§ 13F · FUND PROFILE
Pinnacle Financial Group, LLC / IL.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $298.7T (13F)Positions · 101Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PRF | INVESCO EXCHANGE TRADED FD T | 670K | $31.5T | 9.1% | −3% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 864K | $29.8T | 8.6% | ±0% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 676K | $22.4T | 6.5% | −1% |
| 4 | DTD | WISDOMTREE TR | 255K | $21.6T | 6.3% | −3% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 543K | $21.5T | 6.2% | +1% |
| 6 | VYMI | VANGUARD WHITEHALL FDS | 155K | $13.9T | 4.0% | +2% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 88K | $12.7T | 3.7% | +4% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 160K | $11.8T | 3.4% | +5% |
| 9 | SPY | SPDR S&P 500 ETF TR | 14K | $9.6T | 2.8% | −2% |
| 10 | DVY | ISHARES TR | 64K | $9.0T | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PINNACLE SIGNAL
AC read
Pinnacle Financial Group, LLC / IL is a Other fund managing $298749.9 trillion in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed