Pinnacle Family Advisors, LLC

CIK 0001679064 · SPRINGFIELD, MO · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Pinnacle Family Advisors, LLC reported 155 positions worth $238.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FCUS (9.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$238.4M
2026 Q2
Positions
155
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.0%
Est. Net Flow (Q)
2026 Q2
10 / 155 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FCUSTIDAL TRUST IISH$22.2M9.30%494,409
2IVVISHARES TRSH$16.8M7.04%22,404
3SPYSTATE STR SPDR S&P 500 ETF TSH$16.1M6.77%21,601
4QQQINVESCO QQQ TRSH$11.6M4.88%15,792
5SCHVSCHWAB STRATEGIC TRSH$8.8M3.68%251,880
6SCHGSCHWAB STRATEGIC TRSH$8.1M3.41%239,933
7ORLYOREILLY AUTOMOTIVE INCSH$7.5M3.14%81,216
8NVDANVIDIA CORPORATIONSH$7.3M3.06%36,428
9EFAISHARES TRSH$7.2M3.03%69,490
10AAPLAPPLE INCSH$6.5M2.72%22,437

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Pinnacle Family Advisors, LLC hold as of Q2 2026?

Pinnacle Family Advisors, LLC reported 155 positions worth $238.4M in its Q2 2026 13F filing. Largest positions: FCUS (9.3%), IVV (7.0%), SPY (6.8%), QQQ (4.9%) and SCHV (3.7%).

What did Pinnacle Family Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Pinnacle Family Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.