First seen by DFX
Sep 12, 2026
date not stated
Pinnacle Family Advisors, LLC found on the SEC adviser roster (name)
Pinnacle Family Advisors, LLC reported $212,826,233 across 135 13(f) positions for the quarter ended 2026-03-31
Pinnacle Family Advisors, LLC reduced Invesco Exchange Traded Fd T 105,992 -> 71,373 shares ($6,283,212 -> $3,893,386)
Pinnacle Family Advisors, LLC reduced Invesco Qqq Tr 27,831 -> 17,453 shares ($17,096,752 -> $10,073,625)
Pinnacle Family Advisors, LLC increased Ishares Tr 31,720 -> 85,023 shares ($1,735,419 -> $4,828,474)
Pinnacle Family Advisors, LLC reduced Ishares Tr 99,712 -> 69,035 shares ($9,575,361 -> $6,705,396)
Pinnacle Family Advisors, LLC increased Schwab Strategic Tr 80,002 -> 153,518 shares ($2,368,847 -> $4,682,285)
Pinnacle Family Advisors, LLC reduced Spdr Gold Tr 10,806 -> 3,641 shares ($4,282,526 -> $1,566,686)
Pinnacle Family Advisors, LLC increased Spdr Series Trust 12,670 -> 27,666 shares ($1,152,590 -> $2,616,660)
Pinnacle Family Advisors, LLC opened a $10,065,188 position in Spdr Series Trust (109,834 shares)
Pinnacle Family Advisors, LLC reduced State Str Spdr Dow Jones Ind 5,104 -> 2,721 shares ($2,452,751 -> $1,260,183)
Pinnacle Family Advisors, LLC reduced Tidal Trust II 690,653 -> 494,045 shares ($21,672,754 -> $17,760,484)
Pinnacle Family Advisors, LLC reported $227,213,076 across 141 13(f) positions for the quarter ended 2025-12-31
Pinnacle Family Advisors, LLC increased Spdr Dow Jones Indl Average 2,830 -> 5,104 shares ($1,312,345 -> $2,452,751)
Pinnacle Family Advisors, LLC reduced Spdr Index Shs Fds 92,195 -> 8,802 shares ($4,315,640 -> $412,003)
Pinnacle Family Advisors, LLC reduced Spdr Index Shs Fds 76,533 -> 33,040 shares ($3,274,826 -> $1,467,319)
Pinnacle Family Advisors, LLC increased First Tr Exchange Traded Fd 22,946 -> 29,987 shares ($1,543,315 -> $2,083,227)
Pinnacle Family Advisors, LLC increased Invesco Exchange Traded Fd T 80,372 -> 105,992 shares ($4,622,995 -> $6,283,212)
Pinnacle Family Advisors, LLC reduced Spdr S&p 500 Etf Tr 29,965 -> 21,949 shares ($19,961,947 -> $14,967,431)
Pinnacle Family Advisors, LLC reduced Spdr Series Trust 39,196 -> 12,113 shares ($4,096,418 -> $1,292,451)
Pinnacle Family Advisors, LLC reduced Spdr Series Trust 78,857 -> 41,615 shares ($2,038,458 -> $1,071,594)
Pinnacle Family Advisors, LLC reported $229,200,494 across 124 13(f) positions for the quarter ended 2025-09-30
Pinnacle Family Advisors, LLC increased Fidelity Comwlth Tr 32,608 -> 45,091 shares ($2,599,479 -> $4,018,937)
Pinnacle Family Advisors, LLC increased Spdr Gold Tr 7,552 -> 9,784 shares ($2,300,408 -> $3,477,918)
Pinnacle Family Advisors, LLC reduced Spdr Series Trust 33,739 -> 3,674 shares ($2,930,892 -> $336,358)
Pinnacle Family Advisors, LLC exited Spdr Series Trust (was $2,816,911, 51,801 shares)
Pinnacle Family Advisors, LLC increased Spdr Index Shs Fds 8,387 -> 92,195 shares ($358,453 -> $4,315,640)
Pinnacle Family Advisors, LLC increased Spdr Series Trust 29,409 -> 39,196 shares ($2,802,883 -> $4,096,418)
Pinnacle Family Advisors, LLC increased Vanguard Bd Index Fds 19,909 -> 28,972 shares ($1,465,900 -> $2,154,648)
Pinnacle Family Advisors, LLC reported $205,752,410 across 124 13(f) positions for the quarter ended 2025-06-30
Pinnacle Family Advisors, LLC reduced Ishares Tr 37,230 -> 6,181 shares ($3,456,061 -> $680,528)
Pinnacle Family Advisors, LLC opened a $2,930,892 position in Spdr Series Trust (33,739 shares)
Pinnacle Family Advisors, LLC opened a $2,816,911 position in Spdr Series Trust (51,801 shares)
Pinnacle Family Advisors, LLC exited Ishares Tr (was $3,044,787, 23,806 shares)
Pinnacle Family Advisors, LLC exited Ishares Tr (was $2,903,478, 47,188 shares)
Pinnacle Family Advisors, LLC exited Ishares Tr (was $3,040,098, 110,993 shares)
Pinnacle Family Advisors, LLC increased Spdr Series Trust 22,431 -> 29,409 shares ($1,802,775 -> $2,802,883)
Pinnacle Family Advisors, LLC increased Fidelity Comwlth Tr 23,175 -> 32,608 shares ($1,577,375 -> $2,599,479)
Pinnacle Family Advisors, LLC increased Invesco Qqq Tr 14,408 -> 30,036 shares ($6,756,036 -> $16,563,889)
Pinnacle Family Advisors, LLC increased Ishares Tr 16,314 -> 25,653 shares ($2,190,748 -> $3,389,853)