Pinnacle Family Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Springfield, MO
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$212,826
Net value change ($000)
-14,387 (-6.3%)
New positions
20
Sold out positions
26
Turnover %
15.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BIL 10,065 NEW
EEM 3,093 178.3%
SCHV 2,313 97.6%
SLYG 1,938 NEW
SLYV 1,464 127.0%
SOXS 1,045 NEW
ORLY 652 9.0%
LLY 620 NEW
BND 518 23.4%
GOVT 438 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -7,023 -41.1%
FCUS -3,913 -18.1%
EFA -2,870 -30.0%
GLD -2,716 -63.4%
XLG -2,390 -38.0%
SPMD -1,324 -100.0%
SPYG -1,292 -100.0%
SPSM -1,291 -100.0%
DIA -1,193 -48.6%
SPYV -1,102 -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