Pinnacle Family Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Springfield, MO
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
124
Total value ($000)
$229,200
Net value change ($000)
+23,448 (11.4%)
New positions
13
Sold out positions
13
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
SPEM 3,958 1105.6%
QQQ 3,298 19.9%
FCUS 2,924 16.4%
SPY 2,869 16.8%
ORLY 1,698 25.0%
AAPL 1,547 30.2%
ONEQ 1,420 54.6%
NVDA 1,317 21.9%
SPYG 1,293 46.1%
IVV 1,282 8.9%
Top Reduces (Value $000, Stocks/ETFs)
SPMD -2,817 -100.0%
MDYG -2,595 -88.5%
AFLG -1,172 -100.0%
LGOV -760 -53.0%
SARK -708 -100.0%
AMZN -591 -15.1%
BABA -516 -100.0%
XLU -375 -100.0%
XME -287 -100.0%
FDL -286 -100.0%
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