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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 $238,368,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tidal Trust Ii - PINN FOCU OP ETF
 494,409 $22,167,316 9.3%
2.
Ishares Trust
 IEF 22,404 $16,778,209 7.04%
3.
Spdr S & P 500 Etf Trust
 SPY 21,601 $16,130,632 6.77%
4.
Invesco Qqq Tr
 15,792 $11,629,344 4.88%
5.
Schwab Strategic Trust
 SCHD 251,880 $8,767,929 3.68%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.