Fund HoldingsPinnacle Family Advisors, LLC

Total Portfolio Value
$238.37M
Total Bought
$67.43M
Total Sold
$59.04M
Net Transaction
+$8.39M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
TIDAL TRUST II
PINN FOCU OP ETF
0494,409+494,409022,1679.30%+22,167
SCHWAB STRATEGIC TR153,518251,880+98,3624,6828,7683.68%+4,086
SPDR SERIES TRUST
ST STR SP600SM C
029,336+29,33603,2011.34%+3,201
SPDR SERIES TRUST
ST STR P500ETF
036,204+36,20403,1821.33%+3,182
SELECT SECTOR SPDR TR
ST STR FINL ETF
043,640+43,64002,3400.98%+2,340
SCHWAB STRATEGIC TR0239,933+239,93308,1193.41%+8,119
ISHARES TR022,404+22,404016,7787.04%+16,778
INVESCO QQQ TR015,792+15,792011,6294.88%+11,629
SPDR SERIES TRUST
ST STR P500GRW
012,306+12,30601,4640.61%+1,464
SELECT SECTOR SPDR TR
ST STR CARE ETF
09,154+9,15401,4520.61%+1,452
SELECT SECTOR SPDR TR
ST STR REAL ETF
032,247+32,24701,4200.60%+1,420
ISHARES TR04,560+4,56001,3700.57%+1,370
SPDR SERIES TRUST
ST STR AGGRE ETF
043,508+43,50801,1100.47%+1,110
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
080,545+80,54504,9322.07%+4,932
ADVANCED MICRO DEVICES INC(AMD)01,516+1,51608800.37%+880
STATE STR SPDR S&P 500 ETF T(SPY)23,45621,601-1,85515,25416,1316.77%+877
MICRON TECHNOLOGY INC(MU)0734+73408470.36%+847
SELECT SECTOR SPDR TR
ST STR STAPL ETF
010,178+10,17808450.35%+845
FIDELITY COMWLTH TR045,863+45,86304,7341.99%+4,734
SCHWAB STRATEGIC TR07,497+7,49707550.32%+755
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
033,893+33,89307020.29%+702
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,453+3,45306580.28%+658
SELECT SECTOR SPDR TR
ST STR DISCR ETF
05,590+5,59006560.28%+656
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
015,942+15,94206290.26%+629
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
33,98443,607+9,6231,3111,8930.79%+582
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
018,982+18,98205810.24%+581
VANECK ETF TRUST
STEEL ETF
05,580+5,58005490.23%+549
NOVA LTD(NVMI)01,000+1,00005430.23%+543
ISHARES TR069,490+69,49007,2193.03%+7,219
COINBASE GLOBAL INC(COIN)03,468+3,46805070.21%+507
SPDR INDEX SHS FDS
ST PORT MARK ETF
09,144+9,14404730.20%+473
SELECT SECTOR SPDR TR
ST STR UTIL ETF
010,416+10,41604720.20%+472
NVIDIA CORPORATION(NVDA)036,428+36,42807,2893.06%+7,289
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
022,891+22,89102,6301.10%+2,630
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
012,235+12,23504480.19%+448
MARVELL TECHNOLOGY INC(MRVL)01,500+1,50004470.19%+447
ISHARES TR
CORE UNIVRSL USD
13,69922,958+9,2596331,0600.44%+427
SPDR SERIES TRUST
ST STR SP400GRW
03,586+3,58604020.17%+402
SPDR INDEX SHS FDS
ST STR PO EX ETF
07,919+7,91903990.17%+399
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
08,237+8,23703930.16%+393
TESLA INC(TSLA)08,105+8,10503,4091.43%+3,409
SPDR SERIES TRUST
ST STR SP BIOT
02,300+2,30003640.15%+364
BLACKROCK ETF TRUST
ISHA I IN TE ETF
06,683+6,68303520.15%+352
AMAZON COM INC(AMZN)013,376+13,37603,1881.34%+3,188
ICHOR HOLDINGS
SHS
02,900+2,90003260.14%+326
LAM RESEARCH CORP(LRCX)0750+75003250.14%+325
ISHARES TR01,320+1,32003200.13%+320
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
03,555+3,55503190.13%+319
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,1133,346+1,2334067120.30%+306
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
06,871+6,87103050.13%+305
FIRST TR EXCHANGE-TRADED FD
CLOUD COMPUTING
02,225+2,22502990.13%+299
BLACKROCK ETF TRUST
ISHA SYST AL ETF
010,206+10,20602860.12%+286
SPROTT ASSET MANAGEMENT LP(PHYS)08,790+8,79002650.11%+265
SPDR SERIES TRUST
ST STR SP METAL
02,450+2,45002620.11%+262
ISHARES TR02,880+2,88002610.11%+261
BLACKROCK ETF TRUST
ISHA LA CORE ETF
05,017+5,01702530.11%+253
INVESCO EXCH TRADED FD TR II04,220+4,22002500.10%+250
ISHARES TR
MSCI USA MIN ETF
02,580+2,58002490.10%+249
SPDR SERIES TRUST
ST STR MSCI USAQ
01,325+1,32502480.10%+248
BLACKROCK ETF TRUST II04,823+4,82302430.10%+243
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0245+24502360.10%+236
ARK ETF TR
INNOVATION ETF
02,897+2,89702340.10%+234
FIRST TR EXCHANGE-TRADED FD4,0414,212+1718121,0440.44%+233
SPDR SERIES TRUST
ST STR RATE ETF
07,517+7,51702320.10%+232
SCHWAB STRATEGIC TR066,633+66,63301,9610.82%+1,961
VISA INC(V)0626+62602150.09%+215
ISHARES TR010,482+10,48201,7220.72%+1,722
GLOBAL X FDS
DEFENSE TECH ETF
03,547+3,54702120.09%+212
TERAWULF INC(WULF)08,400+8,40002070.09%+207
SSGA ACTIVE TR
ST STR BLACK ETF
07,389+7,38902070.09%+207
ISHARES TR17,92317,572-3513,7843,9901.67%+205
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
05,308+5,30802050.09%+205
AMERICAN EXPRESS CO(AXP)0600+60002030.09%+203
ELI LILLY & CO(LLY)675676+16208100.34%+190
ARROW ETF TR
ARROW DJ GLB YLD
29,88941,022+11,1334115850.25%+174
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
11,65714,000+2,3433955630.24%+168
FIRST TR EXCHANGE-TRADED FD1,2751,277+22754270.18%+152
ISHARES TR06,352+6,35208740.37%+874
SCHWAB STRATEGIC TR038,360+38,36001,1110.47%+1,111
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
9,61313,532+3,9192884330.18%+145
IRON MTN INC DEL(IRM)5,8805,866-146017410.31%+140
ISHARES TR4,8606,124+1,2643334660.20%+133
FIRST TR EXCHANGE-TRADED FD8,48011,589+3,1094315640.24%+133
STATE STR SPDR DOW JONES IND(DIA)02,647+2,64701,3830.58%+1,383
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
30,11126,861-3,2502,0562,1770.91%+121
FIRST TR EXCHANGE-TRADED FD2,4032,578+1755626820.29%+120
ALPHABET INC(GOOG)1,7481,758+105016210.26%+120
DOUBLELINE INCOME SOLUTIONS(DSL)010,748+10,74801190.05%+119
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
32,62835,194+2,5661,4221,5350.64%+113
FIRST TR EXCHANGE-TRADED FD40,58240,364-2181,3821,4940.63%+112
CATERPILLAR INC(CAT)331320-112353410.14%+106
FIDELITY COVINGTON TRUST1,8891,746-1433934990.21%+106
BLACKROCK ETF TRUST
ISHARES US EQUIT
010,810+10,81007350.31%+735
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
78,24482,790+4,5461,6401,7270.72%+87
ISHARES TR26,58726,246-3414,0264,1021.72%+77
ISHARES TR5,1475,130-176827580.32%+76
INVESCO EXCH TRADED FD TR II2,3532,028-3252643280.14%+64
ALPHABET INC(GOOG)1,4391,322-1174144730.20%+59
ISHARES TR6,1876,064-1234184680.20%+50
META PLATFORMS INC(META)773871+984424910.21%+49
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