Pinnacle Financial Group, LLC Portfolio Holdings

Pinnacle Financial Group, LLC

  • $291 Million
  • Q2 2025

Pinnacle Financial Group, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $291 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $28.9M, Dimensional ETF Tr Dimensional with a value of $28.1M, Wisdomtree Tr U.S Total Divide with a value of $21.2M, Dimensional ETF Tr Emerging Mk with a value of $20.8M, and Dimensional ETF Tr U S Core Eq with a value of $18.6M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $270M to 291M.

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

Portfolio value $291 Million
ETFs: $273 Million
Consumer Cyclical: $5.39 Million
Financial Services: $4.23 Million
Technology: $4.07 Million
Industrials: $1.29 Million
Energy: $940,000
Healthcare: $508,000
Consumer Defensive: $386,000
Other: $529,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.2M
$6,000 0.0% of portfolio
10,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $291 Million
  • Prior Value $270 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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