Pinnacle Family Advisors, LLC
•CIK: 1679064•Filing: Q4 2025
**Pinnacle Family Advisors, LLC** manages $227M across a diversified portfolio of 141 positions. The strategy exhibits notable overweight allocations to core indices and technology leaders, highlighted by the top holdings in FCUS ($21.7M) and NDQ ($17.1M). Significant exposure is maintained in broad market proxies such as IVV ($16.0M) and SPY ($15.0M). This structure suggests a disciplined, large-cap growth orientation within the current market cycle.
Total AUM
$227.2M
QoQ Performance
-0.9%
Positions
71
Top 10 Concentration
50.3%
Latest Filing
Q4 2025
Top Holdings Allocation
FCUS
NDQ
IVV
SPY
FCUS9.5%
NDQ7.5%
IVV7.0%
SPY6.6%
EFA4.2%
NVDA3.2%
ORLY3.2%
AAPL3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.2%
ETF13.6%
Technology7.2%
Consumer3.7%
Financial0.7%
Energy0.4%
Utilities0.1%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW28 new positions
↑52 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023