CIK 1905962
Pinnacle Financial Group, LLC / IL
Institutional 13F holdings & portfolio
Holdings
112
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 112
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 670K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 864K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 676K | $1M+ | SH |
| DTD | WISDOMTREE TR | 255K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 543K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 155K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 88K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 160K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 14K | $1M+ | SH |
| DVY | ISHARES TR | 64K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 113K | $1M+ | SH |
| AGG | ISHARES TR | 79K | $1M+ | SH |
| EEM | ISHARES TR | 138K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 27K | $1M+ | SH |
| GLD | SPDR GOLD TR | 15K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 259K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| MCD | MCDONALDS CORP | 15K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 165K | $1M+ | SH |
| PTRB | PGIM ETF TR | 103K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 108K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 90K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 183K | $1M+ | SH |
| BOND | PIMCO ETF TR | 38K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 32K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| IVW | ISHARES TR | 20K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 75K | $1M+ | SH |
| VSDB | VANGUARD MALVERN FDS | 32K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 52K | $1M+ | SH |
| ILCG | ISHARES TR | 22K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| INCM | FRANKLIN TEMPLETON ETF TR | 68K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 96K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| IJH | ISHARES TR | 22K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 16K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| JNK | SPDR SERIES TRUST | 11K | $1M+ | SH |
| AMZN | AMAZON COM INC | 4K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |