Universe · entity

Pinnacle Family Advisors, LLC

Institutional manager (13F) · CIK 1679064
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $180M
#IssuerValueShares
1TIDAL TRUST II$18M494,045
2STATE STR SPDR S&P 500 ETF T$15M23,456
3ISHARES TR$15M22,869
4INVESCO QQQ TR$10M17,453
5SPDR SERIES TRUST$10M109,834
6OREILLY AUTOMOTIVE INC$8M85,422
7NVIDIA CORPORATION$7M39,117
8ISHARES TR$7M69,035
9APPLE INC$7M25,668
10SCHWAB STRATEGIC TR$6M206,605
11ISHARES TR$5M85,023
12SCHWAB STRATEGIC TR$5M153,518
13ISHARES TR$4M26,587
14FIDELITY COMWLTH TR$4M46,610
15INVESCO EXCHANGE TRADED FD T$4M71,373
16ISHARES TR$4M17,923
17ISHARES TR$4M71,322
18TESLA INC$3M8,136
19AMAZON COM INC$3M13,639
20VANGUARD BD INDEX FDS$3M37,086
21SPDR SERIES TRUST$3M27,666
22SPDR SERIES TRUST$2M29,654
23FIRST TR EXCHANGE TRADED FD$2M23,241
24FIRST TR EXCHANGE TRADED FD$2M30,111
25SPDR SERIES TRUST$2M20,057
26SCHWAB STRATEGIC TR$2M67,958
27FIRST TR EXCHANGE-TRADED FD$2M78,244
28SPDR GOLD TR$2M3,641
29ISHARES TR$2M29,078
30ISHARES SILVER TR$2M22,406
31ISHARES TR$2M10,599
32FIRST TR EXCHNG TRADED FD VI$1M32,628
33FIRST TR EXCHANGE-TRADED FD$1M40,582
34FIRST TR EXCHNG TRADED FD VI$1M33,984
35SCHWAB STRATEGIC TR$1M56,843
36EXXON MOBIL CORP$1M7,431
37STATE STR SPDR DOW JONES IND$1M2,721
38PALANTIR TECHNOLOGIES INC$1M7,965
39SPDR SERIES TRUST$1M41,820
40FIRST TR EXCHANGE TRAD FD VI$1M31,513
41DIREXION SHARES ETF TRUST$1M26,207
42SELECT SECTOR SPDR TR$1M20,707
43FIRST TR EXCHANGE-TRADED FD$1M10,932
44SCHWAB STRATEGIC TR$975k41,998
45SCHWAB STRATEGIC TR$964k38,410
46WALMART INC$937k7,543
47FIRST TR EXCHANGE-TRADED FD$812k4,041
48SCHWAB STRATEGIC TR$755k7,497
49ISHARES TR$725k6,413
50VANGUARD INDEX FDS$692k7,798
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.