Pinnacle Family Advisors, LLC

13F filer · CIK 0001679064

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$238MU.S. long equity reported on 13F

Positions5915 new · 4 closed

Net flow last quarter-$668KBuys minus sells

Top 10 positions weight25.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202659 positions
SPYSPDR S&P 500 ETF Trust	$16.1M	6.77%	Not reported	-7.9%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$11.6M	4.88%	Not reported	-9.5%	Q2 2018
ORLYO Reilly Automotive Inc	$7.48M	3.14%	0.01%	-4.9%	Q4 2016
NVDANvidia Corp	$7.29M	3.06%	0.00%	-6.9%	Q4 2017
AAPLApple Inc.	$6.49M	2.72%	0.00%	-12.6%	Q4 2016
IGLBBimergen Energy Corp	$3.44M	1.44%	Not reported	-3.6%	Q1 2019
TSLATesla, Inc.	$3.41M	1.43%	0.00%	-0.4%	Q4 2016
AMZNAmazon Com Inc	$3.19M	1.34%	0.00%	-1.9%	Q4 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$1.38M	0.58%	Not reported	-2.7%	Q4 2016
SCHISterling Chemicals Inc	$1.3M	0.55%	Not reported	+1.4%	Q1 2021
SLViShares Silver Trust	$1.27M	0.53%	0.00%	+5.9%	Q3 2025
GLDSPDR Gold Trust	$1.24M	0.52%	0.00%	-7.3%	Q3 2017
SPABASTROTECH Corp	$1.11M	0.47%	Not reported	+4.0%	Q4 2020
XOMExxonMobil Holdings Corp	$1M	0.42%	0.00%	-1.4%	Q4 2016
AMDAdvanced Micro Devices Inc	$880K	0.37%	0.00%	Not reported	Q4 2019
MUMicron Technology Inc	$847K	0.36%	0.00%	New	Q2 2026
WMTWalmart Inc.	$819K	0.34%	0.00%	-4.1%	Q1 2018
LLYELI LILLY & Co	$810K	0.34%	0.00%	+0.2%	Q3 2018
PLTRPalantir Technologies Inc.	$775K	0.33%	0.00%	-16.6%	Q4 2020
IRMIron Mountain Inc	$741K	0.31%	0.00%	-0.2%	Q2 2021
LGOVLargo Vista Group Ltd	$662K	0.28%	Not reported	+4.5%	Q3 2023
FVDFirst Trust Value Line Dividend Fund	$630K	0.26%	Not reported	+0.7%	Q4 2020
GOOGAlphabet Inc.	$621K	0.26%	Not reported	+0.6%	Q2 2019
NVMINova Ltd.	$543K	0.23%	0.00%	Not reported	Q2 2024
LTCLTC Properties Inc	$537K	0.23%	0.03%	-0.5%	Q3 2025
WMBWilliams Companies, Inc.	$517K	0.22%	0.00%	+0.2%	Q1 2022
COINCoinbase Global, Inc.	$507K	0.21%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$491K	0.21%	Not reported	+12.7%	Q3 2018
BRK.BBerkshire Hathaway Inc	$481K	0.20%	Not reported	-4.0%	Q4 2021
GOOGLAlphabet Inc.	$473K	0.20%	0.00%	-8.1%	Q2 2024
MRVLMarvell Technology, Inc.	$447K	0.19%	0.00%	New	Q2 2026
FDTFederal Trust Corp	$434K	0.18%	Not reported	-33.8%	Q4 2016
LOWLowes Companies Inc	$392K	0.16%	0.00%	Not reported	Q3 2020
BACBank of America Corp	$384K	0.16%	0.00%	-11.5%	Q4 2020
EPREpr Properties	$375K	0.16%	0.01%	-6.1%	Q3 2025
MSFTMicrosoft Corp	$349K	0.15%	0.00%	+2.2%	Q1 2019
CATCaterpillar Inc	$341K	0.14%	0.00%	-3.3%	Q4 2020
ICHRIchor Holdings, Ltd.	$326K	0.14%	0.01%	New	Q2 2026
LRCXLam Research Corp	$325K	0.14%	0.00%	Not reported	Q4 2020
SYKStryker Corp	$310K	0.13%	0.00%	-1.7%	Q1 2024
PSXPhillips 66	$305K	0.13%	0.00%	+0.6%	Q4 2016
JNJJohnson & Johnson	$303K	0.13%	0.00%	+0.3%	Q2 2017
CVXChevron Corp	$303K	0.13%	0.00%	-0.3%	Q1 2021
OKEOneok Inc	$302K	0.13%	0.00%	+0.8%	Q1 2024
SKYYSkye International, Inc	$299K	0.13%	Not reported	Not reported	Q3 2018
METCRamaco Resources, Inc.	$288K	0.12%	0.05%	+0.5%	Q3 2025
FEPFranklin Electronic Publishers Inc	$280K	0.12%	Not reported	-3.9%	Q4 2020
IBMInternational Business Machines Corp	$267K	0.11%	0.00%	-9.2%	Q2 2022
PHYSSprott Physical Gold Trust	$265K	0.11%	0.00%	New	Q2 2026
MPCMarathon Petroleum Corp	$261K	0.11%	0.00%	+0.4%	Q1 2022

Q1 2026Reported May 15, 202648 positions
SPYSPDR S&P 500 ETF Trust	$15.3M	7.17%	Not reported	+6.9%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$10.1M	4.73%	Not reported	-37.3%	Q2 2018
ORLYO Reilly Automotive Inc	$7.89M	3.71%	0.01%	+7.7%	Q4 2016
NVDANvidia Corp	$6.82M	3.21%	0.00%	-0.2%	Q4 2017
AAPLApple Inc.	$6.51M	3.06%	0.00%	-1.8%	Q4 2016
IGLBBimergen Energy Corp	$3.54M	1.66%	Not reported	-2.8%	Q1 2019
TSLATesla, Inc.	$3.02M	1.42%	0.00%	-1.3%	Q4 2016
AMZNAmazon Com Inc	$2.84M	1.33%	0.00%	-7.2%	Q4 2016
GLDSPDR Gold Trust	$1.57M	0.74%	0.00%	-66.3%	Q3 2017
SLViShares Silver Trust	$1.53M	0.72%	0.00%	-11.7%	Q3 2025
SCHISterling Chemicals Inc	$1.29M	0.61%	Not reported	+5.2%	Q1 2021
XOMExxonMobil Holdings Corp	$1.26M	0.59%	0.00%	+2.9%	Q4 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$1.26M	0.59%	Not reported	-46.7%	Q4 2016
PLTRPalantir Technologies Inc.	$1.17M	0.55%	0.00%	+0.9%	Q4 2020
SPABASTROTECH Corp	$1.07M	0.50%	Not reported	+0.5%	Q4 2020
WMTWalmart Inc.	$937K	0.44%	0.00%	+7.8%	Q1 2018
LGOVLargo Vista Group Ltd	$638K	0.30%	Not reported	-2.6%	Q3 2023
LLYELI LILLY & Co	$620K	0.29%	0.00%	Not reported	Q3 2018
FVDFirst Trust Value Line Dividend Fund	$611K	0.29%	Not reported	+0.9%	Q4 2020
FDTFederal Trust Corp	$602K	0.28%	Not reported	-4.7%	Q4 2016
IRMIron Mountain Inc	$601K	0.28%	0.00%	+0.5%	Q2 2021
LTCLTC Properties Inc	$522K	0.25%	0.03%	+0.3%	Q3 2025
WMBWilliams Companies, Inc.	$505K	0.24%	0.00%	+0.2%	Q1 2022
GOOGAlphabet Inc.	$501K	0.24%	Not reported	+1.8%	Q2 2019
BRK.BBerkshire Hathaway Inc	$480K	0.23%	Not reported	Not reported	Q4 2021
METAMeta Platforms, Inc.	$442K	0.21%	Not reported	+93.3%	Q3 2018
LOWLowes Companies Inc	$421K	0.20%	0.00%	Not reported	Q3 2020
GOOGLAlphabet Inc.	$414K	0.19%	0.00%	-1.0%	Q2 2024
CVXChevron Corp	$379K	0.18%	0.00%	+1.1%	Q1 2021
BACBank of America Corp	$371K	0.17%	0.00%	+3.2%	Q4 2020
EPREpr Properties	$344K	0.16%	0.01%	+1.0%	Q3 2025
MSFTMicrosoft Corp	$339K	0.16%	0.00%	+37.8%	Q1 2019
METCRamaco Resources, Inc.	$335K	0.16%	0.05%	-3.5%	Q3 2025
SYKStryker Corp	$329K	0.15%	0.00%	+10.0%	Q1 2024
PSXPhillips 66	$326K	0.15%	0.00%	-6.8%	Q4 2016
OKEOneok Inc	$312K	0.15%	0.00%	+0.2%	Q1 2024
JNJJohnson & Johnson	$291K	0.14%	0.00%	+12.0%	Q2 2017
SMHMarket Vectors ETF Trust	$282K	0.13%	Not reported	-36.6%	Q2 2023
FEPFranklin Electronic Publishers Inc	$279K	0.13%	Not reported	-2.5%	Q4 2020
IAUIshares Gold Trust	$268K	0.13%	0.00%	+0.3%	Q3 2025
NEENextera Energy Inc	$267K	0.13%	0.00%	-5.4%	Q1 2019
IBMInternational Business Machines Corp	$253K	0.12%	0.00%	-1.8%	Q2 2022
MPCMarathon Petroleum Corp	$248K	0.12%	0.00%	Not reported	Q1 2022
RTXRTX Corp	$247K	0.12%	0.00%	+1.1%	Q3 2025
THROTheron Resource Group	$247K	0.12%	0.09%	+3.3%	Q2 2025
CATCaterpillar Inc	$235K	0.11%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$206K	0.10%	0.00%	+10.2%	Q4 2020
GGNGAMCO Global Gold, Natural Resources & Income Trust	$66.2K	0.03%	Not reported	New	Q1 2026
Q4 2025Reported Feb 17, 202651 positions
QQQInvesco QQQ Trust, Series 1	$17.1M	7.52%	Not reported	-15.9%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$15M	6.59%	Not reported	-26.8%	Q2 2017
NVDANvidia Corp	$7.31M	3.22%	0.00%	-0.3%	Q4 2017
ORLYO Reilly Automotive Inc	$7.23M	3.18%	0.01%	+0.8%	Q4 2016
AAPLApple Inc.	$7.11M	3.13%	0.00%	-0.3%	Q4 2016
GLDSPDR Gold Trust	$4.28M	1.88%	0.00%	+10.5%	Q3 2017
TSLATesla, Inc.	$3.71M	1.63%	0.00%	-1.4%	Q4 2016
IGLBBimergen Energy Corp	$3.7M	1.63%	Not reported	-0.9%	Q1 2019
AMZNAmazon Com Inc	$3.39M	1.49%	0.00%	-2.9%	Q4 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$2.45M	1.08%	Not reported	+80.4%	Q4 2016
SLViShares Silver Trust	$1.63M	0.72%	0.00%	+109.5%	Q3 2025
PLTRPalantir Technologies Inc.	$1.4M	0.62%	0.00%	+14.6%	Q4 2020
SPMDSupermedia Inc.	$1.32M	0.58%	Not reported	Not reported	Q4 2021
SCHISterling Chemicals Inc	$1.24M	0.55%	Not reported	+3.1%	Q1 2021
SPABASTROTECH Corp	$1.07M	0.47%	Not reported	-47.2%	Q4 2020
XOMExxonMobil Holdings Corp	$869K	0.38%	0.00%	+2.3%	Q4 2016
WMTWalmart Inc.	$780K	0.34%	0.00%	Not reported	Q1 2018
LGOVLargo Vista Group Ltd	$663K	0.29%	Not reported	-1.8%	Q3 2023
FVDFirst Trust Value Line Dividend Fund	$593K	0.26%	Not reported	-0.2%	Q4 2020
FDTFederal Trust Corp	$577K	0.25%	Not reported	-5.4%	Q4 2016
GOOGAlphabet Inc.	$539K	0.24%	Not reported	Not reported	Q2 2019
BRK.BBerkshire Hathaway Inc	$503K	0.22%	Not reported	+1.9%	Q4 2021
IRMIron Mountain Inc	$485K	0.21%	0.00%	+0.4%	Q2 2021
LTCLTC Properties Inc	$481K	0.21%	0.03%	+1.0%	Q3 2025
GOOGLAlphabet Inc.	$455K	0.20%	0.00%	Not reported	Q2 2024
LOWLowes Companies Inc	$429K	0.19%	0.00%	Not reported	Q3 2020
SMHMarket Vectors ETF Trust	$418K	0.18%	Not reported	Not reported	Q2 2023
WMBWilliams Companies, Inc.	$416K	0.18%	0.00%	+0.3%	Q1 2022
BACBank of America Corp	$405K	0.18%	0.00%	+2.0%	Q4 2020
METCRamaco Resources, Inc.	$404K	0.18%	0.05%	+0.8%	Q3 2025
EPREpr Properties	$340K	0.15%	0.01%	+2.4%	Q3 2025
CRWVCoreWeave, Inc.	$323K	0.14%	Not reported	-29.5%	Q2 2025
MSFTMicrosoft Corp	$321K	0.14%	0.00%	-9.5%	Q1 2019
SYKStryker Corp	$320K	0.14%	0.00%	+2.1%	Q1 2024
IBMInternational Business Machines Corp	$315K	0.14%	0.00%	+0.8%	Q2 2022
FEPFranklin Electronic Publishers Inc	$281K	0.12%	Not reported	-4.6%	Q4 2020
CVXChevron Corp	$277K	0.12%	0.00%	+0.3%	Q1 2021
METAMeta Platforms, Inc.	$264K	0.12%	Not reported	-9.5%	Q3 2018
THROTheron Resource Group	$255K	0.11%	0.08%	+4.2%	Q2 2025
OKEOneok Inc	$253K	0.11%	0.00%	+1.0%	Q1 2024
PATHUiPath, Inc.	$250K	0.11%	Not reported	New	Q4 2025
PSXPhillips 66	$248K	0.11%	0.00%	+0.8%	Q4 2016
IAUIshares Gold Trust	$246K	0.11%	0.00%	Not reported	Q3 2025
NEENextera Energy Inc	$244K	0.11%	0.00%	-0.2%	Q1 2019
RTXRTX Corp	$233K	0.10%	0.00%	-1.8%	Q3 2025
GLDMWorld Gold Trust	$225K	0.10%	0.00%	New	Q4 2025
AXPAmerican Express Co	$222K	0.10%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$220K	0.10%	0.00%	Not reported	Q2 2017
VVisa Inc.	$219K	0.10%	0.00%	-6.0%	Q1 2019
JPMJPMorgan Chase & Co	$205K	0.09%	0.00%	Not reported	Q4 2020

Q3 2025Reported Nov 14, 202545 positions
SPYSPDR S&P 500 ETF Trust	$20M	8.71%	Not reported	+8.3%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$19.9M	8.67%	Not reported	+10.1%	Q2 2018
ORLYO Reilly Automotive Inc	$8.48M	3.70%	0.01%	-2.3%	Q4 2016
NVDANvidia Corp	$7.34M	3.20%	0.00%	+3.2%	Q4 2017
AAPLApple Inc.	$6.67M	2.91%	0.00%	+4.3%	Q4 2016
IGLBBimergen Energy Corp	$3.82M	1.67%	Not reported	-1.2%	Q1 2019
TSLATesla, Inc.	$3.72M	1.62%	0.00%	+1.8%	Q4 2016
GLDSPDR Gold Trust	$3.48M	1.52%	0.00%	+29.6%	Q3 2017
AMZNAmazon Com Inc	$3.32M	1.45%	0.00%	-14.8%	Q4 2016
SPABASTROTECH Corp	$2.04M	0.89%	Not reported	+2.2%	Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$1.31M	0.57%	Not reported	-4.2%	Q4 2016
PLTRPalantir Technologies Inc.	$1.26M	0.55%	0.00%	+14.0%	Q4 2020
SCHISterling Chemicals Inc	$1.21M	0.53%	Not reported	+7.2%	Q1 2021
CRWVCoreWeave, Inc.	$875K	0.38%	Not reported	+8.4%	Q2 2025
XOMExxonMobil Holdings Corp	$797K	0.35%	0.00%	+2.8%	Q4 2016
METCRamaco Resources, Inc.	$739K	0.32%	0.05%	New	Q3 2025
WMTWalmart Inc.	$721K	0.31%	0.00%	+5.4%	Q1 2018
LGOVLargo Vista Group Ltd	$673K	0.29%	Not reported	-53.8%	Q3 2023
FVDFirst Trust Value Line Dividend Fund	$597K	0.26%	Not reported	-27.0%	Q4 2020
IRMIron Mountain Inc	$594K	0.26%	0.00%	+4.0%	Q2 2021
FDTFederal Trust Corp	$579K	0.25%	Not reported	-4.6%	Q4 2016
SLViShares Silver Trust	$513K	0.22%	0.00%	New	Q3 2025
LTCLTC Properties Inc	$511K	0.22%	0.03%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$494K	0.22%	Not reported	-6.9%	Q4 2021
LOWLowes Companies Inc	$447K	0.20%	0.00%	Not reported	Q3 2020
WMBWilliams Companies, Inc.	$438K	0.19%	0.00%	+5.8%	Q1 2022
SBETSharplink, Inc.	$432K	0.19%	0.01%	New	Q3 2025
GOOGAlphabet Inc.	$418K	0.18%	Not reported	-0.9%	Q2 2019
EPREpr Properties	$386K	0.17%	0.01%	New	Q3 2025
MSFTMicrosoft Corp	$380K	0.17%	0.00%	+15.2%	Q1 2019
BACBank of America Corp	$373K	0.16%	0.00%	+0.7%	Q4 2020
GOOGLAlphabet Inc.	$354K	0.15%	0.00%	+3.9%	Q2 2024
SYKStryker Corp	$330K	0.14%	0.00%	+4.5%	Q1 2024
METAMeta Platforms, Inc.	$325K	0.14%	Not reported	+2.3%	Q3 2018
IBMInternational Business Machines Corp	$298K	0.13%	0.00%	+8.4%	Q2 2022
CVXChevron Corp	$281K	0.12%	0.00%	-0.2%	Q1 2021
FEPFranklin Electronic Publishers Inc	$281K	0.12%	Not reported	-5.3%	Q4 2020
PSXPhillips 66	$259K	0.11%	0.00%	+12.7%	Q4 2016
OKEOneok Inc	$249K	0.11%	0.00%	+8.7%	Q1 2024
THROTheron Resource Group	$240K	0.10%	0.08%	+0.5%	Q2 2025
NEENextera Energy Inc	$230K	0.10%	0.00%	+9.0%	Q1 2019
VVisa Inc.	$227K	0.10%	0.00%	+0.2%	Q1 2019
MSTRStrategy Inc	$221K	0.10%	Not reported	Not reported	Q4 2024
IAUIshares Gold Trust	$220K	0.10%	0.00%	New	Q3 2025
RTXRTX Corp	$216K	0.09%	0.00%	New	Q3 2025

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