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 51–100 of 112
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVE | ISHARES TR | 3K | $500K+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 35K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| AGGY | WISDOMTREE TR | 14K | $500K+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 6K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| DGRO | ISHARES TR | 8K | $500K+ | SH |
| IJK | ISHARES TR | 6K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| FLCB | FRANKLIN TEMPLETON ETF TR | 26K | $500K+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 27K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 4K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 3K | $500K+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 5K | $100K–$500K | SH |
| IVV | ISHARES TR | 675 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 9K | $100K–$500K | SH |
| BINC | BLACKROCK ETF TRUST II | 8K | $100K–$500K | SH |
| VTC | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| DWM | WISDOMTREE TR | 6K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 635 | $100K–$500K | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 21K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 814 | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 10K | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 896 | $100K–$500K | SH |
| DFNM | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| IEFA | ISHARES TR | 3K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 953 | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 807 | $100K–$500K | SH |
| EDIV | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| IJS | ISHARES TR | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 872 | $100K–$500K | SH |
| META | META PLATFORMS INC | 410 | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 704 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 241 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |