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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IBMINTERNATIONAL BUSINESS MACHS | 974 | $283.9M | 0.14% | |
| 102 | FEPFIRST TR EXCH TRD ALPHDX FD | 5,787 | $276.5M | 0.13% | |
| 103 | MIGAMICROSTRATEGY INC | 685 | $275.2M | 0.13% | |
| 104 | XLESELECT SECTOR SPDR TR | 3,215 | $272.7M | 0.13% | |
| 105 | XLRESELECT SECTOR SPDR TR | 6,565 | $271.9M | 0.13% | |
| 106 | FTLSFIRST TR EXCH TRADED FD III | 4,037 | $267.6M | 0.13% | |
| 107 | XLVSELECT SECTOR SPDR TR | 1,949 | $262.6M | 0.13% | |
| 108 | XLFISELECT SECTOR SPDR TR | 3,240 | $262.3M | 0.13% | |
| 109 | CVXCHEVRON CORP NEW | 1,813 | $260.4M | 0.13% | |
| 110 | OKEONEOK INC NEW | 3,139 | $255.2M | 0.12% | |
| 111 | IUSVISHARES TR | 2,682 | $252.9M | 0.12% | |
| 112 | KIESPDR SERIES TRUST | 4,230 | $252.7M | 0.12% | |
| 113 | FPFFIRST TR EXCH TRD ALPHDX FD | 10,242 | $251.5M | 0.12% | |
| 114 | GOOGLALPHABET INC | 1,400 | $248.4M | 0.12% | |
| 115 | FJPFIRST TR EXCH TRD ALPHDX FD | 3,908 | $233.5M | 0.11% | |
| 116 | VVISA INC | 663 | $228.7M | 0.11% | |
| 117 | THROBLACKROCK ETF TRUST | 6,305 | $224.3M | 0.11% | |
| 118 | IAGGISHARES TR | 4,345 | $222.0M | 0.11% | |
| 119 | DFACDIMENSIONAL ETF TRUST | 6,118 | $219.3M | 0.11% | |
| 120 | FTXOFIRST TR EXCHANGE TRADED FD | 6,605 | $218.2M | 0.11% | |
| 121 | PSXPHILLIPS 66 | 1,692 | $201.8M | 0.10% | |
| 122 | NEENEXTERA ENERGY INC | 2,792 | $200.6M | 0.10% | |
| 123 | FSIGFIRST TR EXCHANGE-TRADED FD | 10,473 | $200.2M | 0.10% | |
| 124 | DSLDOUBLELINE INCOME SOLUTIONS | 10,334 | $126.5M | 0.06% |
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