Pinnacle Financial Group, LLC / IL

Q2 2026 13F-HR Holdings

Location
Western Springs, IL
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$409,738
Net value change ($000)
+44,907 (12.3%)
New positions
8
Sold out positions
2
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PRF 4,171 13.1%
DFAC 4,052 18.9%
DFEM 3,990 19.9%
EEM 2,655 28.8%
DFIC 2,069 6.4%
VEU 1,978 15.2%
VTV 1,947 93.0%
VYM 1,788 12.8%
SPY 1,620 17.4%
DFAS 1,396 17.4%
Top Reduces (Value $000, Stocks/ETFs)
DVY -1,632 -18.3%
GLD -785 -13.9%
MCD -636 -13.9%
VGSH -328 -100.0%
PEP -232 -100.0%
XOM -132 -18.2%
JNK -108 -12.5%
XLE -82 -20.9%
CVX -73 -21.2%
PLTR -70 -21.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type