Pinnacle Family Advisors, LLC

CIK

1679064

Location

Springfield, MO

Portfolio Value

Micro $78,103,450

Diversification

Diversified

Filing Date

Global Rank

#6,341 / 8,517 ▲ 136

Top Industry

Semiconductors 21.1%

3Y Alpha vs SPY

+98.7%

Period ended 46 days ago

Filed Aug 14, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+954.8%

SPY

+75.3%

Annualised alpha

+98.7%

Max drawdown

−20.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.7%

+1.8 pts

Top 5

62.8%

+0.8 pts

Top 10

76.2%

−4.9 pts

HHI

958

Diversified+11

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.5%	$33,201,801	8
Technology	24.0%	$18,776,527	12
Consumer Cyclical	18.5%	$14,468,651	4
Energy	3.4%	$2,690,390	6
Financial Services	3.0%	$2,380,719	8
Real Estate	2.1%	$1,652,939	3
Communication Services	2.0%	$1,584,222	2
Healthcare	1.8%	$1,424,425	3
Consumer Defensive	1.0%	$819,436	1
Industrials	0.7%	$561,613	2
Basic Materials	0.4%	$287,580	1
Utilities	0.3%	$255,147	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
GYLD	Arrow Dow Jones Global Yield ETF	+11,133	41,022	$584,563
SLV	iShares Silver Trust	+1,315	23,721	$1,268,361
METC	Ramaco Resources, Inc.	+100	21,737	$287,580
META	Meta Platforms, Inc.	+98	871	$490,625
NEE	Nextera Energy Inc	+36	2,907	$255,147
OKE	Oneok Inc /New/	+28	3,479	$302,464
MSFT	Microsoft Corp	+20	935	$348,773
WMB	Williams Companies, Inc.	+15	6,957	$517,183
PSX	Phillips 66	+11	1,802	$304,628
MPC	Marathon Petroleum Corp	+4	1,020	$260,783
JNJ	Johnson & Johnson	+4	1,195	$303,494
LLY	ELI LILLY & Co	+1	676	$810,814
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORLY	O Reilly Automotive Inc	−4,206	81,216	$7,479,181
AAPL	Apple Inc.	−3,231	22,437	$6,492,370
NVDA	Nvidia Corp	−2,689	36,428	$7,288,878
SPY	Spdr S&P 500 ETF Trust	−1,855	21,601	$16,130,978
BAI	iShares A.I. Innovation and Tech Active ETF	−1,740	6,683	$352,327
QQQ	Invesco Qqq Trust, Series 1	−1,661	15,792	$11,629,228
PLTR	Palantir Technologies Inc.	−1,323	6,642	$774,922
BAC	Bank Of America Corp /De/	−873	6,732	$383,589
EPR	Epr Properties	−419	6,460	$374,744
FMF	First Trust Managed Futures Strategy Fund	−400	12,162	$609,559
WMT	Walmart Inc.	−308	7,235	$819,436
GLD	Spdr Gold Trust	−264	3,377	$1,244,019
AMZN	Amazon Com Inc	−263	13,376	$3,188,035
RTX	RTX Corp	−119	1,164	$220,845
GOOGL	Alphabet Inc.	−107	3,080	$1,093,597
XOM	ExxonMobil Holdings Corp	−101	7,330	$1,002,157
IBM	International Business Machines Corp	−96	949	$266,868
DIA	Spdr Dow Jones Industrial Average ETF Trust	−74	2,647	$1,382,766
LTC	Ltc Properties Inc	−69	13,973	$537,261
BRK-B	Berkshire Hathaway Inc	−40	961	$480,874
TSLA	Tesla, Inc.	−31	8,105	$3,408,963
SYK	Stryker Corp	−17	985	$310,117
IRM	Iron Mountain Inc	−14	5,866	$740,934
CAT	Caterpillar Inc	−11	320	$340,768
CVX	Chevron Corp	−5	1,829	$303,175
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	1,516	$880,659
MU	Micron Technology Inc	734	$847,248
NVMI	Nova Ltd.	1,000	$542,940
COIN	Coinbase Global, Inc.	3,468	$506,986
MRVL	Marvell Technology, Inc.	1,500	$446,835
ICHR	Ichor Holdings, Ltd.	2,900	$325,612
LRCX	Lam Research Corp	750	$324,997
PHYS	Sprott Physical Gold Trust	8,790	$265,194
STX	Seagate Technology Holdings plc	245	$236,425
V	Visa Inc.	626	$214,774
WULF	Terawulf Inc.	8,400	$207,480
AXP	American Express Co	600	$202,950
DSL	DoubleLine Income Solutions Fund	10,748	$118,872
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	109,834	$10,065,187
IAU	Ishares Gold Trust	3,036	$267,653
JPM	Jpmorgan Chase & Co	702	$206,500
GGN	GAMCO Global Gold, Natural Resources & Income Trust	12,434	$66,148
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $78,103,450 total · filing declares 155 positions · $238,368,615 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	21,601	-1,855	$16,130,978	+5.7%	20.65%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15,792	-1,661	$11,629,228	+15.4%	14.89%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	81,216	-4,206	$7,479,181	−5.2%	9.58%
NVDA	Nvidia Corp Technology	Reduced	36,428	-2,689	$7,288,878	+6.8%	9.33%
AAPL	Apple Inc. Technology	Reduced	22,437	-3,231	$6,492,370	−0.3%	8.31%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,105	-31	$3,408,963	+12.7%	4.36%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,376	-263	$3,188,035	+12.2%	4.08%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,647	-74	$1,382,766	+9.7%	1.77%
SLV	iShares Silver Trust	Added	23,721	+1,315	$1,268,361	−16.9%	1.62%
GLD	Spdr Gold Trust	Reduced	3,377	-264	$1,244,019	−20.6%	1.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,080	-107	$1,093,597	+19.5%	1.40%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,330	-101	$1,002,157	−20.5%	1.28%
AMD	Advanced Micro Devices Inc Technology	NEW	1,516	NEW	$880,659	NEW	1.13%
MU	Micron Technology Inc Technology	NEW	734	NEW	$847,248	NEW	1.08%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,235	-308	$819,436	−12.6%	1.05%
LLY	ELI LILLY & Co Healthcare	Added	676	+1	$810,814	+30.6%	1.04%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,642	-1,323	$774,922	−33.5%	0.99%
IRM	Iron Mountain Inc Real Estate	Reduced	5,866	-14	$740,934	+23.4%	0.95%
FMF	First Trust Managed Futures Strategy Fund	Reduced	12,162	-400	$609,559	−4.1%	0.78%
GYLD	Arrow Dow Jones Global Yield ETF	Added	41,022	+11,133	$584,563	+42.2%	0.75%
NVMI	Nova Ltd. Technology	NEW	1,000	NEW	$542,940	NEW	0.70%
LTC	Ltc Properties Inc Real Estate	Reduced	13,973	-69	$537,261	+3.0%	0.69%
WMB	Williams Companies, Inc. Energy	Added	6,957	+15	$517,183	+2.4%	0.66%
COIN	Coinbase Global, Inc. Financial Services	NEW	3,468	NEW	$506,986	NEW	0.65%
META	Meta Platforms, Inc. Communication Services	Added	871	+98	$490,625	+10.9%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	961	-40	$480,874	+0.2%	0.62%
MRVL	Marvell Technology, Inc. Technology	NEW	1,500	NEW	$446,835	NEW	0.57%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,780	0	$392,472	−6.7%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,732	-873	$383,589	+3.5%	0.49%
EPR	Epr Properties Real Estate	Reduced	6,460	-419	$374,744	+9.0%	0.48%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	6,683	-1,740	$352,327	+26.9%	0.45%
MSFT	Microsoft Corp Technology	Added	935	+20	$348,773	+3.0%	0.45%
CAT	Caterpillar Inc Industrials	Reduced	320	-11	$340,768	+45.3%	0.44%
ICHR	Ichor Holdings, Ltd. Technology	NEW	2,900	NEW	$325,612	NEW	0.42%
LRCX	Lam Research Corp Technology	NEW	750	NEW	$324,997	NEW	0.42%
SYK	Stryker Corp Healthcare	Reduced	985	-17	$310,117	−5.8%	0.40%
PSX	Phillips 66 Energy	Added	1,802	+11	$304,628	−6.6%	0.39%
JNJ	Johnson & Johnson Healthcare	Added	1,195	+4	$303,494	+4.2%	0.39%
CVX	Chevron Corp Energy	Reduced	1,829	-5	$303,175	−20.1%	0.39%
OKE	Oneok Inc /New/ Energy	Added	3,479	+28	$302,464	−3.0%	0.39%
METC	Ramaco Resources, Inc. Basic Materials	Added	21,737	+100	$287,580	−14.0%	0.37%
IBM	International Business Machines Corp Technology	Reduced	949	-96	$266,868	+5.4%	0.34%
PHYS	Sprott Physical Gold Trust Financial Services	NEW	8,790	NEW	$265,194	NEW	0.34%
MPC	Marathon Petroleum Corp Energy	Added	1,020	+4	$260,783	+5.1%	0.33%
NEE	Nextera Energy Inc Utilities	Added	2,907	+36	$255,147	−4.3%	0.33%
STX	Seagate Technology Holdings plc Technology	NEW	245	NEW	$236,425	NEW	0.30%
RTX	RTX Corp Industrials	Reduced	1,164	-119	$220,845	−10.8%	0.28%
V	Visa Inc. Financial Services	NEW	626	NEW	$214,774	NEW	0.27%
WULF	Terawulf Inc. Financial Services	NEW	8,400	NEW	$207,480	NEW	0.27%
AXP	American Express Co Financial Services	NEW	600	NEW	$202,950	NEW	0.26%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.