Sponsored

The Analysis of Pinnacle Family Advisors, LLC's Holdings & P&L

Currently, Pinnacle Family Advisors, LLC holds 135 types of securities in its portfolio with a total value $212.8M. In the most recent quarter, they have increased their positions in BIL (+109.8K shares, valued at $10.1M), EEM (+53.3K shares, valued at $3.0M), SCHV (+73.5K shares, valued at $2.2M); decreased their positions in N/A (-196.6K shares, valued at $7.1M), N/A (-10.4K shares, valued at $6.0M), GLD (-7.2K shares, valued at $3.1M); initiated new positions in BIL (+109.8K shares, valued at $10.1M), SLYG (+20.1K shares, valued at $1.9M), N/A (+26.2K shares, valued at $1.0M).

1M P&L

+7.0M+3.74%

3M P&L

+7.2M+3.87%

HY P&L

+13.6M+7.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A147.5M

79.3%

2Semiconductors7.3M

3.9%

3Auto Parts7.2M

3.9%

Top Industries by Stock Count

1N/A103 stocks

77.4%

2Software - Infrastructure4 stocks

3.0%

3Credit Services2 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TIDAL TRUST II TIDAL TRUST II494.0K shares-28.47%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T23.5K shares6.87%2026-03-312026-05-15

IVV ISHARES TR22.9K shares-2.02%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR17.5K shares-37.29%2026-03-312026-05-15

BIL SPDR SERIES TRUST109.8K sharesnew addition2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC85.4K shares7.72%2026-03-312026-05-15

NVDA NVIDIA CORPORATION39.1K shares-0.24%2026-03-312026-05-15

EFA ISHARES TR69.0K shares-30.77%2026-03-312026-05-15

Sponsored

AAPL APPLE INC25.7K shares-1.79%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR206.6K shares-3.90%2026-03-312026-05-15

EEM ISHARES TR85.0K shares168.04%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR153.5K shares91.89%2026-03-312026-05-15

DVY ISHARES TR26.6K shares1.73%2026-03-312026-05-15

ONEQ FIDELITY COMWLTH TR46.6K shares2.64%2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T71.4K shares-32.66%2026-03-312026-05-15

IVE ISHARES TR17.9K shares-0.24%2026-03-312026-05-15

Sponsored

IGLB ISHARES TR71.3K shares-2.79%2026-03-312026-05-15

TSLA TESLA INC8.1K shares-1.31%2026-03-312026-05-15

AMZN AMAZON COM INC13.6K shares-7.19%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS37.1K shares24.12%2026-03-312026-05-15

SLYV SPDR SERIES TRUST27.7K shares118.36%2026-03-312026-05-15

SPYM SPDR SERIES TRUST29.7K shares6.39%2026-03-312026-05-15

TDIV FIRST TR EXCHANGE TRADED FD23.2K shares1.11%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD30.1K shares0.41%2026-03-312026-05-15

Sponsored

SLYG SPDR SERIES TRUST20.1K sharesnew addition2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR68.0K shares-9.57%2026-03-312026-05-15

FTCB FIRST TR EXCHANGE-TRADED FD78.2K shares25.83%2026-03-312026-05-15

GLD SPDR GOLD TR3.6K shares-66.31%2026-03-312026-05-15

IGIB ISHARES TR29.1K shares-9.07%2026-03-312026-05-15

SLV ISHARES SILVER TR22.4K shares-11.66%2026-03-312026-05-15

ITOT ISHARES TR10.6K shares-3.92%2026-03-312026-05-15

FIXD FIRST TR EXCHNG TRADED FD VI32.6K shares4.97%2026-03-312026-05-15

Sponsored

FTGS FIRST TR EXCHANGE-TRADED FD40.6K shares1.52%2026-03-312026-05-15

AFLG FIRST TR EXCHNG TRADED FD VI34.0K shares2.04%2026-03-312026-05-15

SCHI SCHWAB STRATEGIC TR56.8K shares5.21%2026-03-312026-05-15

XOM EXXON MOBIL CORP7.4K shares2.85%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND2.7K shares-46.69%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC8.0K shares0.87%2026-03-312026-05-15

SPAB SPDR SERIES TRUST41.8K shares0.49%2026-03-312026-05-15

FAAR FIRST TR EXCHANGE TRAD FD VI31.5K shares7.66%2026-03-312026-05-15

Sponsored

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST26.2K sharesnew addition2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR20.7K shares-37.15%2026-03-312026-05-15

FTCS FIRST TR EXCHANGE-TRADED FD10.9K shares3.64%2026-03-312026-05-15

SCHZ SCHWAB STRATEGIC TR42.0K shares-0.54%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR38.4K shares-14.94%2026-03-312026-05-15

WMT WALMART INC7.5K shares7.77%2026-03-312026-05-15

FBT FIRST TR EXCHANGE-TRADED FD4.0K shares0.32%2026-03-312026-05-15

SGVT SCHWAB STRATEGIC TR7.5K shares88.04%2026-03-312026-05-15

Sponsored

IVW ISHARES TR6.4K shares3.00%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS7.8K shares0.19%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST17.7K shares-1.80%2026-03-312026-05-15

IJJ ISHARES TR5.1K shares-1.08%2026-03-312026-05-15

LGOV FIRST TR EXCHANGE-TRADED FD29.6K shares-2.58%2026-03-312026-05-15

FMF FIRST TR EXCHANGE-TRADED FD12.6K shares4.37%2026-03-312026-05-15

FIIG FIRST TR EXCHANGE-TRADED FD30.5K shares4.75%2026-03-312026-05-15

IUSB ISHARES TR13.7K shares6.28%2026-03-312026-05-15

Sponsored

FTA FIRST TR EXCHANGE-TRADED ALP6.9K shares-1.34%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST10.8K shares-14.08%2026-03-312026-05-15

LLY ELI LILLY & CO675 sharesnew addition2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD13.0K shares0.86%2026-03-312026-05-15

FDT FIRST TR EXCH TRD ALPHDX FD6.9K shares-4.65%2026-03-312026-05-15

IRM IRON MTN INC DEL5.9K shares0.53%2026-03-312026-05-15

DBMF LITMAN GREGORY FDS TR19.5K shares2.37%2026-03-312026-05-15

TOTL SSGA ACTIVE ETF TR14.8K shares5.38%2026-03-312026-05-15

Sponsored

XTEN BONDBLOXX ETF TRUST12.4K shares0.31%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD2.4K shares7.04%2026-03-312026-05-15

LTC LTC PPTYS INC14.0K shares0.26%2026-03-312026-05-15

WMB WILLIAMS COS INC6.9K shares0.23%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.7K shares1.81%2026-03-312026-05-15

EFV ISHARES TR6.5K shares-36.42%2026-03-312026-05-15

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-15

MBB ISHARES TR5.1K shares3.98%2026-03-312026-05-15

Sponsored

DFSD DIMENSIONAL ETF TRUST10.0K shares-30.21%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares0.00%2026-03-312026-05-15

META META PLATFORMS INC773 shares93.25%2026-03-312026-05-15

GOVT ISHARES TR19.1K sharesnew addition2026-03-312026-05-15

FDL FIRST TR EXCHANGE-TRADED FD8.5K sharesnew addition2026-03-312026-05-15

QUAL ISHARES TR2.2K shares-36.01%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS9.2K shares-72.10%2026-03-312026-05-15

LOW LOWES COS INC1.8K shares0.00%2026-03-312026-05-15

Sponsored

IJH ISHARES TR6.2K shares2.47%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.4K shares-1.03%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F5.0K shares3.59%2026-03-312026-05-15

GYLD ARROW ETF TR29.9K sharesnew addition2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS8.7K shares-0.87%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.1K shares6.50%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST11.7K shares-0.30%2026-03-312026-05-15

FTEC FIDELITY COVINGTON TRUST1.9K shares3.45%2026-03-312026-05-15

Sponsored

CORO BLACKROCK ETF TRUST12.2K sharesnew addition2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR8.4K shares-51.50%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.8K shares1.05%2026-03-312026-05-15

BAC BANK AMERICA CORP7.6K shares3.17%2026-03-312026-05-15

EPR EPR PPTYS6.9K shares0.98%2026-03-312026-05-15

MSFT MICROSOFT CORP915 shares37.80%2026-03-312026-05-15

RAMACO RES INC RAMACO RES INC21.6K shares-3.51%2026-03-312026-05-15

ACWX ISHARES TR4.9K sharesnew addition2026-03-312026-05-15

Sponsored

GOCT FIRST TR EXCHNG TRADED FD VI8.6K shares0.00%2026-03-312026-05-15

SYK STRYKER CORPORATION1.0K shares9.99%2026-03-312026-05-15

PSX PHILLIPS 661.8K shares-6.82%2026-03-312026-05-15

OKE ONEOK INC NEW3.5K shares0.17%2026-03-312026-05-15

PROSHARES TR PROSHARES TR3.8K sharesnew addition2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F5.2K shares-7.41%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.2K shares12.04%2026-03-312026-05-15

MDYG SPDR SERIES TRUST3.0K shares-18.31%2026-03-312026-05-15

Sponsored

FEM FIRST TR EXCH TRD ALPHDX FD9.6K shares-3.18%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR4.7K sharesnew addition2026-03-312026-05-15

FTLS FIRST TR EXCH TRADED FD III4.0K shares2.64%2026-03-312026-05-15

IAGG ISHARES TR5.7K shares6.37%2026-03-312026-05-15

SMH VANECK ETF TRUST735 shares-36.64%2026-03-312026-05-15

FEP FIRST TR EXCH TRD ALPHDX FD5.1K shares-2.50%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST8.4K shares2.48%2026-03-312026-05-15

XOP SPDR SERIES TRUST1.5K sharesnew addition2026-03-312026-05-15

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD1.3K shares0.16%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR3.4K sharesnew addition2026-03-312026-05-15

FJP FIRST TR EXCH TRD ALPHDX FD3.7K shares-2.81%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR3.0K shares0.33%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II5.1K shares-18.95%2026-03-312026-05-15

NEE NEXTERA ENERGY INC2.9K shares-5.43%2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II2.4K sharesnew addition2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST6.7K shares7.58%2026-03-312026-05-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.0K shares-1.79%2026-03-312026-05-15

MPC MARATHON PETE CORP1.0K sharesnew addition2026-03-312026-05-15

RTX RTX CORPORATION1.3K shares1.10%2026-03-312026-05-15

THRO BLACKROCK ETF TRUST6.8K shares3.32%2026-03-312026-05-15

USMV ISHARES TR2.6K shares-52.12%2026-03-312026-05-15

CAT CATERPILLAR INC331 sharesnew addition2026-03-312026-05-15

FLRN SPDR SERIES TRUST7.5K sharesnew addition2026-03-312026-05-15

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST4.8K sharesnew addition2026-03-312026-05-15

Sponsored

QUS SPDR SERIES TRUST1.3K shares0.15%2026-03-312026-05-15

DGCB DIMENSIONAL ETF TRUST4.1K sharesnew addition2026-03-312026-05-15

XLSR SSGA ACTIVE TR3.8K shares-0.89%2026-03-312026-05-15

IUSV ISHARES TR2.1K shares-2.75%2026-03-312026-05-15

HYG ISHARES TR2.7K shares0.42%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO702 shares10.20%2026-03-312026-05-15

GGN GAMCO GLOBAL GOLD NAT RES &12.4K sharesnew addition2026-03-312026-05-15

TIDAL TRUST II

-28.47%

Shares494.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

6.87%

Shares23.5K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-2.02%

Shares22.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-37.29%

Shares17.5K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

New

Shares109.8K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

7.72%

Shares85.4K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-0.24%

Shares39.1K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

-30.77%

Shares69.0K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-1.79%

Shares25.7K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

-3.90%

Shares206.6K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

168.04%

Shares85.0K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

91.89%

Shares153.5K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

1.73%

Shares26.6K

Event2026-03-31

Filed2026-05-15

ONEQ

FIDELITY COMWLTH TR

2.64%

Shares46.6K

Event2026-03-31

Filed2026-05-15

XLG

INVESCO EXCHANGE TRADED FD T

-32.66%

Shares71.4K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-0.24%

Shares17.9K

Event2026-03-31

Filed2026-05-15

IGLB

ISHARES TR

-2.79%

Shares71.3K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-1.31%

Shares8.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-7.19%

Shares13.6K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

24.12%

Shares37.1K

Event2026-03-31

Filed2026-05-15

SLYV

SPDR SERIES TRUST

118.36%

Shares27.7K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

6.39%

Shares29.7K

Event2026-03-31

Filed2026-05-15

TDIV

FIRST TR EXCHANGE TRADED FD

1.11%

Shares23.2K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

0.41%

Shares30.1K

Event2026-03-31

Filed2026-05-15

SLYG

SPDR SERIES TRUST

New

Shares20.1K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

-9.57%

Shares68.0K

Event2026-03-31

Filed2026-05-15

FTCB

FIRST TR EXCHANGE-TRADED FD

25.83%

Shares78.2K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-66.31%

Shares3.6K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

-9.07%

Shares29.1K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

-11.66%

Shares22.4K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-3.92%

Shares10.6K

Event2026-03-31

Filed2026-05-15

FIXD

FIRST TR EXCHNG TRADED FD VI

4.97%

Shares32.6K

Event2026-03-31

Filed2026-05-15

FTGS

FIRST TR EXCHANGE-TRADED FD

1.52%

Shares40.6K

Event2026-03-31

Filed2026-05-15

AFLG

FIRST TR EXCHNG TRADED FD VI

2.04%

Shares34.0K

Event2026-03-31

Filed2026-05-15

SCHI

SCHWAB STRATEGIC TR

5.21%

Shares56.8K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

2.85%

Shares7.4K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

-46.69%

Shares2.7K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

0.87%

Shares8.0K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

0.49%

Shares41.8K

Event2026-03-31

Filed2026-05-15

FAAR

FIRST TR EXCHANGE TRAD FD VI

7.66%

Shares31.5K

Event2026-03-31

Filed2026-05-15

DIREXION SHARES ETF TRUST

New

Shares26.2K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

-37.15%

Shares20.7K

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TR EXCHANGE-TRADED FD

3.64%

Shares10.9K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

-0.54%

Shares42.0K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

-14.94%

Shares38.4K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

7.77%

Shares7.5K

Event2026-03-31

Filed2026-05-15

FBT

FIRST TR EXCHANGE-TRADED FD

0.32%

Shares4.0K

Event2026-03-31

Filed2026-05-15

SGVT

SCHWAB STRATEGIC TR

88.04%

Shares7.5K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

3.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

0.19%

Shares7.8K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

-1.80%

Shares17.7K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

-1.08%

Shares5.1K

Event2026-03-31

Filed2026-05-15

LGOV

FIRST TR EXCHANGE-TRADED FD

-2.58%

Shares29.6K

Event2026-03-31

Filed2026-05-15

FMF

FIRST TR EXCHANGE-TRADED FD

4.37%

Shares12.6K

Event2026-03-31

Filed2026-05-15

FIIG

FIRST TR EXCHANGE-TRADED FD

4.75%

Shares30.5K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

6.28%

Shares13.7K

Event2026-03-31

Filed2026-05-15

FTA

FIRST TR EXCHANGE-TRADED ALP

-1.34%

Shares6.9K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

-14.08%

Shares10.8K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

New

Shares675

Event2026-03-31

Filed2026-05-15

FVD

FIRST TR EXCHANGE-TRADED FD

0.86%

Shares13.0K

Event2026-03-31

Filed2026-05-15

FDT

FIRST TR EXCH TRD ALPHDX FD

-4.65%

Shares6.9K

Event2026-03-31

Filed2026-05-15

IRM

IRON MTN INC DEL

0.53%

Shares5.9K

Event2026-03-31

Filed2026-05-15

DBMF

LITMAN GREGORY FDS TR

2.37%

Shares19.5K

Event2026-03-31

Filed2026-05-15

TOTL

SSGA ACTIVE ETF TR

5.38%

Shares14.8K

Event2026-03-31

Filed2026-05-15

XTEN

BONDBLOXX ETF TRUST

0.31%

Shares12.4K

Event2026-03-31

Filed2026-05-15

FDN

FIRST TR EXCHANGE-TRADED FD

7.04%

Shares2.4K

Event2026-03-31

Filed2026-05-15

LTC

LTC PPTYS INC

0.26%

Shares14.0K

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

0.23%

Shares6.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

1.81%

Shares1.7K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

-36.42%

Shares6.5K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

3.98%

Shares5.1K

Event2026-03-31

Filed2026-05-15

DFSD

DIMENSIONAL ETF TRUST

-30.21%

Shares10.0K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15