Pinnacle-Family-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BABA",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  "ICF",
  null,
  null,
  null,
  "ORLY",
  "EFG",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  "IRM",
  "IEMG",
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "SPDW",
  null,
  null,
  "SPYG",
  "SPLG",
  null,
  "IBM",
  "SYK",
  "VNQ",
  null,
  null,
  null,
  "FSK",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VGK",
  "BND",
  "V",
  "WMT",
  "WMB",
  "DVY",
  "SCHG",
  "PSX",
  "DIA",
  null,
  null,
  "IUSV",
  null,
  null,
  null,
  null,
  null,
  "BRK-B",
  null,
  "CVX",
  null,
  "IJJ",
  "EFA",
  "USMV",
  "QQQ",
  null,
  "GOOG",
  "XOM",
  "TSLA",
  "ITOT",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 109
Total Value: 183930981
Accession Number: 0001172661-25-001981
Form Type: 13F-HR
CIK: pinnacle-family-advisors
Manager Name: Pinnacle-Family-Advisors

Data Enrichment

46% identified

50 identified59 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

109 positions • $183.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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78464A854

SPLG|78464A854

Shares:40.3K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$183.9M)

464287168

DVY|464287168

Shares:16.3K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$183.9M)

78463X889

SPDW|78463X889

Shares:57.9K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$183.9M)

Tesla, Inc.

TSLA|88160R101

Shares:7.9K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$183.9M)

78464A649

Shares:78.5K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$183.9M)

33740F805

Shares:45.6K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$183.9M)

33733E823

Shares:66.1K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$183.9M)

81369Y605

Shares:38.9K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$183.9M)

78464A409

SPYG|78464A409

Shares:22.4K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$183.9M)

33738R118

Shares:24.1K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$183.9M)

808524201

SCHX|808524201

Shares:80.3K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$183.9M)

464288638

Shares:33.1K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$183.9M)

464287150

ITOT|464287150

Shares:13.1K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$183.9M)

315912808

Shares:23.2K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$183.9M)

33738D606

Shares:66.2K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$183.9M)

81369Y407

Shares:6.8K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$183.9M)

33734H106

Shares:27.3K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$183.9M)

33733E104

Shares:13.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$183.9M)

464287507

IJH|464287507

Shares:19.6K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$183.9M)

921937835

BND|921937835

Shares:15.1K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$183.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	40.3K	QoQ -4.75% (-2.0K) YoY -33.21% (-20.0K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$183.9M)	QoQ -9.15% (-$267.0K) YoY -28.61% (-$1.1M)
(DVYcusip464287168)	16.3K	QoQ +3.88% (+610) YoY +190.33% (+10.7K)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$183.9M)	QoQ +6.25% (+$129.0K) YoY +216.49% (+$1.5M)
(SPDWcusip78463X889)	57.9K	QoQ +385.61% (+46.0K) YoY +357.88% (+45.2K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$183.9M)	QoQ +418.03% (+$1.7M) YoY +365.17% (+$1.7M)
Tesla, Inc.(TSLAcusip88160R101)	7.9K	QoQ +22.44% (-1.5K) YoY -17.55% (-1.7K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$183.9M)	QoQ -21.42% (-$560.9K) YoY +21.54% (-$364.7K)
(cusip78464A649)✕	78.5K	QoQ -4.59% (-3.8K) YoY +27.46% (+16.9K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$183.9M)	QoQ -2.49% (-$51.3K) YoY +28.77% (+$447.9K)
(cusip33740F805)✕	45.6K	QoQ -43.09% (-34.5K) YoY -64.90% (-84.3K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$183.9M)	QoQ -41.93% (-$1.4M) YoY -64.70% (-$3.7M)
(cusip33733E823)✕	66.1K	QoQ +45.25% (+20.6K) YoY NEW(+66.1K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$183.9M)	QoQ +37.61% (+$537.8K) YoY NEW(+$2.0M)
(cusip81369Y605)✕	38.9K	QoQ +35.11% (+10.1K) YoY +247.90% (+27.7K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$183.9M)	QoQ +39.25% (+$546.4K) YoY +311.41% (+$1.5M)
(SPYGcusip78464A409)	22.4K	QoQ -58.71% (-31.9K) YoY -67.17% (-45.9K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$183.9M)	QoQ -62.25% (-$3.0M) YoY -63.92% (-$3.2M)
(cusip33738R118)✕	24.1K	QoQ +20.48% (+4.1K) YoY +36.13% (+6.4K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$183.9M)	QoQ +13.03% (+$204.9K) YoY +43.83% (+$541.4K)
(SCHXcusip808524201)	80.3K	QoQ +6.66% (+5.0K) YoY +278.70% (+59.1K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$183.9M)	QoQ +1.60% (+$28.0K) YoY +34.74% (+$456.9K)
(cusip464288638)✕	33.1K	QoQ -0.58% (-194) YoY +21.63% (+5.9K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$183.9M)	QoQ +1.36% (-$23.5K) YoY +23.80% (+$334.0K)
(ITOTcusip464287150)	13.1K	QoQ -5.60% (-777) YoY -15.53% (-2.4K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$183.9M)	QoQ -10.45% (-$186.4K) YoY -10.61% (-$189.5K)
(cusip315912808)✕	23.2K	QoQ +1.18% (-272) YoY -67.12% (-47.3K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$183.9M)	QoQ -9.45% (-$164.7K) YoY -65.24% (-$3.0M)
(cusip33738D606)✕	66.2K	QoQ +5.49% (+3.5K) YoY NEW(+66.2K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$183.9M)	QoQ +8.84% (+$115.6K) YoY NEW(+$1.4M)
(cusip81369Y407)✕	6.8K	QoQ +114.93% (+3.7K) YoY +111.60% (+3.6K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$183.9M)	QoQ +89.17% (+$636.2K) YoY +127.22% (+$755.7K)
(cusip33734H106)✕	27.3K	QoQ +24.27% (+5.3K) YoY +95.57% (+13.4K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$183.9M)	QoQ +26.97% (+$259.0K) YoY +106.50% (+$628.7K)
(cusip33733E104)✕	13.1K	QoQ -31.68% (-6.1K) YoY -27.88% (-5.1K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$183.9M)	QoQ -30.27% (-$508.4K) YoY -24.52% (-$380.6K)
(IJHcusip464287507)	19.6K	QoQ +0.59% (-115) YoY NEW(+19.6K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$183.9M)	QoQ -5.80% (-$70.3K) YoY NEW(+$1.1M)
(BNDcusip921937835)	15.1K	QoQ NEW(+15.1K) YoY NEW(+15.1K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$183.9M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)