Institutional Fund
Pinnacle Family Advisors, LLC
Springfield, MOCIK 16790645 filings on record
Portfolio Value
$212.83M
Q1 2026
Holdings
135
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-6.3%
from $227.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tidal Trust II8.3%
- Spdr S&P 500 ETF Tr7.2%
- Ishares Tr7.0%
- Invesco Qqq Tr4.7%
- Spdr Series Trust4.7%
- Oreilly Automotive Inc3.7%
- Other64.3%
Portfolio Holdings
135 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tidal Trust II | 494.0K | $17.76M | 8.3% | −196.6K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 23.5K | $15.25M | 7.2% | +1.5K | Added |
| 3 | Ishares Tr | 22.9K | $14.94M | 7.0% | −472 | Reduced |
| 4 | Invesco Qqq Tr | 17.5K | $10.07M | 4.7% | −10.4K | Reduced |
| 5 | Spdr Series Trust | 109.8K | $10.07M | 4.7% | +109.8K | New |
| 6 | Oreilly Automotive Inc | 85.4K | $7.89M | 3.7% | +6.1K | Added |
| 7 | Nvidia Corporation | 39.1K | $6.82M | 3.2% | −95 | Reduced |
| 8 | Ishares Tr | 69.0K | $6.71M | 3.2% | −30.7K | Reduced |
| 9 | Apple Inc | 25.7K | $6.51M | 3.1% | −467 | Reduced |
| 10 | Schwab Strategic Tr | 206.6K | $6.02M | 2.8% | −8.4K | Reduced |
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