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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808524698

Shares:48.1K

Value:$1.1M

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

808524839

Shares:41.9K

Value:$970.3K

% of Portfolio:0.5% ($970.3K/$183.9M)

46429B697

USMV|46429B697

Shares:10.3K

Value:$960.6K

% of Portfolio:0.5% ($960.6K/$183.9M)

81369Y852

Shares:9.7K

Value:$935.5K

% of Portfolio:0.5% ($935.5K/$183.9M)

336917109

Shares:21.1K

Value:$917.3K

% of Portfolio:0.5% ($917.3K/$183.9M)

464288760

Shares:5.8K

Value:$881.4K

% of Portfolio:0.5% ($881.4K/$183.9M)

46434V613

Shares:19.1K

Value:$879.2K

% of Portfolio:0.5% ($879.2K/$183.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.1K

Value:$849.8K

% of Portfolio:0.5% ($849.8K/$183.9M)

33740F821

Shares:24.4K

Value:$822.5K

% of Portfolio:0.4% ($822.5K/$183.9M)

33740Y101

Shares:26.8K

Value:$774.7K

% of Portfolio:0.4% ($774.7K/$183.9M)

922908553

VNQ|922908553

Shares:8.2K

Value:$740.4K

% of Portfolio:0.4% ($740.4K/$183.9M)

46432F339

QUAL|46432F339

Shares:3.9K

Value:$669.9K

% of Portfolio:0.4% ($669.9K/$183.9M)

464287705

IJJ|464287705

Shares:5.6K

Value:$669.7K

% of Portfolio:0.4% ($669.7K/$183.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.8K

Value:$662.0K

% of Portfolio:0.4% ($662.0K/$183.9M)

33738D788

Shares:30.9K

Value:$649.6K

% of Portfolio:0.4% ($649.6K/$183.9M)

33733E203

Shares:3.8K

Value:$640.7K

% of Portfolio:0.3% ($640.7K/$183.9M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:4.7K

Value:$619.8K

% of Portfolio:0.3% ($619.8K/$183.9M)

81369Y886

Shares:7.3K

Value:$577.9K

% of Portfolio:0.3% ($577.9K/$183.9M)

Walmart Inc.

WMT|931142103

Shares:6.6K

Value:$576.9K

% of Portfolio:0.3% ($576.9K/$183.9M)

33738D796

Shares:27.6K

Value:$573.7K

% of Portfolio:0.3% ($573.7K/$183.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524698)✕	48.1K	QoQ +6.54% (+3.0K) YoY NEW(+48.1K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$183.9M)	QoQ +8.43% (+$84.0K) YoY NEW(+$1.1M)
(cusip808524839)✕	41.9K	QoQ +5.36% (+2.1K) YoY +115.60% (+22.5K)	All Managers (Combined)	$970.3K	0.5% ($970.3K/$183.9M)	QoQ +7.49% (+$67.7K) YoY +8.54% (+$76.4K)
(USMVcusip46429B697)	10.3K	QoQ -2.93% (-310) YoY +73.26% (+4.3K)	All Managers (Combined)	$960.6K	0.5% ($960.6K/$183.9M)	QoQ +2.39% (-$22.4K) YoY +94.16% (+$465.9K)
(cusip81369Y852)✕	9.7K	QoQ +29.59% (+2.2K) YoY NEW(+9.7K)	All Managers (Combined)	$935.5K	0.5% ($935.5K/$183.9M)	QoQ +29.11% (+$210.9K) YoY NEW(+$935.5K)
(cusip336917109)✕	21.1K	QoQ -5.67% (-1.3K) YoY NEW(+21.1K)	All Managers (Combined)	$917.3K	0.5% ($917.3K/$183.9M)	QoQ +1.77% (-$16.0K) YoY NEW(+$917.3K)
(cusip464288760)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$881.4K	0.5% ($881.4K/$183.9M)	QoQ NEW(+$881.4K) YoY NEW(+$881.4K)
(cusip46434V613)✕	19.1K	QoQ -20.91% (-5.0K) YoY -6.39% (-1.3K)	All Managers (Combined)	$879.2K	0.5% ($879.2K/$183.9M)	QoQ -19.37% (-$211.3K) YoY -5.39% (-$50.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.1K	QoQ +4.87% (+332) YoY -2.70% (-199)	All Managers (Combined)	$849.8K	0.5% ($849.8K/$183.9M)	QoQ +15.93% (+$116.8K) YoY -0.45% (-$3.9K)
(cusip33740F821)✕	24.4K	QoQ NEW(+24.4K) YoY NEW(+24.4K)	All Managers (Combined)	$822.5K	0.4% ($822.5K/$183.9M)	QoQ NEW(+$822.5K) YoY NEW(+$822.5K)
(cusip33740Y101)✕	26.8K	QoQ +1.55% (+410) YoY -34.47% (-14.1K)	All Managers (Combined)	$774.7K	0.4% ($774.7K/$183.9M)	QoQ +4.85% (+$35.9K) YoY -34.17% (-$402.3K)
(VNQcusip922908553)	8.2K	QoQ -0.36% (-30) YoY NEW(+8.2K)	All Managers (Combined)	$740.4K	0.4% ($740.4K/$183.9M)	QoQ +1.26% (-$9.2K) YoY NEW(+$740.4K)
(QUALcusip46432F339)	3.9K	QoQ +20.31% (+662) YoY +67.80% (+1.6K)	All Managers (Combined)	$669.9K	0.4% ($669.9K/$183.9M)	QoQ +15.44% (+$89.6K) YoY +74.44% (+$285.9K)
(IJJcusip464287705)	5.6K	QoQ -2.62% (-151) YoY -8.47% (-518)	All Managers (Combined)	$669.7K	0.4% ($669.7K/$183.9M)	QoQ -6.70% (-$48.1K) YoY -7.36% (-$53.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$662.0K	0.4% ($662.0K/$183.9M)	QoQ NEW(+$662.0K) YoY NEW(+$662.0K)
(cusip33738D788)✕	30.9K	QoQ NEW(+30.9K) YoY NEW(+30.9K)	All Managers (Combined)	$649.6K	0.4% ($649.6K/$183.9M)	QoQ NEW(+$649.6K) YoY NEW(+$649.6K)
(cusip33733E203)✕	3.8K	QoQ +4.93% (+177) YoY NEW(+3.8K)	All Managers (Combined)	$640.7K	0.3% ($640.7K/$183.9M)	QoQ +7.39% (+$44.1K) YoY NEW(+$640.7K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$619.8K	0.3% ($619.8K/$183.9M)	QoQ NEW(+$619.8K) YoY NEW(+$619.8K)
(cusip81369Y886)✕	7.3K	QoQ -64.52% (-13.3K) YoY NEW(+7.3K)	All Managers (Combined)	$577.9K	0.3% ($577.9K/$183.9M)	QoQ -63.04% (-$986.0K) YoY NEW(+$577.9K)
Walmart Inc.(WMTcusip931142103)	6.6K	QoQ -2.91% (-197) YoY +11.46% (+676)	All Managers (Combined)	$576.9K	0.3% ($576.9K/$183.9M)	QoQ -5.66% (-$34.6K) YoY +62.63% (+$222.2K)
(cusip33738D796)✕	27.6K	QoQ +0.98% (+269) YoY NEW(+27.6K)	All Managers (Combined)	$573.7K	0.3% ($573.7K/$183.9M)	QoQ +2.46% (+$13.8K) YoY NEW(+$573.7K)