Latest Pinnacle Family Advisors, LLC Stock Portfolio
Pinnacle Family Advisors, LLC Performance:
2025 Q3: 9.43%YTD: -12.18%2024: 6.36%
Performance for 2025 Q3 is 9.43%, and YTD is -12.18%, 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 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 $229.2 Millions as of 30 Sep, 2025.
The top stock holdings of Pinnacle Family Advisors, LLC are , SPY, QQQ. The fund has invested 9.1% of it's portfolio in TIDAL TRUST II and 8.7% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), FIRST TR EXCHNG TRADED FD VI (AFLG) and INVESTMENT MANAGERS SER TR I (CHGX) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), FIRST TR EXCHANGE-TRADED FD (ECLN) and ISHARES TR (AMPS). Pinnacle Family Advisors, LLC opened new stock positions in RAMACO RES INC (METC), ISHARES SILVER TR (SLV) and LTC PPTYS INC (LTC). The fund showed a lot of confidence in some stocks as they added substantially to SPDR INDEX SHS FDS (CWI), FIRST TR EXCHANGE TRADED FD (AIRR) and FIRST TR EXCHANGE-TRADED FD (ECLN).
The top stock holdings of Pinnacle Family Advisors, LLC are , SPY, QQQ. The fund has invested 9.1% of it's portfolio in TIDAL TRUST II and 8.7% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), FIRST TR EXCHNG TRADED FD VI (AFLG) and INVESTMENT MANAGERS SER TR I (CHGX) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), FIRST TR EXCHANGE-TRADED FD (ECLN) and ISHARES TR (AMPS). Pinnacle Family Advisors, LLC opened new stock positions in RAMACO RES INC (METC), ISHARES SILVER TR (SLV) and LTC PPTYS INC (LTC). The fund showed a lot of confidence in some stocks as they added substantially to SPDR INDEX SHS FDS (CWI), FIRST TR EXCHANGE TRADED FD (AIRR) and FIRST TR EXCHANGE-TRADED FD (ECLN).
Pinnacle Family Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Pinnacle Family Advisors, LLC made a return of 9.43% in the last quarter. In trailing 12 months, it's portfolio return was -18.99%.
New Buys
| Ticker | $ Bought |
|---|---|
| ramaco res inc | 738,643 |
| ishares silver tr | 512,889 |
| ltc pptys inc | 511,051 |
| sharplink gaming inc | 432,054 |
| schwab strategic tr | 401,172 |
| epr pptys | 385,857 |
| rbb fd inc | 253,150 |
| ishares gold tr | 220,202 |
New stocks bought by Pinnacle Family Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| spdr index shs fds | 999 |
| first tr exchange traded fd | 59.87 |
| first tr exchange-traded fd | 48.94 |
| vanguard bd index fds | 45.52 |
| fidelity comwlth tr | 38.28 |
| spdr series trust | 33.28 |
| spdr gold tr | 29.56 |
| microsoft corp | 15.23 |
Additions to existing portfolio by Pinnacle Family Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -89.11 |
| first tr exchange-traded fd | -53.75 |
| ishares tr | -33.3 |
| first tr exchange-traded fd | -26.98 |
| first tr exchange-traded fd | -26.11 |
| first tr exchange-traded fd | -22.38 |
| select sector spdr tr | -19.65 |
| ishares tr | -18.68 |
Pinnacle Family Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr series trust | -2,816,910 |
| first tr exchng traded fd vi | -1,171,580 |
| investment managers ser tr i | -708,016 |
| doubleline income solutions | -126,483 |
| first tr exchange-traded fd | -285,869 |
| select sector spdr tr | -271,920 |
| select sector spdr tr | -374,669 |
| alibaba group hldg ltd | -516,242 |
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 | 7.1 |
| Consumer Cyclical | 7 |
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 | 10.9 |
| LARGE-CAP | 5.7 |
Stocks belong to which Index?
About 15.9% 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 | 15.9 |
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 52.9% of the portfolio is in top 10 stocks. 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: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.91 | 26,207 | 6,673,050 | added | 4.32 | ||
| AAXJ | ishares tr | 0.76 | 32,329 | 1,748,680 | reduced | -2.97 | ||
| AAXJ | ishares tr | 0.35 | 11,767 | 798,127 | reduced | -1.53 | ||
| AAXJ | ishares tr | 0.19 | 4,599 | 437,568 | added | 2.29 | ||
| AAXJ | ishares tr | 0.19 | 3,738 | 425,739 | reduced | -8.85 | ||
| AAXJ | ishares tr | 0.09 | 2,624 | 213,074 | new | |||
| ACWF | ishares tr | 0.30 | 14,806 | 691,599 | reduced | -2.37 | ||
| AFLG | first tr exchng traded fd vi | 0.61 | 31,658 | 1,406,230 | added | 2.6 | ||
| AFLG | first tr exchng traded fd vi | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares tr | 0.11 | 4,730 | 242,318 | added | 8.86 | ||
| AIRR | first tr exchange traded fd | 0.99 | 22,990 | 2,266,570 | reduced | -11.08 | ||
| AIRR | first tr exchange traded fd | 0.67 | 22,946 | 1,543,320 | added | 59.87 | ||
| AIRR | first tr exchange traded fd | 0.10 | 6,438 | 229,243 | reduced | -2.53 | ||
| AMPS | ishares tr | 0.23 | 5,467 | 520,104 | reduced | -33.3 | ||
| AMZN | amazon com inc | 1.45 | 15,134 | 3,322,970 | reduced | -14.76 | ||
| AOA | ishares tr | 1.67 | 74,048 | 3,816,420 | reduced | -1.16 | ||
| BABA | alibaba group hldg ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank america corp | 0.16 | 7,224 | 372,671 | added | 0.74 | ||
| BBAX | j p morgan exchange traded f | 0.17 | 6,960 | 397,433 | reduced | -9.47 | ||
| BECO | blackrock etf trust | 0.29 | 11,118 | 658,186 | added | 0.37 | ||