Pinnacle Family Advisors, LLC

Registered adviser

CIK

1679064

Location

Springfield, MO

Portfolio Value

Small $215,440,539

Diversification

Diversified

Filing Date

Global Rank

#6,229 / 8,816 ▼ 114

Top Industry

Semiconductors 19.9%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 145628

Roster of Oct 1, 2026

Regulatory AUM

$371,703,535

Main clients

Individuals and high net worth (79% of AUM)

Registered funds advised

1 series (0 index, 0 ETFs)

$38,232,088 net assets· N-CEN Sep 30, 2025

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$371,703,535	Individuals and high net worth (79%)
Apr 2025 to Mar 2026	$341,342,744	Individuals and high net worth (74%)
Apr 2024 to Mar 2025	$272,074,066	Individuals and high net worth (76%)
May 2023 to Mar 2024	$252,030,050	Individuals and high net worth (76%)
Apr 2023	$252,030,050	Individuals and high net worth (76%)
Apr 2022 to Mar 2023	$345,288,000	Individuals and high net worth (68%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 64.7% of the book (60%+)

Turnover

Medium turnover

44.7% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 15.6 quarters (12+), a floor since 31.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 76.7%; sector active share 65.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

21.2%

+0.2 pts

Top 5

49.5%

+1.5 pts

Top 10

64.7%

−1.2 pts

HHI

758

Diversified+20

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.9%	$167,871,747	109
Technology	8.7%	$18,776,527	12
Consumer Cyclical	6.7%	$14,468,651	4
Financial Services	2.3%	$5,047,862	10
Energy	1.2%	$2,690,390	6
Real Estate	0.8%	$1,652,939	3
Communication Services	0.7%	$1,584,222	3
Healthcare	0.7%	$1,424,425	3
Consumer Defensive	0.4%	$819,436	1
Industrials	0.3%	$561,613	2
Basic Materials	0.1%	$287,580	1
Utilities	0.1%	$255,147	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHV	Schwab U.S. Large-Cap Value ETF	+98,362	251,880	$8,767,942
SCHG	Schwab U.S. Large-Cap Growth ETF	+33,328	239,933	$8,119,332
XLF	State Street Corp	+22,933	43,640	$2,339,540
GYLD	Arrow Dow Jones Global Yield ETF	+11,133	41,022	$584,563
AFLG	First Trust Active Factor Large Cap ETF	+9,623	43,607	$1,893,415
IUSB	iShares Core Universal USD Bond ETF	+9,259	22,958	$1,059,511
XLG	Victory Portfolios II	+9,172	80,545	$4,931,770
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+6,550	36,204	$3,181,607
VUG	VANGUARD GROWTH INDEX FUND	+4,925	6,030	$519,424
FTCB	First Trust Core Investment Grade ETF	+4,546	82,790	$1,726,585
FEM	First Trust Emerging Markets AlphaDEX Fund	+3,919	13,532	$432,888
FIIG	First Trust Intermediate Duration Investment Grade Corporate ETF	+3,361	33,893	$701,924
FDL	First Trust Morningstar Dividend Leaders Index Fund	+3,109	11,589	$563,920
FIXD	First Trust Smith Opportunistic Fixed Income ETF	+2,566	35,194	$1,534,810
DFAE	Dimensional Emerging Core Equity Market ETF	+2,343	14,000	$562,940
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+2,022	10,416	$472,261
SCHZ	Schwab U.S. Aggregate Bond ETF	+2,003	44,001	$1,017,743
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	+1,688	43,508	$1,110,324
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	+1,670	29,336	$3,200,850
GOVT	iShares U.S. Treasury Bond ETF	+1,537	20,661	$470,657
LGOV	First Trust Long Duration Opportunities ETF	+1,340	30,926	$661,816
SLV	iShares Silver Trust	+1,315	23,721	$1,268,361
ACWX	iShares MSCI ACWI ex U.S. ETF	+1,264	6,124	$466,097
RSP	Victory Portfolios II	+1,233	3,346	$711,928
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	+1,184	15,942	$629,230
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EEM	iShares MSCI Emerging Markets ETF	−17,150	67,873	$4,643,191
ORLY	O Reilly Automotive Inc	−4,206	81,216	$7,479,181
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	−4,157	8,246	$375,852
FAAR	First Trust Alternative Absolute Return Strategy ETF	−3,599	27,914	$882,640
EFV	iShares MSCI EAFE Value ETF	−3,495	3,004	$0
RDVY	First Trust Rising Dividend Achievers ETF	−3,250	26,861	$2,177,352
AAPL	Apple Inc.	−3,231	22,437	$6,492,370
NVDA	Nvidia Corp	−2,689	36,428	$7,288,878
IGLB	iShares 10+ Year Investment Grade Corporate Bond ETF	−2,598	68,724	$3,438,948
GOCT	FT Vest U.S. Equity Moderate Buffer ETF - October	−2,575	6,010	$249,685
FDT	First Trust Developed Markets ex-US AlphaDEX Fund	−2,343	4,581	$433,729
SPY	Spdr S&P 500 ETF Trust	−1,855	21,601	$16,130,978
DFSD	Dimensional Short-Duration Fixed Income ETF	−1,784	8,237	$393,316
DFAI	Dimensional International Core Equity Market ETF	−1,776	15,921	$656,741
BAI	BlackRock ETF Trust	−1,740	6,683	$352,327
QQQ	Invesco Qqq Trust, Series 1	−1,661	15,792	$11,629,228
SCHX	Schwab U.S. Large-Cap ETF	−1,325	66,633	$1,961,009
PLTR	Palantir Technologies Inc.	−1,323	6,642	$774,922
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−1,300	7,919	$399,038
BAC	Bank Of America Corp	−873	6,732	$383,589
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	−763	28,315	$1,505,508
ONEQ	Fidelity Nasdaq Composite Index ETF	−747	45,863	$4,733,978
DBMF	iMGP DBI Managed Futures Strategy ETF	−537	18,982	$581,039
IVV	iShares Core S&P 500 ETF	−465	22,404	$16,778,131
SMH	VanEck Semiconductor ETF	−420	315	$206,605
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	12,306	$1,464,290
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	9,154	$1,452,373
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	32,247	$1,419,835
IWM	iShares Russell 2000 ETF	4,560	$1,370,052
AMD	Advanced Micro Devices Inc	1,516	$880,659
MU	Micron Technology Inc	734	$847,248
—		10,178	$845,486
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	3,453	$657,865
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	5,590	$655,595
SLX	VanEck Steel ETF	5,580	$549,127
NVMI	Nova Ltd.	1,000	$542,940
COIN	Coinbase Global, Inc.	3,468	$506,986
MRVL	Marvell Technology, Inc.	1,500	$446,835
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	2,300	$363,975
ICHR	Ichor Holdings, Ltd.	2,900	$325,612
LRCX	Lam Research Corp	750	$324,997
—		3,555	$319,416
—		2,225	$299,396
IALT		10,206	$286,278
PHYS	Sprott Physical Gold Trust	8,790	$265,194
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	2,450	$261,978
IGV	iShares Expanded Tech-Software Sector ETF	2,880	$260,928
BLCR		5,017	$252,706
EQAL	Invesco Russell 1000 Equal Weight ETF	4,220	$250,051
GGOV		4,823	$242,548
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
—		109,834	$10,065,187
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	20,057	$1,937,907
SOXS	Direxion Daily Semiconductor Bear 3X Shares	26,207	$1,044,611
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	4,659	$285,410
IAGG	iShares Core International Aggregate Bond ETF	5,659	$283,176
—		1,520	$276,381
AVEM	Avantis Emerging Markets Equity ETF	3,397	$273,730
IAU	Ishares Gold Trust	3,036	$267,653
BINC		5,145	$267,179
THRO		6,822	$247,092
HIBS	Direxion Daily S&P 500 High Beta Bear 3X Shares	4,779	$225,090
JPM	Jpmorgan Chase & Co	702	$206,500
GGN	GAMCO Global Gold, Natural Resources & Income Trust	12,434	$66,148
SQQQ	ProShares UltraPro Short QQQ	3,751	$0
QUAL	iShares MSCI USA Quality Factor ETF	2,205	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

155 tracked positions · $215,440,539 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 155 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	22,404	-465	$16,778,131	+12.3%	26+	before history	7.79%
SPY	Spdr S&P 500 ETF Trust	Reduced	21,601	-1,855	$16,130,978	+5.7%	26+	before history	7.49%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15,792	-1,661	$11,629,228	+15.4%	26+	before history	5.40%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	251,880	+98,362	$8,767,942	+87.3%	7	unpriced	4.07%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	239,933	+33,328	$8,119,332	+34.9%	14	unpriced	3.77%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	81,216	-4,206	$7,479,181	−5.2%	26+	before history	3.47%
NVDA	Nvidia Corp Technology	Reduced	36,428	-2,689	$7,288,878	+6.8%	14	$48.71	3.38%
EFA	iShares MSCI EAFE ETF	Added	69,490	+455	$7,218,621	+7.7%	15	unpriced	3.35%
AAPL	Apple Inc. Technology	Reduced	22,437	-3,231	$6,492,370	−0.3%	26+	before history	3.01%
XLG	Victory Portfolios II	Added	80,545	+9,172	$4,931,770	+26.7%	8	$50.44	2.29%
ONEQ	Fidelity Nasdaq Composite Index ETF	Reduced	45,863	-747	$4,733,978	+19.6%	15	$64.72	2.20%
EEM	iShares MSCI Emerging Markets ETF	Reduced	67,873	-17,150	$4,643,191	−3.8%	3	$57.16	2.16%
DVY	iShares Select Dividend ETF	Reduced	26,246	-341	$4,102,249	+1.9%	25	unpriced	1.90%
IVE	iShares S&P 500 Value ETF	Reduced	17,572	-351	$3,989,898	+5.4%	18	unpriced	1.85%
IGLB	iShares 10+ Year Investment Grade Corporate Bond ETF	Reduced	68,724	-2,598	$3,438,948	−2.8%	15	unpriced	1.60%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,105	-31	$3,408,963	+12.7%	26+	before history	1.58%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Added	29,336	+1,670	$3,200,850	+22.3%	3	$94.09	1.49%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,376	-263	$3,188,035	+12.2%	26+	before history	1.48%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	36,204	+6,550	$3,181,607	+40.2%	23	unpriced	1.48%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	36,942	-144	$2,711,912	−0.7%	6	$73.21	1.26%
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Reduced	22,891	-350	$2,629,718	+20.8%	16	$63.00	1.22%
XLF	State Street Corp Financial Services	Added	43,640	+22,933	$2,339,540	+128.8%	12	$50.11	1.09%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	26,861	-3,250	$2,177,352	+5.9%	5	$62.73	1.01%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	66,633	-1,325	$1,961,009	+12.5%	15	unpriced	0.91%
AFLG	First Trust Active Factor Large Cap ETF	Added	43,607	+9,623	$1,893,415	+44.4%	3	$39.77	0.88%
FTCB	First Trust Core Investment Grade ETF	Added	82,790	+4,546	$1,726,585	+5.3%	6	$20.98	0.80%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	10,482	-117	$1,721,878	+14.1%	26+	before history	0.80%
FIXD	First Trust Smith Opportunistic Fixed Income ETF	Added	35,194	+2,566	$1,534,810	+7.9%	23	unpriced	0.71%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Reduced	28,315	-763	$1,505,508	−2.7%	15	unpriced	0.70%
FTGS	First Trust Growth Strength ETF	Reduced	40,364	-218	$1,493,548	+8.1%	9	$31.31	0.69%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	NEW	12,306	NEW	$1,464,290	NEW	1	$114.32	0.68%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	NEW	9,154	NEW	$1,452,373	NEW	1	$148.77	0.67%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	NEW	32,247	NEW	$1,419,835	NEW	1	$43.97	0.66%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,647	-74	$1,382,766	+9.7%	19	$439.50	0.64%
IWM	iShares Russell 2000 ETF	NEW	4,560	NEW	$1,370,052	NEW	1	unpriced	0.64%
SCHI	Schwab 5-10 Year Corporate Bond ETF	Added	57,610	+767	$1,304,290	+1.2%	9	unpriced	0.61%
SLV	iShares Silver Trust	Added	23,721	+1,315	$1,268,361	−16.9%	4	$44.58	0.59%
GLD	Spdr Gold Trust	Reduced	3,377	-264	$1,244,019	−20.6%	5	$313.57	0.58%
SCHB	Schwab U.S. Broad Market ETF	Reduced	38,360	-50	$1,110,905	+15.2%	25	unpriced	0.52%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	43,508	+1,688	$1,110,324	+3.6%	23	unpriced	0.52%
IUSB	iShares Core Universal USD Bond ETF	Added	22,958	+9,259	$1,059,511	+67.4%	21	unpriced	0.49%
FBT	First Trust NYSE Arca Biotechnology Index Fund	Added	4,212	+171	$1,044,112	+28.7%	7	$172.69	0.48%
FTCS	First Trust Capital Strength ETF	Reduced	10,913	-19	$1,024,948	+1.1%	23	$77.50	0.48%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	44,001	+2,003	$1,017,743	+4.4%	18	unpriced	0.47%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,330	-101	$1,002,157	−20.5%	22	$73.31	0.47%
FAAR	First Trust Alternative Absolute Return Strategy ETF	Reduced	27,914	-3,599	$882,640	−17.0%	23	$28.02	0.41%
AMD	Advanced Micro Devices Inc Technology	NEW	1,516	NEW	$880,659	NEW	1	$409.99	0.41%
IVW	iShares S&P 500 Growth ETF	Reduced	6,352	-61	$873,590	+20.4%	9	unpriced	0.41%
MU	Micron Technology Inc Technology	NEW	734	NEW	$847,248	NEW	1	$749.89	0.39%
		NEW	10,178	NEW	$845,486	NEW	1	$83.52	0.39%

Showing the top 50 of 155 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.