Pinnacle Family Advisors, LLC

13F filer, CIK 1679064, Springfield, MO

Pinnacle Family Advisors, LLC reported $193,036,958 across 117 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14. Its ten largest share positions make up 43.16% of the portfolio.

Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001172661-24-004819

Period: 2024-09-30
Reported value: $193M
Holdings: 117
Top 10 weight: 43.16%
New: 24
Sold out: 16

Largest buys vs the previous quarter

Security	Shares change	Approx. value
XLGnew	+110,413	$5.25M
DIAadded	+9,297	$3.93M
IYZnew	+137,809	$3.48M
IBBnew	+22,987	$3.35M
IVWadded	+34,680	$3.32M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYreduced	-14,793	-$8.49M
QQQreduced	-9,401	-$4.59M
SMHexited	-13,016	-$3.39M
IGMexited	-33,171	-$3.13M
IYGexited	-46,462	-$3.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001172661-24-004819, largest first. % of portfolio is the value over $193,036,958, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
FCUSTIDAL TRUST II	669,504	$19.6M	10.15%	+35,167	Timeline
IVVISHARES TR	29,005	$16.7M	8.67%	-3,951	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	12,854	$7.37M	3.82%	-14,793	Timeline
ORLYOREILLY AUTOMOTIVE INC	5,514	$6.35M	3.29%	+638	Timeline
AAPLAPPLE INC	26,891	$6.27M	3.25%	-185	Timeline
SCHGSCHWAB STRATEGIC TR	56,871	$5.92M	3.07%	-492	Timeline
NVDANVIDIA CORPORATION	46,581	$5.66M	2.93%	-3,505	Timeline
DIASTATE STR SPDR DOW JONES IND	12,487	$5.28M	2.74%	+9,297	Timeline
XLGINVESCO EXCHANGE TRADED FD T	110,413	$5.25M	2.72%	new	Timeline
QQQINVESCO QQQ TR	10,021	$4.89M	2.53%	-9,401	Timeline
SCHBSCHWAB STRATEGIC TR	62,183	$4.14M	2.14%	-3,972	Timeline
IGLBISHARES TR	73,838	$3.96M	2.05%	-1,277	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	83,458	$3.78M	1.96%	-890	Timeline
IVWISHARES TR	39,371	$3.77M	1.95%	+34,680	Timeline
IYZISHARES TR	137,809	$3.48M	1.8%	new	Timeline
IVEISHARES TR	17,193	$3.39M	1.76%	-12	Timeline
IBBISHARES TR	22,987	$3.35M	1.73%	new	Timeline
AMZNAMAZON COM INC	17,805	$3.32M	1.72%	-353	Timeline
ICFISHARES TR	45,295	$2.99M	1.55%	new	Timeline
SPYMSPDR SERIES TRUST	43,701	$2.95M	1.53%	-2,378	Timeline
MDYGSPDR SERIES TRUST	32,225	$2.83M	1.46%	+823	Timeline
SPYGSPDR SERIES TRUST	30,178	$2.5M	1.3%	-35,920	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	27,366	$2.48M	1.29%	+9,363	Timeline
EFAISHARES TR	27,753	$2.32M	1.2%	-11,876	Timeline
DVYISHARES TR	15,459	$2.09M	1.08%	+9,846	Timeline
SPMDSPDR SERIES TRUST	34,410	$1.88M	0.97%	new	Timeline
SPABSPDR SERIES TRUST	68,144	$1.78M	0.92%	+11,451	Timeline
SLYVSPDR SERIES TRUST	20,454	$1.78M	0.92%	new	Timeline
TSLATESLA INC	6,729	$1.76M	0.91%	-5	Timeline
SLYGSPDR SERIES TRUST	18,771	$1.75M	0.91%	new	Timeline
IGIBISHARES TR	32,109	$1.72M	0.89%	-898	Timeline
ITOTISHARES TR	13,731	$1.72M	0.89%	-890	Timeline
IWMISHARES TR	7,760	$1.71M	0.89%	new	Timeline
SPYVSPDR SERIES TRUST	31,950	$1.69M	0.87%	new	Timeline
MDYVSPDR SERIES TRUST	21,175	$1.68M	0.87%	new	Timeline
SCHXSCHWAB STRATEGIC TR	24,120	$1.64M	0.85%	-1,454	Timeline
ONEQFIDELITY COMWLTH TR	22,546	$1.61M	0.84%	-15,498	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	18,855	$1.51M	0.78%	-851	Timeline
LGOVFIRST TR EXCHANGE-TRADED FD	59,863	$1.34M	0.69%	-812	Timeline
IJHISHARES TR	19,821	$1.24M	0.64%	-2,444	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	22,507	$1.02M	0.53%	-816	Timeline
IJRISHARES TR	8,405	$983K	0.51%	-1,041	Timeline
IUSBISHARES TR	20,054	$945K	0.49%	-113	Timeline
XLUSELECT SECTOR SPDR TR	11,483	$928K	0.48%	+4,935	Timeline
SCHZSCHWAB STRATEGIC TR	19,157	$910K	0.47%	+592	Timeline
XLISELECT SECTOR SPDR TR	6,596	$893K	0.46%	new	Timeline
XLRESELECT SECTOR SPDR TR	19,755	$882K	0.46%	new	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	4,122	$873K	0.45%	-124	Timeline
SCHISCHWAB STRATEGIC TR	18,503	$854K	0.44%	+2,355	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	13,989	$828K	0.43%	+495	Timeline
IHEISHARES TR	11,595	$819K	0.42%	+5,000	Timeline
XOMEXXON MOBIL CORP	6,668	$782K	0.4%	-583	Timeline
VNQVANGUARD INDEX FDS	7,798	$760K	0.39%	-164	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	9,235	$731K	0.38%	-15	Timeline
FTGSFIRST TR EXCHANGE-TRADED FD	23,405	$731K	0.38%	+13,491	Timeline
IJJISHARES TR	5,759	$712K	0.37%	-24	Timeline
FAARFIRST TR EXCHANGE TRAD FD VI	24,798	$690K	0.36%	+1,484	Timeline
IRMIRON MTN INC DEL	5,477	$651K	0.34%	+263	Timeline
XLFSELECT SECTOR SPDR TR	13,909	$630K	0.33%	-7,765	Timeline
VHTVANGUARD WORLD FD	2,233	$630K	0.33%	+24	Timeline
QUALISHARES TR	3,308	$593K	0.31%	+8	Timeline
EFGISHARES TR	5,356	$577K	0.3%	+1,502	Timeline
LLYELI LILLY & CO	646	$572K	0.3%	new	Timeline
VUGVANGUARD INDEX FDS	1,484	$570K	0.3%	+84	Timeline
DYNFBLACKROCK ETF TRUST	10,988	$544K	0.28%	+45	Timeline
DFAIDIMENSIONAL ETF TRUST	16,495	$524K	0.27%	-312	Timeline
USMVISHARES TR	5,597	$511K	0.26%	-5,304	Timeline
FIIGFIRST TR EXCHANGE-TRADED FD	22,966	$491K	0.25%	+2,962	Timeline
LOWLOWES COS INC	1,796	$486K	0.25%	-2	Timeline
MBBISHARES TR	5,036	$483K	0.25%	-1,028	Timeline
FMFFIRST TR EXCHANGE-TRADED FD	10,156	$482K	0.25%	+181	Timeline
TZADIREXION SHARES ETF TRUST	34,846	$470K	0.24%	new	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	9,508	$470K	0.24%	+391	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	991	$456K	0.24%	-2	Timeline
FDTFIRST TR EXCH TRD ALPHDX FD	7,881	$455K	0.24%	+66	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	7,594	$452K	0.23%	+141	Timeline
XLVSELECT SECTOR SPDR TR	2,934	$452K	0.23%	new	Timeline
XLBSELECT SECTOR SPDR TR	4,642	$447K	0.23%	-2,675	Timeline
SPDWSPDR INDEX SHS FDS	11,820	$444K	0.23%	-28	Timeline
WMTWALMART INC	5,434	$439K	0.23%	+804	Timeline
DFSDDIMENSIONAL ETF TRUST	9,082	$434K	0.22%	+702	Timeline
XLKSELECT SECTOR SPDR TR	1,920	$433K	0.22%	+569	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	10,126	$425K	0.22%	-12,729	Timeline
XHBSPDR SERIES TRUST	3,345	$417K	0.22%	new	Timeline
KRESPDR SERIES TRUST	7,305	$413K	0.21%	-1,655	Timeline
KIESPDR SERIES TRUST	7,270	$413K	0.21%	new	Timeline
AXS SHORT INNOVATIONAXS SHORT INNOVATION	15,843	$413K	0.21%	new
CIBRFIRST TR EXCHANGE-TRADED FD	6,899	$409K	0.21%	new	Timeline
FTCFIRST TR EXCHANGE-TRADED ALP	3,015	$396K	0.21%	+37	Timeline
DBMFIM GLOBAL PARTNER FUNDS	13,972	$393K	0.2%	+1,849	Timeline
FXHFIRST TR EXCHANGE-TRADED FD	3,439	$385K	0.2%	+24	Timeline
SPEMSPDR INDEX SHS FDS	8,477	$350K	0.18%	+19	Timeline
SYKSTRYKER CORPORATION	945	$341K	0.18%	-227	Timeline
GOOGALPHABET INC	1,940	$324K	0.17%	+75	Timeline
WUGIINVESTMENT MANAGERS SER TR I	4,550	$321K	0.17%	+50	Timeline
VGKVANGUARD INTL EQUITY INDEX F	4,488	$319K	0.17%	+27	Timeline
VTIVANGUARD INDEX FDS	1,125	$318K	0.16%	-11	Timeline
MSFTMICROSOFT CORP	731	$315K	0.16%	+115	Timeline
DFAEDIMENSIONAL ETF TRUST	11,442	$314K	0.16%	-160	Timeline
EFVISHARES TR	5,355	$308K	0.16%	-1,599	Timeline
IYWISHARES TR	1,987	$301K	0.16%	-109	Timeline
WMBWILLIAMS COS INC	6,510	$297K	0.15%	+211	Timeline
OKEONEOK INC NEW	2,927	$267K	0.14%	+154	Timeline
IEMGISHARES INC	4,491	$258K	0.13%	-9,967	Timeline
NEENEXTERA ENERGY INC	2,928	$247K	0.13%	new	Timeline
TLTISHARES TR	2,472	$242K	0.13%	+147	Timeline
PSXPHILLIPS 66	1,725	$227K	0.12%	-74	Timeline
FTAIFTAI AVIATION LTD	1,681	$223K	0.12%	new	Timeline
IUSVISHARES TR	2,292	$219K	0.11%	+2	Timeline
FTLSFIRST TR EXCH TRADED FD III	3,444	$219K	0.11%	-16	Timeline
METAMETA PLATFORMS INC	374	$214K	0.11%	-23	Timeline
IBMINTERNATIONAL BUSINESS MACHS	951	$210K	0.11%	new	Timeline
FEPFIRST TR EXCH TRD ALPHDX FD	5,373	$209K	0.11%	new	Timeline
PROSHARES TR IIPROSHARES TR II	16,776	$206K	0.11%	new
FSKFS KKR CAP CORP	10,306	$203K	0.11%	-138	Timeline
FEMFIRST TR EXCH TRD ALPHDX FD	8,450	$202K	0.1%	-311	Timeline
FSIGFIRST TR EXCHANGE-TRADED FD	10,441	$200K	0.1%	+17	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SMHVANECK ETF TRUST	13,016	$3.39M	shares
IGMISHARES TR	33,171	$3.13M	shares
IYGISHARES TR	46,462	$3.03M	shares
XMMOINVESCO EXCHANGE TRADED FD T	26,221	$2.99M	shares
PICKISHARES INC	22,989	$939K	shares
QTECFIRST TR EXCHANGE-TRADED FD	3,073	$607K	shares
XBISPDR SERIES TRUST	4,780	$443K	shares
XLESELECT SECTOR SPDR TR	4,723	$430K	shares
ITAISHARES TR	3,219	$425K	shares
XMESPDR SERIES TRUST	6,793	$403K	shares
MGKVANGUARD WORLD FD	1,020	$320K	shares
MGCVANGUARD WORLD FD	1,365	$269K	shares
OEFISHARES TR	940	$248K	shares
NVMINOVA LTD	1,000	$235K	shares
FXNFIRST TR EXCHANGE-TRADED FD	12,467	$227K	shares
GOOGLALPHABET INC	1,125	$205K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-24-004819	base		2024-11-14	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC