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%

Performance for 2026 Q1 is -0.91%, and YTD is -0.91%, and 2025 is 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.

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.

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

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 trust	10,065,200
spdr series trust	1,937,900
direxion shares etf trust	1,044,610
eli lilly & co	620,477
ishares tr	438,131
first tr exchange-traded fd	430,784
arrow etf tr	410,974
blackrock etf trust	391,656

New stocks bought by Pinnacle Family Advisors, LLC

Additions

Ticker	% Inc.
ishares tr	168
spdr series trust	118
meta platforms inc	93.25
schwab strategic tr	91.89
schwab strategic tr	88.04
microsoft corp	37.8
first tr exchange-traded fd	25.83
vanguard bd index fds	24.12

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	%
Others	81.4
Technology	7.1
Consumer Cyclical	6.7
Energy	1.4

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	%
UNALLOCATED	81.4
MEGA-CAP	12.6
LARGE-CAP	5.1

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	%
Others	82.2
S&P 500	17.2

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.

Last Reported on: 15 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.06	25,668	6,514,370	reduced	-1.79

AAXJ	ishares tr	0.73	29,078	1,547,550	reduced	-9.07

AAXJ	ishares tr	0.23	6,499	483,196	reduced	-36.42

AAXJ	ishares tr	0.23	5,074	481,771	added	3.98

AAXJ	ishares tr	0.16	4,860	332,764	new

AAXJ	ishares tr	0.10	2,657	211,398	added	0.42

ACWF	ishares tr	0.30	13,699	632,762	added	6.28

AEMB	american centy etf tr	0.13	3,397	273,730	new

AFK	vaneck etf trust	0.13	735	281,791	reduced	-36.64

AFK	vaneck etf trust	0.00	0.00	0.00	sold off	-100

AFLG	first tr exchng traded fd vi	0.67	32,628	1,422,250	added	4.97

AFLG	first tr exchng traded fd vi	0.62	33,984	1,310,930	added	2.04

AGT	ishares tr	0.13	5,659	283,176	added	6.37

AIRR	first tr exchange traded fd	1.02	23,241	2,176,720	added	1.11

AIRR	first tr exchange traded fd	0.97	30,111	2,056,010	added	0.41

AIRR	first tr exchange traded fd	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	0.21	19,124	438,131	new

AMPS	ishares tr	0.11	2,554	236,858	reduced	-52.12

AMZN	amazon com inc	1.33	13,639	2,840,670	reduced	-7.19

AOA	ishares tr	1.66	71,322	3,539,700	reduced	-2.79