Top 50 Pinnacle Family Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FCUS | TIDAL TRUST II | 8.35% | 494.0K | $17.8M | -28.47%(-196.61K) | $22.91(+91.25%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.17% | 23.5K | $15.3M | +6.87%(+1.51K) | $541.62(+36.47%) | 2026-03-31 | |
| IVV | ISHARES TR | 7.02% | 22.9K | $14.9M | -2.02%(-472) | $387.77(+91.47%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.73% | 17.5K | $10.1M | -37.29%(-10.38K) | $471.36(+50.40%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 4.73% | 109.8K | $10.1M | new | $91.53(-0.00%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.71% | 85.4K | $7.9M | +7.72%(+6.12K) | $58.84(+50.39%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.21% | 39.1K | $6.8M | -0.24%(-95) | $47.58(+373.60%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.15% | 69.0K | $6.7M | -30.77%(-30.68K) | $79.64(+27.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.06% | 25.7K | $6.5M | -1.79%(-467) | $82.99(+261.76%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.83% | 206.6K | $6.0M | -3.90%(-8.38K) | $18.88(+81.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.38% | +61.73% |
| Top 20 Holdings Unweighted | +16.77% | +59.21% |
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