.1M · held 9+ qtrs
$QQQINVESCO QQQ TRUST, SERIES 1-10%
now $11.6M · held 9+ qtrs, 3 trims in a row
ISHARES TR - MSCI EMG MKT ETF-20%
now $4.6M
$AAPLApple Inc.-13%
now $6.5M · held 9+ qtrs, 2 trims in a row
$NVDANVIDIA CORP-7%
now $7.3M · held 9+ qtrs
$ORLYO REILLY AUTOMOTIVE INC-5%
now $7.5M · held 9+ qtrs

+58 more in the Excel export

Sold out (15)

SPDR SERIES TRUSTwas $10.1M
SPDR SERIES TRUSTwas $1.9M
DIREXION SHARES ETF TRUSTwas $1.0M
ISHARES TRwas $423K
PROSHARES TRwas $302K
SELECT SECTOR SPDR TRwas $285K

+9 more in the Excel export

Firm AUM (Form ADV): $371.7M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Pinnacle Family Advisors, LLC has filed, 38 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Pinnacle Family Advisors?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Pinnacle Family Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-1.3%

Value-weighted move of the 10 largest stock positions

Turnover

11%

Last quarter; 43% over the last 4

Top 10 weight

47%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

92%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Pinnacle Family Advisors, LLC disclosed 155 positions worth $238.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 34 new positions and exited 15. The portfolio is most concentrated in Other (76.9% of disclosed assets). All figures are sourced directly from Pinnacle Family Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1679064.

Funds like this

managers whose biggest positions overlap Pinnacle Family Advisors's

WELCH & FORBES LLC$8.23B 13F book · 3 shared top holdingsORLYIRMSYK Long Road Investment Counsel, LLC$271.33M 13F book · 3 shared top holdingsORLYSTTSYK Forvis Mazars Wealth Advisors, LLC$6.09B 13F book · 3 shared top holdingsSTTORLYLOW L. Roy Papp & Associates, LLP$980.97M 13F book · 3 shared top holdingsORLYMRVLSYK FLOW TRADERS U.S. LLC$2.43B 13F book · 3 shared top holdingsSTTPLTRMRVL Aegis Wealth Management, Inc.$169.50M 13F book · 3 shared top holdingsORLYPLTRLOW

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Pinnacle Family Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Pinnacle Family Advisors, LLC (SEC CIK: 1679064), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Pinnacle Family Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.