Pinnacle Family Advisors, LLC Portfolio Holdings

Pinnacle Family Advisors, LLC

  • $181 Million
  • Q2 2025

Pinnacle Family Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $181 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $17.1M, Invesco Qqq Trust, Series 1 with a value of $16.6M, Ishares Core S&P 500 ETF with a value of $14.5M, Ishares Tr Msci Eafe ETF with a value of $9.64M, and O Reilly Automotive Inc with a value of $7.26M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $162M to 181M.

Pinnacle Family Advisors, LLC is based out at Springfield, MO

Below you can find more details about Pinnacle Family Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
ETFs: $148 Million
Consumer Cyclical: $14.7 Million
Technology: $12.9 Million
Energy: $1.87 Million
Financial Services: $1.21 Million
Communication Services: $871,000
Consumer Defensive: $649,000
Real Estate: $574,000
Other: $530,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.1 Million 9.43% of portfolio
27,667
Q2 2025 Added 5.83%
$0
$16.6 Million 9.14% of portfolio
30,036
Q2 2025 Added 108.47%
$0
$14.5 Million 8.01% of portfolio
23,406
Q2 2025 Added 6.29%
$0
$9.64 Million 5.32% of portfolio
107,844
Q2 2025 Added 65.59%
$6.4B
$7.26 Million 4.0% of portfolio
80,526
Q2 2025 Added 1,365.71%
$0
$6.13 Million 3.38% of portfolio
210,016
Q2 2025 Added 20.19%
$456B
$6.02 Million 3.32% of portfolio
38,128
Q2 2025 Added 1.88%
$3.69T
$5.15 Million 2.84% of portfolio
25,122
Q2 2025 Reduced 3.97%
$0
$4.26 Million 2.35% of portfolio
81,722
Q2 2025 Reduced 22.97%
$2.26T
$3.9 Million 2.15% of portfolio
17,754
Q2 2025 Added 17.7%
$0
$3.76 Million 2.07% of portfolio
74,919
Q2 2025 Added 0.85%
$0
$3.5 Million 1.93% of portfolio
17,924
Q2 2025 Added 4.63%
$0
$3.41 Million 1.88% of portfolio
25,653
Q2 2025 Added 57.25%
$0
$3.1 Million 1.71% of portfolio
76,578
Q2 2025 Added 32.3%
$0
$2.93 Million 1.62% of portfolio
33,739
Q2 2025 New
$0
$2.82 Million 1.55% of portfolio
51,801
Q2 2025 New
$0
$2.61 Million 1.44% of portfolio
32,608
Q2 2025 Added 40.7%
$1.08T
$2.61 Million 1.44% of portfolio
8,214
Q2 2025 Added 3.48%
$0
$2.33 Million 1.29% of portfolio
25,856
Q2 2025 Added 7.12%
$106B
$2.3 Million 1.27% of portfolio
7,552
Q2 2025 New
$0
$2.28 Million 1.26% of portfolio
31,346
Q2 2025 Reduced 22.23%
$0
$2.15 Million 1.18% of portfolio
77,563
Q2 2025 Reduced 46.63%
$0
$1.98 Million 1.09% of portfolio
77,165
Q2 2025 Reduced 1.66%
$0
$1.8 Million 0.99% of portfolio
73,718
Q2 2025 Reduced 8.15%
$0
$1.78 Million 0.98% of portfolio
33,318
Q2 2025 Added 0.74%
$0
$1.54 Million 0.85% of portfolio
8,466
Q2 2025 New
$0
$1.51 Million 0.83% of portfolio
11,200
Q2 2025 Reduced 14.35%
$0
$1.47 Million 0.81% of portfolio
19,909
Q2 2025 Added 31.84%
$0
$1.43 Million 0.79% of portfolio
66,880
Q2 2025 Added 1.01%
$0
$1.36 Million 0.75% of portfolio
25,983
Q2 2025 Reduced 33.23%
$0
$1.35 Million 0.75% of portfolio
30,855
Q2 2025 Reduced 32.31%
$0
$1.3 Million 0.72% of portfolio
2,954
Q2 2025 Reduced 57.62%
$0
$1.24 Million 0.68% of portfolio
16,997
Q2 2025 New
$0
$1.23 Million 0.68% of portfolio
51,775
Q2 2025 Reduced 74.33%
$0
$1.22 Million 0.67% of portfolio
13,439
Q2 2025 Added 2.87%
$0
$1.18 Million 0.65% of portfolio
4,386
Q2 2025 Added 88.97%
$0
$1.11 Million 0.61% of portfolio
48,911
Q2 2025 Added 1.67%
$0
$901,000 0.5% of portfolio
38,774
Q2 2025 Reduced 7.46%
$0
$900,000 0.5% of portfolio
14,353
Q2 2025 New
$367B
$823,000 0.45% of portfolio
6,041
Q2 2025 Reduced 22.99%
$0
$789,000 0.44% of portfolio
17,670
Q2 2025 Reduced 35.37%
$0
$781,000 0.43% of portfolio
28,180
Q2 2025 Added 5.2%
$0
$769,000 0.42% of portfolio
8,196
Q2 2025 Reduced 20.09%
$0
$758,000 0.42% of portfolio
11,950
Q2 2025 Added 23.49%
$442B
$741,000 0.41% of portfolio
6,877
Q2 2025 Reduced 3.76%
$0
$717,000 0.4% of portfolio
3,927
Q2 2025 Added 0.18%
$0
$705,000 0.39% of portfolio
7,925
Q2 2025 Reduced 3.09%
$0
$701,000 0.39% of portfolio
15,166
Q2 2025 Reduced 20.51%
$0
$680,000 0.37% of portfolio
6,181
Q2 2025 Reduced 83.4%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $181 Million
  • Prior Value $162 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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