Holdings of Pinnacle Family Advisors, LLC
116 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 51.9 % of the equity sleeve
Sector breakdown
- Funds 11.4 %
- Technology 7.7 %
- Consumer discretionary 7.2 %
- Energy 1.3 %
- Communication 0.7 %
- Health care 0.6 %
- Financials 0.5 %
- Consumer staples 0.5 %
- Real estate 0.3 %
- Industrials 0.2 %
- Utilities 0.1 %
- Unattributed 69.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 116 | 196.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | BlackRock ETF Trust II | 5,145 | 267.2K $ | |
| 102 | NextEra Energy Inc | 2,871 | 266.6K $ | |
| 103 | Invesco S&P 500 Momentum ETF | 2,353 | 263.8K $ | |
| 104 | Dimensional ETF Trust | 6,659 | 258.8K $ | |
| 105 | International Business Machines Corp. | 1,045 | 253.3K $ | |
| 106 | Marathon Petroleum Corp | 1,016 | 248K $ | |
| 107 | RTX Corp | 1,283 | 247.4K $ | |
| 108 | BlackRock ETF Trust | 6,822 | 247.1K $ | |
| 109 | iShares MSCI USA Min Vol Factor ETF | 2,554 | 236.9K $ | |
| 110 | Caterpillar Inc | 331 | 234.6K $ | |
| 111 | SPDR Series Trust | 7,517 | 231.4K $ | |
| 112 | SPDR Series Trust | 1,296 | 222.4K $ | |
| 113 | iShares Trust | 2,123 | 217K $ | |
| 114 | iShares Trust | 2,657 | 211.4K $ | |
| 115 | JPMorgan Chase & Co | 702 | 206.4K $ | |
| 116 | GAMCO Global Gold Natural Reso | 12,434 | 66.2K $ |