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Latest Pinnacle Family Advisors, LLC Stock Portfolio

$238Million | No. of Holdings #155

Pinnacle Family Advisors, LLC Performance

2026 Q2+9.93%
YTD+8.93%
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 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pinnacle Family Advisors, LLC reported an equity portfolio of $238.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Pinnacle Family Advisors, LLC are , IJR, SPY. The fund has invested 9.3% of it's portfolio in TIDAL TRUST II and 7% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off SPDR SERIES TRUST (BIL), DIREXION SHARES ETF TRUST and ISHARES TR (IBCE) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), ISHARES TR (AAXJ) and FIRST TR EXCH TRD ALPHDX FD (FAUS). Pinnacle Family Advisors, LLC opened new stock positions in SPDR SERIES TRUST (BIL), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (ACWF).
Pinnacle Family Advisors, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$238Million
  as of Aug 14, 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 9.93% in the last quarter. In trailing 12 months, it's portfolio return was 20.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust1,464,280
select sector spdr tr1,452,440
select sector spdr tr1,419,840
ishares tr1,370,060
advanced micro devices inc880,475
micron technology inc846,796
select sector spdr tr845,466
select sector spdr tr657,866
New stocks bought by Pinnacle Family Advisors, LLC

Additions

Ticker% Inc.
vanguard index fds445
select sector spdr tr110
ishares tr67.59
schwab strategic tr64.07
invesco exchange traded fd t58.35
first tr exch trd alphdx fd40.77
arrow etf tr37.25
first tr exchange-traded fd36.66
Additions to existing portfolio by Pinnacle Family Advisors, LLC

Reductions

Ticker% Reduced
vaneck etf trust-57.14
ishares tr-53.78
first tr exch trd alphdx fd-33.84
bondbloxx etf trust-33.52
first tr exchng traded fd vi-29.99
blackrock etf trust-20.66
ishares tr-20.17
dimensional etf trust-17.8
Pinnacle Family Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
spdr series trust-10,065,200
direxion shares etf trust-1,044,610
spdr series trust-1,937,900
gamco global gold nat res &-66,150
blackrock etf trust-247,093
ishares tr-283,176
blackrock etf trust ii-267,180
direxion shares etf trust-225,091
Pinnacle Family Advisors, LLC got rid off the above stocks

Sector Distribution

Pinnacle Family Advisors, LLC has about 81.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Energy
Sector%
Others81.5
Technology7.6
Consumer Cyclical6.1
Energy1.1

Market Cap. Distribution

Pinnacle Family Advisors, LLC has about 17.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED81.5
MEGA-CAP12.9
LARGE-CAP4.9

Stocks belong to which Index?

About 16.8% of the stocks held by Pinnacle Family Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others82.5
S&P 50016.8
Top 5 Winners (%)%
QTEC
first tr exchange-traded fd
54.9 %
BECO
blackrock etf trust
53.8 %
AFK
vaneck etf trust
50.8 %
CAT
caterpillar inc
49.5 %
CGW
invesco exch traded fd tr ii
41.0 %
Top 5 Winners ($)$
tidal trust ii
4.4 M
QQQ
invesco qqq tr
2.6 M
SPY
state str spdr s&p 500 etf t
2.2 M
IJR
ishares tr
2.2 M
FNDA
schwab strategic tr
1.1 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.7 %
SLV
ishares silver tr
-21.1 %
CVX
chevron corporation
-19.8 %
XOM
exxon mobil corp
-19.3 %
PLTR
palantir technologies inc
-18.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.3 M
SLV
ishares silver tr
-0.3 M
XOM
exxon mobil corp
-0.2 M
GLD
spdr gold tr
-0.2 M
PLTR
palantir technologies 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 155 stocks in it's portfolio. About 47% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. was the most profitable stock for Pinnacle Family Advisors, LLC last quarter.

$238.37MTotal Value
170Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Pinnacle Family Advisors, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.63%28,315
$1.51M
0.63%
decreased 2.62 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.22%5,531
$522.8K
0.22%
increased 9.01 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.2%6,124
$466.1K
0.2%
increased 26.01 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.13%1,320
$320.0K
0.13%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.1%3,004
$230.0K
0.1%
decreased 53.78 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.09%2,650
$212.0K
0.09%
decreased 0.26 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0.44%22,958
$1.06M
0.44%
increased 67.59 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%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Pinnacle Family Advisors, LLC's holding in Vaneck Etf Trust over time
0.23%5,580
$549.1K
0.23%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Pinnacle Family Advisors, LLC's holding in Vaneck Etf Trust over time
0.09%315
$206.6K
0.09%
decreased 57.14 percentreduced
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
0.79%43,607
$1.89M
0.79%
increased 28.32 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
0.64%35,194
$1.53M
0.64%
increased 7.86 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Pinnacle Family Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
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
1.1%22,891
$2.63M
1.1%
decreased 1.51 percentreduced
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
0.91%26,861
$2.18M
0.91%
decreased 10.79 percentreduced