Pinnacle Family Advisors
Pinnacle Family Advisors reported 155 stocks worth $238M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are FCUS (9.3%), IVV (7.0%) and SPY (6.8%). Compared with Q1 2026, the fund opened new positions in SPYG, XLV and XLRE, added to SCHV, SCHG and EFA, trimmed IVV, SPY and QQQ and sold out of BIL, SLYG and QUAL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FCUS Tidal Trust II | $22.2M | 9.3% | 494K | No change | 8 of 8 | |
| 2 |  IVV Ishares TR | $16.8M | 7.0% | 22K | −465 (−2%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $16.1M | 6.8% | 22K | −1,855 (−8%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $11.6M | 4.9% | 16K | −1,661 (−10%) | 8 of 8 | |
| 5 |  SCHV Schwab US Large Cap | $8.8M | 3.7% | 252K | +98K (+64%) | 7 of 8 | |
| 6 |  SCHG Schwab Strategic TR | $8.1M | 3.4% | 240K | +33K (+16%) | 8 of 8 | |
| 7 |  ORLY O Reilly Automotive Inc | $7.5M | 3.1% | 81K | −4,206 (−5%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $7.3M | 3.1% | 36K | −2,689 (−7%) | 8 of 8 | |
| 9 |  EFA Ishares TR | $7.2M | 3.0% | 69K | +455 (+1%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $6.5M | 2.7% | 22K | −3,231 (−13%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BIL ST Stert Spdr Blmbg 1 3 | $10.1M | 110K |
 SLYG Spdr Series Trust | $1.9M | 20K |
DIREXION SHARES ETF TRUST | $1M | 26K |
 QUAL Ishares TR | $423K | 2,205 |
 SQQQ Proshares TR | $302K | 3,751 |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pinnacle Family Advisors 13F FAQ
What does Pinnacle Family Advisors own?
Pinnacle Family Advisors reported 155 stocks worth $238M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are FCUS (9.3%), IVV (7.0%) and SPY (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Pinnacle Family Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 35 new positions, 51 added to, 64 trimmed and 15 sold out. New positions include SPYG, XLV and XLRE. It sold all of BIL, SLYG and QUAL.
When will Pinnacle Family Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pinnacle Family Advisors's portfolio worth?
The Q2 2026 filing reports $238M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.