Pinnacle Family Advisors, LLC
136 holdingsFiling period: 2026-03-31Current AUM: $231.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FCUS | TIDAL TRUST II | 494.0K | $17.8M | $17.8M | 7.70% | -196,608 | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 23.5K | $15.3M | $17.5M | 7.58% | +1.5K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 22.9K | $14.9M | $17.2M | 7.43% | -472 | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 17.5K | $10.1M | $12.0M | 5.20% | -10,378 | 2026-03-31 |
| 5 | BIL | SPDR SERIES TRUST | 109.8K | $10.1M | $10.1M | 4.36% | -- | 2026-03-31 |
| 6 | ORLY | OREILLY AUTOMOTIVE INC | 85.4K | $7.9M | $7.6M | 3.30% | +6.1K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 39.1K | $6.8M | $7.9M | 3.40% | -95 | 2026-03-31 |
| 8 | EFA | ISHARES TR | 69.0K | $6.7M | $7.3M | 3.15% | -30,677 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 25.7K | $6.5M | $7.9M | 3.43% | -467 | 2026-03-31 |
| 10 | SCHG | SCHWAB STRATEGIC TR | 206.6K | $6.0M | $7.1M | 3.06% | -8,381 | 2026-03-31 |
| 11 | EEM | ISHARES TR | 85.0K | $4.8M | $5.4M | 2.36% | +53.3K | 2026-03-31 |
| 12 | SCHV | SCHWAB STRATEGIC TR | 153.5K | $4.7M | $5.2M | 2.26% | +73.5K | 2026-03-31 |
| 13 | DVY | ISHARES TR | 26.6K | $4.0M | $4.3M | 1.85% | +452 | 2026-03-31 |
| 14 | ONEQ | FIDELITY COMWLTH TR | 46.6K | $4.0M | $4.7M | 2.02% | +1.2K | 2026-03-31 |
| 15 | XLG | INVESCO EXCHANGE TRADED FD T | 71.4K | $3.9M | $4.3M | 1.88% | -34,619 | 2026-03-31 |
| 16 | IVE | ISHARES TR | 17.9K | $3.8M | $4.2M | 1.80% | -43 | 2026-03-31 |
| 17 | IGLB | ISHARES TR | 71.3K | $3.5M | $3.4M | 1.48% | -2,048 | 2026-03-31 |
| 18 | TSLA | TESLA INC | 8.1K | $3.0M | $2.5M | 1.10% | -108 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 13.6K | $2.8M | $3.7M | 1.60% | -1,056 | 2026-03-31 |
| 20 | BND | VANGUARD BD INDEX FDS | 37.1K | $2.7M | $2.7M | 1.16% | +7.2K | 2026-03-31 |
| 21 | SLYV | SPDR SERIES TRUST | 27.7K | $2.6M | $3.0M | 1.30% | +15.0K | 2026-03-31 |
| 22 | SPYM | SPDR SERIES TRUST | 29.7K | $2.3M | $2.6M | 1.13% | +1.8K | 2026-03-31 |
| 23 | TDIV | FIRST TR EXCHANGE TRADED FD | 23.2K | $2.2M | $2.6M | 1.11% | +255 | 2026-03-31 |
| 24 | RDVY | FIRST TR EXCHANGE TRADED FD | 30.1K | $2.1M | $2.4M | 1.06% | +124 | 2026-03-31 |
| 25 | SLYG | SPDR SERIES TRUST | 20.1K | $1.9M | $2.3M | 1.00% | -- | 2026-03-31 |
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