Latest Pinnacle Family Advisors, LLC Stock Portfolio

Pinnacle Family Advisors, LLC Performance:

2025 Q2: 25.32%YTD: 22.12%2024: 11.99%

Performance for 2025 Q2 is 25.32%, and YTD is 22.12%, and 2024 is 11.99%.

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

Pinnacle Family Advisors, LLC is a hedge fund based in SPRINGFIELD, MO. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $252 Millions. In it's latest 13F Holdings report, Pinnacle Family Advisors, LLC reported an equity portfolio of $205.8 Millions as of 30 Jun, 2025.

The top stock holdings of Pinnacle Family Advisors, LLC are , SPY, QQQ. The fund has invested 8.7% of it's portfolio in TIDAL TR II and 8.3% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), SCHWAB STRATEGIC TR (FNDA) and SELECT SECTOR SPDR TR (XLB). Pinnacle Family Advisors, LLC opened new stock positions in SPDR SERIES TRUST (BIL), SPDR GOLD TR (GLD) and INVESCO EXCHANGE TRADED FD T (CSD). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), INVESCO QQQ TR (QQQ) and FIRST TR EXCHANGE-TRADED FD (QTEC).

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

Our best estimate is that Pinnacle Family Advisors, LLC made a return of 25.32% in the last quarter. In trailing 12 months, it's portfolio return was 27.07%.

New Buys

Ticker	$ Bought
spdr series trust	2,930,890
spdr series trust	2,816,910
spdr gold tr	2,300,410
invesco exchange traded fd t	1,532,800
invesco exch traded fd tr ii	1,227,840
coreweave inc	961,402
first tr exchange traded fd	900,224
investment managers ser tr i	708,016

New stocks bought by Pinnacle Family Advisors, LLC

Additions

Ticker	% Inc.
oreilly automotive inc	1,365
invesco qqq tr	108
first tr exchange-traded fd	108
bondbloxx etf trust	101
first tr exchange-traded fd	88.97
ishares tr	65.59
ishares inc	65.28
ishares tr	57.25

Additions to existing portfolio by Pinnacle Family Advisors, LLC

Reductions

Ticker	% Reduced
ishares tr	-83.4
schwab strategic tr	-74.33
select sector spdr tr	-70.63
ishares tr	-70.38
first tr exchange-traded fd	-67.66
spdr dow jones indl average	-57.62
schwab strategic tr	-46.63
select sector spdr tr	-44.71

Pinnacle Family Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-3,040,100
ishares tr	-2,903,480
ishares tr	-3,044,790
listed fd tr	-513,586
fs kkr cap corp	-205,448
select sector spdr tr	-1,349,640
first tr exchange traded fd	-428,211
ishares tr	-881,397

Pinnacle Family Advisors, LLC got rid off the above stocks

Sector Distribution

Pinnacle Family Advisors, LLC has about 84.3% of it's holdings in Others sector.

Sector	%
Others	84.3
Consumer Cyclical	6.7
Technology	6.2

Market Cap. Distribution

Pinnacle Family Advisors, LLC has about 15.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	84.3
MEGA-CAP	10.2
LARGE-CAP	5.1

Stocks belong to which Index?

About 14.8% of the stocks held by Pinnacle Family Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.7
S&P 500	14.8

Top 5 Winners (%)		%
AMPS	ishares tr	5155.2 %
PLTR	palantir technologies inc	61.2 %
NVDA	nvidia corporation	44.5 %
META	meta platforms inc	24.2 %
IJR	ishares tr	22.0 %

Top 5 Winners ($)		$
AMPS	ishares tr	49.5 M
NVDA	nvidia corporation	1.9 M
SPY	spdr s&p 500 etf tr	1.5 M
IJR	ishares tr	1.2 M
QQQ	invesco qqq tr	1.2 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-52.2 %
OKE	oneok inc new	-18.0 %
CVX	chevron corp new	-10.0 %
XOM	exxon mobil corp	-8.2 %
AAPL	apple inc	-8.1 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-7.4 M
AAPL	apple inc	-0.5 M
XOM	exxon mobil corp	-0.1 M
OKE	oneok inc new	-0.1 M
IJR	ishares tr	0.0 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 124 stocks in it's portfolio. About 50.5% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Pinnacle Family Advisors, LLC last quarter.

Last Reported on: 14 Aug, 2025

Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	tidal tr ii	8.67	695,596	17,833,200	reduced	-3.65

SPY	spdr s&p 500 etf tr	8.31	27,667	17,093,200	added	5.83

QQQ	invesco qqq tr	8.05	30,036	16,563,900	added	108

IJR	ishares tr	7.03	23,406	14,457,900	added	6.29

IJR	ishares tr	4.68	107,844	9,639,540	added	65.59

ORLY	oreilly automotive inc	3.30	80,526	6,787,000	added	1,365

FNDA	schwab strategic tr	2.98	210,016	6,134,580	added	20.19

NVDA	nvidia corporation	2.93	38,128	6,023,060	added	1.88

AAPL	apple inc	2.49	25,122	5,126,420	reduced	-3.97

CSD	invesco exchange traded fd t	2.06	81,722	4,249,130	reduced	-22.97

AMZN	amazon com inc	1.90	17,754	3,913,520	added	17.7

AOA	ishares tr	1.81	74,919	3,728,710	added	0.85

IJR	ishares tr	1.70	17,924	3,497,270	added	4.63

IJR	ishares tr	1.65	25,653	3,389,850	added	57.25

CWI	spdr index shs fds	1.51	76,578	3,100,620	added	32.3

BIL	spdr series trust	1.42	33,739	2,930,890	new

BIL	spdr series trust	1.37	51,801	2,816,910	new

BIL	spdr series trust	1.36	29,409	2,802,880	added	31.11

TSLA	tesla inc	1.27	8,214	2,613,580	added	3.48

ONEQ	fidelity comwlth tr	1.26	32,608	2,599,480	added	40.7