Pinnacle Family Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Springfield, MO
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$227,213
Net value change ($000)
-1,987 (-0.9%)
New positions
28
Sold out positions
11
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
EEM 1,735 NEW
XLG 1,660 35.9%
SPMD 1,324 NEW
AFLG 1,302 NEW
SPSM 1,291 NEW
SLYV 1,153 NEW
DIA 1,141 87.0%
SLV 1,121 218.5%
SPYV 1,102 NEW
MDYV 1,085 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -4,995 -25.0%
SPEM -3,904 -90.5%
SPYG -2,804 -68.5%
QQQ -2,765 -13.9%
SPDW -1,808 -55.2%
RSP -1,277 -77.1%
ORLY -1,252 -14.8%
EFA -1,243 -11.5%
SPLV -1,160 -100.0%
SPAB -966 -47.4%
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