StockDriftsStockDriftsTop 50 Pinnacle Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 8.77% | 665.1K | $35.9M | -0.48%(-3.20K) | $33.01(+71.13%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.46% | 929.8K | $34.6M | +1.41%(+12.95K) | $24.90(+57.93%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.23% | 575.3K | $25.5M | +4.13%(+22.83K) | $27.29(+68.72%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.87% | 591.6K | $24.0M | +1.93%(+11.19K) | $23.81(+69.71%) | 2026-06-30 | |
| DTD | WISDOMTREE TR | 5.48% | 240.7K | $22.4M | -1.79%(-4.39K) | $61.38(+59.73%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.96% | 165.3K | $16.2M | +3.56%(+5.69K) | $69.73(+49.70%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.84% | 99.5K | $15.7M | +5.74%(+5.40K) | $117.01(+42.10%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.67% | 179.4K | $15.0M | +3.26%(+5.67K) | $61.45(+40.18%) | 2026-06-30 | |
| EEM | ISHARES TR | 2.9% | 173.4K | $11.9M | +6.95%(+11.27K) | $49.44(+36.95%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.67% | 14.6K | $10.9M | +2.23%(+319) | $459.07(+68.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.81% | +55.31% | — | — | +42.00% |
| Top 20 Holdings Unweighted | +15.04% | +52.23% | — | — | +37.74% |
Pinnacle Financial Group, LLC reports $409.74M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are PRF (8.8%), DFIC (8.5%) and DFAC (6.2%). The top 20 holdings account for 70.63% of reported assets. Its disclosed equity book has returned +55.31% 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.
Sign up free to track Pinnacle Financial Group, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Pinnacle Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1905962). View Pinnacle Financial Group, LLC’s 13F filings on SEC