StockDriftsStockDriftsTop 50 Pinnacle Family Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FCUS | TIDAL TRUST II | 9.3% | 494.4K | $22.2M | +0.07%(+364) | $22.92(+73.56%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.04% | 22.4K | $16.8M | -2.03%(-465) | $387.77(+100.87%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.77% | 21.6K | $16.1M | -7.91%(-1.85K) | $541.62(+43.15%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.88% | 15.8K | $11.6M | -9.52%(-1.66K) | $471.36(+55.41%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.68% | 251.9K | $8.8M | +64.07%(+98.36K) | $29.81(+18.79%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.41% | 239.9K | $8.1M | +16.13%(+33.33K) | $20.56(+73.28%) | 2026-06-30 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.14% | 81.2K | $7.5M | -4.92%(-4.21K) | $58.84(+54.74%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.06% | 36.4K | $7.3M | -6.87%(-2.69K) | $47.58(+375.16%) | 2026-06-30 | |
| EFA | ISHARES TR | 3.03% | 69.5K | $7.2M | +0.66%(+455) | $79.77(+36.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.72% | 22.4K | $6.5M | -12.59%(-3.23K) | $82.99(+267.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.60% | +71.09% | +11.04% | +68.80% |
| Top 20 Holdings Unweighted | +18.49% | +66.36% | +12.76% | +82.30% |
Pinnacle Family Advisors LLC reports $238.37M in US-listed equity holdings across 155 positions in its most recent 13F filing. Its largest disclosed positions are FCUS (9.3%), IVV (7.0%) and SPY (6.8%). The top 20 holdings account for 63.31% of reported assets. Its disclosed equity book has returned +71.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pinnacle Family Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1679064). View Pinnacle Family Advisors LLC’s 13F filings on SEC