Pinnacle Financial Group, LLC / IL - Portfolio overview

Pinnacle Financial Group, LLC / IL has 120 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. DFIC - DIMENSIONAL ETF TRUST, 8.86%
2. PRF - INVESCO EXCHANGE TRADED FD T, 8.63%
3. DFAC - DIMENSIONAL ETF TRUST, 5.84%

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

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