Notify me when Pinnacle Family Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 141 | $227,213,076 | +$24,699,755 | -$28,229,831 | -$3,530,076 | FCUS, QQQ, IVV, SPY, EFA | 13F-HR | 17 Feb 2026, 12:49 |
| Q3 2025 | 124 | $229,200,494 | +$19,240,905 | -$15,913,932 | +$3,326,973 | FCUS, SPY, QQQ, IVV, EFA | 13F-HR | 14 Nov 2025, 14:37 |
| Q2 2025 | 124 | $205,752,410 | +$46,554,432 | -$32,817,206 | +$13,737,226 | FCUS, SPY, QQQ, IVV, EFA | 13F-HR | 14 Aug 2025, 13:46 |
| Q1 2025 | 109 | $183,930,981 | +$21,931,784 | -$33,621,833 | -$11,690,049 | FCUS, SPY, IVV, ORLY, QQQ | 13F-HR | 15 May 2025, 09:16 |
| Q4 2024 | 114 | $206,589,135 | +$47,296,510 | -$26,419,853 | +$20,876,657 | FCUS, SPY, IVV, QQQ, AAPL | 13F-HR | 14 Feb 2025, 14:33 |
| Q3 2024 | 117 | $193,036,958 | +$45,250,973 | -$42,265,653 | +$2,985,320 | FCUS, IVV, SPY, ORLY, AAPL | 13F-HR | 14 Nov 2024, 10:46 |
| Q2 2024 | 109 | $180,936,796 | +$38,584,287 | -$45,480,096 | -$6,895,809 | IVV, FCUS, SPY, QQQ, NVDA | 13F-HR | 14 Aug 2024, 11:36 |
| Q1 2024 | 100 | $187,638,636 | +$32,946,410 | -$28,904,332 | +$4,042,078 | IVV, FCUS, SPY, QQQ, XLG | 13F-HR | 15 May 2024, 14:33 |
| Q4 2023 | 93 | $170,100,848 | +$25,814,343 | -$48,654,064 | -$22,839,721 | IVV, FCUS, QQQ, SPY, SCHG | 13F-HR | 14 Feb 2024, 14:31 |
| Q3 2023 | 88 | $174,509,767 | +$25,433,228 | -$28,170,925 | -$2,737,697 | IVV, AAPL, FCUS, QQQ, SPY | 13F-HR | 14 Nov 2023, 10:49 |
| Q2 2023 | 101 | $184,878,905 | +$36,604,844 | -$28,523,878 | +$8,080,966 | IVV, AAPL, QQQ, AMZN, TSLA | 13F-HR | 14 Aug 2023, 08:05 |
| Q1 2023 | 95 | $164,292,334 | +$51,450,116 | -$38,963,593 | +$12,486,523 | IVV, AAPL, QQQ, AMZN, EFA | 13F-HR | 15 May 2023, 09:02 |
| Q4 2022 | 92 | $140,001,099 | +$45,529,804 | -$18,161,010 | +$27,368,794 | IVV, AAPL, DIA, IVE, AMZN | 13F-HR | 10 Feb 2023, 14:30 |
| Q3 2022 | 78 | $115,454,000 | +$26,349,492 | -$25,845,669 | +$503,823 | AAPL, AMZN, TSLA, IVV, FTSM | 13F-HR | 14 Nov 2022, 12:47 |
| Q2 2022 | 85 | $122,448,000 | +$21,410,879 | -$49,917,581 | -$28,506,702 | AAPL, AMZN, IVE, FLOT, TSLA | 13F-HR | 15 Aug 2022, 14:11 |
| Q1 2022 | 114 | $187,732,000 | +$55,632,804 | -$82,449,954 | -$26,817,150 | AAPL, IVV, AMZN, IVE, TSLA | 13F-HR | 16 May 2022, 16:15 |
| Q4 2021 | 106 | $220,899,000 | +$35,384,299 | -$59,537,617 | -$24,153,318 | IVV, AAPL, AMZN, QQQ, TSLA | 13F-HR | 14 Feb 2022, 16:25 |
| Q3 2021 | 139 | $223,598,000 | +$76,115,082 | -$81,060,958 | -$4,945,876 | IVV, AAPL, AMZN, QQQ, IVW | 13F-HR | 12 Nov 2021, 12:07 |
| Q2 2021 | 129 | $228,972,000 | +$52,886,626 | -$23,591,165 | +$29,295,461 | AAPL, AMZN, IJS, IJT, IVV | 13F-HR | 16 Aug 2021, 14:49 |
| Q1 2021 | 119 | $190,679,000 | +$76,143,368 | -$53,877,710 | +$22,265,658 | AAPL, AMZN, IVV, IJJ, IJS | 13F-HR | 14 May 2021, 08:42 |
| Q4 2020 | 124 | $163,409,000 | +$61,885,920 | -$53,876,257 | +$8,009,663 | AAPL, AMZN, IVV, SPY, TSLA | 13F-HR | 16 Feb 2021, 14:55 |
| Q3 2020 | 79 | $147,970,000 | +$54,065,170 | -$23,455,036 | +$30,610,134 | AAPL, QQQ, AMZN, IVV, SPY | 13F-HR | 16 Nov 2020, 14:58 |
| Q2 2020 | 76 | $114,560,000 | +$42,651,605 | -$27,441,648 | +$15,209,957 | QQQ, AMZN, AGG, IVV, AAPL | 13F-HR | 12 Aug 2020, 17:26 |
| Q1 2020 | 57 | $80,757,000 | +$28,849,328 | -$45,977,660 | -$17,128,332 | QQQ, IVV, AMZN, AAPL, IVW | 13F-HR | 13 May 2020, 10:41 |
| Q4 2019 | 75 | $111,019,000 | +$16,862,960 | -$26,509,316 | -$9,646,356 | IVV, AMZN, IVW, AAPL, QQQ | 13F-HR | 13 Feb 2020, 17:33 |
| Q3 2019 | 75 | $111,403,000 | +$14,368,983 | -$22,913,269 | -$8,544,286 | IVV, FRI, IVW, ITOT, QQQ | 13F-HR | 14 Nov 2019, 13:59 |
| Q2 2019 | 76 | $120,587,000 | +$34,205,696 | -$28,948,066 | +$5,257,630 | FRI, IVW, IVV, ITOT, QQQ | 13F-HR | 14 Aug 2019, 10:08 |
| Q1 2019 | 72 | $112,431,000 | +$35,371,410 | -$86,872,958 | -$51,501,548 | IVV, AGG, FIXD, ITOT, AMZN | 13F-HR | 15 May 2019, 11:55 |
| Q4 2018 | 60 | $148,689,000 | +$59,958,621 | -$76,577,691 | -$16,619,070 | IVW, SPY, QQQ, IJT, IWM | 13F-HR | 14 Feb 2019, 12:03 |
| Q3 2018 | 62 | $189,294,000 | +$95,858,102 | -$100,269,922 | -$4,411,820 | QQQ, IVW, IJT, FYX, VBR | 13F-HR | 14 Nov 2018, 13:27 |
| Q2 2018 | 64 | $187,931,000 | +$100,487,094 | -$89,173,247 | +$11,313,847 | FTSM, QQQ, IVW, FLOT, IVV | 13F-HR | 14 Aug 2018, 16:40 |
| Q1 2018 | 64 | $175,253,000 | +$68,403,265 | -$108,576,130 | -$40,172,865 | IVV, DIA, VBR, IJK, IJH | 13F-HR | 15 May 2018, 11:46 |
| Q4 2017 | 70 | $216,865,000 | +$85,701,546 | -$91,236,674 | -$5,535,128 | DIA, IYM, IJT, VBR, IVV | 13F-HR | 13 Feb 2018, 10:52 |
| Q3 2017 | 69 | $212,697,000 | +$81,569,351 | -$55,238,588 | +$26,330,763 | QQQ, IVW, DIA, IJK, FRI | 13F-HR | 13 Nov 2017, 13:38 |
| Q2 2017 | 65 | $179,178,000 | +$120,762,953 | -$104,356,252 | +$16,406,701 | FTSM, QQQ, DIA, IVV, SH | 13F-HR | 08 Sep 2017, 14:14 |
| Q1 2017 | 59 | $161,659,000 | +$73,141,700 | -$78,711,721 | -$5,570,021 | VBR, IJJ, IJT, IJH, FNX | 13F-HR | 08 Sep 2017, 14:09 |
| Q4 2016 | 58 | $163,403,000 | $0 | $0 | $0 | IEMG, QQQ, IJT, VBR, IWM | 13F-HR | 30 Aug 2017, 15:45 |