Pinnacle Financial Group, LLC / IL
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$364.8M
Holdings
111
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 863.8k shares)
8.9%
02
$PRF
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 670.4k shares)
8.7%
03
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 542.5k shares)
5.9%
04
$DTD
WISDOMTREE TR
Q1 2026: Exited (was 254.6k shares)
5.8%
05
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 675.8k shares)
5.5%
06
$VYMI
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 154.6k shares)
4.1%
07
$VYM
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 88.4k shares)
3.8%
08
$VEU
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 160.2k shares)
3.6%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 76.6% (14.1k → 3.3k shares)
2.6%
10
$EEM
ISHARES TR
Q1 2026: Exited (was 137.7k shares)
2.5%
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 10:39 UTC.