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: $212.8M124 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$414K	0.2%	1,439 SH	New
ALPHABET INC	CAP STK CL C	$501K	0.2%Prev: 0.1%	1,748 SH	Increased+16 SH
AMAZON COM INC	COM	$2.8M	1.3%Prev: 1.6%	13,639 SH	Decreased-1,445 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$274K	0.1%	3,397 SH	New
APPLE INC	COM	$6.5M	3.1%Prev: 3.2%	25,668 SH	Increased-492 SH
ARROW ETF TR	ARROW DJ GLB YLD	$411K	0.2%	29,889 SH	New
BANK AMERICA CORP	COM	$371K	0.2%	7,605 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$480K	0.2%Prev: 0.3%	1,001 SH	Decreased-10 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$278K	0.1%	8,423 SH	New
BLACKROCK ETF TRUST	ISHARES INTL CTR	$392K	0.2%	12,181 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$631K	0.3%Prev: 0.3%	10,847 SH	Increased-358 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$247K	0.1%	6,822 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$267K	0.1%Prev: 0.1%	5,145 SH	Decreased-107 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$569K	0.3%Prev: 0.1%	12,403 SH	Increased+7,032 SH
CATERPILLAR INC	COM	$235K	0.1%	331 SH	New
CHEVRON CORPORATION	COM	$379K	0.2%	1,834 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$395K	0.2%Prev: 0.2%	11,657 SH	Increased-368 SH
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$222K	0.1%	4,108 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$689K	0.3%Prev: 0.3%	17,697 SH	Increased+433 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$480K	0.2%Prev: 0.3%	10,021 SH	Decreased-795 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$259K	0.1%	6,659 SH	New
DIREXION SHARES ETF TRUST	DAILY S&P 500 HI	$225K	0.1%	4,779 SH	New
DIREXION SHARES ETF TRUST	DAILY SEMICONDUC	$1.0M	0.5%	26,207 SH	New
ELI LILLY & CO	COM	$620K	0.3%	675 SH	New
EPR PPTYS	COM SH BEN INT	$344K	0.2%	6,879 SH	New
EXXON MOBIL CORP	COM	$1.3M	0.6%Prev: 0.5%	7,431 SH	Increased+285 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$4.0M	1.9%Prev: 0.9%	46,610 SH	Increased+23,435 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$393K	0.2%Prev: 0.2%	1,889 SH	Increased+124 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$285K	0.1%Prev: 0.1%	4,049 SH	Increased+382 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$602K	0.3%Prev: 0.3%	6,924 SH	Increased-1,334 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$288K	0.1%Prev: 0.1%	9,613 SH	Increased-412 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$279K	0.1%Prev: 0.1%	5,102 SH	Increased-947 SH
FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$272K	0.1%Prev: 0.1%	3,742 SH	Increased-264 SH
FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	$1.1M	0.5%Prev: 0.4%	31,513 SH	Increased+4,727 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$2.2M	1.0%Prev: 1.0%	23,241 SH	Increased-896 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.1M	1.0%	30,111 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$633K	0.3%	6,852 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.0M	0.5%Prev: 0.6%	10,932 SH	Decreased-2,132 SH
FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$1.6M	0.8%Prev: 0.4%	78,244 SH	Increased+47,297 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$562K	0.3%Prev: 0.3%	2,403 SH	Increased+82 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$1.4M	0.6%Prev: 1.1%	40,582 SH	Decreased-25,547 SH
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$634K	0.3%Prev: 0.3%	30,532 SH	Increased+2,886 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$638K	0.3%Prev: 0.8%	29,586 SH	Decreased-36,622 SH
FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	$636K	0.3%Prev: 0.3%	12,562 SH	Increased+1,528 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$812K	0.4%Prev: 0.3%	4,041 SH	Increased+275 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$1.3M	0.6%	22,739 SH	New
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$1.3M	0.6%Prev: 0.4%	33,984 SH	Increased+9,570 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$332K	0.2%	8,585 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$1.4M	0.7%	32,628 SH	New
GAMCO GLOBAL GOLD NAT RES &	COM SH BEN INT	$66K	0.0%	12,434 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$253K	0.1%Prev: 0.1%	1,045 SH	Increased+75 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$264K	0.1%	2,353 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$3.9M	1.8%Prev: 2.7%	71,373 SH	Decreased-34,715 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$406K	0.2%	2,113 SH	New
INVESCO QQQ TR	UNIT SER 1	$10.1M	4.7%Prev: 3.7%	17,453 SH	Increased+3,045 SH
IRON MTN INC DEL	COM	$601K	0.3%Prev: 0.3%	5,880 SH	Increased+292 SH
ISHARES GOLD TR	ISHARES NEW	$268K	0.1%	3,036 SH	New
ISHARES SILVER TR	ISHARES	$1.5M	0.7%	22,406 SH	New
ISHARES TR	10+ YR INVST GRD	$3.5M	1.7%Prev: 2.0%	71,322 SH	Decreased-2,966 SH
ISHARES TR	CORE INTL AGGR	$283K	0.1%	5,659 SH	New
ISHARES TR	CORE S&P MCP ETF	$418K	0.2%Prev: 0.6%	6,187 SH	Decreased-13,374 SH
ISHARES TR	CORE S&P TTL STK	$1.5M	0.7%Prev: 0.9%	10,599 SH	Decreased-2,478 SH
ISHARES TR	CORE S&P US VLU	$217K	0.1%Prev: 0.1%	2,123 SH	Increased-127 SH
ISHARES TR	CORE S&P500 ETF	$14.9M	7.0%Prev: 6.7%	22,869 SH	Increased+849 SH
ISHARES TR	CORE UNIVRSL USD	$633K	0.3%	13,699 SH	New
ISHARES TR	EAFE VALUE ETF	$483K	0.2%Prev: 0.3%	6,499 SH	Decreased-3,178 SH
ISHARES TR	IBOXX HI YD ETF	$211K	0.1%	2,657 SH	New
ISHARES TR	ISHS 5-10YR INVT	$1.5M	0.7%Prev: 0.9%	29,078 SH	Decreased-3,996 SH
ISHARES TR	MBS ETF	$482K	0.2%Prev: 0.2%	5,074 SH	Increased+594 SH
ISHARES TR	MSCI ACWI EX US	$333K	0.2%	4,860 SH	New
ISHARES TR	MSCI EAFE ETF	$6.7M	3.2%Prev: 2.9%	69,035 SH	Increased+3,909 SH
ISHARES TR	MSCI EMG MKT ETF	$4.8M	2.3%	85,023 SH	New
ISHARES TR	MSCI USA MIN VOL	$237K	0.1%Prev: 0.5%	2,554 SH	Decreased-7,703 SH
ISHARES TR	MSCI USA QLT FCT	$423K	0.2%Prev: 0.4%	2,205 SH	Decreased-1,715 SH
ISHARES TR	S&P 500 GRWT ETF	$725K	0.3%Prev: 1.9%	6,413 SH	Decreased-30,817 SH
ISHARES TR	S&P 500 VAL ETF	$3.8M	1.8%Prev: 1.8%	17,923 SH	Increased+792 SH
ISHARES TR	S&P MC 400VL ETF	$682K	0.3%Prev: 0.4%	5,147 SH	Increased-447 SH
ISHARES TR	SELECT DIVID ETF	$4.0M	1.9%Prev: 1.2%	26,587 SH	Increased+10,273 SH
ISHARES TR	US TREAS BD ETF	$438K	0.2%	19,124 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$295K	0.1%Prev: 0.2%	5,207 SH	Decreased-2,339 SH
JOHNSON & JOHNSON	COM	$291K	0.1%	1,191 SH	New
JPMORGAN CHASE & CO	COM	$206K	0.1%	702 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$588K	0.3%Prev: 0.2%	19,519 SH	Increased+2,759 SH
LOWES COS INC	COM	$421K	0.2%Prev: 0.2%	1,780 SH	Increased
LTC PPTYS INC	COM	$522K	0.2%	14,042 SH	New
MARATHON PETE CORP	COM	$248K	0.1%	1,016 SH	New
META PLATFORMS INC	CL A	$442K	0.2%Prev: 0.1%	773 SH	Increased+375 SH
MICROSOFT CORP	COM	$339K	0.2%	915 SH	New
NEXTERA ENERGY INC	COM	$267K	0.1%	2,871 SH	New
NVIDIA CORPORATION	COM	$6.8M	3.2%Prev: 2.2%	39,117 SH	Increased+1,692 SH
ONEOK INC NEW	COM	$312K	0.1%Prev: 0.2%	3,451 SH	Increased+326 SH
OREILLY AUTOMOTIVE INC	COM	$7.9M	3.7%Prev: 4.3%	85,422 SH	Increased+79,928 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.2M	0.5%Prev: 0.4%	7,965 SH	Increased+121 SH
PHILLIPS 66	COM	$326K	0.2%Prev: 0.1%	1,791 SH	Increased+65 SH
PROSHARES TR	ULTRAPRO SHORT	$302K	0.1%	3,751 SH	New
RAMACO RES INC	COM CL A	$335K	0.2%	21,637 SH	New
RTX CORPORATION	COM	$247K	0.1%	1,283 SH	New
SCHWAB STRATEGIC TR	5 10YR CORP BD	$1.3M	0.6%Prev: 0.6%	56,843 SH	Increased+8,735 SH
SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$755K	0.4%	7,497 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$975K	0.5%Prev: 0.5%	41,998 SH	Increased+100 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$964K	0.5%Prev: 2.4%	38,410 SH	Decreased-163,259 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$6.0M	2.8%Prev: 2.4%	206,605 SH	Increased+31,867 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.7M	2.2%Prev: 2.1%	153,518 SH	Increased+8,195 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.7M	0.8%Prev: 1.0%	67,958 SH	Decreased-12,302 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$285K	0.1%	4,659 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.0M	0.5%	20,707 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$385K	0.2%	8,394 SH	New
SPDR GOLD TR	GOLD SHS	$1.6M	0.7%	3,641 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$830K	0.4%	17,944 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$19.0M	8.9%	242,372 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$586K	0.3%	14,758 SH	New
SSGA ACTIVE TR	STATE STREET US	$218K	0.1%	3,767 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$1.3M	0.6%	2,721 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.3M	7.2%	23,456 SH	New
STRYKER CORPORATION	COM	$329K	0.2%Prev: 0.2%	1,002 SH	Increased+149 SH
TESLA INC	COM	$3.0M	1.4%Prev: 1.1%	8,136 SH	Increased+198 SH
TIDAL TRUST II	PINNACLE FOCUSED	$17.8M	8.3%	494,045 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$282K	0.1%Prev: 0.3%	735 SH	Decreased-1,569 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.7M	1.3%Prev: 0.6%	37,086 SH	Increased+21,985 SH
VANGUARD INDEX FDS	GROWTH ETF	$483K	0.2%Prev: 0.3%	1,105 SH	Increased-163 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$692K	0.3%Prev: 0.4%	7,798 SH	Decreased-380 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$414K	0.2%Prev: 0.2%	5,016 SH	Increased+215 SH
WALMART INC	COM	$937K	0.4%Prev: 0.3%	7,543 SH	Increased+972 SH
WILLIAMS COS INC	COM	$505K	0.2%Prev: 0.2%	6,942 SH	Increased+394 SH

Sold (vs prior filing)

ALIBABA GROUP HLDG LTD — $620K
CHEVRON CORP NEW — $204K
FIRST TR EXCHANGE TRADED FD — $428K
FIRST TR EXCHANGE-TRADED FD — $489K
FIRST TR EXCHNG TRADED FD VI — $2.0M
FIRST TR LRG CP VL ALPHADEX — $531K
FIRST TR MORNINGSTAR DIVID L — $917K
FIRST TR NASDAQ 100 TECH IND — $219K
FIRST TR VALUE LINE DIVID IN — $1.2M
FS KKR CAP CORP — $205K
ISHARES INC — $230K
ISHARES TR — $2.9M
ISHARES TR — $879K
ISHARES TR — $416K
ISHARES TR — $405K
ISHARES TR — $3.0M
ISHARES TR — $290K
ISHARES TR — $881K
ISHARES TR — $3.0M
LISTED FD TR — $514K
… and 17 more

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