Pinnacle Family Advisors, LLC Portfolio Holdings

Pinnacle Family Advisors, LLC

  • $201 Million
  • Q3 2025

Pinnacle Family Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $201 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 $20M, Invesco Qqq Trust, Series 1 with a value of $19.9M, Ishares Core S&P 500 ETF with a value of $15.7M, Ishares Tr Msci Eafe ETF with a value of $10.8M, and O Reilly Automotive Inc with a value of $8.48M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $181M to 201M.

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 $201 Million
ETFs: $161 Million
Technology: $16.2 Million
Consumer Cyclical: $16 Million
Energy: $2.02 Million
Real Estate: $1.49 Million
Communication Services: $1.1 Million
Financial Services: $1.09 Million
Consumer Defensive: $721,000
Other: $774,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20 Million 9.95% of portfolio
29,965
Q3 2025 Added 8.31%
$0
$19.9 Million 9.9% of portfolio
33,083
Q3 2025 Added 10.14%
$0
$15.7 Million 7.84% of portfolio
23,517
Q3 2025 Added 0.47%
$0
$10.8 Million 5.39% of portfolio
115,866
Q3 2025 Added 7.44%
$6.2B
$8.48 Million 4.23% of portfolio
78,703
Q3 2025 Reduced 2.26%
$465B
$7.34 Million 3.66% of portfolio
39,341
Q3 2025 Added 3.18%
$0
$6.91 Million 3.44% of portfolio
216,517
Q3 2025 Added 3.1%
$4.3T
$6.67 Million 3.33% of portfolio
26,207
Q3 2025 Added 4.32%
$0
$4.62 Million 2.3% of portfolio
80,372
Q3 2025 Reduced 1.65%
$0
$4.32 Million 2.15% of portfolio
92,195
Q3 2025 Added 999.26%
$0
$4.1 Million 2.04% of portfolio
39,196
Q3 2025 Added 33.28%
$0
$4.02 Million 2.0% of portfolio
45,091
Q3 2025 Added 38.28%
$0
$3.82 Million 1.9% of portfolio
74,048
Q3 2025 Reduced 1.16%
$1.29T
$3.72 Million 1.85% of portfolio
8,364
Q3 2025 Added 1.83%
$0
$3.7 Million 1.84% of portfolio
17,928
Q3 2025 Added 0.02%
$0
$3.68 Million 1.83% of portfolio
25,912
Q3 2025 Added 1.01%
$2.39T
$3.32 Million 1.66% of portfolio
15,134
Q3 2025 Reduced 14.76%
$0
$3.27 Million 1.63% of portfolio
76,533
Q3 2025 Reduced 0.06%
$0
$2.36 Million 1.18% of portfolio
30,177
Q3 2025 Reduced 3.73%
$0
$2.36 Million 1.17% of portfolio
81,023
Q3 2025 Added 4.46%
$0
$2.27 Million 1.13% of portfolio
22,990
Q3 2025 Reduced 11.08%
$0
$2.15 Million 1.07% of portfolio
28,972
Q3 2025 Added 45.52%
$0
$2.08 Million 1.04% of portfolio
79,042
Q3 2025 Added 7.22%
$0
$2.04 Million 1.02% of portfolio
78,857
Q3 2025 Added 2.19%
$0
$1.75 Million 0.87% of portfolio
32,329
Q3 2025 Reduced 2.97%
$0
$1.66 Million 0.83% of portfolio
8,736
Q3 2025 Added 3.19%
$0
$1.63 Million 0.81% of portfolio
11,215
Q3 2025 Added 0.13%
$0
$1.54 Million 0.77% of portfolio
22,946
Q3 2025 Added 59.87%
$0
$1.41 Million 0.7% of portfolio
31,658
Q3 2025 Added 2.6%
$0
$1.31 Million 0.65% of portfolio
2,830
Q3 2025 Reduced 4.2%
$0
$1.3 Million 0.65% of portfolio
50,529
Q3 2025 Reduced 2.41%
$342B
$1.26 Million 0.63% of portfolio
6,888
Q3 2025 Added 14.02%
$0
$1.21 Million 0.6% of portfolio
52,425
Q3 2025 Added 7.18%
$0
$1.16 Million 0.58% of portfolio
15,788
Q3 2025 Reduced 7.11%
$0
$1.12 Million 0.56% of portfolio
20,877
Q3 2025 Reduced 19.65%
$0
$976,000 0.49% of portfolio
10,431
Q3 2025 Reduced 22.38%
$0
$941,000 0.47% of portfolio
40,104
Q3 2025 Added 3.43%
$0
$906,000 0.45% of portfolio
3,241
Q3 2025 Reduced 26.11%
$0
$891,000 0.44% of portfolio
29,245
Q3 2025 Added 3.78%
$490B
$796,000 0.4% of portfolio
7,066
Q3 2025 Added 2.75%
$0
$798,000 0.4% of portfolio
11,767
Q3 2025 Reduced 1.53%
$0
$786,000 0.39% of portfolio
6,512
Q3 2025 Added 5.36%
$0
$763,000 0.38% of portfolio
3,928
Q3 2025 Added 0.03%
$0
$734,000 0.37% of portfolio
4,096
Q3 2025 Added 6.92%
$279B
$721,000 0.36% of portfolio
6,999
Q3 2025 Added 5.44%
$0
$707,000 0.35% of portfolio
7,742
Q3 2025 Reduced 2.31%
$0
$678,000 0.34% of portfolio
5,232
Q3 2025 Reduced 3.7%
$0
$691,000 0.34% of portfolio
14,806
Q3 2025 Reduced 2.37%
$0
$672,000 0.33% of portfolio
30,934
Q3 2025 Reduced 53.75%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $201 Million
  • Prior Value $181 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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