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Home > Institutional Investor > Pinnacle Family Advisors, Llc > Profile

Instuitional Investor - Pinnacle Family Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pinnacle Family Advisors, Llc
Portfolio Value $229,200,494
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tidal Trust Ii
 653,246 $20,756,573 9.06%
2.
Spdr S & P 500 Etf Trust
 SPY 29,965 $19,961,947 8.71%
3.
Invesco Qqq Tr
 33,083 $19,861,875 8.67%
4.
Ishares Trust
 IEF 23,517 $15,739,640 6.87%
5.
Ishares Trust
 VLUE 115,866 $10,818,391 4.72%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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