Pinnacle Family Advisors, LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Unclassified | 43.4% | $29,949,318 |
| Technology | 21.9% | $15,093,407 |
| Consumer Cyclical | 20.6% | $14,171,034 |
| Energy | 4.4% | $3,031,740 |
| Real Estate | 2.1% | $1,466,057 |
| Healthcare | 1.8% | $1,241,219 |
| Financial Services | 1.6% | $1,123,070 |
| Consumer Defensive | 1.4% | $937,444 |
| Communication Services | 1.2% | $856,054 |
| Industrials | 0.7% | $481,990 |
| Basic Materials | 0.5% | $334,508 |
| Utilities | 0.4% | $266,658 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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
Sold Out
Positions the filer fully exited
6 positions
1 positions ·
$937,444 total
· Consumer Defensive only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 7,543 | $937,444 | 100.00% |