Sponsored

The Analysis of Pinnacle Financial Group, LLC / IL's Holdings & P&L

Currently, Pinnacle Financial Group, LLC / IL holds 111 types of securities in its portfolio with a total value $364.8M. In the most recent quarter, they have increased their positions in MINT (+90.0K shares, valued at $9.0M), DFIC (+53.1K shares, valued at $1.9M), EEM (+24.4K shares, valued at $1.4M); decreased their positions in DFEM (-95.4K shares, valued at $3.3M), GLD (-2.0K shares, valued at $853.3K), DTD (-9.5K shares, valued at $823.0K); initiated new positions in MINT (+90.0K shares, valued at $9.0M), VSS (+7.0K shares, valued at $1.0M), XLE (+6.4K shares, valued at $391.6K).

1M P&L

+8.2M+2.56%

3M P&L

-9.1M-2.71%

HY P&L

+19.1M+6.20%

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/A288.1M

94.2%

2Restaurants4.5M

1.5%

3Consumer Electronics3.0M

1.0%

Top Industries by Stock Count

1N/A76 stocks

73.8%

2Drug Manufacturers - General2 stocks

1.9%

3Credit Services2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIC DIMENSIONAL ETF TRUST916.9K shares6.15%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T668.3K shares-0.31%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST552.5K shares1.83%2026-03-312026-05-13

DTD WISDOMTREE TR245.1K shares-3.74%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST580.4K shares-14.11%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS159.6K shares3.18%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS94.1K shares6.38%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F173.8K shares8.50%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T14.3K shares1.60%2026-03-312026-05-13

EEM ISHARES TR162.2K shares17.72%2026-03-312026-05-13

MINT PIMCO ETF TR90.0K sharesnew addition2026-03-312026-05-13

DVY ISHARES TR58.8K shares-7.66%2026-03-312026-05-13

AGG ISHARES TR86.4K shares9.52%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST112.9K shares-0.33%2026-03-312026-05-13

VBR VANGUARD INDEX FDS32.8K shares0.75%2026-03-312026-05-13

VB VANGUARD INDEX FDS23.6K shares5.06%2026-03-312026-05-13

Sponsored

DFAR DIMENSIONAL ETF TRUST258.0K shares-0.50%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS27.2K shares-0.88%2026-03-312026-05-13

GLD SPDR GOLD TR13.1K shares-13.16%2026-03-312026-05-13

VO VANGUARD INDEX FDS19.3K shares7.37%2026-03-312026-05-13

PTRB PGIM ETF TR127.6K shares23.61%2026-03-312026-05-13

PYLD PIMCO ETF TR190.4K shares15.33%2026-03-312026-05-13

MCD MCDONALDS CORP14.8K shares0.03%2026-03-312026-05-13

TOTL SSGA ACTIVE ETF TR109.1K shares21.16%2026-03-312026-05-13

Sponsored

DFAI DIMENSIONAL ETF TRUST110.7K shares2.34%2026-03-312026-05-13

VOE VANGUARD INDEX FDS23.4K shares1.73%2026-03-312026-05-13

VTI VANGUARD INDEX FDS12.8K shares1.44%2026-03-312026-05-13

BOND PIMCO ETF TR40.3K shares7.18%2026-03-312026-05-13

BSCR INVESCO EXCH TRD SLF IDX FD187.9K shares2.88%2026-03-312026-05-13

VSDB VANGUARD MALVERN FDS38.7K shares21.60%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.9K shares-2.55%2026-03-312026-05-13

AAPL APPLE INC11.1K shares1.52%2026-03-312026-05-13

Sponsored

VNQ VANGUARD INDEX FDS30.5K shares-6.22%2026-03-312026-05-13

VV VANGUARD INDEX FDS8.7K shares-3.55%2026-03-312026-05-13

DFAE DIMENSIONAL ETF TRUST75.4K shares0.27%2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST52.6K shares1.36%2026-03-312026-05-13

IVW ISHARES TR20.2K shares0.00%2026-03-312026-05-13

VTV VANGUARD INDEX FDS10.7K shares22.04%2026-03-312026-05-13

ILCG ISHARES TR21.8K shares0.01%2026-03-312026-05-13

INCM FRANKLIN TEMPLETON ETF TR67.8K shares0.44%2026-03-312026-05-13

Sponsored

VHT VANGUARD WORLD FD7.0K shares6.14%2026-03-312026-05-13

BSCQ INVESCO EXCH TRD SLF IDX FD92.8K shares-3.68%2026-03-312026-05-13

VBK VANGUARD INDEX FDS6.0K shares4.47%2026-03-312026-05-13

IJH ISHARES TR21.3K shares-2.52%2026-03-312026-05-13

NVDA NVIDIA CORPORATION7.4K shares5.72%2026-03-312026-05-13

AVUS AMERICAN CENTY ETF TR11.3K shares103.62%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR2.1K shares18.08%2026-03-312026-05-13

VXUS VANGUARD STAR FDS15.8K shares-3.07%2026-03-312026-05-13

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD50.3K shares85.14%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F7.0K sharesnew addition2026-03-312026-05-13

AMZN AMAZON COM INC4.6K shares5.14%2026-03-312026-05-13

SPDR SERIES TRUST SPDR SERIES TRUST9.0K shares-18.50%2026-03-312026-05-13

CAT CATERPILLAR INC1.2K shares-16.47%2026-03-312026-05-13

FLCB FRANKLIN TEMPLETON ETF TR38.3K shares48.24%2026-03-312026-05-13

FPEI FIRST TR EXCH TRADED FD III41.9K shares20.92%2026-03-312026-05-13

XOM EXXON MOBIL CORP4.3K shares-10.45%2026-03-312026-05-13

Sponsored

IVE ISHARES TR3.3K shares0.00%2026-03-312026-05-13

DGRO ISHARES TR9.8K shares16.77%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.3K shares4.28%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS7.4K shares19.19%2026-03-312026-05-13

AGGY WISDOMTREE TR14.1K shares-2.69%2026-03-312026-05-13

IJK ISHARES TR6.0K shares0.03%2026-03-312026-05-13

MSFT MICROSOFT CORP1.6K shares-19.00%2026-03-312026-05-13

VIGI VANGUARD WHITEHALL FDS6.4K shares24.06%2026-03-312026-05-13

Sponsored

BINC BLACKROCK ETF TRUST II10.6K shares25.35%2026-03-312026-05-13

IJR ISHARES TR4.3K shares-3.70%2026-03-312026-05-13

VOOV VANGUARD ADMIRAL FDS INC2.5K shares0.00%2026-03-312026-05-13

ESGV VANGUARD WORLD FD4.4K shares-1.21%2026-03-312026-05-13

VDC VANGUARD WORLD FD2.0K shares0.45%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO1.5K shares-9.26%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F7.9K shares-7.60%2026-03-312026-05-13

IVV ISHARES TR650 shares-3.70%2026-03-312026-05-13

Sponsored

DWM WISDOMTREE TR6.0K shares0.03%2026-03-312026-05-13

ALL ALLSTATE CORP2.0K shares-0.56%2026-03-312026-05-13

EDIV SPDR INDEX SHS FDS10.2K shares40.27%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR6.4K sharesnew addition2026-03-312026-05-13

BSCT INVESCO EXCH TRD SLF IDX FD20.7K shares0.16%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L10.1K shares1.50%2026-03-312026-05-13

TIP ISHARES TR3.5K shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS636 shares0.16%2026-03-312026-05-13

Sponsored

ABBV ABBVIE INC1.7K shares13.20%2026-03-312026-05-13

EMB ISHARES TR3.9K sharesnew addition2026-03-312026-05-13

PG PROCTER & GAMBLE CO2.5K shares3.15%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR7.2K shares1.61%2026-03-312026-05-13

CVX CHEVRON CORPORATION1.7K shares3.03%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS5.6K shares-6.00%2026-03-312026-05-13

TSLA TESLA INC882 shares8.35%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC2.2K shares-3.05%2026-03-312026-05-13

Sponsored

VSGX VANGUARD WORLD FD4.4K shares0.05%2026-03-312026-05-13

ALPHABET INC ALPHABET INC1.1K shares23.17%2026-03-312026-05-13

IEFA ISHARES TR3.4K shares0.00%2026-03-312026-05-13

DFNM DIMENSIONAL ETF TRUST6.2K shares0.00%2026-03-312026-05-13

BROADCOM INC BROADCOM INC962 shares7.37%2026-03-312026-05-13

DES WISDOMTREE TR8.3K shares12.68%2026-03-312026-05-13

IJS ISHARES TR2.5K shares0.12%2026-03-312026-05-13

BA BOEING CO1.4K shares1.16%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC948 shares-0.52%2026-03-312026-05-13

DJP BARCLAYS BANK PLC5.5K sharesnew addition2026-03-312026-05-13

GWW WW GRAINGER INC229 shares0.88%2026-03-312026-05-13

ITOT ISHARES TR1.8K shares0.11%2026-03-312026-05-13

META META PLATFORMS INC414 shares0.98%2026-03-312026-05-13

VFMO VANGUARD WELLINGTON FD1.2K sharesnew addition2026-03-312026-05-13

PEP PEPSICO INC1.5K shares-5.69%2026-03-312026-05-13

MS MORGAN STANLEY1.4K shares-9.59%2026-03-312026-05-13

Sponsored

LLY ELI LILLY & CO250 shares3.73%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP815 shares0.99%2026-03-312026-05-13

VPLS VANGUARD MALVERN FDS2.9K shares0.00%2026-03-312026-05-13

QQQJ INVESCO EXCH TRADED FD TR II6.1K shares5.45%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR1.5K shares10.80%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON867 sharesnew addition2026-03-312026-05-13

AXP AMERICAN EXPRESS CO700 shares-0.57%2026-03-312026-05-13

DFIC

DIMENSIONAL ETF TRUST

6.15%

Shares916.9K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

-0.31%

Shares668.3K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

1.83%

Shares552.5K

Event2026-03-31

Filed2026-05-13

DTD

WISDOMTREE TR

-3.74%

Shares245.1K

Event2026-03-31

Filed2026-05-13

DFEM

DIMENSIONAL ETF TRUST

-14.11%

Shares580.4K

Event2026-03-31

Filed2026-05-13

VYMI

VANGUARD WHITEHALL FDS

3.18%

Shares159.6K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

6.38%

Shares94.1K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

8.50%

Shares173.8K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

1.60%

Shares14.3K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

17.72%

Shares162.2K

Event2026-03-31

Filed2026-05-13

MINT

PIMCO ETF TR

New

Shares90.0K

Event2026-03-31

Filed2026-05-13

DVY

ISHARES TR

-7.66%

Shares58.8K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

9.52%

Shares86.4K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

-0.33%

Shares112.9K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

0.75%

Shares32.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

5.06%

Shares23.6K

Event2026-03-31

Filed2026-05-13

DFAR

DIMENSIONAL ETF TRUST

-0.50%

Shares258.0K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

-0.88%

Shares27.2K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

-13.16%

Shares13.1K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

7.37%

Shares19.3K

Event2026-03-31

Filed2026-05-13

PTRB

PGIM ETF TR

23.61%

Shares127.6K

Event2026-03-31

Filed2026-05-13

PYLD

PIMCO ETF TR

15.33%

Shares190.4K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

0.03%

Shares14.8K

Event2026-03-31

Filed2026-05-13

TOTL

SSGA ACTIVE ETF TR

21.16%

Shares109.1K

Event2026-03-31

Filed2026-05-13

DFAI

DIMENSIONAL ETF TRUST

2.34%

Shares110.7K

Event2026-03-31

Filed2026-05-13

VOE

VANGUARD INDEX FDS

1.73%

Shares23.4K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

1.44%

Shares12.8K

Event2026-03-31

Filed2026-05-13

BOND

PIMCO ETF TR

7.18%

Shares40.3K

Event2026-03-31

Filed2026-05-13

BSCR

INVESCO EXCH TRD SLF IDX FD

2.88%

Shares187.9K

Event2026-03-31

Filed2026-05-13

VSDB

VANGUARD MALVERN FDS

21.60%

Shares38.7K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-2.55%

Shares5.9K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

1.52%

Shares11.1K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

-6.22%

Shares30.5K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-3.55%

Shares8.7K

Event2026-03-31

Filed2026-05-13

DFAE

DIMENSIONAL ETF TRUST

0.27%

Shares75.4K

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL ETF TRUST

1.36%

Shares52.6K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

0.00%

Shares20.2K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

22.04%

Shares10.7K

Event2026-03-31

Filed2026-05-13

ILCG

ISHARES TR

0.01%

Shares21.8K

Event2026-03-31

Filed2026-05-13

INCM

FRANKLIN TEMPLETON ETF TR

0.44%

Shares67.8K

Event2026-03-31

Filed2026-05-13

VHT

VANGUARD WORLD FD

6.14%

Shares7.0K

Event2026-03-31

Filed2026-05-13

BSCQ

INVESCO EXCH TRD SLF IDX FD

-3.68%

Shares92.8K

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD INDEX FDS

4.47%

Shares6.0K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-2.52%

Shares21.3K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

5.72%

Shares7.4K

Event2026-03-31

Filed2026-05-13

AVUS

AMERICAN CENTY ETF TR

103.62%

Shares11.3K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

18.08%

Shares2.1K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

-3.07%

Shares15.8K

Event2026-03-31

Filed2026-05-13

BSCS

INVESCO EXCH TRD SLF IDX FD

85.14%

Shares50.3K

Event2026-03-31

Filed2026-05-13

VSS

VANGUARD INTL EQUITY INDEX F

New

Shares7.0K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

5.14%

Shares4.6K

Event2026-03-31

Filed2026-05-13

SPDR SERIES TRUST

-18.50%

Shares9.0K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

-16.47%

Shares1.2K

Event2026-03-31

Filed2026-05-13

FLCB

FRANKLIN TEMPLETON ETF TR

48.24%

Shares38.3K

Event2026-03-31

Filed2026-05-13

FPEI

FIRST TR EXCH TRADED FD III

20.92%

Shares41.9K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-10.45%

Shares4.3K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES TR

16.77%

Shares9.8K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

4.28%

Shares3.3K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

19.19%

Shares7.4K

Event2026-03-31

Filed2026-05-13

AGGY

WISDOMTREE TR

-2.69%

Shares14.1K

Event2026-03-31

Filed2026-05-13

IJK

ISHARES TR

0.03%

Shares6.0K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-19.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

VIGI

VANGUARD WHITEHALL FDS

24.06%

Shares6.4K

Event2026-03-31

Filed2026-05-13

BINC

BLACKROCK ETF TRUST II

25.35%

Shares10.6K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-3.70%

Shares4.3K

Event2026-03-31

Filed2026-05-13

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

ESGV

VANGUARD WORLD FD

-1.21%

Shares4.4K

Event2026-03-31

Filed2026-05-13

VDC

VANGUARD WORLD FD

0.45%

Shares2.0K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-9.26%

Shares1.5K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

-7.60%

Shares7.9K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-3.70%

Shares650

Event2026-03-31

Filed2026-05-13

DWM

WISDOMTREE TR

0.03%

Shares6.0K

Event2026-03-31

Filed2026-05-13

ALL

ALLSTATE CORP

-0.56%

Shares2.0K

Event2026-03-31

Filed2026-05-13

EDIV

SPDR INDEX SHS FDS

40.27%

Shares10.2K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-13

BSCT

INVESCO EXCH TRD SLF IDX FD

0.16%

Shares20.7K

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L

1.50%

Shares10.1K

Event2026-03-31

Filed2026-05-13

TIP

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.16%

Shares636

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

13.20%

Shares1.7K

Event2026-03-31

Filed2026-05-13

EMB

ISHARES TR

New

Shares3.9K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

3.15%

Shares2.5K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

1.61%

Shares7.2K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

3.03%

Shares1.7K

Event2026-03-31

Filed2026-05-13

VGSH

VANGUARD SCOTTSDALE FDS

-6.00%

Shares5.6K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

8.35%

Shares882

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

-3.05%

Shares2.2K

Event2026-03-31

Filed2026-05-13

VSGX

VANGUARD WORLD FD

0.05%

Shares4.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

23.17%

Shares1.1K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-13

DFNM

DIMENSIONAL ETF TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

7.37%

Shares962

Event2026-03-31

Filed2026-05-13

DES

WISDOMTREE TR

12.68%

Shares8.3K

Event2026-03-31

Filed2026-05-13

IJS

ISHARES TR

0.12%

Shares2.5K

Event2026-03-31

Filed2026-05-13

BOEING CO

1.16%

Shares1.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-0.52%

Shares948

Event2026-03-31

Filed2026-05-13

DJP

BARCLAYS BANK PLC

New

Shares5.5K

Event2026-03-31

Filed2026-05-13

GWW

WW GRAINGER INC

0.88%

Shares229

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

0.11%

Shares1.8K

Event2026-03-31

Filed2026-05-13