Institutional Fund
Pinnacle Financial Group, LLC / Il
Western Springs, ILCIK 19059625 filings on record
Portfolio Value
$364.83M
Q1 2026
Holdings
111
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+5.9%
from $344.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust8.9%
- Invesco Exchange Traded Fd T8.7%
- Dimensional ETF Trust5.9%
- Wisdomtree Tr5.8%
- Dimensional ETF Trust5.5%
- Vanguard Whitehall Fds4.1%
- Other61.1%
Portfolio Holdings
111 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 916.9K | $32.58M | 8.9% | +53.1K | Added |
| 2 | Invesco Exchange Traded Fd T | 668.3K | $31.76M | 8.7% | −2.1K | Reduced |
| 3 | Dimensional ETF Trust | 552.5K | $21.47M | 5.9% | +9.9K | Added |
| 4 | Wisdomtree Tr | 245.1K | $21.17M | 5.8% | −9.5K | Reduced |
| 5 | Dimensional ETF Trust | 580.4K | $20.05M | 5.5% | −95.4K | Reduced |
| 6 | Vanguard Whitehall Fds | 159.6K | $15.04M | 4.1% | +4.9K | Added |
| 7 | Vanguard Whitehall Fds | 94.1K | $13.93M | 3.8% | +5.6K | Added |
| 8 | Vanguard Intl Equity Index F | 173.8K | $13.05M | 3.6% | +13.6K | Added |
| 9 | Spdr S&P 500 ETF Tr | 14.3K | $9.32M | 2.6% | +225 | Added |
| 10 | Ishares Tr | 162.2K | $9.21M | 2.5% | +24.4K | Added |
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