account_balance
Investment manager · 13F filer · SEC CIK 1905962
Pinnacle Financial Group, LLC
Reported value$416Mas of Sep 30, 2026
Positions120 7 new, 4 sold out
Top 10 weight51.3%PRF alone is 8%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PRFInvesco Exchange Traded Fd T
8.5%Trimmed −3%
DFICDimensional ETF Trust
8.3%
DFACDimensional ETF Trust
6.3%
DFEMDimensional ETF Trust
5.7%
DTDWisdomtree Tr
5.3%
VYMIVanguard Whitehall FDS
4.1%Added +3%
VYMVanguard Whitehall FDS
3.9%Added +5%
VEUVanguard Intl Equity Index F
3.6%
EEMiShares Tr
2.9%Added +2%
MINTPimco ETF Tr
2.7%+13%
SPYSPDR S&P 500 ETF Trust
2.6%Trimmed −2%
DFASDimensional ETF Trust
2.1%−4%
PRFInvesco Exchange Traded Fd T
8.5%Trimmed −3%
DFICDimensional ETF Trust
8.3%
DFACDimensional ETF Trust
6.3%
DFEMDimensional ETF Trust
5.7%
DTDWisdomtree Tr
5.3%
VYMIVanguard Whitehall FDS
4.1%
VYMVanguard Whitehall FDS
3.9%
VEUVanguard Intl Equity Index F
3.6%
EEMiShares Tr
2.9%
MINT
SPY2.6%DFAS
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
PRF Invesco Exchange Traded Fd T 8.5% Trimmed −3%
DFIC Dimensional ETF Trust 8.3% Held
DFAC Dimensional ETF Trust 6.3% Held
DFEM Dimensional ETF Trust 5.7% Held
DTD Wisdomtree Tr 5.3% Held
VYMI Vanguard Whitehall FDS 4.1% Added +3%
VYM Vanguard Whitehall FDS 3.9% Added +5%
VEU Vanguard Intl Equity Index F 3.6% Held
EEM iShares Tr 2.9% Added +2%
MINT Pimco ETF Tr 2.7% Added +13%
SPY SPDR S&P 500 ETF Trust 2.6% Trimmed −2%DFAS Dimensional ETF Trust 2.1% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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