Pinnacle Family Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$3.24M |
| 2 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$1.42M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.41M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.36M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$10.1M |
| 2 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$1.94M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.34M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.14M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.12M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 81.32% |
| 2 | Technology | 7.88% |
| 3 | Consumer Discretionary | 6.07% |
| 4 | Energy | 1.13% |
| 5 | Financials | 0.84% |
Similar funds
Pinnacle Family Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Pinnacle Family Advisors held 170 positions worth $238M, up 12% from $213M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Pinnacle Family Advisors's Q2 2026 filing shows 35 new, 52 increased, 65 reduced and 15 closed positions. Its largest new stake was State Street Real Estate Select Sector SPDR ETF: 32,247 shares worth $1.42M. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $10.1M.
By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, down from 81% a quarter earlier, followed by Technology and Consumer Discretionary.
- Pinnacle Family Advisors's largest Q2 2026 buy was State Street Real Estate Select Sector SPDR ETF: 32,247 shares worth $1.42M.
- Pinnacle Family Advisors added most to Schwab US Large-Cap Value ETF in Q2 2026, an estimated $3.24M increase.
- Pinnacle Family Advisors's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.34M.
- Pinnacle Family Advisors fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2026, selling an estimated $10.1M.
- Pinnacle Family Advisors's ten largest holdings make up 47% of its $238M portfolio in Q2 2026.
- Pinnacle Family Advisors opened 35 new positions and closed 15 in Q2 2026.
- Pinnacle Family Advisors's portfolio value rose 12% quarter-over-quarter to $238M.
Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.