Pinnacle Financial Group, LLC / IL holds a focused book of 117 stocks worth $409.7M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Vanguard Total Bond Market and trimmed Invesco Rafi US 1000 ETF. Their largest long position is Invesco Rafi US 1000 ETF at 9% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.6 points over this window.
Growth of $10,000 cloning Pinnacle Financial Group, LLC / IL's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
7% 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
Other tracked managers holding the same core names as Pinnacle Financial Group, LLC / IL
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $124.7B |
| LPL Financial LLC | 80 / 80 | $87.7B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.0B |
| MORGAN STANLEY | 79 / 80 | $444.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $369.6B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $144.3B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $99.0B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $94.9B |
Ranked by how many of Pinnacle Financial Group, LLC / IL's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $35.9M | 665.1K | 8.8% | ▼−0.5% Reduced · −3K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $34.6M | 929.8K | 8.5% | ▲+1.4% Added · +13K sh | |
| 3 | Dimensional ETF Trust US COR EQU 2 ETF | $25.5M | 575.3K | 6.2% | ▲+4.1% Added · +23K sh | |
| 4 | Dimensional ETF Trust EMERGING MKTS CO | $24.0M | 591.6K | 5.9% | ▲+1.9% Added · +11K sh | |
| 5 | Wisdomtree TR US TOTAL DIVIDND | $22.4M | 240.7K | 5.5% | ▼−1.8% Reduced · −4K sh | |
| 6 | Vanguard Whitehall FDS INTL HIGH ETF | $16.2M | 165.3K | 4.0% | ▲+3.6% Added · +6K sh | |
| 7 | Vanguard Whitehall FDS HIGH DIV YLD | $15.7M | 99.5K | 3.8% | ▲+5.7% Added · +5K sh | |
| 8 | Vanguard Intl Equity Index F ALLWRLD EX US | $15.0M | 179.4K | 3.7% | ▲+3.3% Added · +6K sh | |
| 9 | Ishares TR MSCI EMG MKT ETF | $11.9M | 173.4K | 2.9% | ▲+7.0% Added · +11K sh | |
| 10 | State STR SPDR S&P 500 ETF T TR UNIT | $10.9M | 14.6K | 2.7% | ▲+2.2% Added · +319 sh | |
| 11 | Pimco ETF TR ENHAN SHRT MA AC | $10.0M | 99.4K | 2.4% | ▲+10% Added · +9K sh | |
| 12 | Dimensional ETF Trust US SMALL CAP ETF | $9.4M | 114.5K | 2.3% | ▲+1.4% Added · +2K sh | |
| 13 | Ishares TR CORE US AGGBD ET | $8.9M | 89.8K | 2.2% | ▲+4.0% Added · +3K sh | |
| 14 | Vanguard Index FDS SM CP VAL ETF | $8.3M | 34.2K | 2.0% | ▲+4.2% Added · +1K sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $7.4M | 24.6K | 1.8% | ▲+4.3% Added · +1K sh | |
| 16 | Ishares TR SELECT DIVID ETF | $7.3M | 46.5K | 1.8% | ▼−21% Reduced · −12K sh | |
| 17 | Dimensional ETF Trust US REAL ESTA ETF | $6.7M | 257.6K | 1.6% | ▼−0.2% Reduced · −414 sh | |
| 18 | Vanguard Specialized Funds DIV APP ETF | $6.6M | 28.0K | 1.6% | ▲+2.9% Added · +792 sh | |
| 19 | Vanguard Index FDS MID CAP ETF | $6.4M | 79.8K | 1.6% | ▲+314% Added · +60K sh | |
| 20 | Pgim ETF TR TOTA RETU BD ETF | $5.8M | 138.9K | 1.4% | ▲+8.8% Added · +11K sh | |
| 21 | Pimco ETF TR MULTISECTOR BD | $5.3M | 199.8K | 1.3% | ▲+5.0% Added · +9K sh | |
| 22 | SPDR Gold TR GOLD SHS | $4.8M | 13.2K | 1.2% | ▲+0.5% Added · +67 sh | |
| 23 | Vanguard Index FDS TOTAL STK MKT | $4.8M | 12.9K | 1.2% | ▲+0.8% Added · +102 sh | |
| 24 | Vanguard Index FDS MCAP VL IDXVIP | $4.7M | 24.0K | 1.2% | ▲+2.6% Added · +601 sh | |
| 25 | Dimensional ETF Trust INTL CORE EQT MK | $4.6M | 112.4K | 1.1% | ▲+1.5% Added · +2K sh | |
| 26 | Ssga Active ETF TR ST STR TOTAL ETF | $4.4M | 111.8K | 1.1% | ▲+2.4% Added · +3K sh | |
| 27 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $4.4M | 224.8K | 1.1% | ▲+20% Added · +37K sh | |
| 28 | Vanguard Index FDS VALUE ETF | $4.0M | 18.5K | 1.0% | ▲+74% Added · +8K sh | |
| 29 | McDonalds Corp COM | $4.0M | 14.6K | 1.0% | ▼−1.0% Reduced · −142 sh | |
| 30 | Pimco ETF TR ACTIVE BD ETF | $3.8M | 41.6K | 0.9% | ▲+3.4% Added · +1K sh | |
| 31 | Vanguard Malvern FDS SHOR DURA BD ETF | $3.1M | 40.7K | 0.8% | ▲+5.2% Added · +2K sh | |
| 32 | Dimensional ETF Trust EMGR CRE EQT MNG | $3.0M | 74.1K | 0.7% | ▼−1.7% Reduced · −1K sh | |
| 33 | Apple Inc COM | $3.0M | 10.3K | 0.7% | ▼−7.2% Reduced · −794 sh | |
| 34 | Vanguard Index FDS REAL ESTATE ETF | $3.0M | 30.8K | 0.7% | ▲+1.1% Added · +341 sh | |
| 35 | Vanguard Index FDS LARGE CAP ETF | $3.0M | 8.6K | 0.7% | ▼−0.5% Reduced · −42 sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 5.9K | 0.7% | ▼−0.9% Reduced · −56 sh | |
| 37 | Ishares TR S&P 500 GRWT ETF | $2.8M | 20.2K | 0.7% | ▲~0% Added · +2 sh | |
| 38 | Dimensional ETF Trust US CORE EQT MKT | $2.7M | 51.9K | 0.7% | ▼−1.3% Reduced · −697 sh | |
| 39 | Ishares TR MORNINGSTAR GRWT | $2.6M | 21.8K | 0.6% | ▲~0% Added · +2 sh | |
| 40 | Franklin Templeton ETF TR INCOME FOCUS ETF | $2.5M | 87.8K | 0.6% | ▲+30% Added · +20K sh | |
| 41 | Vanguard World FD HEALTH CAR ETF | $2.4M | 8.0K | 0.6% | ▲+13% Added · +914 sh | |
| 42 | Vanguard Index FDS SML CP GRW ETF | $2.3M | 6.2K | 0.5% | ▲+3.3% Added · +196 sh | |
| 43 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $1.8M | 93.0K | 0.4% | ▲+0.2% Added · +205 sh | |
| 44 | American Centy ETF TR US EQT ETF | $1.7M | 13.4K | 0.4% | ▲+19% Added · +2K sh | |
| 45 | Invesco QQQ TR UNIT SER 1 | $1.7M | 2.3K | 0.4% | ▲+5.2% Added · +111 sh | |
| 46 | Ishares TR CORE S&P MCP ETF | $1.6M | 21.1K | 0.4% | ▼−0.9% Reduced · −191 sh | |
| 47 | Nvidia Corporation COM | $1.5M | 7.4K | 0.4% | ▲+0.6% Added · +41 sh | |
| 48 | Vanguard Star FDS VG TL INTL STK F | $1.3M | 15.8K | 0.3% | —Held | |
| 49 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $1.3M | 63.0K | 0.3% | ▲+25% Added · +13K sh | |
| 50 | Caterpillar Inc COM | $1.3M | 1.2K | 0.3% | ▼−1.8% Reduced · −22 sh |
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/1905962/holdings"
Use Arkolith to show Pinnacle Financial Group, LLC / IL's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 117 | $409.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 111 | $364.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 112 | $344.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 108 | $330.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 101 | $298.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 95 | $275.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 84 | $255.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 80 | $255.2M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.