Pinnacle Family Advisors, LLC - Portfolio overview

Pinnacle Family Advisors, LLC has 154 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. FCUS - TIDAL TRUST II, 7.87%
2. SPY - STATE STR SPDR S&P 500 ETF T, 6.76%
3. IVV - ISHARES TR, 6.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.