Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pinnacle Family Advisors, LLC (CIK 1679064) reported $212.8M across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FCUS ($17.8M, 8.35%), SPY ($15.3M, 7.17%), IVV ($14.9M, 7.02%), QQQ ($10.1M, 4.73%), BIL ($10.1M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FCUS | TIDAL TRUST II | $17.8M | 8.35% | 494,045 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $15.3M | 7.17% | 23,456 | Added |
| 3 | IVV | ISHARES TR | $14.9M | 7.02% | 22,869 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $10.1M | 4.73% | 17,453 | Trimmed |
| 5 | BIL | SPDR SERIES TRUST | $10.1M | 4.73% | 109,834 | New |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | $7.9M | 3.71% | 85,422 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $6.8M | 3.21% | 39,117 | Trimmed |
| 8 | EFA | ISHARES TR | $6.7M | 3.15% | 69,035 | Trimmed |
| 9 | AAPL | APPLE INC | $6.5M | 3.06% | 25,668 | Trimmed |
| 10 | SCHG | SCHWAB STRATEGIC TR | $6.0M | 2.83% | 206,605 | Trimmed |
| 11 | EEM | ISHARES TR | $4.8M | 2.27% | 85,023 | Added |
| 12 | SCHV | SCHWAB STRATEGIC TR | $4.7M | 2.20% | 153,518 | Added |
| 13 | DVY | ISHARES TR | $4.0M | 1.89% | 26,587 | Added |
| 14 | ONEQ | FIDELITY COMWLTH TR | $4.0M | 1.86% | 46,610 | Added |
| 15 | XLG | INVESCO EXCHANGE TRADED FD T | $3.9M | 1.83% | 71,373 | Trimmed |
| 16 | IVE | ISHARES TR | $3.8M | 1.78% | 17,923 | Trimmed |
| 17 | IGLB | ISHARES TR | $3.5M | 1.66% | 71,322 | Trimmed |
| 18 | TSLA | TESLA INC | $3.0M | 1.42% | 8,136 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $2.8M | 1.33% | 13,639 | Trimmed |
| 20 | BND | VANGUARD BD INDEX FDS | $2.7M | 1.28% | 37,086 | Added |
| 21 | SLYV | SPDR SERIES TRUST | $2.6M | 1.23% | 27,666 | Added |
| 22 | SPLG | SPDR SERIES TRUST | $2.3M | 1.07% | 29,654 | Added |
| 23 | TDIV | FIRST TR EXCHANGE TRADED FD | $2.2M | 1.02% | 23,241 | Added |
| 24 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.1M | 0.97% | 30,111 | Added |
| 25 | SLYG | SPDR SERIES TRUST | $1.9M | 0.91% | 20,057 | New |
Source: SEC Form 13F filings · as of 2026-03-31