Pinnacle Family Advisors, LLC reported 45 positions worth $47.29M for the quarter ended Jun 30, 2026, up 10.5% on the prior quarter. It opened 12 new positions, added to 12, trimmed 20 and exited 2. Its largest holding is O Reilly Automotive Inc at 15.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +1,516 | – | $880.48K | 1.86% |
| MU Micron Technology Inc | +734 | – | $846.80K | 1.79% |
| NVMI Nova Ltd. | +1,000 | – | $542.94K | 1.15% |
| COIN Coinbase Global, Inc. | +3,468 | – | $506.99K | 1.07% |
| MRVL Marvell Technology, Inc. | +1,500 | – | $446.84K | 0.945% |
| ICHR Ichor Holdings, Ltd. | +2,900 | – | $325.61K | 0.688% |
| LRCX Lam Research Corp | +750 | – | $325.00K | 0.687% |
| PHYS Sprott Physical Gold Trust | +8,790 | – | $265.19K | 0.561% |
| STX Seagate Technology Holdings plc | +245 | – | $236.43K | 0.5% |
| V Visa Inc. | +626 | – | $214.91K | 0.454% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -3,231 | -12.6% | $934.92K | 13.73% |
| NVDA Nvidia Corp | -2,689 | -6.9% | $538.04K | 15.41% |
| ORLY O Reilly Automotive Inc | -4,206 | -4.9% | $387.33K | 15.81% |
| IAU Ishares Gold Trust | -3,036 | -100.0% | $267.65K | Exited |
| JPM Jpmorgan Chase & Co | -702 | -100.0% | $206.45K | Exited |
| PLTR Palantir Technologies Inc. | -1,323 | -16.6% | $154.35K | 1.64% |
| GLD Spdr Gold Trust | -264 | -7.3% | $97.25K | 2.63% |
| AMZN Amazon Com Inc | -263 | -1.9% | $62.68K | 6.74% |
| BAC Bank Of America Corp | -873 | -11.5% | $49.74K | 0.811% |
| GOOGL Alphabet Inc. | -117 | -8.1% | $41.82K | 0.999% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +1,516 | $880.48K | 1.86% |
| MU Micron Technology Inc | +734 | $846.80K | 1.79% |
| NVMI Nova Ltd. | +1,000 | $542.94K | 1.15% |
| COIN Coinbase Global, Inc. | +3,468 | $506.99K | 1.07% |
| MRVL Marvell Technology, Inc. | +1,500 | $446.84K | 0.945% |
| ICHR Ichor Holdings, Ltd. | +2,900 | $325.61K | 0.688% |
| LRCX Lam Research Corp | +750 | $325.00K | 0.687% |
| PHYS Sprott Physical Gold Trust | +8,790 | $265.19K | 0.561% |
| STX Seagate Technology Holdings plc | +245 | $236.43K | 0.5% |
| V Visa Inc. | +626 | $214.91K | 0.454% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ORLY O Reilly Automotive Inc | Consumer Discretionary | 81.2K | $7.48M | 15.81% | -4,206 | -4.9% | Reduced | 0.01% |
| 2 | NVDA Nvidia Corp | Technology | 36.4K | $7.29M | 15.41% | -2,689 | -6.9% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 22.4K | $6.49M | 13.73% | -3,231 | -12.6% | Reduced | 0% |
| 4 | TSLA Tesla, Inc. | Consumer Discretionary | 8,105 | $3.41M | 7.21% | -31 | -0.4% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 13.4K | $3.19M | 6.74% | -263 | -1.9% | Reduced | 0% |
| 6 | SLV iShares Silver Trust | Others | 23.7K | $1.27M | 2.68% | +1,315 | +5.9% | Added | 0% |
| 7 | GLD Spdr Gold Trust | Financial Services | 3,377 | $1.24M | 2.63% | -264 | -7.3% | Reduced | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 7,330 | $1.00M | 2.12% | -101 | -1.4% | Reduced | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 1,516 | $880.48K | 1.86% | +1,516 | – | New | 0% |
| 10 | MU Micron Technology Inc | Technology | 734 | $846.80K | 1.79% | +734 | – | New | 0% |
| 11 | WMT Walmart Inc. | Consumer Staples | 7,235 | $819.46K | 1.73% | -308 | -4.1% | Reduced | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 676 | $810.33K | 1.71% | +1 | +0.1% | Added | 0% |
| 13 | PLTR Palantir Technologies Inc. | Technology | 6,642 | $774.88K | 1.64% | -1,323 | -16.6% | Reduced | 0% |
| 14 | IRM Iron Mountain Inc | Industrials | 5,866 | $740.93K | 1.57% | -14 | -0.2% | Reduced | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 1,758 | $621.06K | 1.31% | +10 | +0.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Pinnacle Family Advisors.
As of its Q2 2026 13F filing, Pinnacle Family Advisors, LLC’s five largest positions were O Reilly Automotive Inc (ORLY) at 15.8%, Nvidia Corp (NVDA) at 15.4%, Apple Inc. (AAPL) at 13.7%, Tesla, Inc. (TSLA) at 7.2%, Amazon Com Inc (AMZN) at 6.7% of the reported portfolio.
Pinnacle Family Advisors, LLC reported a 13F portfolio worth $47.29M across 45 positions for Q2 2026. That is up 10.5% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($880.48K), Micron Technology Inc ($846.80K), Nova Ltd. ($542.94K). It opened 12 new positions.
Its largest sales by value were Apple Inc. ($934.92K), Nvidia Corp ($538.04K), O Reilly Automotive Inc ($387.33K). It exited 2 positions entirely.
From the Form 13F-HR reports Pinnacle Family Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.