Pinnacle Family Advisors, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$205.8B

Holdings

124

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (124 positions)

#StockSharesValue% PortfolioType
1
FCUSTIDAL TR II
695,596$17.8B8.67%
2
SPYSPDR S&P 500 ETF TR
27,667$17.1B8.31%
3
NDQINVESCO QQQ TR
30,036$16.6B8.05%
4
IVVISHARES TR
23,406$14.5B7.03%
5
EFAISHARES TR
107,844$9.6B4.69%
6
ORLYOREILLY AUTOMOTIVE INC
80,526$6.8B3.30%
7
SCHGSCHWAB STRATEGIC TR
210,016$6.1B2.98%
8
NVDANVIDIA CORPORATION
38,128$6.0B2.93%
9
AAPLAPPLE INC
25,122$5.1B2.49%
10
XLGINVESCO EXCHANGE TRADED FD T
81,722$4.2B2.07%
11
AMZNAMAZON COM INC
17,754$3.9B1.90%
12
IGLBISHARES TR
74,919$3.7B1.81%
13
IVEISHARES TR
17,924$3.5B1.70%
14
AQLTISHARES TR
25,653$3.4B1.65%
15
SPDWSPDR INDEX SHS FDS
76,578$3.1B1.51%
16
MDYGSPDR SERIES TRUST
33,739$2.9B1.42%
17
SPMDSPDR SERIES TRUST
51,801$2.8B1.37%
18
SPYGSPDR SERIES TRUST
29,409$2.8B1.36%
19
TSLATESLA INC
8,214$2.6B1.27%
20
ONEQFIDELITY COMWLTH TR
32,608$2.6B1.26%
21
TDIVFIRST TR EXCHANGE TRADED FD
25,856$2.3B1.13%
22
GQ9SPDR GOLD TR
7,552$2.3B1.12%
23
SPYMSPDR SERIES TRUST
31,346$2.3B1.11%
24
SCHVSCHWAB STRATEGIC TR
77,563$2.1B1.04%
25
SPABSPDR SERIES TRUST
77,165$2.0B0.96%
26
FTGSFIRST TR EXCHANGE-TRADED FD
55,387$1.9B0.92%
27
SCHXSCHWAB STRATEGIC TR
73,718$1.8B0.88%
28
IGIBISHARES TR
33,318$1.8B0.86%
29
RSPINVESCO EXCHANGE TRADED FD T
8,466$1.5B0.74%
30
ITOTISHARES TR
11,200$1.5B0.73%
31
BNDVANGUARD BD INDEX FDS
19,909$1.5B0.71%
32
LGOVFIRST TR EXCHANGE-TRADED FD
66,880$1.4B0.70%
33
XLFSELECT SECTOR SPDR TR
25,983$1.4B0.66%
34
FIXDFIRST TR EXCHNG TRADED FD VI
30,855$1.4B0.66%
35
DONSPDR DOW JONES INDL AVERAGE
2,954$1.3B0.63%
36
SCHBSCHWAB STRATEGIC TR
51,775$1.2B0.60%
37
SPLVINVESCO EXCH TRADED FD TR II
16,997$1.2B0.60%
38
FTCSFIRST TR EXCHANGE-TRADED FD
13,439$1.2B0.59%
39
FDNFIRST TR EXCHANGE-TRADED FD
4,386$1.2B0.57%
40
AFLGFIRST TR EXCHNG TRADED FD VI
32,266$1.2B0.57%
41
SCHISCHWAB STRATEGIC TR
48,911$1.1B0.54%
42
CRWVCOREWEAVE INC
5,896$961.4M0.47%
43
SCHZSCHWAB STRATEGIC TR
38,774$901.1M0.44%
44
RDVYFIRST TR EXCHANGE TRADED FD
14,353$900.2M0.44%
45
FTCBFIRST TR EXCHANGE-TRADED FD
39,066$822.7M0.40%
46
PLTRPALANTIR TECHNOLOGIES INC
6,041$821.3M0.40%
47
FVDFIRST TR EXCHANGE-TRADED FD
17,670$789.8M0.38%
48
FAARFIRST TR EXCHANGE TRAD FD VI
28,180$782.0M0.38%
49
USMVISHARES TR
8,196$764.7M0.37%
50
EFVISHARES TR
11,950$758.6M0.37%
51
XOMEXXON MOBIL CORP
6,877$750.9M0.36%
52
QUALISHARES TR
3,927$718.0M0.35%
53
SARKINVESTMENT MANAGERS SER TR I
19,689$708.0M0.34%
54
VNQVANGUARD INDEX FDS
7,925$701.3M0.34%
55
IUSBISHARES TR
15,166$701.1M0.34%
56
IVWISHARES TR
6,181$680.5M0.33%
57
IJJISHARES TR
5,433$671.4M0.33%
58
WMTWALMART INC
6,638$646.9M0.31%
59
DFAIDIMENSIONAL ETF TRUST
17,883$618.2M0.30%
60
FBTFIRST TR EXCHANGE-TRADED FD
3,831$618.1M0.30%
61
DYNFBLACKROCK ETF TRUST
11,077$603.3M0.29%
62
FIIGFIRST TR EXCHANGE-TRADED FD
27,696$581.1M0.28%
63
IRMIRON MTN INC DEL
5,601$573.0M0.28%
64
QTECFIRST TR EXCHANGE-TRADED FD
2,623$558.3M0.27%
65
VUGVANGUARD INDEX FDS
1,266$555.0M0.27%
66
FDTFIRST TR EXCH TRD ALPHDX FD
8,043$553.0M0.27%
67
FTAFIRST TR EXCHANGE-TRADED ALP
6,983$549.1M0.27%
68
IGVISHARES TR
4,825$528.3M0.26%
69
BABAALIBABA GROUP HLDG LTD
4,552$516.2M0.25%
70
FMFFIRST TR EXCHANGE-TRADED FD
11,387$514.8M0.25%
71
BRK/BBERKSHIRE HATHAWAY INC DEL
1,055$512.4M0.25%
72
LMBSFIRST TR EXCHANGE-TRADED FD
10,315$508.1M0.25%
73
XTENBONDBLOXX ETF TRUST
10,817$499.3M0.24%
74
DFSDDIMENSIONAL ETF TRUST
10,121$485.9M0.24%
75
EFGISHARES TR
4,101$459.3M0.22%
76
DBMFLITMAN GREGORY FDS TR
17,684$455.0M0.22%
77
JEPIJ P MORGAN EXCHANGE TRADED F
7,688$437.1M0.21%
78
IEMGISHARES INC
7,056$423.5M0.21%
79
MBBISHARES TR
4,496$422.1M0.21%
80
WMBWILLIAMS COS INC
6,528$409.1M0.20%
81
LOWLOWES COS INC
1,780$394.9M0.19%
82
FTECFIDELITY COVINGTON TRUST
1,919$378.5M0.18%
83
XLUSELECT SECTOR SPDR TR
4,593$374.7M0.18%
84
VGKVANGUARD INTL EQUITY INDEX F
4,717$365.6M0.18%
85
IJHISHARES TR
5,794$359.3M0.17%
86
SPEMSPDR INDEX SHS FDS
8,387$358.5M0.17%
87
DFAEDIMENSIONAL ETF TRUST
12,182$352.7M0.17%
88
BACBANK AMERICA CORP
7,171$338.3M0.16%
89
SYKSTRYKER CORPORATION
854$336.0M0.16%
90
XLKSELECT SECTOR SPDR TR
1,323$334.9M0.16%
91
IYWISHARES TR
1,911$331.1M0.16%
92
METAMETA PLATFORMS INC
432$315.7M0.15%
93
MSFTMICROSOFT CORP
637$315.0M0.15%
94
XLCSELECT SECTOR SPDR TR
2,849$309.1M0.15%
95
GOOGALPHABET INC
1,732$307.7M0.15%
96
VTIVANGUARD INDEX FDS
1,000$303.3M0.15%
97
BINCBLACKROCK ETF TRUST II
5,652$298.7M0.15%
98
XLISELECT SECTOR SPDR TR
1,967$290.1M0.14%
99
XMESPDR SERIES TRUST
4,270$287.0M0.14%
100
FDLFIRST TR EXCHANGE-TRADED FD
6,829$285.9M0.14%
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