Pinnacle Financial Group, LLC / IL
Q3 2026 13F filing
Updated 7 days ago121 disclosed positions worth $415.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I INVESCO EXCHANGE TRADED FD T | $35.2M | 647.4K | 8.48% | — |
| 2 | H DIMENSIONAL ETF TRUST | $34.6M | 919.9K | 8.32% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $26M | 585.4K | 6.26% | — |
| 4 | S DIMENSIONAL ETF TRUST | $23.8M | 598.1K | 5.72% | — |
| 5 | B WISDOMTREE TR | $22.1M | 236.6K | 5.32% | — |
| 6 | V VANGUARD WHITEHALL FDS | $17.2M | 169.6K | 4.13% | — |
| 7 | V VANGUARD WHITEHALL FDS | $16.2M | 104.1K | 3.89% | — |
| 8 | V VANGUARD INTL EQUITY INDEX F | $15.1M | 182.1K | 3.64% | — |
| 9 | E ISHARES TR | $11.8M | 177.4K | 2.85% | — |
| 10 | P PIMCO ETF TR | $11.3M | 112.3K | 2.72% | — |
| 11 | S STATE STR SPDR S&P 500 ETF T | $10.9M | 14.3K | 2.63% | — |
| 12 | R DIMENSIONAL ETF TRUST | $8.5M | 110.2K | 2.05% | — |
| 13 | E ISHARES TR | $8.3M | 87.9K | 2.00% | — |
| 14 | V VANGUARD INDEX FDS | $8.2M | 35.5K | 1.97% | — |
| 15 | V VANGUARD INDEX FDS | $7.2M | 25.3K | 1.73% | — |
| 16 | E ISHARES TR | $7.1M | 46.5K | 1.70% | — |
| 17 | B VANGUARD SPECIALIZED FUNDS | $6.9M | 29.6K | 1.66% | — |
| 18 | V VANGUARD INDEX FDS | $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% | — |
| 21 | P PIMCO ETF TR | $5.6M | 219.8K | 1.34% | — |
| 22 | G SPDR GOLD TR | $5.1M | 13.3K | 1.22% | — |
| 23 | V VANGUARD INDEX FDS | $4.9M | 25.0K | 1.18% | — |
| 24 | V VANGUARD INDEX FDS | $4.8M | 12.8K | 1.15% | — |
| 25 | C DIMENSIONAL ETF TRUST | $4.7M | 113.4K | 1.13% | — |
| 26 | ? N/A INVESCO EXCH TRD SLF IDX FD | $4.6M | 235.0K | 1.11% | — |
| 27 | V VANGUARD INDEX FDS | $4.3M | 19.8K | 1.03% | — |
| 28 | S SSGA ACTIVE ETF TR | $4.2M | 112.1K | 1.01% | — |
| 29 | P PIMCO ETF TR | $3.8M | 43.3K | 0.91% | — |
| 30 | A APPLE INC | $3.5M | 10.4K | 0.83% | — |
| 31 | M MCDONALDS CORP | $3.3M | 14.4K | 0.80% | — |
| 32 | ? N/A VANGUARD MALVERN FDS | $3.3M | 44.5K | 0.80% | — |
| 33 | B BERKSHIRE HATHAWAY INC DEL | $2.9M | 5.8K | 0.70% | — |
| 34 | V VANGUARD INDEX FDS | $2.9M | 32.1K | 0.69% | — |
| 35 | E ISHARES TR | $2.9M | 20.2K | 0.69% | — |
| 36 | N DIMENSIONAL ETF TRUST | $2.9M | 72.6K | 0.69% | — |
| 37 | V VANGUARD INDEX FDS | $2.8M | 8.0K | 0.68% | — |
| 38 | ? N/A DIMENSIONAL ETF TRUST | $2.7M | 51.8K | 0.65% | — |
| 39 | V VANGUARD WORLD FD | $2.6M | 8.2K | 0.62% | — |
| 40 | E FRANKLIN TEMPLETON ETF TR | $2.6M | 90.8K | 0.62% | — |
| 41 | N NVIDIA CORPORATION | $2.6M | 11.3K | 0.62% | — |
| 42 | ? N/A ISHARES TR | $2.6M | 21.8K | 0.61% | — |
| 43 | C CATERPILLAR INC | $2.5M | 3.1K | 0.61% | — |
| 44 | T VANGUARD INDEX FDS | $2.2M | 6.4K | 0.52% | — |
| 45 | ? N/A AMERICAN CENTY ETF TR | $1.9M | 14.8K | 0.45% | — |
| 46 | ? N/A INVESCO EXCH TRD SLF IDX FD | $1.9M | 96.5K | 0.45% | — |
| 47 | Q INVESCO QQQ TR | $1.7M | 2.3K | 0.41% | — |
| 48 | ? N/A INVESCO EXCH TRD SLF IDX FD | $1.7M | 82.6K | 0.40% | — |
| 49 | E ISHARES TR | $1.5M | 21.2K | 0.37% | — |
| 50 | V VANGUARD STAR FDS | $1.3M | 15.8K | 0.32% | — |