Pinnacle Family Advisors, LLC
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$212.8M
Holdings
136
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FCUS
TIDAL TRUST II
Q4 2025: Exited (was 653.2k shares)
8.3%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 91.0% (30.0k → 2.7k shares)
7.2%
03
$IVV
ISHARES TR
Q1 2026: Increased +4.8% (4.4k → 4.6k shares)
7.0%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +8.2% (2.0k → 2.2k shares)
4.7%
05
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
4.7%
06
$SPYG
SPDR Portfolio S&P 500 Growth ETF
Q4 2025: Exited (was 39.2k shares)
4.1%
07
$ORLY
OREILLY AUTOMOTIVE INC
Q4 2025: Exited (was 78.7k shares)
3.7%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +32.7% (14.9k → 19.8k shares)
3.2%
09
$EFA
ISHARES TR
Q4 2025: Exited (was 115.9k shares)
3.2%
10
$AAPL
APPLE INC
Q4 2025: Increased +85.6% (26.2k → 48.6k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:53 UTC.