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Pinnacle Family Advisors Llc

Portfolio Manager
Pinnacle Family Advisors LLC
Performance
-1.45% (2026 Q1)
AUM (13F)
$212.83M
# of Holdings
135
Performance Rank
Allocation (Top 20)
65.48%

Pinnacle Family Advisors Llc Holdings Map

Top 50 Pinnacle Family Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FCUS
TIDAL TRUST II
8.35%494.0K$17.8M
-28.47%(-196.61K)
2025-Q1: 722.0K shares2025-Q2: 695.6K shares2025-Q3: 653.2K shares2025-Q4: 690.7K shares2026-Q1: 494.0K shares
$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)
2025-Q1: 26.1K shares2025-Q2: 27.7K shares2025-Q3: 30.0K shares2025-Q4: 21.9K shares2026-Q1: 23.5K shares
$541.62(+36.47%)
2026-03-31
IVV
ISHARES TR
7.02%22.9K$14.9M
-2.02%(-472)
2025-Q1: 22.0K shares2025-Q2: 23.4K shares2025-Q3: 23.5K shares2025-Q4: 23.3K shares2026-Q1: 22.9K shares
$387.77(+91.47%)
2026-03-31
QQQ
INVESCO QQQ TR
4.73%17.5K$10.1M
-37.29%(-10.38K)
2025-Q1: 14.4K shares2025-Q2: 30.0K shares2025-Q3: 33.1K shares2025-Q4: 27.8K shares2026-Q1: 17.5K shares
$471.36(+50.40%)
2026-03-31
BIL
SPDR SERIES TRUST
4.73%109.8K$10.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 109.8K shares
$91.53(-0.00%)
2026-03-31
ORLY
OREILLY AUTOMOTIVE INC
3.71%85.4K$7.9M
+7.72%(+6.12K)
2025-Q1: 5.5K shares2025-Q2: 80.5K shares2025-Q3: 78.7K shares2025-Q4: 79.3K shares2026-Q1: 85.4K shares
$58.84(+50.39%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.21%39.1K$6.8M
-0.24%(-95)
2025-Q1: 37.4K shares2025-Q2: 38.1K shares2025-Q3: 39.3K shares2025-Q4: 39.2K shares2026-Q1: 39.1K shares
$47.58(+373.60%)
2026-03-31
EFA
ISHARES TR
3.15%69.0K$6.7M
-30.77%(-30.68K)
2025-Q1: 65.1K shares2025-Q2: 107.8K shares2025-Q3: 115.9K shares2025-Q4: 99.7K shares2026-Q1: 69.0K shares
$79.64(+27.72%)
2026-03-31
AAPL
APPLE INC
3.06%25.7K$6.5M
-1.79%(-467)
2025-Q1: 26.2K shares2025-Q2: 25.1K shares2025-Q3: 26.2K shares2025-Q4: 26.1K shares2026-Q1: 25.7K shares
$82.99(+261.76%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
2.83%206.6K$6.0M
-3.90%(-8.38K)
2025-Q1: 174.7K shares2025-Q2: 210.0K shares2025-Q3: 216.5K shares2025-Q4: 215.0K shares2026-Q1: 206.6K shares
$18.88(+81.49%)
2026-03-31

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