Pinnacle Family Advisors, LLC holds a focused book of 135 stocks worth $212.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR BB 1-3M T-Bill ETF and trimmed Pinnacle Focused Opport ETF. Their largest long position is Pinnacle Focused Opport ETF at 8% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pinnacle Family Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 78 / 80 | $390.3B |
| LPL Financial LLC | 78 / 80 | $96.2B |
| Osaic Holdings, Inc. | 78 / 80 | $16.5B |
| Integrated Wealth Concepts LLC | 78 / 80 | $4.2B |
| Harbour Investments, Inc. | 78 / 80 | $1.5B |
| Royal Bank Of Canada | 77 / 80 | $103.9B |
| Envestnet Asset Management Inc | 77 / 80 | $100.2B |
| Cetera Investment Advisers | 77 / 80 | $21.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Pinnacle Family Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tidal Trust II PINNACLE FOCUSED | $17.8M | 494.0K | 8.3% | ▼−28% Reduced · −197K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $15.3M | 23.5K | 7.2% | ▲+6.9% Added · +2K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $14.9M | 22.9K | 7.0% | ▼−2.0% Reduced · −472 sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $10.1M | 17.5K | 4.7% | ▼−37% Reduced · −10K sh | |
| 5 | SPDR Series Trust STATE STREET SPD | $10.1M | 109.8K | 4.7% | ▲New New position | |
| 6 | Oreilly Automotive Inc COM | $7.9M | 85.4K | 3.7% | ▲+7.7% Added · +6K sh | |
| 7 | Nvidia Corporation COM | $6.8M | 39.1K | 3.2% | ▼−0.2% Reduced · −95 sh | |
| 8 | Ishares TR MSCI EAFE ETF | $6.7M | 69.0K | 3.2% | ▼−31% Reduced · −31K sh | |
| 9 | Apple Inc COM | $6.5M | 25.7K | 3.1% | ▼−1.8% Reduced · −467 sh | |
| 10 | Schwab Strategic TR US LCAP GR ETF | $6.0M | 206.6K | 2.8% | ▼−3.9% Reduced · −8K sh | |
| 11 | Ishares TR MSCI EMG MKT ETF | $4.8M | 85.0K | 2.3% | ▲+168% Added · +53K sh | |
| 12 | Schwab Strategic TR US LCAP VA ETF | $4.7M | 153.5K | 2.2% | ▲+92% Added · +74K sh | |
| 13 | Ishares TR SELECT DIVID ETF | $4.0M | 26.6K | 1.9% | ▲+1.7% Added · +452 sh | |
| 14 | Fidelity Comwlth TR NASDAQ COMPSIT | $4.0M | 46.6K | 1.9% | ▲+2.6% Added · +1K sh | |
| 15 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $3.9M | 71.4K | 1.8% | ▼−33% Reduced · −35K sh | |
| 16 | Ishares TR S&P 500 VAL ETF | $3.8M | 17.9K | 1.8% | ▼−0.2% Reduced · −43 sh | |
| 17 | Ishares TR 10+ YR INVST GRD | $3.5M | 71.3K | 1.7% | ▼−2.8% Reduced · −2K sh | |
| 18 | Tesla Inc COM | $3.0M | 8.1K | 1.4% | ▼−1.3% Reduced · −108 sh | |
| 19 | Amazon Com Inc COM | $2.8M | 13.6K | 1.3% | ▼−7.2% Reduced · −1K sh | |
| 20 | Vanguard BD Index FDS TOTAL BND MRKT | $2.7M | 37.1K | 1.3% | ▲+24% Added · +7K sh | |
| 21 | SPDR Series Trust STATE STREET SPD | $2.6M | 27.7K | 1.2% | ▲+118% Added · +15K sh | |
| 22 | SPDR Series Trust STATE STREET SPD | $2.3M | 29.7K | 1.1% | ▲+6.4% Added · +2K sh | |
| 23 | First TR Exchange Traded FD NASD TECH DIV | $2.2M | 23.2K | 1.0% | ▲+1.1% Added · +255 sh | |
| 24 | First TR Exchange Traded FD RISNG DIVD ACHIV | $2.1M | 30.1K | 1.0% | ▲+0.4% Added · +124 sh | |
| 25 | SPDR Series Trust STATE STREET SPD | $1.9M | 20.1K | 0.9% | ▲New New position | |
| 26 | Schwab Strategic TR US LRG CAP ETF | $1.7M | 68.0K | 0.8% | ▼−9.6% Reduced · −7K sh | |
| 27 | First TR Exchange-Traded FD CORE INVESTMENT | $1.6M | 78.2K | 0.8% | ▲+26% Added · +16K sh | |
| 28 | SPDR Gold TR GOLD SHS | $1.6M | 3.6K | 0.7% | ▼−66% Reduced · −7K sh | |
| 29 | Ishares TR ISHS 5-10YR INVT | $1.5M | 29.1K | 0.7% | ▼−9.1% Reduced · −3K sh | |
| 30 | Ishares Silver TR ISHARES | $1.5M | 22.4K | 0.7% | ▼−12% Reduced · −3K sh | |
| 31 | Ishares TR CORE S&P TTL STK | $1.5M | 10.6K | 0.7% | ▼−3.9% Reduced · −433 sh | |
| 32 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $1.4M | 32.6K | 0.7% | ▲+5.0% Added · +2K sh | |
| 33 | First TR Exchange-Traded FD GROWTH STRENGTH | $1.4M | 40.6K | 0.6% | ▲+1.5% Added · +607 sh | |
| 34 | First TR Exchng Traded FD VI ACTV FCTR LGCP | $1.3M | 34.0K | 0.6% | ▲+2.0% Added · +678 sh | |
| 35 | Schwab Strategic TR 5 10YR CORP BD | $1.3M | 56.8K | 0.6% | ▲+5.2% Added · +3K sh | |
| 36 | Exxon Mobil Corp COM | $1.3M | 7.4K | 0.6% | ▲+2.9% Added · +206 sh | |
| 37 | State STR SPDR Dow Jones Ind UT SER 1 | $1.3M | 2.7K | 0.6% | ▼−47% Reduced · −2K sh | |
| 38 | Palantir Technologies Inc CL A | $1.2M | 8.0K | 0.5% | ▲+0.9% Added · +69 sh | |
| 39 | SPDR Series Trust STATE STREET SPD | $1.1M | 41.8K | 0.5% | ▲+0.5% Added · +205 sh | |
| 40 | First TR Exchange Trad FD VI ALT ABSLT STRG | $1.1M | 31.5K | 0.5% | ▲+7.7% Added · +2K sh | |
| 41 | Direxion Shares ETF Trust DAILY SEMICONDUC | $1.0M | 26.2K | 0.5% | ▲New New position | |
| 42 | Select Sector SPDR TR STATE STREET FIN | $1.0M | 20.7K | 0.5% | ▼−37% Reduced · −12K sh | |
| 43 | First TR Exchange-Traded FD CAP STRENGTH ETF | $1.0M | 10.9K | 0.5% | ▲+3.6% Added · +384 sh | |
| 44 | Schwab Strategic TR US AGGREGATE B | $975K | 42.0K | 0.5% | ▼−0.5% Reduced · −229 sh | |
| 45 | Schwab Strategic TR US BRD MKT ETF | $964K | 38.4K | 0.5% | ▼−15% Reduced · −7K sh | |
| 46 | Walmart Inc COM | $937K | 7.5K | 0.4% | ▲+7.8% Added · +544 sh | |
| 47 | First TR Exchange-Traded FD NY ARCA BIOTECH | $812K | 4.0K | 0.4% | ▲+0.3% Added · +13 sh | |
| 48 | Schwab Strategic TR GOVERNMENT MONEY | $755K | 7.5K | 0.4% | ▲+88% Added · +4K sh | |
| 49 | Ishares TR S&P 500 GRWT ETF | $725K | 6.4K | 0.3% | ▲+3.0% Added · +187 sh | |
| 50 | Vanguard Index FDS REAL ESTATE ETF | $692K | 7.8K | 0.3% | ▲+0.2% Added · +15 sh |
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Use Arkolith to show Pinnacle Family Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.