Pinnacle Financial Group, LLC / IL

Q3 2026 13F-HR Holdings

Location
Western Springs, IL
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$415,598
Net value change ($000)
+5,860 (1.4%)
New positions
9
Sold out positions
6
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 6,095 NEW
MINT 1,274 12.7%
CAT 1,247 98.0%
NVDA 1,092 73.3%
VYMI 928 5.7%
EXXONMOBIL HOLDINGS CORP 707 NEW
TSLA 562 155.7%
DFAC 501 2.0%
AAPL 473 15.9%
VYM 441 2.8%
Top Reduces (Value $000, Stocks/ETFs)
DFAR -6,740 -100.0%
DFAS -896 -9.5%
PRF -694 -1.9%
MCD -621 -15.7%
XOM -593 -100.0%
AGG -582 -6.5%
DTD -341 -1.5%
VUG -307 -100.0%
DFEM -288 -1.2%
VB -254 -3.4%
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