Pinnacle Financial Group, LLC / IL
Pinnacle Financial Group, LLC / IL reported 120 stocks worth $416M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are PRF (8.5%), DFIC (8.3%) and Dimensional ETF Trust (6.3%). Compared with Q2 2026, the fund opened new positions in DFAR and XOM, added to DFEM, VYMI and VYM, trimmed PRF, DFIC and DTD and sold out of XOM, VUG and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PRF Invesco Exchange Traded FD T | $35.2M | 8.5% | 647K | −18K (−3%) | 8 of 8 | |
| 2 |  DFIC Dimensional Intern Core | $34.6M | 8.3% | 920K | −9,913 (−1%) | 8 of 8 | |
| 3 | DIMENSIONAL ETF TRUST | $26M | 6.3% | 585K | +10K (+2%) | 8 of 8 | |
| 4 |  DFEM Dimensional ETF Trust | $23.8M | 5.7% | 598K | +6,460 (+1%) | 8 of 8 | |
| 5 |  DTD Wisdomtree U.s. Total Dividend Fund | $22.1M | 5.3% | 237K | −4,099 (−2%) | 8 of 8 | |
| 6 |  VYMI Vanguard Whitehall Fds | $17.2M | 4.1% | 170K | +4,385 (+3%) | 8 of 8 | |
| 7 |  VYM Vanguard Whitehall Fds | $16.2M | 3.9% | 104K | +4,654 (+5%) | 8 of 8 | |
| 8 |  VEU Vanguard Intl Equity Index F | $15.1M | 3.6% | 182K | +2,691 (+1%) | 8 of 8 | |
| 9 |  EEM Ishares Msci Emerging | $11.8M | 2.9% | 177K | +3,975 (+2%) | 8 of 8 | |
| 10 |  MINT Pimco ETF TR | $11.3M | 2.7% | 112K | +13K (+13%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL US REAL | $6.7M | 258K |
 XOM Exxon Mobil Corp | $593K | 4,336 |
 VUG Vanguard Index Fds | $307K | 3,566 |
 IBM Ibm Corp | $232K | 827 |
 XLV State Street | $227K | 1,433 |
🔒 Free account: see all 6.
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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pinnacle Financial Group, LLC / IL 13F FAQ
What does Pinnacle Financial Group, LLC / IL own?
Pinnacle Financial Group, LLC / IL reported 120 stocks worth $416M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are PRF (8.5%), DFIC (8.3%) and Dimensional ETF Trust (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Pinnacle Financial Group, LLC / IL buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 72 added to, 25 trimmed and 6 sold out. New positions include DFAR and XOM. It sold all of XOM, VUG and IBM.
When will Pinnacle Financial Group, LLC / IL file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Pinnacle Financial Group, LLC / IL's portfolio worth?
The Q3 2026 filing reports $416M 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.