Top Institutional Investors

Pinnacle Family Advisors, LLC — 13F Holdings & Portfolio

CIK 1679064 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Pinnacle Family Advisors, LLC manages $238.4M in 13F-reported U.S. long-equity assets across 155 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FCUS (9.30%), IVV (7.04%), SPY (6.77%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 35 new positions and exited 15; 68 existing positions rose in reported value and 21 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$238.4M

Long-equity book

Holdings
155

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+35 / −15 / ↑68 / ↓21

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
FCUS9.3% · +0%IVV7.0% · -2%SPY6.8% · -8%QQQ4.9% · -10%SCHV3.7% · +64%SCHG3.4% · +16%ORLY3.1% · -5%NVDA3.1% · -7%EFA3.0% · +1%AAPL2.7% · -13%XLG2.1% · +13%ONEQ2.0% · -2%EEM1.9% · -20%DVY1.7% · -1%IVE1.7% · -2%IGLB1.4% · -4%TSLA1.4% · -0%SLYV1.3% · +6%AMZN1.3% · -2%SPYM1.3% · +22%BND1.1% · -0%TDIV1.1% · -2%XLF1.0% · +111%RDVY0.9% · -11%SCHX0.8% · -2%AFLG0.8% · +28%FTCB0.7% · +6%ITOT0.7% · -1%FIXD0.6% · +8%IGIB0.6% · -3%FTGS0.6% · -0%SPYG0.6% · newXLV0.6% · newXLRE0.6% · newDIA0.6% · -3%IWM0.6% · newSCHI0.5% · +1%SLV0.5% · +6%GLD0.5% · -7%SCHB0.5% · -0%SPAB0.5% · +4%IUSB0.4% · +68%FBT0.4% · +4%FTCS0.4% · -0%SCHZ0.4% · +5%XOM0.4% · -1%FAAR0.4% · -11%AMD0.4% · newIVW0.4% · -1%MU0.4% · newXLP0.4% · newWMT0.3% · -4%LLY0.3% · +0%PLTR0.3% · -17%IJJ0.3% · -0%SGVT0.3% · 0%IRM0.3% · -0%DYNF0.3% · -0%VNQ0.3% · -3%RSP0.3% · +58%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 47%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$371.7M
Discretionary
$371.7M
Employees
13
Accounts
2,007
Address
620 W. REPUBLIC ROAD
SUITE 104
SPRINGFIELD, MO 65807
Phone
(417) 886-6590
Website
Name Title / Status Ownership Type
CARROLL, PAUL, THOMAS ControlCHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER
since Feb 2009
Less than 5%Individual
MCCURRY, RONALD, SEAN ControlMANAGING MEMBER/PRESIDENT
since Oct 2007
25–50%Individual
BRITTON FAMILY DYNASTY TRUST- DATED 10/25/2012MEMBER
since Jul 2015
10–25%Domestic Entity
KIMBERLY KAY HORTON REVOCABLE TRUST-DATED JUNE 2, 1999MEMBER
since Aug 2017
Less than 5%Domestic Entity
O'REILLY, TIMOTHY, BRIANMEMBER
since Oct 2007
5–10%Individual
RICK A. BRITTON REVOCABLE TRUST- DATED 10-26-2012MEMBER
since Jun 2015
10–25%Domestic Entity
BRITTON, JEFFREY, MARC
Indirect owner via BRITTON FAMILY DYNASTY TRUST- DATED 10/25/2012
TRUSTEE
since Oct 2012
75% or moreIndividual
BRITTON, RICK, ALLEN
Indirect owner via RICK A. BRITTON REVOCABLE TRUST- DATED 10-26-2012
TRUSTEE
since Oct 2012
75% or moreIndividual
HORTON, KIMBERLY, KAY
Indirect owner via KIMBERLY KAY HORTON REVOCABLE TRUST-DATED JUNE 2, 1999
TRUSTEE
since Jun 1999
75% or moreIndividual
TUCKER, MANDY, MICHELLE
Indirect owner via BRITTON FAMILY DYNASTY TRUST- DATED 10/25/2012
TRUSTEE
since Oct 2012
75% or moreIndividual
Ownership & leadership changes · 7 filings with changes since Mar 26, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 27, 2021 filing
  • No longer listedBRITTON FAMILY DYNASTY TRUST, JEFFREY M. BRITTON AND MANDY M. TUCKER TRUSTEES. TRUST IS DATED 10/25/2012 · MEMBER · 10–25% · listed since Jul 2015
  • No longer listedBritton, Jeffrey, M · TRUSTEE · 75% or more · indirect via BRITTON FAMILY DYNASTY TRUST, JEFFREY M. BRITTON AND MANDY M. TUCKER TRUSTEES. TRUST IS DATED 10/25/2012 · listed since Oct 2012
  • No longer listedBritton, Rick, A · TRUSTTE · 75% or more · indirect via RICK A. BRITTON REVOCABLE TRUST, RICK A. BRITTON TRUSTEE. TRUST IS DATED 10/26/2012 · listed since Oct 2012
  • No longer listedKIMBERLY KAY HORTON REVOCABLE TRUST, KIMBERLY KAY HORTON TRUSTEE, DATED JUNE 2, 1999 · MEMBER · Less than 5% · listed since Aug 2017
  • No longer listedRICK A. BRITTON REVOCABLE TRUST, RICK A. BRITTON TRUSTEE - DATED 10-26-2012 · MEMBER · 10–25% · listed since Jun 2015
  • No longer listedTucker, Mandy, M · TRUSTEE · 75% or more · indirect via BRITTON FAMILY DYNASTY TRUST, JEFFREY M. BRITTON AND MANDY M. TUCKER TRUSTEES. TRUST IS DATED 10/25/2012 · listed since Oct 2012
  • AddedBRITTON FAMILY DYNASTY TRUST- DATED 10/25/2012 · MEMBER · 10–25%
  • AddedBRITTON, JEFFREY, MARC · TRUSTEE · 75% or more · indirect via BRITTON FAMILY DYNASTY TRUST- DATED 10/25/2012
  • AddedBRITTON, RICK, ALLEN · TRUSTEE · 75% or more · indirect via RICK A. BRITTON REVOCABLE TRUST- DATED 10-26-2012
  • AddedHORTON, KIMBERLY, KAY · TRUSTEE · 75% or more · indirect via KIMBERLY KAY HORTON REVOCABLE TRUST-DATED JUNE 2, 1999
  • AddedKIMBERLY KAY HORTON REVOCABLE TRUST-DATED JUNE 2, 1999 · MEMBER · Less than 5%
  • AddedRICK A. BRITTON REVOCABLE TRUST- DATED 10-26-2012 · MEMBER · 10–25%
  • AddedTUCKER, MANDY, MICHELLE · TRUSTEE · 75% or more · indirect via BRITTON FAMILY DYNASTY TRUST- DATED 10/25/2012
Mar 30, 2021 filing
  • No longer listedHORTON, GREGORY, A · MEMBERS · Less than 5% · listed since Mar 2012
  • No longer listedHorton, Kimberly, Kay · TRUSTEE · General partner, trustee or manager · indirect via KIMBERLY KAY HORTON REVOCABLE TRUST, KIMBERLY KAY HORTON TRUSTEE, DATED JUNE 2, 1999 · listed since Sep 1999
  • No longer listedRANKIN, THOMAS, R · MEMBERS · Less than 5% · listed since Mar 2012
Mar 26, 2020 filing
  • No longer listedKOHOUT, CHARLES, THOMAS · MEMBER · 5–10% · listed since Oct 2007
Mar 26, 2018 filing
  • No longer listedBATTEN, JAMES, RAY · MEMBER · Less than 5% · listed since Oct 2007
  • AddedHorton, Kimberly, Kay · TRUSTEE · General partner, trustee or manager · indirect via KIMBERLY KAY HORTON REVOCABLE TRUST, KIMBERLY KAY HORTON TRUSTEE, DATED JUNE 2, 1999
  • AddedKIMBERLY KAY HORTON REVOCABLE TRUST, KIMBERLY KAY HORTON TRUSTEE, DATED JUNE 2, 1999 · MEMBER · Less than 5%
Mar 20, 2017 filing
  • ChangedBATTEN, JAMES, RAY · ownership 5–10% → Less than 5%
Nov 6, 2015 filing
  • AddedBRITTON FAMILY DYNASTY TRUST, JEFFREY M. BRITTON AND MANDY M. TUCKER TRUSTEES. TRUST IS DATED 10/25/2012 · MEMBER · 10–25%
  • AddedBritton, Jeffrey, M · TRUSTEE · 75% or more · indirect via BRITTON FAMILY DYNASTY TRUST, JEFFREY M. BRITTON AND MANDY M. TUCKER TRUSTEES. TRUST IS DATED 10/25/2012
  • AddedBritton, Rick, A · TRUSTTE · 75% or more · indirect via RICK A. BRITTON REVOCABLE TRUST, RICK A. BRITTON TRUSTEE. TRUST IS DATED 10/26/2012
  • AddedRICK A. BRITTON REVOCABLE TRUST, RICK A. BRITTON TRUSTEE - DATED 10-26-2012 · MEMBER · 10–25%
  • AddedTucker, Mandy, M · TRUSTEE · 75% or more · indirect via BRITTON FAMILY DYNASTY TRUST, JEFFREY M. BRITTON AND MANDY M. TUCKER TRUSTEES. TRUST IS DATED 10/25/2012
  • ChangedBATTEN, JAMES, RAY · ownership 10–25% → 5–10%
  • ChangedHORTON, GREGORY, A · ownership 5–10% → Less than 5%
  • ChangedKOHOUT, CHARLES, THOMAS · ownership 10–25% → 5–10%
  • ChangedO'REILLY, TIMOTHY, BRIAN · ownership 10–25% → 5–10%
  • ChangedRANKIN, THOMAS, R · ownership 5–10% → Less than 5%
Apr 25, 2013 filing
  • AddedHORTON, GREGORY, A · MEMBERS · 5–10%
  • AddedRANKIN, THOMAS, R · MEMBERS · 5–10%
  • ChangedBATTEN, JAMES, RAY · no longer a control person
  • ChangedKOHOUT, CHARLES, THOMAS · no longer a control person
  • ChangedMCCURRY, RONALD, SEAN · ownership 50–75% → 25–50%
  • ChangedO'REILLY, TIMOTHY, BRIAN · no longer a control person
Mar 26, 2012 filing (earliest on record)
  • ListedBATTEN, JAMES, RAY · MEMBER · 10–25% · control person
  • ListedCARROLL, PAUL, THOMAS · CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • ListedKOHOUT, CHARLES, THOMAS · MEMBER · 10–25% · control person
  • ListedMCCURRY, RONALD, SEAN · MANAGING MEMBER/PRESIDENT · 50–75% · control person
  • ListedO'REILLY, TIMOTHY, BRIAN · MEMBER · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Pinnacle Family Advisors, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TIDAL TRUST II FCUS 88634T519 $22.2M 9.30% 494,409 SH
2 ISHARES TR IVV 464287200 $16.8M 7.04% 22,404 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $16.1M 6.77% 21,601 SH
4 INVESCO QQQ TR QQQ 46090E103 $11.6M 4.88% 15,792 SH
5 SCHWAB STRATEGIC TR SCHV 808524409 $8.8M 3.68% 251,880 SH
6 SCHWAB STRATEGIC TR SCHG 808524300 $8.1M 3.41% 239,933 SH
7 OREILLY AUTOMOTIVE INC ORLY 67103H107 $7.5M 3.14% 81,216 SH
8 NVIDIA CORPORATION NVDA 67066G104 $7.3M 3.06% 36,428 SH
9 ISHARES TR EFA 464287465 $7.2M 3.03% 69,490 SH
10 APPLE INC AAPL 037833100 $6.5M 2.72% 22,437 SH
11 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $4.9M 2.07% 80,545 SH
12 FIDELITY COMWLTH TR ONEQ 315912808 $4.7M 1.99% 45,863 SH
13 ISHARES TR EEM 464287234 $4.6M 1.95% 67,873 SH
14 ISHARES TR DVY 464287168 $4.1M 1.72% 26,246 SH
15 ISHARES TR IVE 464287408 $4.0M 1.67% 17,572 SH
16 ISHARES TR IGLB 464289511 $3.4M 1.44% 68,724 SH
17 TESLA INC TSLA 88160R101 $3.4M 1.43% 8,105 SH
18 SPDR SERIES TRUST SLYV 78464A300 $3.2M 1.34% 29,336 SH
19 AMAZON COM INC AMZN 023135106 $3.2M 1.34% 13,376 SH
20 SPDR SERIES TRUST SPYM 78464A854 $3.2M 1.33% 36,204 SH
21 VANGUARD BD INDEX FDS BND 921937835 $2.7M 1.14% 36,942 SH
22 FIRST TR EXCHANGE TRADED FD TDIV 33738R118 $2.6M 1.10% 22,891 SH
23 SELECT SECTOR SPDR TR XLF 81369Y605 $2.3M 0.98% 43,640 SH
24 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $2.2M 0.91% 26,861 SH
25 SCHWAB STRATEGIC TR SCHX 808524201 $2.0M 0.82% 66,633 SH
26 FIRST TR EXCHNG TRADED FD VI AFLG 33740F821 $1.9M 0.79% 43,607 SH
27 FIRST TR EXCHANGE-TRADED FD FTCB 33738D788 $1.7M 0.72% 82,790 SH
28 ISHARES TR ITOT 464287150 $1.7M 0.72% 10,482 SH
29 FIRST TR EXCHNG TRADED FD VI FIXD 33740F805 $1.5M 0.64% 35,194 SH
30 ISHARES TR IGIB 464288638 $1.5M 0.63% 28,315 SH
31 FIRST TR EXCHANGE-TRADED FD FTGS 33733E823 $1.5M 0.63% 40,364 SH
32 SPDR SERIES TRUST SPYG 78464A409 $1.5M 0.61% 12,306 SH
33 SELECT SECTOR SPDR TR XLV 81369Y209 $1.5M 0.61% 9,154 SH
34 SELECT SECTOR SPDR TR XLRE 81369Y860 $1.4M 0.60% 32,247 SH
35 STATE STR SPDR DOW JONES IND DIA 78467X109 $1.4M 0.58% 2,647 SH
36 ISHARES TR IWM 464287655 $1.4M 0.57% 4,560 SH
37 SCHWAB STRATEGIC TR SCHI 808524698 $1.3M 0.55% 57,610 SH
38 ISHARES SILVER TR SLV 46428Q109 $1.3M 0.53% 23,721 SH
39 SPDR GOLD TR GLD 78463V107 $1.2M 0.52% 3,377 SH
40 SCHWAB STRATEGIC TR SCHB 808524102 $1.1M 0.47% 38,360 SH
41 SPDR SERIES TRUST SPAB 78464A649 $1.1M 0.47% 43,508 SH
42 ISHARES TR IUSB 46434V613 $1.1M 0.44% 22,958 SH
43 FIRST TR EXCHANGE-TRADED FD FBT 33733E203 $1.0M 0.44% 4,212 SH
44 FIRST TR EXCHANGE-TRADED FD FTCS 33733E104 $1.0M 0.43% 10,913 SH
45 SCHWAB STRATEGIC TR SCHZ 808524839 $1.0M 0.43% 44,001 SH
46 EXXON MOBIL CORP XOM 30231G102 $1.0M 0.42% 7,330 SH
47 FIRST TR EXCHANGE TRAD FD VI FAAR 33740Y101 $882.6K 0.37% 27,914 SH
48 ADVANCED MICRO DEVICES INC AMD 007903107 $880.5K 0.37% 1,516 SH
49 ISHARES TR IVW 464287309 $873.6K 0.37% 6,352 SH
50 MICRON TECHNOLOGY INC MU 595112103 $846.8K 0.36% 734 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $238.4M 155 0001172661-26-003580
2026-03-31 2026-05-15 $212.8M 135 0001172661-26-001983
2025-12-31 2026-02-17 $227.2M 141 0001172661-26-000958
2025-09-30 2025-11-14 $229.2M 124 0001172661-25-004989
Filer Information
Address
620 W. REPUBLIC ROAD
SUITE 104
SPRINGFIELD, MO 65807
Phone
(417) 886-6590
Filing Manager
Pinnacle Family Advisors, LLC
Springfield, MO
Signatory
Paul Carroll
Chief Investment Officer