Home › Pinnacle Financial Group, LLC / IL

Pinnacle Financial Group, LLC / IL 13F holdings

Filed 2026-07-30 · Pinnacle Financial Group, LLC / IL · 117 positions · $409.7M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
PRFINVESCO EXCHANGE TRADED FD T665.1K$35.9M8.8%
DFICDIMENSIONAL ETF TRUST929.8K$34.6M8.5%
DFACDIMENSIONAL ETF TRUST575.3K$25.5M6.2%
DFEMDIMENSIONAL ETF TRUST591.6K$24.0M5.9%
DTDWISDOMTREE TR240.7K$22.4M5.5%
VYMIVANGUARD WHITEHALL FDS165.3K$16.2M4.0%
VYMVANGUARD WHITEHALL FDS99.5K$15.7M3.8%
VEUVANGUARD INTL EQUITY INDEX F179.4K$15.0M3.7%
EEMISHARES TR173.4K$11.9M2.9%
SPYSTATE STR SPDR S&P 500 ETF T14.6K$10.9M2.7%
MINTPIMCO ETF TR99.4K$10.0M2.4%
DFASDIMENSIONAL ETF TRUST114.5K$9.4M2.3%
AGGISHARES TR89.8K$8.9M2.2%
VBRVANGUARD INDEX FDS34.2K$8.3M2.0%
VBVANGUARD INDEX FDS24.6K$7.4M1.8%
DVYISHARES TR46.5K$7.3M1.8%
DFARDIMENSIONAL ETF TRUST257.6K$6.7M1.6%
VIGVANGUARD SPECIALIZED FUNDS28.0K$6.6M1.6%
VOVANGUARD INDEX FDS79.8K$6.4M1.6%
PTRBPGIM ETF TR138.9K$5.8M1.4%
PYLDPIMCO ETF TR199.8K$5.3M1.3%
GLDSPDR GOLD TR13.2K$4.8M1.2%
VTIVANGUARD INDEX FDS12.9K$4.8M1.2%
VOEVANGUARD INDEX FDS24.0K$4.7M1.2%
DFAIDIMENSIONAL ETF TRUST112.4K$4.6M1.1%
TOTLSSGA ACTIVE ETF TR111.8K$4.4M1.1%
BSCRINVESCO EXCH TRD SLF IDX FD224.8K$4.4M1.1%
VTVVANGUARD INDEX FDS18.5K$4.0M1.0%
MCDMCDONALDS CORP14.6K$4.0M1.0%
BONDPIMCO ETF TR41.6K$3.8M0.9%
VSDBVANGUARD MALVERN FDS40.7K$3.1M0.8%
DFAEDIMENSIONAL ETF TRUST74.1K$3.0M0.7%
AAPLAPPLE INC10.3K$3.0M0.7%
VNQVANGUARD INDEX FDS30.8K$3.0M0.7%
VVVANGUARD INDEX FDS8.6K$3.0M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL5.9K$2.9M0.7%
IVWISHARES TR20.2K$2.8M0.7%
DFAUDIMENSIONAL ETF TRUST51.9K$2.7M0.7%
ILCGISHARES TR21.8K$2.6M0.6%
INCMFRANKLIN TEMPLETON ETF TR87.8K$2.5M0.6%
VHTVANGUARD WORLD FD8.0K$2.4M0.6%
VBKVANGUARD INDEX FDS6.2K$2.3M0.5%
BSCQINVESCO EXCH TRD SLF IDX FD93.0K$1.8M0.4%
AVUSAMERICAN CENTY ETF TR13.4K$1.7M0.4%
QQQINVESCO QQQ TR2.3K$1.7M0.4%
IJHISHARES TR21.1K$1.6M0.4%
NVDANVIDIA CORPORATION7.4K$1.5M0.4%
VXUSVANGUARD STAR FDS15.8K$1.3M0.3%
BSCSINVESCO EXCH TRD SLF IDX FD63.0K$1.3M0.3%
CATCATERPILLAR INC1.2K$1.3M0.3%
VSSVANGUARD INTL EQUITY INDEX F7.5K$1.2M0.3%
AMZNAMAZON COM INC4.6K$1.1M0.3%
FLCBFRANKLIN TEMPLETON ETF TR41.2K$881,4390.2%
FPEIFIRST TR EXCH TRADED FD III45.5K$878,2440.2%
VOOVANGUARD INDEX FDS1.3K$847,5130.2%
DGROISHARES TR10.2K$771,4800.2%
RSPINVESCO EXCHANGE TRADED FD T3.6K$767,3400.2%
JNKSPDR SERIES TRUST7.9K$757,3370.2%
IVEISHARES TR3.3K$740,7080.2%
VIGIVANGUARD WHITEHALL FDS7.8K$724,7990.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}