Pinnacle Family Advisors, LLC: 13F holdings

CIK 16790642026Q2

Positions155
Reported value$238.4m
Filed2026-08-14

Top 10 holdings

SecuritySharesValueWeight
TIDAL TRUST II494,409$22.2m9.3%
IVV ISHARES TR22,404$16.8m7.0%
SPY STATE STR SPDR S&P 500 ETF T21,601$16.1m6.8%
QQQ INVESCO QQQ TR15,792$11.6m4.9%
SCHV SCHWAB STRATEGIC TR251,880$8.8m3.7%
SCHG SCHWAB STRATEGIC TR239,933$8.1m3.4%
ORLY OREILLY AUTOMOTIVE INC81,216$7.5m3.1%
NVDA NVIDIA CORPORATION36,428$7.3m3.1%
EFA ISHARES TR69,490$7.2m3.0%
AAPL APPLE INC22,437$6.5m2.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1679064")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples