Universe · entity
Pinnacle Family Advisors, LLC
Institutional manager (13F) · CIK 1679064
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $180M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TIDAL TRUST II | $18M | 494,045 |
| 2 | STATE STR SPDR S&P 500 ETF T | $15M | 23,456 |
| 3 | ISHARES TR | $15M | 22,869 |
| 4 | INVESCO QQQ TR | $10M | 17,453 |
| 5 | SPDR SERIES TRUST | $10M | 109,834 |
| 6 | OREILLY AUTOMOTIVE INC | $8M | 85,422 |
| 7 | NVIDIA CORPORATION | $7M | 39,117 |
| 8 | ISHARES TR | $7M | 69,035 |
| 9 | APPLE INC | $7M | 25,668 |
| 10 | SCHWAB STRATEGIC TR | $6M | 206,605 |
| 11 | ISHARES TR | $5M | 85,023 |
| 12 | SCHWAB STRATEGIC TR | $5M | 153,518 |
| 13 | ISHARES TR | $4M | 26,587 |
| 14 | FIDELITY COMWLTH TR | $4M | 46,610 |
| 15 | INVESCO EXCHANGE TRADED FD T | $4M | 71,373 |
| 16 | ISHARES TR | $4M | 17,923 |
| 17 | ISHARES TR | $4M | 71,322 |
| 18 | TESLA INC | $3M | 8,136 |
| 19 | AMAZON COM INC | $3M | 13,639 |
| 20 | VANGUARD BD INDEX FDS | $3M | 37,086 |
| 21 | SPDR SERIES TRUST | $3M | 27,666 |
| 22 | SPDR SERIES TRUST | $2M | 29,654 |
| 23 | FIRST TR EXCHANGE TRADED FD | $2M | 23,241 |
| 24 | FIRST TR EXCHANGE TRADED FD | $2M | 30,111 |
| 25 | SPDR SERIES TRUST | $2M | 20,057 |
| 26 | SCHWAB STRATEGIC TR | $2M | 67,958 |
| 27 | FIRST TR EXCHANGE-TRADED FD | $2M | 78,244 |
| 28 | SPDR GOLD TR | $2M | 3,641 |
| 29 | ISHARES TR | $2M | 29,078 |
| 30 | ISHARES SILVER TR | $2M | 22,406 |
| 31 | ISHARES TR | $2M | 10,599 |
| 32 | FIRST TR EXCHNG TRADED FD VI | $1M | 32,628 |
| 33 | FIRST TR EXCHANGE-TRADED FD | $1M | 40,582 |
| 34 | FIRST TR EXCHNG TRADED FD VI | $1M | 33,984 |
| 35 | SCHWAB STRATEGIC TR | $1M | 56,843 |
| 36 | EXXON MOBIL CORP | $1M | 7,431 |
| 37 | STATE STR SPDR DOW JONES IND | $1M | 2,721 |
| 38 | PALANTIR TECHNOLOGIES INC | $1M | 7,965 |
| 39 | SPDR SERIES TRUST | $1M | 41,820 |
| 40 | FIRST TR EXCHANGE TRAD FD VI | $1M | 31,513 |
| 41 | DIREXION SHARES ETF TRUST | $1M | 26,207 |
| 42 | SELECT SECTOR SPDR TR | $1M | 20,707 |
| 43 | FIRST TR EXCHANGE-TRADED FD | $1M | 10,932 |
| 44 | SCHWAB STRATEGIC TR | $975k | 41,998 |
| 45 | SCHWAB STRATEGIC TR | $964k | 38,410 |
| 46 | WALMART INC | $937k | 7,543 |
| 47 | FIRST TR EXCHANGE-TRADED FD | $812k | 4,041 |
| 48 | SCHWAB STRATEGIC TR | $755k | 7,497 |
| 49 | ISHARES TR | $725k | 6,413 |
| 50 | VANGUARD INDEX FDS | $692k | 7,798 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.