Pinnacle Family Advisors, LLC

CIK 0001679064 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Pinnacle Family Advisors, LLC, Chief Investment Officer
Address: 620 W. Republic Road, Suite 104, Springfield, MO, 65807
Phone: 417-886-6590
AUM: $227.2M

AUM over time

$238.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $227.2M127 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$455K	0.2%Prev: 0.2%	1,454 SH	Increased
ALPHABET INC	CAP STK CL C	$539K	0.2%Prev: 0.2%	1,717 SH	Increased
AMAZON COM INC	COM	$3.4M	1.5%Prev: 1.4%	14,695 SH	Increased-439 SH
AMERICAN EXPRESS CO	COM	$222K	0.1%	600 SH	New
APPLE INC	COM	$7.1M	3.1%Prev: 2.9%	26,135 SH	Increased-72 SH
ARK ETF TR	INNOVATION ETF	$1.1M	0.5%	13,824 SH	New
BANK AMERICA CORP	COM	$405K	0.2%Prev: 0.2%	7,371 SH	Increased+147 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$503K	0.2%Prev: 0.2%	1,001 SH	Increased+19 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$274K	0.1%	8,219 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$768K	0.3%Prev: 0.3%	12,625 SH	Increased+1,507 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$255K	0.1%Prev: 0.1%	6,603 SH	Increased+268 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$335K	0.1%Prev: 0.1%	6,348 SH	Increased+553 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$572K	0.3%Prev: 0.2%	12,365 SH	Increased+1,446 SH
CHEVRON CORP NEW	COM	$277K	0.1%Prev: 0.1%	1,815 SH	Decreased+5 SH
COREWEAVE INC	COM CL A	$323K	0.1%Prev: 0.4%	4,507 SH	Decreased-1,885 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$381K	0.2%Prev: 0.2%	11,692 SH	Decreased-436 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$687K	0.3%Prev: 0.3%	18,021 SH	Increased+415 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$689K	0.3%Prev: 0.2%	14,359 SH	Increased+3,089 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$245K	0.1%Prev: 0.1%	6,190 SH	Increased+47 SH
EPR PPTYS	COM SH BEN INT	$340K	0.1%Prev: 0.2%	6,812 SH	Decreased+160 SH
EXXON MOBIL CORP	COM	$869K	0.4%Prev: 0.3%	7,225 SH	Increased+159 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$4.2M	1.8%Prev: 1.8%	45,412 SH	Increased+321 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$410K	0.2%Prev: 0.2%	1,826 SH	Increased+60 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$280K	0.1%Prev: 0.1%	3,945 SH	Decreased-155 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$577K	0.3%Prev: 0.3%	7,262 SH	Decreased-415 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$272K	0.1%Prev: 0.1%	9,929 SH	Decreased-129 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$281K	0.1%Prev: 0.1%	5,233 SH	Increased-250 SH
FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$259K	0.1%Prev: 0.1%	3,850 SH	Increased-78 SH
FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	$793K	0.3%Prev: 0.4%	29,272 SH	Decreased+27 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$2.2M	1.0%Prev: 1.0%	22,986 SH	Decreased-4 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ BK ETF	$242K	0.1%Prev: 0.1%	6,410 SH	Increased-28 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.1M	0.9%Prev: 0.7%	29,987 SH	Increased+7,041 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$598K	0.3%Prev: 0.3%	6,945 SH	Increased-16 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$976K	0.4%Prev: 0.4%	10,548 SH	Decreased+117 SH
FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$1.3M	0.6%Prev: 0.5%	62,184 SH	Increased+4,001 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$604K	0.3%Prev: 0.4%	2,245 SH	Decreased-996 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$601K	0.3%Prev: 0.2%	12,028 SH	Increased+669 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$1.4M	0.6%Prev: 0.8%	39,975 SH	Decreased-13,196 SH
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$618K	0.3%Prev: 0.3%	29,148 SH	Increased+1,220 SH
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$210K	0.1%Prev: 0.1%	10,964 SH	Increased+167 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$663K	0.3%Prev: 0.3%	30,371 SH	Decreased-563 SH
FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	$566K	0.2%Prev: 0.3%	12,036 SH	Decreased-39 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$832K	0.4%Prev: 0.3%	4,028 SH	Increased-68 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$886K	0.4%Prev: 0.5%	14,146 SH	Decreased-1,329 SH
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$1.3M	0.6%	33,306 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$337K	0.1%	8,585 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$1.4M	0.6%Prev: 0.6%	31,082 SH	Decreased-576 SH
INTERNATIONAL BUSINESS MACHS	COM	$315K	0.1%Prev: 0.1%	1,064 SH	Increased+8 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$6.3M	2.8%Prev: 2.0%	105,992 SH	Increased+25,620 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$380K	0.2%Prev: 0.7%	1,984 SH	Decreased-6,752 SH
INVESCO QQQ TR	UNIT SER 1	$17.1M	7.5%Prev: 8.7%	27,831 SH	Decreased-5,252 SH
IRON MTN INC DEL	COM	$485K	0.2%Prev: 0.3%	5,849 SH	Decreased+23 SH
ISHARES GOLD TR	ISHARES NEW	$246K	0.1%Prev: 0.1%	3,026 SH	Increased
ISHARES INC	CORE MSCI EMKT	$421K	0.2%Prev: 0.2%	6,258 SH	Decreased-769 SH
ISHARES SILVER TR	ISHARES	$1.6M	0.7%Prev: 0.2%	25,363 SH	Increased+13,258 SH
ISHARES TR	10+ YR INVST GRD	$3.7M	1.6%Prev: 1.7%	73,370 SH	Decreased-678 SH
ISHARES TR	CORE INTL AGGR	$266K	0.1%Prev: 0.1%	5,320 SH	Increased+590 SH
ISHARES TR	CORE S&P MCP ETF	$399K	0.2%Prev: 0.2%	6,038 SH	Increased+93 SH
ISHARES TR	CORE S&P TTL STK	$1.6M	0.7%Prev: 0.7%	11,032 SH	Increased-183 SH
ISHARES TR	CORE S&P US VLU	$224K	0.1%Prev: 0.1%	2,183 SH	Increased+2 SH
ISHARES TR	CORE S&P500 ETF	$16.0M	7.0%Prev: 6.9%	23,341 SH	Increased-176 SH
ISHARES TR	CORE UNIVRSL USD	$600K	0.3%	12,889 SH	New
ISHARES TR	EAFE VALUE ETF	$730K	0.3%Prev: 0.3%	10,222 SH	Decreased-1,545 SH
ISHARES TR	IBOXX HI YD ETF	$213K	0.1%Prev: 0.1%	2,646 SH	Increased+22 SH
ISHARES TR	ISHS 5-10YR INVT	$1.7M	0.8%Prev: 0.8%	31,979 SH	Decreased-350 SH
ISHARES TR	MBS ETF	$465K	0.2%Prev: 0.2%	4,880 SH	Increased+281 SH
ISHARES TR	MSCI EAFE ETF	$9.6M	4.2%Prev: 4.7%	99,712 SH	Decreased-16,154 SH
ISHARES TR	MSCI EMG MKT ETF	$1.7M	0.8%	31,720 SH	New
ISHARES TR	MSCI USA MIN VOL	$502K	0.2%Prev: 0.2%	5,334 SH	Decreased-133 SH
ISHARES TR	MSCI USA QLT FCT	$684K	0.3%Prev: 0.3%	3,446 SH	Decreased-482 SH
ISHARES TR	S&P 500 GRWT ETF	$767K	0.3%Prev: 0.3%	6,226 SH	Decreased-286 SH
ISHARES TR	S&P 500 VAL ETF	$3.8M	1.7%Prev: 1.6%	17,966 SH	Increased+38 SH
ISHARES TR	S&P MC 400VL ETF	$685K	0.3%Prev: 0.3%	5,203 SH	Increased-29 SH
ISHARES TR	SELECT DIVID ETF	$3.7M	1.6%Prev: 1.6%	26,135 SH	Increased+223 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$322K	0.1%Prev: 0.2%	5,624 SH	Decreased-1,336 SH
JOHNSON & JOHNSON	COM	$220K	0.1%	1,063 SH	New
JPMORGAN CHASE & CO.	COM	$205K	0.1%	637 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$535K	0.2%Prev: 0.2%	19,068 SH	Increased+165 SH
LOWES COS INC	COM	$429K	0.2%Prev: 0.2%	1,780 SH	Decreased
LTC PPTYS INC	COM	$481K	0.2%Prev: 0.2%	14,005 SH	Decreased+140 SH
META PLATFORMS INC	CL A	$264K	0.1%Prev: 0.1%	400 SH	Decreased-42 SH
MICROSOFT CORP	COM	$321K	0.1%Prev: 0.2%	664 SH	Decreased-70 SH
NEXTERA ENERGY INC	COM	$244K	0.1%Prev: 0.1%	3,036 SH	Increased-6 SH
NVIDIA CORPORATION	COM	$7.3M	3.2%Prev: 3.2%	39,212 SH	Decreased-129 SH
ONEOK INC NEW	COM	$253K	0.1%Prev: 0.1%	3,445 SH	Increased+33 SH
OREILLY AUTOMOTIVE INC	COM	$7.2M	3.2%Prev: 3.7%	79,302 SH	Decreased+599 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.4M	0.6%Prev: 0.5%	7,896 SH	Increased+1,008 SH
PHILLIPS 66	COM	$248K	0.1%Prev: 0.1%	1,922 SH	Decreased+15 SH
RAMACO RES INC	COM CL A	$404K	0.2%Prev: 0.3%	22,425 SH	Decreased+170 SH
RBB FD INC	US TREAS 3 MNTH	$238K	0.1%Prev: 0.1%	4,763 SH	Decreased-300 SH
RTX CORPORATION	COM	$233K	0.1%Prev: 0.1%	1,269 SH	Increased-23 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$1.2M	0.5%Prev: 0.5%	54,030 SH	Increased+1,605 SH
SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$401K	0.2%Prev: 0.2%	3,987 SH	Decreased
SCHWAB STRATEGIC TR	US AGGREGATE B	$987K	0.4%Prev: 0.4%	42,227 SH	Increased+2,123 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.5%Prev: 0.6%	45,155 SH	Decreased-5,374 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.0M	3.1%Prev: 3.0%	214,986 SH	Increased-1,531 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.4M	1.0%Prev: 1.0%	80,002 SH	Increased-1,021 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.0M	0.9%Prev: 0.9%	75,146 SH	Decreased-3,896 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$657K	0.3%	5,579 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$650K	0.3%	5,443 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.8M	0.8%	32,947 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$658K	0.3%	14,514 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$739K	0.3%	17,309 SH	New
SHARPLINK GAMING INC	COM NEW	$186K	0.1%Prev: 0.2%	20,750 SH	Decreased-4,650 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.5M	1.1%Prev: 0.6%	5,104 SH	Increased+2,274 SH
SPDR GOLD TR	GOLD SHS	$4.3M	1.9%Prev: 1.5%	10,806 SH	Increased+1,022 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.5M	0.6%Prev: 1.4%	33,040 SH	Decreased-43,493 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$412K	0.2%Prev: 1.9%	8,802 SH	Decreased-83,393 SH
SPDR S&P 500 ETF TR	TR UNIT	$15.0M	6.6%Prev: 8.7%	21,949 SH	Decreased-8,016 SH
SPDR SERIES TRUST	STATE STREET SPD	$12.4M	5.4%	198,452 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$564K	0.2%	14,004 SH	New
SSGA ACTIVE TR	STATE STREET BLA	$209K	0.1%	7,343 SH	New
SSGA ACTIVE TR	STATE STREET US	$237K	0.1%	3,801 SH	New
STRYKER CORPORATION	COM	$320K	0.1%Prev: 0.1%	911 SH	Decreased+19 SH
TESLA INC	COM	$3.7M	1.6%Prev: 1.6%	8,244 SH	Decreased-120 SH
TIDAL TRUST II	PINNACLE FOCUSED	$21.7M	9.5%Prev: 9.1%	690,653 SH	Increased+37,407 SH
UIPATH INC	CL A	$250K	0.1%	15,250 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$418K	0.2%	1,160 SH	New
VANECK ETF TRUST	STEEL ETF	$314K	0.1%	3,700 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.2M	1.0%Prev: 0.9%	29,880 SH	Increased+908 SH
VANGUARD INDEX FDS	GROWTH ETF	$539K	0.2%Prev: 0.2%	1,105 SH	Increased
VANGUARD INDEX FDS	REAL ESTATE ETF	$689K	0.3%Prev: 0.3%	7,783 SH	Decreased+41 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$405K	0.2%Prev: 0.2%	4,842 SH	Increased+33 SH
VISA INC	COM CL A	$219K	0.1%Prev: 0.1%	624 SH	Decreased-40 SH
WALMART INC	COM	$780K	0.3%Prev: 0.3%	6,999 SH	Increased
WILLIAMS COS INC	COM	$416K	0.2%Prev: 0.2%	6,926 SH	Decreased+19 SH
WORLD GOLD TR	SPDR GLD MINIS	$225K	0.1%	2,639 SH	New

Sold (vs prior filing)

DIREXION SHS ETF TR — $118K
DIREXION SHS ETF TR — $152K
INVESCO EXCH TRADED FD TR II — $1.2M
ISHARES TR — $692K
ISHARES TR — $426K
ISHARES TR — $558K
ISHARES TR — $351K
SELECT SECTOR SPDR TR — $330K
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $310K
SELECT SECTOR SPDR TR — $359K
SPDR SERIES TRUST — $201K
SPDR SERIES TRUST — $2.0M
SPDR SERIES TRUST — $2.4M
SPDR SERIES TRUST — $4.1M
SPDR SERIES TRUST — $336K
STRATEGY INC — $221K
VANGUARD INDEX FDS — $325K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001172661-26-000958	$227.2M	View
Nov 14, 2025	Q3 2025	13F-HR	0001172661-25-004989	$229.2M	View
Aug 14, 2026	Q2 2026