13F Insight
DOSSIER · 13F-HR · Q2 2026

Pinnacle Financial Group, LLC / IL

$410M in tracked AUM across 117 positions as of Q2 2026.

PF
CIK 0001905962 · last filed Jun 30, 2026
Total AUM
$410M
as of Q2 2026
Holdings
117
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Pinnacle Financial Group, LLC / IL filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PRF
INVESCO EXCHANGE TRADED FD T
$36M665K8.8%02
DFIC
DIMENSIONAL ETF TRUST
$35M930K8.5%03
DFAC
DIMENSIONAL ETF TRUST
$26M575K6.2%04
DFEM
DIMENSIONAL ETF TRUST
$24M592K5.9%05
DTD
WISDOMTREE TR
$22M241K5.5%06
VYMI
VANGUARD WHITEHALL FDS
$16M165K4.0%07
VYM
VANGUARD WHITEHALL FDS
$16M99K3.8%08
VEU
VANGUARD INTL EQUITY INDEX F
$15M179K3.7%09
EEM
ISHARES TR
$12M173K2.9%10
SPY
STATE STR SPDR S&P 500 ETF T
$11M15K2.7%

Filing history

2026Q2Jun 30
$410M▲ 12.3%
117 positionsView →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 positionsLocked
Showing 12 of 19