Pinnacle Family Advisors, LLC
156 holdingsFiling period: 2026-06-30Current AUM: $235.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FCUS | Tidal Trust II | 494.4K | $22.2M | $18.1M | 7.68% | +364 | 2026-06-30 |
| 2 | IVV | iShares TR | 22.4K | $16.8M | $17.0M | 7.21% | -465 | 2026-06-30 |
| 3 | SPY | State Str Spdr S&P 500 ETF T | 21.6K | $16.1M | $16.3M | 6.92% | -1,855 | 2026-06-30 |
| 4 | QQQ | Invesco Qqq TR | 15.8K | $11.6M | $10.9M | 4.63% | -1,661 | 2026-06-30 |
| 5 | SCHV | Schwab Strategic TR | 251.9K | $8.8M | $8.7M | 3.70% | +98.4K | 2026-06-30 |
| 6 | SCHG | Schwab Strategic TR | 239.9K | $8.1M | $8.2M | 3.49% | +33.3K | 2026-06-30 |
| 7 | ORLY | Oreilly Automotive Inc | 81.2K | $7.5M | $7.2M | 3.04% | -4,206 | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 36.4K | $7.3M | $7.5M | 3.16% | -2,689 | 2026-06-30 |
| 9 | EFA | iShares TR | 69.5K | $7.2M | $7.2M | 3.05% | +455 | 2026-06-30 |
| 10 | AAPL | Apple Inc | 22.4K | $6.5M | $7.7M | 3.28% | -3,231 | 2026-06-30 |
| 11 | XLG | Invesco Exchange Traded FD T | 80.5K | $4.9M | $5.0M | 2.10% | +9.2K | 2026-06-30 |
| 12 | ONEQ | Fidelity Comwlth TR | 45.9K | $4.7M | $4.6M | 1.95% | -747 | 2026-06-30 |
| 13 | EEM | iShares TR | 67.9K | $4.6M | $4.1M | 1.76% | -17,150 | 2026-06-30 |
| 14 | DVY | iShares TR | 26.2K | $4.1M | $4.3M | 1.81% | -341 | 2026-06-30 |
| 15 | IVE | iShares TR | 17.6K | $4.0M | $4.2M | 1.78% | -351 | 2026-06-30 |
| 16 | IGLB | iShares TR | 68.7K | $3.4M | $3.2M | 1.37% | -2,598 | 2026-06-30 |
| 17 | TSLA | Tesla Inc | 8.1K | $3.4M | $3.2M | 1.37% | -31 | 2026-06-30 |
| 18 | SLYV | Spdr Series Trust | 29.3K | $3.2M | $3.1M | 1.32% | +1.7K | 2026-06-30 |
| 19 | AMZN | Amazon.com Inc | 13.4K | $3.2M | $3.2M | 1.36% | -263 | 2026-06-30 |
| 20 | SPYM | Spdr Series Trust | 36.2K | $3.2M | $3.2M | 1.37% | +6.5K | 2026-06-30 |
| 21 | BND | Vanguard BD Index Fds | 36.9K | $2.7M | $2.6M | 1.12% | -144 | 2026-06-30 |
| 22 | TDIV | First TR Exchange Traded FD | 22.9K | $2.6M | $2.6M | 1.11% | -350 | 2026-06-30 |
| 23 | XLF | Select Sector Spdr TR | 43.6K | $2.3M | $2.5M | 1.05% | +22.9K | 2026-06-30 |
| 24 | RDVY | First TR Exchange Traded FD | 26.9K | $2.2M | $2.1M | 0.90% | -3,250 | 2026-06-30 |
| 25 | SCHX | Schwab Strategic TR | 66.6K | $2.0M | $2.0M | 0.84% | -1,325 | 2026-06-30 |
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