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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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