Pinnacle Family Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Springfield, MO
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$238,369
Net value change ($000)
+25,543 (12.0%)
New positions
35
Sold out positions
15
Turnover %
14.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 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)
FCUS 4,407 24.8%
SCHV 4,086 87.3%
SCHG 2,101 34.9%
IVV 1,840 12.3%
QQQ 1,555 15.4%
SPYG 1,464 NEW
XLV 1,452 NEW
XLRE 1,420 NEW
IWM 1,370 NEW
XLF 1,318 129.0%
Top Reduces (Value $000, Stocks/ETFs)
BIL -10,065 -100.0%
SLYG -1,938 -100.0%
SOXS -1,045 -100.0%
QUAL -423 -100.0%
ORLY -406 -5.1%
PLTR -390 -33.5%
GLD -323 -20.6%
SQQQ -302 -100.0%
XLE -285 -100.0%
IAGG -283 -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