Pinnacle Financial Group, LLC / IL
CIK: 0001905962SEC EDGAR →
Portfolio Value
$344.6M
Holdings
112
As of
Q4 2025
New Positions
7
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | 670,384 | $31.5M | 9.13% |
| 2 | DIMENSIONAL ETF TRUST | 863,782 | $29.8M | 8.64% |
| 3 | DIMENSIONAL ETF TRUST | 675,774 | $22.4M | 6.49% |
| 4 | WISDOMTREE TR | 254,646 | $21.6M | 6.27% |
| 5 | DIMENSIONAL ETF TRUST | 542,531 | $21.5M | 6.23% |
| 6 | VANGUARD WHITEHALL FDS | 154,648 | $13.9M | 4.04% |
| 7 | VANGUARD WHITEHALL FDS | 88,439 | $12.7M | 3.68% |
| 8 | VANGUARD INTL EQUITY INDEX F | 160,152 | $11.8M | 3.42% |
| 9 | SPDR S&P 500 ETF TR | 14,104 | $9.6M | 2.79% |
| 10 | ISHARES TR | 63,659 | $9.0M | 2.61% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 79 | $304.9M | 88.5% |
| Unknown | 8 | $22.5M | 6.5% |
| Technology | 6 | $6.1M | 1.8% |
| Consumer Cyclical | 3 | $5.9M | 1.7% |
| Industrials | 3 | $1.4M | 0.4% |
| Energy | 3 | $1.1M | 0.3% |
| Communication Services | 3 | $841K | 0.2% |
| Healthcare | 4 | $830K | 0.2% |
| Consumer Defensive | 2 | $568K | 0.2% |
| Utilities | 1 | $285K | 0.1% |