13F Insight
DOSSIER · 13F-HR · Q1 2026

Pinnacle Financial Group, LLC / IL

$365M in tracked AUM across 111 positions as of Q1 2026.

PF
CIK 0001905962 · last filed Mar 31, 2026
Total AUM
$365M
as of Q1 2026
Holdings
111
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Pinnacle Financial Group, LLC / IL filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFIC
DIMENSIONAL ETF TRUST
$33M917K8.9%02
PRF
INVESCO EXCHANGE TRADED FD T
$32M668K8.7%03
DFAC
DIMENSIONAL ETF TRUST
$21M552K5.9%04
DTD
WISDOMTREE TR
$21M245K5.8%05
DFEM
DIMENSIONAL ETF TRUST
$20M580K5.5%06
VYMI
VANGUARD WHITEHALL FDS
$15M160K4.1%07
VYM
VANGUARD WHITEHALL FDS
$14M94K3.8%08
VEU
VANGUARD INTL EQUITY INDEX F
$13M174K3.6%09
SPY
STATE STR SPDR S&P 500 ETF T
$9M14K2.6%10
EEM
ISHARES TR
$9M162K2.5%

Filing history

2026Q1Mar 31
$365M▲ 5.9%
111 positionsView →2025Q4Dec 31
$345M▲ 4.2%
112 positionsView →2025Q3Sep 30
$331M▲ 10.7%
108 positionsView →2025Q2Jun 30
$299M▲ 8.5%
101 positionsLocked2025Q1Mar 31
$275M▲ 7.8%
95 positionsLocked2024Q4Dec 31
$255M▲ 0.1%
84 positionsLocked2024Q3Sep 30
$255M▲ 9.1%
80 positionsLocked2024Q2Jun 30
$234M▲ 2.7%
72 positionsLocked2024Q1Mar 31
$228M▲ 16.6%
65 positionsLocked2023Q4Dec 31
$195M▲ 16.2%
63 positionsLocked2023Q3Sep 30
$168M▼ 4.6%
57 positionsLocked2023Q2Jun 30
$176M▲ 5.1%
62 positionsLocked
Showing 12 of 18