Pinnacle Family Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Springfield, MO
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$247,674
Net value change ($000)
+9,305 (3.9%)
New positions
23
Sold out positions
21
Turnover %
14.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 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)
EMEQ 4,643 NEW
DIA 2,850 206.1%
XLK 2,825 429.3%
AAPL 2,012 31.0%
XLV 1,993 137.3%
NSC 1,954 NEW
FCUS 1,752 7.9%
QUAL 1,588 NEW
PH 1,440 NEW
NVDA 1,288 17.7%
Top Reduces (Value $000, Stocks/ETFs)
EEM -4,643 -100.0%
ORLY -4,430 -59.2%
SPY -2,287 -14.2%
XLF -1,443 -61.7%
XLRE -1,420 -100.0%
IWM -1,370 -100.0%
QQQ -1,258 -10.8%
FBT -1,044 -100.0%
XOM -1,002 -100.0%
XLP -845 -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