Pinnacle Financial Group, LLC / IL: 13F holdings
CIK 19059622026Q2
| Positions | 117 |
|---|
| Reported value | $406.6m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 117 (+6 vs prior quarter) |
|---|
| Reported value | $406.6m (+12.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PRF INVESCO EXCHANGE TRADED FD T | 665,074 | $35.9m | 8.8% |
| DFIC DIMENSIONAL ETF TRUST | 929,846 | $34.6m | 8.5% |
| DIMENSIONAL ETF TRUST | 575,309 | $25.5m | 6.3% |
| DFEM DIMENSIONAL ETF TRUST | 591,602 | $24.0m | 5.9% |
| DTD WISDOMTREE TR | 240,721 | $22.4m | 5.5% |
| VYMI VANGUARD WHITEHALL FDS | 165,256 | $16.2m | 4.0% |
| VYM VANGUARD WHITEHALL FDS | 99,482 | $15.7m | 3.9% |
| VEU VANGUARD INTL EQUITY INDEX F | 179,439 | $15.0m | 3.7% |
| EEM ISHARES TR | 173,422 | $11.9m | 2.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 14,648 | $10.9m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1905962")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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