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☆Pinnacle Family Advisors, LLC

CIK 0001679064 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.282
AUM ($M)
238
Positions
155
Turnover
0.13
Top-10 wt
47%
Herfindahl
0.031
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 170 positions · portfolio value $238M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆FCUS funds › TIDAL TRUST II ADD — 9.3% +1.0% 22.2 494,409 +364 5 —
☆IVV funds › ISHARES TR TRIM — 7.0% +0.0% 16.8 22,404 -465 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 6.8% -0.4% 16.1 21,601 -1,855 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 4.9% +0.1% 11.6 15,792 -1,661 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 3.7% +1.5% 8.8 251,880 +98,362 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 3.4% +0.6% 8.1 239,933 +33,328 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC TRIM — 3.1% -0.6% 7.5 81,216 -4,206 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 3.1% -0.1% 7.3 36,428 -2,689 5 —
☆EFA funds › ISHARES TR ADD — 3.0% -0.1% 7.2 69,490 +455 5 —
☆AAPL funds › APPLE INC TRIM — 2.7% -0.3% 6.5 22,437 -3,231 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T ADD — 2.1% +0.2% 4.9 80,545 +9,172 5 —
☆ONEQ funds › FIDELITY COMWLTH TR TRIM — 2.0% +0.1% 4.7 45,863 -747 5 —
☆EEM funds › ISHARES TR TRIM — 1.9% -0.3% 4.6 67,873 -17,150 3 —
☆DVY funds › ISHARES TR TRIM — 1.7% -0.2% 4.1 26,246 -341 5 —
☆IVE funds › ISHARES TR TRIM — 1.7% -0.1% 4.0 17,572 -351 5 —
☆IGLB funds › ISHARES TR TRIM — 1.4% -0.2% 3.4 68,724 -2,598 5 —
☆TSLA funds › TESLA INC TRIM — 1.4% +0.0% 3.4 8,105 -31 5 —
☆SLYV funds › SPDR SERIES TRUST ADD — 1.3% +0.1% 3.2 29,336 +1,670 3 —
☆AMZN funds › AMAZON COM INC TRIM — 1.3% +0.0% 3.2 13,376 -263 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 1.3% +0.3% 3.2 36,204 +6,550 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 1.1% -0.1% 2.7 36,942 -144 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM — 1.1% +0.1% 2.6 22,891 -350 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 1.0% +0.5% 2.3 43,640 +22,933 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.9% -0.1% 2.2 26,861 -3,250 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.8% +0.0% 2.0 66,633 -1,325 5 —
☆AFLG funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.8% +0.2% 1.9 43,607 +9,623 3 —
☆FTCB funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.7% -0.0% 1.7 82,790 +4,546 5 —
☆ITOT funds › ISHARES TR TRIM — 0.7% +0.0% 1.7 10,482 -117 5 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.6% -0.0% 1.5 35,194 +2,566 5 —
☆IGIB funds › ISHARES TR TRIM — 0.6% -0.1% 1.5 28,315 -763 5 —
☆FTGS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.6% -0.0% 1.5 40,364 -218 5 —
☆SPYG funds › SPDR SERIES TRUST NEW — 0.6% +0.6% 1.5 12,306 +12,306 1 —
☆XLV funds › SELECT SECTOR SPDR TR NEW — 0.6% +0.6% 1.5 9,154 +9,154 1 —
☆XLRE funds › SELECT SECTOR SPDR TR NEW — 0.6% +0.6% 1.4 32,247 +32,247 1 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.6% -0.0% 1.4 2,647 -74 5 —
☆IWM funds › ISHARES TR NEW — 0.6% +0.6% 1.4 4,560 +4,560 1 —
☆SCHI funds › SCHWAB STRATEGIC TR ADD — 0.5% -0.1% 1.3 57,610 +767 5 —
☆SLV funds › ISHARES SILVER TR ADD — 0.5% -0.2% 1.3 23,721 +1,315 4 —
☆GLD funds › SPDR GOLD TR TRIM — 0.5% -0.2% 1.2 3,377 -264 5 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 0.5% +0.0% 1.1 38,360 -50 5 —
☆SPAB funds › SPDR SERIES TRUST ADD — 0.5% -0.0% 1.1 43,508 +1,688 5 —
☆IUSB funds › ISHARES TR ADD — 0.4% +0.1% 1.1 22,958 +9,259 5 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.4% +0.1% 1.0 4,212 +171 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.4% -0.0% 1.0 10,913 -19 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.4% -0.0% 1.0 44,001 +2,003 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.4% -0.2% 1.0 7,330 -101 5 —
☆FAAR funds › FIRST TR EXCHANGE TRAD FD VI TRIM — 0.4% -0.1% 0.9 27,914 -3,599 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.4% +0.4% 0.9 1,516 +1,516 1 —
☆IVW funds › ISHARES TR TRIM — 0.4% +0.0% 0.9 6,352 -61 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.4% +0.4% 0.8 734 +734 1 —
☆XLP funds › SELECT SECTOR SPDR TR NEW — 0.4% +0.4% 0.8 10,178 +10,178 1 —
☆WMT funds › WALMART INC TRIM — 0.3% -0.1% 0.8 7,235 -308 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.3% +0.0% 0.8 676 +1 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.3% -0.2% 0.8 6,642 -1,323 5 —
☆IJJ funds › ISHARES TR TRIM — 0.3% -0.0% 0.8 5,130 -17 5 —
☆SGVT funds › SCHWAB STRATEGIC TR HOLD — 0.3% -0.0% 0.8 7,497 +0 4 —
☆IRM funds › IRON MTN INC DEL TRIM — 0.3% +0.0% 0.7 5,866 -14 5 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 0.3% +0.0% 0.7 10,810 -37 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 0.7 7,587 -211 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.1% 0.7 3,346 +1,233 5 —
☆FIIG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.3% -0.0% 0.7 33,893 +3,361 5 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.3% +0.0% 0.7 2,578 +175 5 —
☆LGOV funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.3% -0.0% 0.7 30,926 +1,340 5 —
☆FTA funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.3% -0.0% 0.7 6,824 -28 5 —
☆XLK funds › SELECT SECTOR SPDR TR NEW — 0.3% +0.3% 0.7 3,453 +3,453 1 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 0.7 15,921 -1,776 5 —
☆XLY funds › SELECT SECTOR SPDR TR NEW — 0.3% +0.3% 0.7 5,590 +5,590 1 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.3% -0.0% 0.6 13,079 +95 5 —
☆TOTL funds › SSGA ACTIVE ETF TR ADD — 0.3% -0.0% 0.6 15,942 +1,184 3 —
☆GOOG funds › ALPHABET INC ADD — 0.3% +0.0% 0.6 1,758 +10 5 —
☆FMF funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.0% 0.6 12,162 -400 5 —
☆GYLD funds › ARROW ETF TR ADD — 0.2% +0.1% 0.6 41,022 +11,133 2 —
☆DBMF funds › LITMAN GREGORY FDS TR TRIM — 0.2% -0.0% 0.6 18,982 -537 5 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% +0.0% 0.6 11,589 +3,109 2 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.1% 0.6 14,000 +2,343 5 —
☆SLX funds › VANECK ETF TRUST NEW — 0.2% +0.2% 0.5 5,580 +5,580 1 —
☆NVMI funds › NOVA LTD NEW — 0.2% +0.2% 0.5 1,000 +1,000 1 —
☆LTC funds › LTC PPTYS INC TRIM — 0.2% -0.0% 0.5 13,973 -69 4 —
☆MBB funds › ISHARES TR ADD — 0.2% -0.0% 0.5 5,531 +457 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 0.5 6,030 +4,925 5 —
☆WMB funds › WILLIAMS COS INC ADD — 0.2% -0.0% 0.5 6,957 +15 5 —
☆COIN funds › COINBASE GLOBAL INC NEW — 0.2% +0.2% 0.5 3,468 +3,468 1 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.2% +0.0% 0.5 1,746 -143 5 —
☆META funds › META PLATFORMS INC ADD — 0.2% -0.0% 0.5 871 +98 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.0% 0.5 961 -40 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.2% +0.0% 0.5 9,144 +419 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.2% +0.0% 0.5 1,322 -117 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.0% 0.5 10,416 +2,022 3 —
☆GOVT funds › ISHARES TR ADD — 0.2% -0.0% 0.5 20,661 +1,537 2 —
☆IJH funds › ISHARES TR TRIM — 0.2% -0.0% 0.5 6,064 -123 5 —
☆ACWX funds › ISHARES TR ADD — 0.2% +0.0% 0.5 6,124 +1,264 2 —
☆CORO funds › BLACKROCK ETF TRUST ADD — 0.2% +0.0% 0.4 12,235 +54 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.2% +0.2% 0.4 1,500 +1,500 1 —
☆FDT funds › FIRST TR EXCH TRD ALPHDX FD TRIM — 0.2% -0.1% 0.4 4,581 -2,343 5 —
☆FEM funds › FIRST TR EXCH TRD ALPHDX FD ADD — 0.2% +0.0% 0.4 13,532 +3,919 5 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.2% -0.0% 0.4 4,861 -155 5 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% +0.0% 0.4 1,277 +2 5 —
☆MDYG funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 0.4 3,586 +578 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.2% -0.0% 0.4 7,919 -1,300 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.1% 0.4 8,237 -1,784 5 —
☆LOW funds › LOWES COS INC HOLD — 0.2% -0.0% 0.4 1,780 +0 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.2% -0.0% 0.4 6,732 -873 5 —
☆XTEN funds › BONDBLOXX ETF TRUST TRIM — 0.2% -0.1% 0.4 8,246 -4,157 5 —
☆EPR funds › EPR PPTYS TRIM — 0.2% -0.0% 0.4 6,460 -419 4 —
☆XBI funds › SPDR SERIES TRUST NEW — 0.2% +0.2% 0.4 2,300 +2,300 1 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.1% +0.0% 0.4 6,683 -1,740 3 —
☆MSFT funds › MICROSOFT CORP ADD — 0.1% -0.0% 0.3 935 +20 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 0.3 320 -11 2 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% +0.0% 0.3 2,028 -325 2 —
☆ICHR funds › ICHOR HOLDINGS NEW — 0.1% +0.1% 0.3 2,900 +2,900 1 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.1% +0.1% 0.3 750 +750 1 —
☆ITA funds › ISHARES TR NEW — 0.1% +0.1% 0.3 1,320 +1,320 1 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.3 3,555 +3,555 1 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.1% -0.0% 0.3 985 -17 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 0.3 6,871 +212 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.1% -0.0% 0.3 1,802 +11 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 0.3 1,195 +4 3 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.1% 0.3 1,829 -5 5 —
☆OKE funds › ONEOK INC NEW ADD — 0.1% -0.0% 0.3 3,479 +28 5 —
☆FTLS funds › FIRST TR EXCH TRADED FD III ADD — 0.1% -0.0% 0.3 4,085 +36 5 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.3 2,225 +2,225 1 —
☆METC funds › RAMACO RES INC ADD — 0.1% -0.0% 0.3 21,737 +100 4 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.1% +0.1% 0.3 10,206 +10,206 1 —
☆FEP funds › FIRST TR EXCH TRD ALPHDX FD TRIM — 0.1% -0.0% 0.3 4,903 -199 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.3 4,919 -288 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% -0.0% 0.3 949 -96 5 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP NEW — 0.1% +0.1% 0.3 8,790 +8,790 1 —
☆FJP funds › FIRST TR EXCH TRD ALPHDX FD TRIM — 0.1% -0.0% 0.3 3,447 -295 5 —
☆XME funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.3 2,450 +2,450 1 —
☆IGV funds › ISHARES TR NEW — 0.1% +0.1% 0.3 2,880 +2,880 1 —
☆MPC funds › MARATHON PETE CORP ADD — 0.1% -0.0% 0.3 1,020 +4 2 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 0.3 2,907 +36 5 —
☆BLCR funds › BLACKROCK ETF TRUST NEW — 0.1% +0.1% 0.3 5,017 +5,017 1 —
☆EQAL funds › INVESCO EXCH TRADED FD TR II NEW — 0.1% +0.1% 0.3 4,220 +4,220 1 —
☆GOCT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.1% 0.2 6,010 -2,575 3 —
☆USMV funds › ISHARES TR ADD — 0.1% -0.0% 0.2 2,580 +26 5 —
☆XLSR funds › SSGA ACTIVE TR ADD — 0.1% +0.0% 0.2 3,820 +53 3 —
☆QUS funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.2 1,325 +29 3 —
☆GGOV funds › BLACKROCK ETF TRUST II NEW — 0.1% +0.1% 0.2 4,823 +4,823 1 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.1% +0.1% 0.2 245 +245 1 —
☆ARKK funds › ARK ETF TR NEW — 0.1% +0.1% 0.2 2,897 +2,897 1 —
☆IUSV funds › ISHARES TR ADD — 0.1% -0.0% 0.2 2,124 +1 5 —
☆FLRN funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.2 7,517 +0 2 —
☆EFV funds › ISHARES TR TRIM — 0.1% -0.1% 0.2 3,004 -3,495 5 —
☆DGCB funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.2 4,046 -62 2 —
☆RTX funds › RTX CORPORATION TRIM — 0.1% -0.0% 0.2 1,164 -119 4 —
☆V funds › VISA INC NEW — 0.1% +0.1% 0.2 626 +626 1 —
☆HYG funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 2,650 -7 4 —
☆SHLD funds › GLOBAL X FDS NEW — 0.1% +0.1% 0.2 3,547 +3,547 1 —
☆WULF funds › TERAWULF INC NEW — 0.1% +0.1% 0.2 8,400 +8,400 1 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.1% -0.0% 0.2 315 -420 3 —
☆HYBL funds › SSGA ACTIVE TR NEW — 0.1% +0.1% 0.2 7,389 +7,389 1 —
☆SFLR funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.2 5,308 +5,308 1 —
☆AXP funds › AMERICAN EXPRESS CO NEW — 0.1% +0.1% 0.2 600 +600 1 —
☆DSL funds › DOUBLELINE INCOME SOLUTIONS NEW — 0.0% +0.0% 0.1 10,748 +10,748 1 —
☆SLYG funds › SPDR SERIES TRUST EXIT — 0.0% -0.9% 0.0 0 -20,057 0 —
☆XLE funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.1% 0.0 0 -4,659 0 —
☆BINC funds › BLACKROCK ETF TRUST II EXIT — 0.0% -0.1% 0.0 0 -5,145 0 —
☆IAGG funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -5,659 0 —
☆HIBS funds › DIREXION SHARES ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -4,779 0 —
☆QUAL funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -2,205 0 —
☆BIL funds › SPDR SERIES TRUST EXIT — 0.0% -4.7% 0.0 0 -109,834 0 —
☆GGN funds › GAMCO GLOBAL GOLD NAT RES & EXIT — 0.0% -0.0% 0.0 0 -12,434 0 —
☆SOXS funds › DIREXION SHARES ETF TRUST EXIT — 0.0% -0.5% 0.0 0 -26,207 0 —
☆SQQQ funds › PROSHARES TR EXIT — 0.0% -0.1% 0.0 0 -3,751 0 —
☆THRO funds › BLACKROCK ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -6,822 0 —
☆IAU funds › ISHARES GOLD TR EXIT — 0.0% -0.1% 0.0 0 -3,036 0 —
☆JPM funds › JPMORGAN CHASE & CO EXIT — 0.0% -0.1% 0.0 0 -702 0 —
☆XOP funds › SPDR SERIES TRUST EXIT — 0.0% -0.1% 0.0 0 -1,520 0 —
☆AVEM funds › AMERICAN CENTY ETF TR EXIT — 0.0% -0.1% 0.0 0 -3,397 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 238 155 0.13 47% 0.031 0.282 — in
2026Q1 213 135 0.16 48% 0.031 0.234 — in
2025Q4 227 141 0.12 50% 0.034 0.282 — in
2025Q3 229 124 0.09 53% 0.039 0.378 — in
2025Q2 206 124 0.20 51% 0.036 0.190 — entered
2025Q1 184 109 0.00 45% 0.032 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status