Latest Pinnacle Family Advisors, LLC Stock Portfolio

Pinnacle Family Advisors, LLC Performance:

2025 Q4: 1.2%YTD: 13.07%2024: 6.36%

Performance for 2025 Q4 is 1.2%, and YTD is 13.07%, and 2024 is 6.36%.

About Pinnacle Family Advisors, LLC and 13F Hedge Fund Stock Holdings

Pinnacle Family Advisors, LLC is a hedge fund based in Springfield, MO. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pinnacle Family Advisors, LLC reported an equity portfolio of $227.2 Millions as of 31 Dec, 2025.

The top stock holdings of Pinnacle Family Advisors, LLC are , QQQ, IJR. The fund has invested 9.5% of it's portfolio in TIDAL TRUST II and 7.5% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (CGW), ISHARES TR (IJR) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR SERIES TRUST (BIL). Pinnacle Family Advisors, LLC opened new stock positions in ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and FIRST TR EXCHNG TRADED FD VI (AFLG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES SILVER TR (SLV), SPDR DOW JONES INDL AVERAGE (DIA) and INVESCO EXCHANGE TRADED FD T (CSD).

Pinnacle Family Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Pinnacle Family Advisors, LLC made a return of 1.2% in the last quarter. In trailing 12 months, it's portfolio return was 13.07%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	1,735,420
spdr series trust	1,323,540
first tr exchng traded fd vi	1,302,260
spdr series trust	1,290,970
spdr series trust	1,152,590
spdr series trust	1,101,550
spdr series trust	1,084,790
ark etf tr	1,063,340

New stocks bought by Pinnacle Family Advisors, LLC

Additions

Ticker	% Inc.
ishares silver tr	109
spdr dow jones indl average	80.35
invesco exchange traded fd t	31.88
first tr exchange traded fd	30.69
dimensional etf trust	27.41
palantir technologies inc	14.63
blackrock etf trust	13.55
bondbloxx etf trust	13.24

Additions to existing portfolio by Pinnacle Family Advisors, LLC

Reductions

Ticker	% Reduced
spdr index shs fds	-90.45
invesco exchange traded fd t	-77.29
spdr series trust	-69.1
spdr index shs fds	-56.83
first tr exchange-traded fd	-50.51
spdr series trust	-47.23
first tr exchange-traded fd	-30.73
coreweave inc	-29.49

Pinnacle Family Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
direxion shs etf tr	-151,615
direxion shs etf tr	-118,086
invesco exch traded fd tr ii	-1,160,070
spdr series trust	-200,806
ishares tr	-558,029
select sector spdr tr	-309,540
ishares tr	-425,739
select sector spdr tr	-359,090

Pinnacle Family Advisors, LLC got rid off the above stocks

Sector Distribution

Pinnacle Family Advisors, LLC has about 82.5% of it's holdings in Others sector.

Sector	%
Others	82.5
Technology	7.4
Consumer Cyclical	6.5

Market Cap. Distribution

Pinnacle Family Advisors, LLC has about 16.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.5
MEGA-CAP	12.4
LARGE-CAP	4.2

Stocks belong to which Index?

About 16.1% of the stocks held by Pinnacle Family Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83.5
S&P 500	16.1

Top 5 Winners (%)		%
XLB	select sector spdr tr	98.9 %
XLB	select sector spdr tr	92.4 %
SLV	ishares silver tr	33.8 %
GOOG	alphabet inc	28.9 %
GOOG	alphabet inc	28.8 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	1.0 M
AAPL	apple inc	0.5 M
QQQ	invesco qqq tr	0.4 M
GLD	spdr gold tr	0.4 M
SLV	ishares silver tr	0.4 M

Top 5 Losers (%)		%
METC	ramaco res inc	-45.7 %
	sharplink gaming inc	-43.1 %
	coreweave inc	-40.6 %
IRM	iron mtn inc del	-18.6 %
ORLY	oreilly automotive inc	-15.3 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-1.3 M
	coreweave inc	-0.4 M
METC	ramaco res inc	-0.3 M
	tidal trust ii	-0.3 M
	sharplink gaming inc	-0.2 M

Pinnacle Family Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Pinnacle Family Advisors, LLC

Pinnacle Family Advisors, LLC has 141 stocks in it's portfolio. About 50.3% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Pinnacle Family Advisors, LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.13	26,135	7,105,010	reduced	-0.27

AAXJ	ishares tr	0.76	31,979	1,723,030	reduced	-1.08

AAXJ	ishares tr	0.32	10,222	729,949	reduced	-13.13

AAXJ	ishares tr	0.20	4,880	464,695	added	6.11

AAXJ	ishares tr	0.09	2,646	213,339	added	0.84

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.26	12,889	599,852	reduced	-12.95

AFK	vaneck etf trust	0.18	1,160	417,744	new

AFK	vaneck etf trust	0.14	3,700	313,982	new

AFLG	first tr exchng traded fd vi	0.61	31,082	1,377,550	reduced	-1.82

AFLG	first tr exchng traded fd vi	0.57	33,306	1,302,260	new

AGT	ishares tr	0.12	5,320	266,053	added	12.47

AIRR	first tr exchange traded fd	0.98	22,986	2,225,980	reduced	-0.02

AIRR	first tr exchange traded fd	0.92	29,987	2,083,230	added	30.69

AIRR	first tr exchange traded fd	0.11	6,410	242,226	reduced	-0.43

AMPS	ishares tr	0.22	5,334	502,221	reduced	-2.43

AMZN	amazon com inc	1.49	14,695	3,391,900	reduced	-2.9

AOA	ishares tr	1.63	73,370	3,701,490	reduced	-0.92

ARKF	ark etf tr	0.47	13,824	1,063,340	new

AXP	american express co	0.10	600	221,970	new