Pinnacle Family Advisors, LLC Reduced Holdings in Q3 2025

Pinnacle Family Advisors, LLC

  • $201 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-30.1K
- 89.11%
$87.07 - $93.06 $2.62M - $2.8M
3.67K $336K
LGOV
First Tr ETF Iv Long Duration

ETFs
-35.9K
- 53.75%
$20.98 - $22.03 $754K - $792K
30.9K $672K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.62K
- 14.76%
$211.65 - $238.24 $555K - $624K
15.1K $3.32M
FDN
First Tr Fd Dow Jones

ETFs
-1.15K
- 26.11%
$264.06 - $287.34 $302K - $329K
3.24K $906K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.73K
- 33.3%
$92.18 - $95.14 $252K - $260K
5.47K $520K
FTCS
First Trust Capital Strength E

ETFs
-3.01K
- 22.38%
$89.72 - $93.74 $270K - $282K
10.4K $976K
XLF
Financial Sector Spdr

ETFs
-5.11K
- 19.65%
$51.37 - $54.25 $262K - $277K
20.9K $1.12M
FVD
First Tr Value Line Divid Inde

ETFs
-4.77K
- 26.98%
$44.73 - $46.86 $213K - $223K
12.9K $596K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.21K
- 7.11%
$72.01 - $74.44 $87.1K - $90K
15.8K $1.16M
TDIV
First Trust Nasdaq Technology

ETFs
-2.87K
- 11.08%
$89.27 - $100.33 $256K - $288K
23K $2.27M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-501
- 18.68%
$94.17 - $99.95 $47.2K - $50.1K
2.18K $217K
EFG
Msci Eafe Growth ETF

ETFs
-363
- 8.85%
$106.99 - $114.46 $38.8K - $41.5K
3.74K $425K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-989
- 2.97%
$52.55 - $54.37 $52K - $53.8K
32.3K $1.75M
VUG
Vanguard Growth ETF

ETFs
-161
- 12.72%
$433.97 - $484.08 $69.9K - $77.9K
1.11K $529K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-73
- 6.92%
$459.11 - $506.91 $33.5K - $37K
982 $493K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-360
- 2.37%
$45.6 - $46.92 $16.4K - $16.9K
14.8K $691K
IEMG
Ishares Inc

ETFs
-29
- 0.41%
N/A
7.03K $376K
FTGS
First Tr Exchange Traded Fd Gr
-2.22K
- 4.0%
N/A
53.2K $0
Tidal Trust Ii
-42.4K
- 6.09%
N/A
653K $0
VNQ
Vanguard Specialized Funds Van

ETFs
-183
- 2.31%
$88.47 - $93.24 $16.2K - $17.1K
7.74K $707K
FEP
First Trust Europe Alphadex Fu

ETFs
-304
- 5.25%
$47.35 - $51.19 $14.4K - $15.6K
5.48K $280K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-201
- 3.7%
$122.57 - $132.57 $24.6K - $26.6K
5.23K $678K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-124
- 4.2%
$435.72 - $463.74 $54K - $57.5K
2.83K $1.31M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-167
- 2.53%
$32.7 - $36.57 $5.46K - $6.11K
6.44K $229K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-153
- 7.97%
$195.29 - $223.85 $29.9K - $34.2K
1.77K $392K
IYW
Ishares Dj Us Tech ETF

ETFs
-119
- 6.23%
$171.38 - $197.01 $20.4K - $23.4K
1.79K $350K
DFAI
Dimensional ETF Tr

ETFs
-277
- 1.55%
$34.05 - $36.55 $9.43K - $10.1K
17.6K $639K
VTI
Vanguard Total Stock Market Et

ETFs
-10
- 1.0%
$303.93 - $329.86 $3.04K - $3.3K
990 $324K
FEM
First Trust Emerging Markets A

ETFs
-184
- 1.8%
$24.52 - $27.41 $4.51K - $5.04K
10.1K $272K
XLC
Select Sector Spdr Tr Communic

ETFs
-60
- 2.11%
$105.99 - $119.41 $6.36K - $7.16K
2.79K $330K
CVX
Chevron Corp

Energy
-3
- 0.17%
$145.57 - $161.83 $437 - $485
1.81K $281K
XLK
Technology Sector Spdr

ETFs
-49
- 3.7%
$250.97 - $282.66 $12.3K - $13.9K
1.27K $359K
FDT
First Trust Developed Markets

ETFs
-366
- 4.55%
$68.09 - $76.05 $24.9K - $27.8K
7.68K $578K
DFAE
Dimensional ETF Tr

ETFs
-54
- 0.44%
$28.84 - $31.84 $1.56K - $1.72K
12.1K $382K
FTA
First Tr Large Cap Value

ETFs
-22
- 0.32%
$78.13 - $83.78 $1.72K - $1.84K
6.96K $580K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-51
- 1.94%
$208.95 - $229.72 $10.7K - $11.7K
2.57K $590K
EFV
Msci Eafe Value ETF

ETFs
-183
- 1.53%
$62.79 - $68.42 $11.5K - $12.5K
11.8K $798K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-871
- 1.16%
$48.96 - $52.08 $42.6K - $45.4K
74K $3.82M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.25K
- 2.41%
$23.82 - $25.84 $29.7K - $32.2K
50.5K $1.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.17K
- 3.73%
$72.65 - $78.68 $84.9K - $92K
30.2K $2.36M
GOOG
Alphabet Inc.

Communication Services
-15
- 0.87%
$175.16 - $255.24 $2.63K - $3.83K
1.72K $418K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-45
- 0.06%
$39.8 - $42.86 $1.79K - $1.93K
76.5K $3.27M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.35K
- 1.65%
$51.78 - $57.89 $69.9K - $78.2K
80.4K $4.62M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.82K
- 2.26%
$89.32 - $107.82 $163K - $197K
78.7K $8.48M
Activity Summary
Buys All Purchases 77 New Holdings 13 Increased Positions 64 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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