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Pinnacle Financial Group, LLC / IL
Updated 7 days agoManaged by Pinnacle Financial Group, Llc / Il • Latest filing Q3 2026
Portfolio value
$415.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $330.7M |
| Q4 2025 | $344.6M |
| Q1 2026 | $364.8M |
| Q2 2026 | $409.7M |
| Q3 2026 | $415.6M |
Top holdings
121 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $35.2M | 647.4K | 8.48% | — | |
| 2 | $34.6M | 919.9K | 8.32% | — | |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $26M | 585.4K | 6.26% | — |
| 4 | $23.8M | 598.1K | 5.72% | — | |
| 5 | $22.1M | 236.6K | 5.32% | — | |
| 6 | $17.2M | 169.6K | 4.13% | — | |
| 7 | $16.2M | 104.1K | 3.89% | — | |
| 8 | $15.1M | 182.1K | 3.64% | — | |
| 9 | $11.8M | 177.4K | 2.85% | — | |
| 10 | $11.3M | 112.3K | 2.72% | — | |
| 11 | $10.9M | 14.3K | 2.63% | — | |
| 12 | $8.5M | 110.2K | 2.05% | — | |
| 13 | $8.3M | 87.9K | 2.00% | — | |
| 14 | $8.2M | 35.5K | 1.97% | — | |
| 15 | $7.2M | 25.3K | 1.73% | — | |
| 16 | $7.1M | 46.5K | 1.70% | — | |
| 17 | $6.9M | 29.6K | 1.66% | — | |
| 18 | $6.6M | 83.8K | 1.58% | — | |
| 19 | ? N/A DFA INVT DIMENSIONS GROUP IN | $6.1M | 252.3K | 1.47% | — |
| 20 | ? N/A PGIM ETF TR | $5.7M | 145.6K | 1.38% | — |