account_balance

Investment manager · 13F filer · SEC CIK 1679064

Pinnacle Family Advisors, LLC

Reported value$248Mas of Sep 30, 2026
Positions157 21 new, 19 sold out
Top 10 weight45.3%FCUS alone is 10%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FCUS Tidal Trust II 9.7% Added +14%
IVV iShares Tr 6.9% Held
SPY SPDR S&P 500 ETF Trust 5.6% Trimmed −16%
QQQ Invesco QQQ Tr 4.2% Trimmed −11%
SCHG Schwab Strategic Tr 3.6% Added +3%
NVDA NVIDIA Corp 3.5% Added +3%AAPL Apple Inc. 3.4% Added +14%
SCHV Schwab Strategic Tr 3.4% Held
EFA iShares Tr 2.8% Trimmed −2%
XLG Invesco Exchange Traded Fd T 2.2% Added +8%
EMEQ Nomura ETF Tr 1.9% New
ONEQ Fidelity Comwlth Tr 1.8% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • EMEQ $4.64M
  • NSC $1.95M
  • QUAL $1.59M
  • PH $1.44M
arrow_upwardAdded
  • XLK +415%
  • DIA +214%
  • IGV +211%
  • V +164%
arrow_downwardTrimmed
  • XLF −62%
  • ORLY −56%
  • SLV −32%
  • RSP −22%
remove_circleSold out
  • EEM $4.64M
  • XLRE $1.42M
  • IWM $1.37M
  • FBT $1.04M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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