Pinnacle Family Advisors, LLC
All 13F Filings
- Location
- Springfield, MO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 227,213
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 141 | 227,213 | 13F-HR | Pinnacle Family Advisors, LLC |
| Q3 2025 | 11/14/2025 | 124 | 229,200 | 13F-HR | Pinnacle Family Advisors, LLC |
| Q2 2025 | 8/14/2025 | 124 | 205,752 | 13F-HR | Pinnacle Family Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 167.6 K | 73.8% | 0 | 5.486 K | -5.486 K |
| ETFs | 59.03 K | 26.0% | 3.588 K | 0 | 3.588 K |
| Other | 600 | 0.3% | 0 | 92 | -92 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
227,213
Holdings
141
QoQ value change ($000)
-1,987
(-0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.