Fund Holdings — Pinnacle Family Advisors, LLC

Total Portfolio Value
$212.83M
Total Bought
$30.18M
Total Sold
$44.77M
Net Transaction
-$14.59M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SPDR SERIES TRUST
ST STR BLO 1 ETF
0109,834+109,834010,0654.73%+10,065
ISHARES TR31,72085,023+53,3031,7354,8282.27%+3,093
SCHWAB STRATEGIC TR80,002153,518+73,5162,3694,6822.20%+2,313
SPDR SERIES TRUST
ST STR SP600GRWO
020,057+20,05701,9380.91%+1,938
SPDR SERIES TRUST
ST STR SP600SM C
12,67027,666+14,9961,1532,6171.23%+1,464
DIREXION SHARES ETF TRUST
DAI SEM 3X ETF
026,207+26,20701,0450.49%+1,045
OREILLY AUTOMOTIVE INC(ORLY)79,30285,422+6,1207,2337,8853.71%+652
ELI LILLY & CO(LLY)0675+67506200.29%+620
VANGUARD BD INDEX FDS29,88037,086+7,2062,2132,7311.28%+518
ISHARES TR
US TREAS BD ETF
019,124+19,12404380.21%+438
FIRST TR EXCHANGE-TRADED FD08,480+8,48004310.20%+431
ARROW ETF TR
ARROW DJ GLB YLD
029,889+29,88904110.19%+411
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
012,181+12,18103920.18%+392
EXXON MOBIL CORP7,2257,431+2068691,2610.59%+391
SCHWAB STRATEGIC TR3,9877,497+3,5104017550.35%+354
ISHARES TR26,13526,587+4523,6894,0261.89%+337
ISHARES TR04,860+4,86003330.16%+333
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
62,18478,244+16,0601,3201,6400.77%+320
PROSHARES TR
ULTRAPRO SHORT
03,751+3,75103020.14%+302
STATE STR SPDR S&P 500 ETF T(SPY)21,94923,456+1,50714,96715,2547.17%+287
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,659+4,65902850.13%+285
SPDR SERIES TRUST
SP O&G EXPL PRO
01,520+1,52002760.13%+276
AMERICAN CENTY ETF TR03,397+3,39702740.13%+274
FIRST TR EXCHANGE TRAD FD VI
ALT ABSLT STRG
29,27231,513+2,2417931,0630.50%+270
MARATHON PETE CORP(MPC)01,016+1,01602480.12%+248
CATERPILLAR INC(CAT)0331+33102350.11%+235
SPDR SERIES TRUST
ST STR RATE ETF
07,517+7,51702310.11%+231
DIREXION SHARES ETF TRUST
DAI BET BEA ETF
04,779+4,77902250.11%+225
DIMENSIONAL ETF TRUST
GLOBAL CR ETF
04,108+4,10802220.10%+222
META PLATFORMS INC(META)400773+3732644420.21%+178
WALMART INC(WMT)6,9997,543+5447809370.44%+158
IRON MTN INC DEL(IRM)5,8495,880+314856010.28%+115
CHEVRON CORPORATION(CVX)1,8151,834+192773790.18%+103
WILLIAMS COS INC(WMB)6,9266,942+164165050.24%+89
PHILLIPS 66(PSX)1,9221,791-1312483260.15%+78
JOHNSON & JOHNSON(JNJ)1,0631,191+1282202910.14%+71
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
12,03612,562+5265666360.30%+70
GAMCO GLOBAL GOLD NAT RES &(GGN)012,434+12,4340660.03%+66
ONEOK INC NEW(OKE)3,4453,451+62533120.15%+59
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
19,06819,519+4515355880.28%+53
SCHWAB STRATEGIC TR54,03056,843+2,8131,2411,2890.61%+48
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
31,08232,628+1,5461,3781,4220.67%+45
LTC PPTYS INC(LTC)14,00514,042+374815220.25%+40
FIRST TR EXCHANGE-TRADED FD10,54810,932+3849761,0140.48%+38
FIRST TR EXCHANGE-TRADED ALP
COM SHS
6,9456,852-935986330.30%+34
SPDR SERIES TRUST
ST STR P500ETF
27,87329,654+1,7812,2362,2701.07%+34
ISHARES TR
CORE UNIVRSL USD
12,88913,699+8106006330.30%+33
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,9842,113+1293804060.19%+25
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
7,2626,924-3385776020.28%+25
NEXTERA ENERGY INC(NEE)3,0362,871-1652442670.13%+23
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
14,00414,758+7545645860.28%+23
ISHARES GOLD TR(IAU)3,0263,036+102462680.13%+22
ISHARES TR6,0386,187+1493994180.20%+19
MICROSOFT CORP(MSFT)664915+2513213390.16%+18
FIRST TR EXCHANGE-TRADED FD
SHS
12,87312,984+1115936110.29%+17
ISHARES TR
CORE INTL AGGR
5,3205,659+3392662830.13%+17
ISHARES TR4,8805,074+1944654820.23%+17
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
9,9299,613-3162722880.14%+16
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
29,14830,532+1,3846186340.30%+16
RTX CORPORATION(RTX)1,2691,283+142332470.12%+15
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
11,69211,657-353813950.19%+14
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
6,1906,659+4692452590.12%+14
FIRST TR EXCH TRD ALPHDX FD
JAPAN ALPHADEX
3,8503,742-1082592720.13%+13
STRYKER CORPORATION(SYK)9111,002+913203290.15%+9
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
33,30633,984+6781,3021,3110.62%+9
VANGUARD INTL EQUITY INDEX F4,8425,016+1744054140.19%+9
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
3,9454,049+1042802850.13%+5
BLACKROCK ETF TRUST
ISHA I IN TE ETF
8,2198,423+2042742780.13%+4
EPR PPTYS(EPR)6,8126,879+673403440.16%+4
VANGUARD INDEX FDS7,7837,798+156896920.33%+3
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
18,02117,697-3246876890.32%+3
JPMORGAN CHASE & CO(JPM)637702+652052060.10%+1
SPDR SERIES TRUST
ST STR AGGRE ETF
41,61541,820+2051,0721,0710.50%-0
ISHARES TR2,6462,657+112132110.10%-2
ISHARES TR5,2035,147-566856820.32%-3
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
5,2335,102-1312812790.13%-3
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
12,36512,403+385725690.27%-3
SPDR INDEX SHS FDS
ST PORT MARK ETF
8,8028,725-774124090.19%-3
SPDR SERIES TRUST
ST STR MSCI USAQ
1,2941,296+22252220.10%-3
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
8,5858,58503373320.16%-6
ISHARES TR2,1832,123-602242170.10%-7
BLACKROCK ETF TRUST
ISHA US THEM ETF
6,6036,822+2192552470.12%-8
LOWES COS INC(LOW)1,7801,78004294210.20%-9
SCHWAB STRATEGIC TR42,22741,998-2299879750.46%-12
FIDELITY COVINGTON TRUST1,8261,889+634103930.18%-17
FIRST TR EXCHANGE-TRADED FD1,2731,275+22932750.13%-18
SSGA ACTIVE TR
STATE STREET US
3,8013,767-342372180.10%-19
FIRST TR EXCHANGE-TRADED FD4,0284,041+138328120.38%-20
BERKSHIRE HATHAWAY INC DEL1,0011,00105034800.23%-23
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
30,37129,586-7856636380.30%-25
ISHARES TR17,96617,923-433,8103,7841.78%-26
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,6245,207-4173222950.14%-27
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
29,98730,111+1242,0832,0560.97%-27
FIRST TR EXCHANGE-TRADED FD39,97540,582+6071,4131,3820.65%-32
BANK AMERICA CORP7,3717,605+2344053710.17%-35
ALPHABET INC(GOOG)1,7171,748+315395010.24%-38
ALPHABET INC(GOOG)1,4541,439-154554140.19%-41
FIRST TR EXCHANGE-TRADED FD2,2452,403+1586045620.26%-42
ISHARES TR6,2266,413+1877677250.34%-42
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
22,98623,241+2552,2262,1771.02%-49
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Pinnacle Family Advisors, LLC — 13F Holdings — Q1 2026 | TickerTrail