Pinnacle Family Advisors, LLC
Pinnacle Family Advisors, LLC reported 155 holdings worth US$238M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Pinnacle Family Advisors, LLC reported 155 holdings worth US$238M as of Jun 30, 2026. Largest: O'reilly Automotive, Inc., Nvidia Corporation and Apple Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 155
- Value as reported
- US$238M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| O'reilly Automotive, Inc. | 81,216 | US$7.48M | 3.1% |
| Nvidia Corporation | 36,428 | US$7.29M | 3.1% |
| Apple Inc | 22,437 | US$6.49M | 2.7% |
| Tesla, Inc. | 8,105 | US$3.41M | 1.4% |
| Amazon.com, Inc. | 13,376 | US$3.19M | 1.3% |
| Alphabet Inc (google) Class C | 3,060 | US$1.09M | 0.46% |
| Exxon Mobil Corporation | 7,330 | US$1M | 0.42% |
| Advanced Micro Devices Inc | 1,516 | US$880K | 0.37% |
| Micron Technology, Inc. | 734 | US$847K | 0.36% |
| Walmart Inc. | 7,235 | US$819K | 0.34% |
| Eli Lilly And Company | 676 | US$810K | 0.34% |
| Palantir Technologies Inc. | 6,642 | US$775K | 0.33% |
| Iron Mountain Incorporated (delaware) | 5,866 | US$741K | 0.31% |
| Ltc Properties, Inc. | 13,973 | US$537K | 0.23% |
| Williams Companies, Inc. (the) | 6,957 | US$517K | 0.22% |
| Coinbase Global, Inc. | 3,468 | US$507K | 0.21% |
| Meta Platforms, Inc. | 871 | US$491K | 0.21% |
| Berkshire Hathaway Inc. | 961 | US$481K | 0.20% |
| Marvell Technology, Inc. | 1,500 | US$447K | 0.19% |
| Lowe's Companies, Inc. | 1,780 | US$392K | 0.16% |
| Bank Of America Corporation | 6,732 | US$384K | 0.16% |
| Epr Properties | 6,460 | US$375K | 0.16% |
| Microsoft Corp. | 935 | US$349K | 0.15% |
| Caterpillar, Inc. | 320 | US$341K | 0.14% |
| Ichor Holdings | 2,900 | US$326K | 0.14% |
| Lam Research Corporation | 750 | US$325K | 0.14% |
| Stryker Corporation | 985 | US$310K | 0.13% |
| Phillips 66 | 1,802 | US$305K | 0.13% |
| Johnson & Johnson | 1,195 | US$303K | 0.13% |
| Chevron Corporation | 1,829 | US$303K | 0.13% |
| Oneok, Inc. | 3,479 | US$302K | 0.13% |
| Ramaco Resources, Inc. | 21,737 | US$288K | 0.12% |
| International Business Machines Corporation | 949 | US$267K | 0.11% |
| Marathon Petroleum Corporation | 1,020 | US$261K | 0.11% |
| Nextera Energy, Inc. | 2,907 | US$255K | 0.11% |
| Rtx Corporation | 1,164 | US$221K | 0.09% |
| Visa Inc. | 626 | US$215K | 0.09% |
| Terawulf Inc. | 8,400 | US$207K | 0.09% |
| American Express Company | 600 | US$203K | 0.09% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |
Source
View original at SEC
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