Pinnacle Family Advisors, LLC
All 13F Filings
- Location
- Springfield, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 212,826
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 135 | 212,826 | 13F-HR | Pinnacle Family Advisors, LLC |
| 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 | 76.53 K | 36.0% | 0 | 91.06 K | -91.06 K |
| ETFs | 136.3 K | 64.0% | 77.27 K | 0 | 77.27 K |
| Other | 0 | 0.0% | 0 | 600 | -600 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
212,826
Holdings
135
QoQ value change ($000)
-14,387
(-6.3%)
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.