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 $238.4M across 155 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FCUS ($22.2M, 9.30%), IVV ($16.8M, 7.04%), SPY ($16.1M, 6.77%), QQQ ($11.6M, 4.88%), SCHV ($8.8M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FCUS | TIDAL TRUST II | $22.2M | 9.30% | 494,409 | Added |
| 2 | IVV | ISHARES TR | $16.8M | 7.04% | 22,404 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $16.1M | 6.77% | 21,601 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $11.6M | 4.88% | 15,792 | Trimmed |
| 5 | SCHV | SCHWAB STRATEGIC TR | $8.8M | 3.68% | 251,880 | Added |
| 6 | SCHG | SCHWAB STRATEGIC TR | $8.1M | 3.41% | 239,933 | Added |
| 7 | ORLY | OREILLY AUTOMOTIVE INC | $7.5M | 3.14% | 81,216 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $7.3M | 3.06% | 36,428 | Trimmed |
| 9 | EFA | ISHARES TR | $7.2M | 3.03% | 69,490 | Added |
| 10 | AAPL | APPLE INC | $6.5M | 2.72% | 22,437 | Trimmed |
| 11 | XLG | INVESCO EXCHANGE TRADED FD T | $4.9M | 2.07% | 80,545 | Added |
| 12 | ONEQ | FIDELITY COMWLTH TR | $4.7M | 1.99% | 45,863 | Trimmed |
| 13 | EEM | ISHARES TR | $4.6M | 1.95% | 67,873 | Trimmed |
| 14 | DVY | ISHARES TR | $4.1M | 1.72% | 26,246 | Trimmed |
| 15 | IVE | ISHARES TR | $4.0M | 1.67% | 17,572 | Trimmed |
| 16 | IGLB | ISHARES TR | $3.4M | 1.44% | 68,724 | Trimmed |
| 17 | TSLA | TESLA INC | $3.4M | 1.43% | 8,105 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $3.2M | 1.34% | 13,376 | Trimmed |
| 19 | SLYV | SPDR SERIES TRUST | $3.2M | 1.34% | 29,336 | Added |
| 20 | SPYM | SPDR SERIES TRUST | $3.2M | 1.33% | 36,204 | Added |
| 21 | BND | VANGUARD BD INDEX FDS | $2.7M | 1.14% | 36,942 | Trimmed |
| 22 | TDIV | FIRST TR EXCHANGE TRADED FD | $2.6M | 1.10% | 22,891 | Trimmed |
| 23 | XLF | SELECT SECTOR SPDR TR | $2.3M | 0.98% | 43,640 | Added |
| 24 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.2M | 0.91% | 26,861 | Trimmed |
| 25 | SCHX | SCHWAB STRATEGIC TR | $2.0M | 0.82% | 66,633 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30