Pinnacle Financial Group, LLC / IL

CIK 0001905962 • 6 13F filings • May 15, 2025 – Jul 30, 2026

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Filer information

Filed by: Pinnacle Financial Group, LLC / IL, Managing Member
Address: 823 Burlington Avenue, Western Springs, IL, 60558
Phone: 708-246-6262
AUM: $344.6M

AUM over time

$409.7M 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: $344.6M112 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$217K	0.1%Prev: 0.1%	1,729 SH	Decreased-18 SH
ABBVIE INC	COM	$350K	0.1%Prev: 0.1%	1,530 SH	Increased+67 SH
ALLSTATE CORP	COM	$409K	0.1%Prev: 0.1%	1,963 SH	Increased+152 SH
ALPHABET INC	CAP STK CL A	$273K	0.1%Prev: 0.1%	872 SH	Increased-77 SH
ALPHABET INC	CAP STK CL C	$299K	0.1%	953 SH	New
AMAZON COM INC	COM	$1.0M	0.3%Prev: 0.3%	4,379 SH	Increased+222 SH
AMERICAN CENTY ETF TR	US EQT ETF	$620K	0.2%Prev: 0.2%	5,547 SH	Increased+136 SH
AMERICAN EXPRESS CO	COM	$260K	0.1%Prev: 0.1%	704 SH	Increased+30 SH
APPLE INC	COM	$3.0M	0.9%Prev: 0.8%	10,922 SH	Increased+695 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.1M	0.9%Prev: 0.9%	6,070 SH	Decreased-39 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$448K	0.1%Prev: 0.1%	8,482 SH	Increased+2,555 SH
BOEING CO	COM	$298K	0.1%Prev: 0.1%	1,374 SH	Decreased-32 SH
BROADCOM INC	COM	$310K	0.1%	896 SH	New
CATERPILLAR INC	COM	$835K	0.2%Prev: 0.2%	1,457 SH	Increased+3 SH
CHEVRON CORP NEW	COM	$247K	0.1%Prev: 0.1%	1,619 SH	Decreased-21 SH
CONSTELLATION ENERGY CORP	COM	$285K	0.1%Prev: 0.1%	807 SH	Increased-5 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$22.4M	6.5%Prev: 6.6%	675,774 SH	Increased-8,652 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.4M	0.7%Prev: 0.7%	75,221 SH	Increased+1,790 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$4.1M	1.2%Prev: 1.2%	108,194 SH	Increased+1,545 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$29.8M	8.6%Prev: 8.5%	863,782 SH	Increased+2,377 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$300K	0.1%Prev: 0.1%	6,230 SH	Increased
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.4M	0.7%Prev: 0.7%	51,870 SH	Increased+242 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$21.5M	6.2%Prev: 6.3%	542,531 SH	Increased+6,478 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$5.9M	1.7%Prev: 1.8%	259,342 SH	Decreased+3,605 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$7.9M	2.3%Prev: 2.3%	113,248 SH	Increased-173 SH
ELI LILLY & CO	COM	$259K	0.1%	241 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$320K	0.1%Prev: 0.1%	9,982 SH	Increased+166 SH
EXXON MOBIL CORP	COM	$574K	0.2%Prev: 0.1%	4,773 SH	Increased+412 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$673K	0.2%Prev: 0.1%	34,688 SH	Increased+12,311 SH
FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$1.9M	0.5%Prev: 0.6%	67,507 SH	Decreased-2,068 SH
FRANKLIN TEMPLETON ETF TR	US CORE BOND ETF	$559K	0.2%Prev: 0.1%	25,856 SH	Increased+5,600 SH
INTERNATIONAL BUSINESS MACHS	COM	$200K	0.1%	676 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQNXTGEN100	$214K	0.1%	5,796 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$390K	0.1%Prev: 0.1%	20,715 SH	Increased+35 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$1.9M	0.5%Prev: 0.7%	96,396 SH	Decreased-17,271 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$3.6M	1.0%Prev: 1.1%	182,624 SH	Decreased-3,316 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$559K	0.2%Prev: 0.2%	27,142 SH	Decreased-434 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$31.5M	9.1%Prev: 9.4%	670,384 SH	Increased-17,902 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$608K	0.2%Prev: 0.1%	3,176 SH	Increased+978 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.3%Prev: 0.3%	1,814 SH	Increased+194 SH
ISHARES TR	CORE DIV GRWTH	$583K	0.2%Prev: 0.2%	8,398 SH	Increased+152 SH
ISHARES TR	CORE MSCI EAFE	$300K	0.1%Prev: 0.1%	3,350 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$1.4M	0.4%Prev: 0.4%	21,880 SH	Increased-117 SH
ISHARES TR	CORE S&P SCP ETF	$542K	0.2%Prev: 0.2%	4,512 SH	Decreased-172 SH
ISHARES TR	CORE S&P TTL STK	$261K	0.1%Prev: 0.1%	1,753 SH	Increased+2 SH
ISHARES TR	CORE S&P500 ETF	$463K	0.1%Prev: 0.1%	675 SH	Increased
ISHARES TR	CORE US AGGBD ET	$7.9M	2.3%Prev: 2.1%	78,849 SH	Increased+8,801 SH
ISHARES TR	MORNINGSTAR GRWT	$2.3M	0.7%Prev: 0.7%	21,833 SH	Decreased-997 SH
ISHARES TR	MSCI EMG MKT ETF	$7.5M	2.2%Prev: 2.2%	137,744 SH	Increased+1,956 SH
ISHARES TR	S&P 500 GRWT ETF	$2.5M	0.7%Prev: 0.7%	20,207 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$691K	0.2%Prev: 0.2%	3,261 SH	Increased+1 SH
ISHARES TR	S&P MC 400GR ETF	$581K	0.2%Prev: 0.2%	6,000 SH	Increased+2 SH
ISHARES TR	SELECT DIVID ETF	$9.0M	2.6%Prev: 2.7%	63,659 SH	Decreased+64 SH
ISHARES TR	SP SMCP600VL ETF	$281K	0.1%Prev: 0.1%	2,467 SH	Increased+57 SH
ISHARES TR	TIPS BD ETF	$381K	0.1%Prev: 0.1%	3,463 SH	Decreased+25 SH
ISHARES TR	U.S. FIN SVC ETF	$205K	0.1%	2,220 SH	New
JPMORGAN CHASE & CO.	COM	$522K	0.2%Prev: 0.1%	1,619 SH	Increased+136 SH
MCDONALDS CORP	COM	$4.5M	1.3%Prev: 1.3%	14,758 SH	Increased+120 SH
META PLATFORMS INC	CL A	$270K	0.1%Prev: 0.1%	410 SH	Increased+82 SH
MICROSOFT CORP	COM	$947K	0.3%Prev: 0.2%	1,958 SH	Increased+387 SH
MORGAN STANLEY	COM NEW	$276K	0.1%Prev: 0.1%	1,554 SH	Increased+110 SH
NVIDIA CORPORATION	COM	$1.3M	0.4%Prev: 0.3%	7,006 SH	Increased+980 SH
PALANTIR TECHNOLOGIES INC	CL A	$408K	0.1%Prev: 0.1%	2,296 SH	Increased+101 SH
PEPSICO INC	COM	$227K	0.1%Prev: 0.1%	1,581 SH	Increased+125 SH
PGIM ETF TR	TOTAL RETURN BON	$4.3M	1.3%Prev: 1.1%	103,225 SH	Increased+17,961 SH
PIMCO ETF TR	ACTIVE BD ETF	$3.5M	1.0%Prev: 0.9%	37,577 SH	Increased+5,447 SH
PIMCO ETF TR	MULTISECTOR BD	$4.4M	1.3%Prev: 1.1%	165,050 SH	Increased+33,897 SH
PROCTER AND GAMBLE CO	COM	$342K	0.1%Prev: 0.1%	2,384 SH	Decreased+114 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$387K	0.1%	7,064 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$204K	0.1%	1,315 SH	New
SPDR GOLD TR	GOLD SHS	$6.0M	1.7%Prev: 1.6%	15,066 SH	Increased-12 SH
SPDR INDEX SHS FDS	S&P EM MKT DIV	$285K	0.1%Prev: 0.1%	7,276 SH	Increased+539 SH
SPDR S&P 500 ETF TR	TR UNIT	$9.6M	2.8%Prev: 2.9%	14,104 SH	Decreased-341 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.1M	0.3%	11,082 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$3.6M	1.1%	90,083 SH	New
TESLA INC	COM	$366K	0.1%Prev: 0.1%	814 SH	Increased+113 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$512K	0.1%Prev: 0.2%	2,500 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$643K	0.2%Prev: 0.2%	8,687 SH	Decreased-2,226 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.8M	0.8%Prev: 0.9%	8,997 SH	Decreased-205 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.1M	1.2%Prev: 1.2%	22,965 SH	Increased+302 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.2M	1.5%Prev: 1.5%	17,971 SH	Increased+659 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.9M	0.8%Prev: 0.9%	32,499 SH	Decreased-1,360 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$399K	0.1%Prev: 0.2%	635 SH	Decreased-265 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$6.9M	2.0%Prev: 2.0%	32,574 SH	Increased+836 SH
VANGUARD INDEX FDS	SMALL CP ETF	$5.8M	1.7%Prev: 1.7%	22,437 SH	Increased+978 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.7M	0.5%Prev: 0.5%	5,702 SH	Increased+123 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.2M	1.2%Prev: 1.3%	12,587 SH	Decreased-836 SH
VANGUARD INDEX FDS	VALUE ETF	$1.7M	0.5%Prev: 0.4%	8,743 SH	Increased+1,342 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$11.8M	3.4%Prev: 3.3%	160,152 SH	Increased+8,094 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$460K	0.1%Prev: 0.1%	8,554 SH	Decreased-37 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$212K	0.1%Prev: 0.1%	1,500 SH	Increased
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$223K	0.1%Prev: 0.1%	2,853 SH	Decreased-506 SH
VANGUARD MALVERN FDS	SHORT DURATION B	$2.4M	0.7%Prev: 0.7%	31,810 SH	Increased+1,006 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$520K	0.2%Prev: 0.2%	6,211 SH	Decreased
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$350K	0.1%	5,962 SH	New
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$430K	0.1%Prev: 0.1%	5,538 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.0M	1.8%Prev: 1.8%	27,469 SH	Increased-293 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.2M	0.4%Prev: 0.4%	16,285 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$12.7M	3.7%Prev: 3.6%	88,439 SH	Increased+3,095 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$473K	0.1%Prev: 0.1%	5,174 SH	Increased+648 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$13.9M	4.0%Prev: 3.9%	154,648 SH	Increased+3,033 SH
VANGUARD WORLD FD	CONSUM STP ETF	$426K	0.1%Prev: 0.1%	2,017 SH	Decreased-44 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$317K	0.1%Prev: 0.1%	4,421 SH	Increased+2 SH
VANGUARD WORLD FD	ESG US STK ETF	$541K	0.2%Prev: 0.2%	4,471 SH	Increased+184 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.9M	0.6%Prev: 0.5%	6,634 SH	Increased+283 SH
VISA INC	COM CL A	$219K	0.1%Prev: 0.1%	624 SH	Decreased-23 SH
WISDOMTREE TR	INTL EQUITY FD	$411K	0.1%Prev: 0.1%	5,971 SH	Increased+3 SH
WISDOMTREE TR	US SMALLCAP DIVD	$245K	0.1%Prev: 0.1%	7,333 SH	Increased+902 SH
WISDOMTREE TR	US TOTAL DIVIDND	$21.6M	6.3%Prev: 6.6%	254,646 SH	Decreased-6,615 SH
WISDOMTREE TR	YIELD ENHANCD US	$636K	0.2%Prev: 0.2%	14,439 SH	Decreased
WW GRAINGER INC	COM	$229K	0.1%	227 SH	New
XILIO THERAPEUTICS INC	COM	$6K	0.0%Prev: 0.0%	10,000 SH	Decreased

Sold (vs prior filing)

FLEXSHARES TR — $219K
GRAINGER W W INC — $216K
OLD SECOND BANCORP INC ILL — $629K
SELECT SECTOR SPDR TR — $381K
SELECT SECTOR SPDR TR — $270K
SPDR SERIES TRUST — $957K
SSGA ACTIVE ETF TR — $3.0M
VANGUARD INDEX FDS — $279K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001104659-26-010752	$344.6M	View
Nov 12, 2025	Q3 2025	13F-HR	0001104659-25-109935	$330.7M	View
Jul 30, 2026	Q2 2026