Pinnacle Family Advisors, LLC

CIK

1679064

Location

Springfield, MO

Portfolio Value

Micro $68,952,499

Diversification

Diversified

Filing Date

Global Rank

#6,019 / 8,232 ▲ 26

Top Industry

Auto Parts 20.2%

3Y Alpha vs SPY

-1.7%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.2%

SPY

+76.3%

Annualised alpha

-1.7%

Max drawdown

−23.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.1%

+0.9 pts

Top 5

67.5%

+1.0 pts

Top 10

82.3%

−3.4 pts

HHI

1,086

Diversified−36

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.4%	$29,949,318	6
Technology	21.9%	$15,093,407	5
Consumer Cyclical	20.6%	$14,171,034	4
Energy	4.4%	$3,031,740	6
Real Estate	2.1%	$1,466,057	3
Healthcare	1.8%	$1,241,219	3
Financial Services	1.6%	$1,123,070	4
Consumer Defensive	1.4%	$937,444	1
Communication Services	1.2%	$856,054	2
Industrials	0.7%	$481,990	2
Basic Materials	0.5%	$334,508	1
Utilities	0.4%	$266,658	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
ORLY	O Reilly Automotive Inc	+6,120	85,422	$7,885,304
SPY	Spdr S&P 500 ETF Trust	+1,507	23,456	$15,254,375
WMT	Walmart Inc.	+544	7,543	$937,444
META	Meta Platforms, Inc.	+373	773	$442,256
MSFT	Microsoft Corp	+251	915	$338,705
BAC	Bank Of America Corp /De/	+234	7,605	$370,743
XOM	Exxon Mobil Corp	+206	7,431	$1,260,743
JNJ	Johnson & Johnson	+128	1,191	$291,128
SYK	Stryker Corp	+91	1,002	$329,247
PLTR	Palantir Technologies Inc.	+69	7,965	$1,165,120
EPR	Epr Properties	+67	6,879	$343,674
JPM	Jpmorgan Chase & Co	+65	702	$206,500
LTC	Ltc Properties Inc	+37	14,042	$521,800
IRM	Iron Mountain Inc	+31	5,880	$600,583
CVX	Chevron Corp	+19	1,834	$379,454
WMB	Williams Companies, Inc.	+16	6,942	$505,238
RTX	RTX Corp	+14	1,283	$247,490
IAU	Ishares Gold Trust	+10	3,036	$267,653
OKE	Oneok Inc /New/	+6	3,451	$311,935
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−10,378	17,453	$10,073,522
GLD	Spdr Gold Trust	−7,165	3,641	$1,566,685
SLV	iShares Silver Trust	−2,957	22,406	$1,526,744
DIA	Spdr Dow Jones Industrial Average ETF Trust	−2,383	2,721	$1,260,339
AMZN	Amazon Com Inc	−1,056	13,639	$2,840,594
METC	Ramaco Resources, Inc.	−788	21,637	$334,508
AAPL	Apple Inc.	−467	25,668	$6,514,281
NEE	Nextera Energy Inc	−165	2,871	$266,658
PSX	Phillips 66	−131	1,791	$326,284
TSLA	Tesla, Inc.	−108	8,136	$3,024,558
NVDA	Nvidia Corp	−95	39,117	$6,822,004
IBM	International Business Machines Corp	−19	1,045	$253,297
GOOGL	Alphabet Inc.	−15	1,439	$413,798
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	675	$620,844
MPC	Marathon Petroleum Corp	1,016	$248,086
CAT	Caterpillar Inc	331	$234,500
GGN	GAMCO Global Gold, Natural Resources & Income Trust	12,434	$66,148
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CRWV	CoreWeave, Inc.	4,507	$322,746
PATH	UiPath, Inc.	15,250	$249,947
GLDM	World Gold Trust	2,639	$225,291
AXP	American Express Co	600	$221,970
V	Visa Inc.	624	$218,843
SBET	Sharplink, Inc.	20,750	$185,505
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 positions · $68,952,499 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	23,456	+1,507	$15,254,375	+1.9%	22.12%
QQQ	Invesco Qqq Trust, Series 1	Reduced	17,453	-10,378	$10,073,522	−41.1%	14.61%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	85,422	+6,120	$7,885,304	+9.0%	11.44%
NVDA	Nvidia Corp Technology	Reduced	39,117	-95	$6,822,004	−6.7%	9.89%
AAPL	Apple Inc. Technology	Reduced	25,668	-467	$6,514,281	−8.3%	9.45%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,136	-108	$3,024,558	−18.4%	4.39%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,639	-1,056	$2,840,594	−16.3%	4.12%
GLD	Spdr Gold Trust	Reduced	3,641	-7,165	$1,566,685	−63.4%	2.27%
SLV	iShares Silver Trust	Reduced	22,406	-2,957	$1,526,744	−6.6%	2.21%
XOM	Exxon Mobil Corp Energy	Added	7,431	+206	$1,260,743	+45.0%	1.83%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,721	-2,383	$1,260,339	−48.6%	1.83%
PLTR	Palantir Technologies Inc. Technology	Added	7,965	+69	$1,165,120	−17.0%	1.69%
WMT	Walmart Inc. Consumer Defensive	Added	7,543	+544	$937,444	+20.2%	1.36%
LLY	ELI LILLY & Co Healthcare	NEW	675	NEW	$620,844	NEW	0.90%
IRM	Iron Mountain Inc Real Estate	Added	5,880	+31	$600,583	+23.8%	0.87%
LTC	Ltc Properties Inc Real Estate	Added	14,042	+37	$521,800	+8.4%	0.76%
WMB	Williams Companies, Inc. Energy	Added	6,942	+16	$505,238	+21.4%	0.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,001	0	$479,679	−4.7%	0.70%
META	Meta Platforms, Inc. Communication Services	Added	773	+373	$442,256	+67.5%	0.64%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,780	0	$420,578	−2.0%	0.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,439	-15	$413,798	−9.1%	0.60%
CVX	Chevron Corp Energy	Added	1,834	+19	$379,454	+37.2%	0.55%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,605	+234	$370,743	−8.5%	0.54%
EPR	Epr Properties Real Estate	Added	6,879	+67	$343,674	+1.1%	0.50%
MSFT	Microsoft Corp Technology	Added	915	+251	$338,705	+5.5%	0.49%
METC	Ramaco Resources, Inc. Basic Materials	Reduced	21,637	-788	$334,508	−17.1%	0.49%
SYK	Stryker Corp Healthcare	Added	1,002	+91	$329,247	+2.8%	0.48%
PSX	Phillips 66 Energy	Reduced	1,791	-131	$326,284	+31.6%	0.47%
OKE	Oneok Inc /New/ Energy	Added	3,451	+6	$311,935	+23.2%	0.45%
JNJ	Johnson & Johnson Healthcare	Added	1,191	+128	$291,128	+32.3%	0.42%
IAU	Ishares Gold Trust	Added	3,036	+10	$267,653	+9.0%	0.39%
NEE	Nextera Energy Inc Utilities	Reduced	2,871	-165	$266,658	+9.4%	0.39%
IBM	International Business Machines Corp Technology	Reduced	1,045	-19	$253,297	−19.6%	0.37%
MPC	Marathon Petroleum Corp Energy	NEW	1,016	NEW	$248,086	NEW	0.36%
RTX	RTX Corp Industrials	Added	1,283	+14	$247,490	+6.3%	0.36%
CAT	Caterpillar Inc Industrials	NEW	331	NEW	$234,500	NEW	0.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	702	+65	$206,500	+0.6%	0.30%
GGN	GAMCO Global Gold, Natural Resources & Income Trust Financial Services	NEW	12,434	NEW	$66,148	NEW	0.10%