Q2 2026 13F · SEC CIK 1679064

Pinnacle Family Advisors, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $238.4M
Reported positions: 155
Top holdings a year, 3 yrs: +19.5%
Assets under management: $371.7M

Pinnacle Family Advisors, LLC is a wealth manager that reported 155 positions worth $238.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Tidal Trust II (FCUS, 9.3%), Ishares Core S&p 500 ETF (IVV, 7.0%), Spdr S&p 500 ETF Tr (SPY, 6.8%). A portfolio copying its top holdings returned 19.5% a year over the last 3 years, against 20.4% for the S&P 500.

Pinnacle Family Advisors, LLC holdings largest 50 of 155 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pinnacle Family Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
FCUSTidal Trust II	9.3%	8.3%	494,409	+0.1%	$22.2M
IVVIshares Core S&p 500 ETF	7.0%	7.0%	22,404	-2.0%	$16.8M
SPYSpdr S&p 500 ETF Tr	6.8%	7.2%	21,601	-7.9%	$16.1M
QQQInvesco Qqq Tr	4.9%	4.7%	15,792	-9.5%	$11.6M
SCHVSchwab Strategic Tr	3.7%	2.2%	251,880	+64.1%	$8.8M
SCHGSchwab U.s. Large-Cap Growth ETF	3.4%	2.8%	239,933	+16.1%	$8.1M
ORLYO'Reilly Automotive Inc	3.1%	3.7%	81,216	-4.9%	$7.5M
NVDANvidia Corporation Com	3.1%	3.2%	36,428	-6.9%	$7.3M
EFAiShs MSCI EAFE	3.0%	3.2%	69,490	+0.7%	$7.2M
AAPLApple Inc	2.7%	3.1%	22,437	-12.6%	$6.5M
XLGInvesco S&P 500 Top 50 ETF Total	2.1%	1.8%	80,545	+12.9%	$4.9M
ONEQFidelity Nasdaq Composite Index ETF	2.0%	1.9%	45,863	-1.6%	$4.7M
EEMIshares	1.9%	2.3%	67,873	-20.2%	$4.6M
DVYiShares Select Dividend ETF Total	1.7%	1.9%	26,246	-1.3%	$4.1M
IVEIshares S&p 500 Value ETF	1.7%	1.8%	17,572	-2.0%	$4.0M
IGLBIshares Tr	1.4%	1.7%	68,724	-3.6%	$3.4M
TSLATesla Inc Com	1.4%	1.4%	8,105	-0.4%	$3.4M
SLYVSpdr Series Trust	1.3%	1.2%	29,336	+6.0%	$3.2M
AMZNAmazon Com Inc Com	1.3%	1.3%	13,376	-1.9%	$3.2M
SPLGSpdr Series Trust	1.3%	1.1%	36,204	+22.1%	$3.2M
BNDVanguard Total Bond Market ETF	1.1%	1.3%	36,942	-0.4%	$2.7M
TDIVFirst Tr Exchange Traded Fd	1.1%	1.0%	22,891	-1.5%	$2.6M
XLFSelect Sector Spdr Tr	1.0%	0.5%	43,640	+110.7%	$2.3M
RDVYFirst Trust Rising Dividend Achievers Et	0.9%	1.0%	26,861	-10.8%	$2.2M
SCHXSchwab Stratgc Tr	0.8%	0.8%	66,633	-1.9%	$2.0M
AFLGFirst Tr Exchng Traded Fd Vi	0.8%	0.6%	43,607	+28.3%	$1.9M
FTCBFirst Tr Exchange-Traded Fd	0.7%	0.8%	82,790	+5.8%	$1.7M
ITOTIshares Total US Stock Market ETF	0.7%	0.7%	10,482	-1.1%	$1.7M
FIXDFirst Tr Exchng Traded Fd Vi	0.6%	0.7%	35,194	+7.9%	$1.5M
IGIBIshares Tr	0.6%	0.7%	28,315	-2.6%	$1.5M
FTGSFirst Tr Exchange-Traded Fd	0.6%	0.6%	40,364	-0.5%	$1.5M
SPYGSpdr Series Trust	0.6%	—	12,306	—	$1.5M
XLVSelect Sector Spdr Tr	0.6%	—	9,154	—	$1.5M
XLRESelect Sector Spdr Tr	0.6%	—	32,247	—	$1.4M
DIAState Street Spdr Dow Jones Industrial A	0.6%	0.6%	2,647	-2.7%	$1.4M
IWMIshares	0.6%	—	4,560	—	$1.4M
SCHISchwab Strategic Tr	0.5%	0.6%	57,610	+1.3%	$1.3M
SLVIshares Silver Tr	0.5%	0.7%	23,721	+5.9%	$1.3M
GLDSpdr Gold Shares	0.5%	0.7%	3,377	-7.3%	$1.2M
SCHBSchwb US Broad	0.5%	0.5%	38,360	-0.1%	$1.1M
SPABSpdr Series Trust	0.5%	0.5%	43,508	+4.0%	$1.1M
IUSBIshares Core Universal Usd Bond ETF	0.4%	—	22,958	—	$1.1M
FBTFirst Tr Exchange-Traded Fd	0.4%	0.4%	4,212	+4.2%	$1.0M
FTCSFirst Trust Capital Strength ETF	0.4%	0.5%	10,913	-0.2%	$1.0M
SCHZSchwab Strategic Tr	0.4%	0.5%	44,001	+4.8%	$1.0M
XOMExxon Mobil Corp	0.4%	0.6%	7,330	-1.4%	$1.0M
FAARFirst Trust Alternative	0.4%	0.5%	27,914	-11.4%	$883K
AMDAdvanced Micro Devices Inc	0.4%	—	1,516	—	$880K
IVWIshares	0.4%	0.3%	6,352	-1.0%	$874K
MUMicron Technology Inc	0.4%	—	734	—	$847K

What Pinnacle Family Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.6% /yr; S&P 500 +20.1%
3 years: +19.5% /yr; S&P 500 +20.4%
5 years: +11.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$238.4M	155
Q1 2026	$212.8M	135
Q4 2025	$227.2M	141
Q3 2025	$229.2M	124
Q2 2025	$205.8M	124
Q1 2025	$183.9M	109
Q4 2024	$206.6M	114
Q3 2024	$193.0M	117
Q2 2024	$180.9M	109
Q1 2024	$187.6M	100
Q4 2023	$170.1M	93
Q3 2023	$174.5M	88

Questions about Pinnacle Family Advisors, LLC's portfolio

What stocks does Pinnacle Family Advisors, LLC own?

Pinnacle Family Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 155 positions worth $238.4M. The largest are Tidal Trust II (FCUS) at 9.3%, Ishares Core S&p 500 ETF (IVV) at 7.0%, Spdr S&p 500 ETF Tr (SPY) at 6.8%, Invesco Qqq Tr (QQQ) at 4.9% and Schwab Strategic Tr (SCHV) at 3.7%.

What did Pinnacle Family Advisors, LLC buy last quarter?

In Q2 2026, Pinnacle Family Advisors, LLC added Select Sector Spdr Tr (XLF) (+110.7% shares), Schwab Strategic Tr (SCHV) (+64.1% shares) and First Tr Exchng Traded Fd Vi (AFLG) (+28.3% shares), compared with its Q1 2026 filing.

What did Pinnacle Family Advisors, LLC sell last quarter?

In Q2 2026, Pinnacle Family Advisors, LLC cut from its top 50 SPDR Brcy1-3 Ser (BIL), cut from its top 50 Spdr Series Trust (SLYG), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Direxion Shares ETF Trust, cut from its top 50 Walmart Inc (WMT), Ishares (EEM) (-20.2% shares), Apple Inc (AAPL) (-12.6% shares) and First Trust Alternative (FAAR) (-11.4% shares), compared with its Q1 2026 filing.

How has Pinnacle Family Advisors, LLC's portfolio performed?

A portfolio copying Pinnacle Family Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.6% against +20.1%. Over 5 years: +11.6% a year against +11.6%.

When is Pinnacle Family Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pinnacle Family Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pinnacle Family Advisors, LLC manage?

Pinnacle Family Advisors, LLC reported $371.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $238.4M.