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Latest Pinnacle Family Advisors, LLC Stock Portfolio

$212Million | No. of Holdings #135

Pinnacle Family Advisors, LLC Performance

2026 Q1-0.91%
YTD-0.91%
2025+13.07%

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

Pinnacle Family Advisors, LLC is a hedge fund based in Springfield, MO. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pinnacle Family Advisors, LLC reported an equity portfolio of $212.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Pinnacle Family Advisors, LLC are , SPY, IJR. The fund has invested 8.3% of it's portfolio in TIDAL TRUST II and 7.2% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off SPDR SERIES TRUST (BIL), ARK ETF TR (ARKF) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in SPDR INDEX SHS FDS (CWI), SPDR GOLD TR (GLD) and ISHARES TR (AMPS). Pinnacle Family Advisors, LLC opened new stock positions in SPDR SERIES TRUST (BIL), DIREXION SHARES ETF TRUST and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and META PLATFORMS INC (META).
Pinnacle Family Advisors, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
$212Million
  as of May 15, 2026

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

Our best estimate is that Pinnacle Family Advisors, LLC made a return of -0.91% in the last quarter. In trailing 12 months, it's portfolio return was 17.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust10,065,200
spdr series trust1,937,900
direxion shares etf trust1,044,610
eli lilly & co620,477
ishares tr438,131
first tr exchange-traded fd430,784
arrow etf tr410,974
blackrock etf trust391,656
New stocks bought by Pinnacle Family Advisors, LLC

Additions

Ticker% Inc.
ishares tr168
spdr series trust118
meta platforms inc93.25
schwab strategic tr91.89
schwab strategic tr88.04
microsoft corp37.8
first tr exchange-traded fd25.83
vanguard bd index fds24.12
Additions to existing portfolio by Pinnacle Family Advisors, LLC

Reductions

Ticker% Reduced
spdr index shs fds-72.1
spdr gold tr-66.31
ishares tr-52.12
select sector spdr tr-51.5
state str spdr dow jones ind-46.69
invesco qqq tr-37.29
select sector spdr tr-37.15
vaneck etf trust-36.64
Pinnacle Family Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
spdr series trust-1,290,970
spdr series trust-1,323,540
sharplink gaming inc-185,505
spdr series trust-1,101,550
uipath inc-249,948
select sector spdr tr-658,210
ark etf tr-1,063,340
spdr series trust-1,084,790
Pinnacle Family Advisors, LLC got rid off the above stocks

Sector Distribution

Pinnacle Family Advisors, LLC has about 81.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Energy
Sector%
Others81.4
Technology7.1
Consumer Cyclical6.7
Energy1.4

Market Cap. Distribution

Pinnacle Family Advisors, LLC has about 17.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED81.4
MEGA-CAP12.6
LARGE-CAP5.1

Stocks belong to which Index?

About 17.2% of the stocks held by Pinnacle Family Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others82.2
S&P 50017.2
Top 5 Winners (%)%
XOM
exxon mobil corp
40.2 %
PSX
phillips 66
39.8 %
CVX
chevron corporation
35.5 %
FAAR
first tr exchange trad fd vi
23.4 %
IRM
iron mtn inc del
23.1 %
Top 5 Winners ($)$
tidal trust ii
2.7 M
XOM
exxon mobil corp
0.4 M
IJR
ishares tr
0.3 M
GLD
spdr gold tr
0.2 M
FAAR
first tr exchange trad fd vi
0.2 M
Top 5 Losers (%)%
MSFT
microsoft corp
-20.9 %
IBM
international business machs
-18.0 %
PLTR
palantir technologies inc
-17.6 %
TSLA
tesla inc
-17.4 %
METC
ramaco res inc
-13.9 %
Top 5 Losers ($)$
QQQ
invesco qqq tr
-0.8 M
FNDA
schwab strategic tr
-0.7 M
IJR
ishares tr
-0.7 M
SPY
state str spdr s&p 500 etf t
-0.7 M
TSLA
tesla inc
-0.6 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 135 stocks in it's portfolio. About 47.9% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. was the most profitable stock for Pinnacle Family Advisors, LLC last quarter.

$212.83MTotal Value
161Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Pinnacle Family Advisors, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.73%29,078
$1.55M
0.73%
decreased 9.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.23%6,499
$483.2K
0.23%
decreased 36.42 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.23%5,074
$481.8K
0.23%
increased 3.98 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.16%4,860
$332.8K
0.16%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.1%2,657
$211.4K
0.1%
increased 0.42 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.3%13,699
$632.8K
0.3%
increased 6.28 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Pinnacle Family Advisors, LLC's holding in American Centy Etf Tr over time
0.13%3,397
$273.7K
0.13%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Pinnacle Family Advisors, LLC's holding in Vaneck Etf Trust over time
0.13%735
$281.8K
0.13%
decreased 36.64 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Pinnacle Family Advisors, LLC's holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Pinnacle Family Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.67%32,628
$1.42M
0.67%
increased 4.97 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Pinnacle Family Advisors, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.62%33,984
$1.31M
0.62%
increased 2.04 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.13%5,659
$283.2K
0.13%
increased 6.37 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Pinnacle Family Advisors, LLC's holding in First Tr Exchange Traded Fd over time
1.02%23,241
$2.18M
1.02%
increased 1.11 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Pinnacle Family Advisors, LLC's holding in First Tr Exchange Traded Fd over time
0.97%30,111
$2.06M
0.97%
increased 0.41 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Pinnacle Family Advisors, LLC's holding in First Tr Exchange Traded Fd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AOA
Ishares Tr

Ishares Tr

AOA
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
1.66%71,322
$3.54M
1.66%
decreased 2.79 percentreduced