13F Insight
DOSSIER · 13F-HR · Q4 2025

Pinnacle Family Advisors, LLC

Pinnacle Family's pension fund based in Boston, MA — $227M in tracked AUM across 141 positions as of Q4 2025.

PF
Pinnacle Family·Boston, MA·Pension Fund
CIK 0001679064 · last filed Dec 31, 2025
Total AUM
$227M
▼ 15.8%
vs prior
Holdings
141
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Pinnacle Family Advisors, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
FCUS
TIDAL TRUST II
$22M691K9.5%
02
04609e107
INVESCO QQQ TR
$17M28K7.5%
03
IVV
ISHARES TR
$16M23K7.0%
04
SPY
SPDR S&P 500 ETF TR
$15M22K6.6%
05
EFA
ISHARES TR
$10M100K4.2%
06
NVDA
NVIDIA CORPORATION
$7M39K3.2%
07
ORLY
OREILLY AUTOMOTIVE INC
$7M79K3.2%
08
AAPL
APPLE INC
$7M26K3.1%
09
SCHG
SCHWAB STRATEGIC TR
$7M215K3.1%
10
XLG
INVESCO EXCHANGE TRADED FD T
$6M106K2.8%

Filing history

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