Pinnacle Family Advisors, LLC: 13F holdings
CIK 16790642026Q2
| Positions | 155 |
|---|
| Reported value | $238.4m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 155 (+20 vs prior quarter) |
|---|
| Reported value | $238.4m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TIDAL TRUST II | 494,409 | $22.2m | 9.3% |
| IVV ISHARES TR | 22,404 | $16.8m | 7.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 21,601 | $16.1m | 6.8% |
| QQQ INVESCO QQQ TR | 15,792 | $11.6m | 4.9% |
| SCHV SCHWAB STRATEGIC TR | 251,880 | $8.8m | 3.7% |
| SCHG SCHWAB STRATEGIC TR | 239,933 | $8.1m | 3.4% |
| ORLY OREILLY AUTOMOTIVE INC | 81,216 | $7.5m | 3.1% |
| NVDA NVIDIA CORPORATION | 36,428 | $7.3m | 3.1% |
| EFA ISHARES TR | 69,490 | $7.2m | 3.0% |
| AAPL APPLE INC | 22,437 | $6.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1679064")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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