§ 13F · FUND PROFILE
Pinnacle Financial Group, LLC / IL.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $331M (13F)Positions · 108Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | 917K | $33M | 8.9% | +6% |
| 2 | PRF | INVESCO EXCHANGE TRADED FD T | 668K | $32M | 8.7% | ±0% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 552K | $21M | 5.9% | +2% |
| 4 | DTD | WISDOMTREE TR | 245K | $21M | 5.8% | −4% |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 580K | $20M | 5.5% | −14% |
| 6 | VYMI | VANGUARD WHITEHALL FDS | 160K | $15M | 4.1% | +3% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 94K | $14M | 3.8% | +6% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 174K | $13M | 3.6% | +9% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 14K | $9M | 2.6% | +2% |
| 10 | EEM | ISHARES TR | 162K | $9M | 2.5% | +18% |
§ 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 $331 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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