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.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1679064/holdings"
Use Arkolith to show Pinnacle Family Advisors, LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.