Pinnacle Family Advisors, LLC
Pinnacle Family Advisors, LLC is a registered investment adviser headquartered in Springfield, Missouri. Founded in 2007 by R. Sean McCurry, the firm employs 13 professionals and primarily serves individual investors, including high net worth individuals and some institutional clients. It offers advisory and portfolio management services tailored to its clients' financial goals and risk profiles.
Investment Strategy
Pinnacle Family Advisors, LLC employs a diversified investment strategy focusing on public equities and ETFs across major U.S. and international market indices. The firm actively manages portfolios to align with clients’ long-term financial objectives, emphasizing asset allocation, risk management, and periodic rebalancing. Their strategy includes core holdings in broad-market ETFs and selective investments in individual securities to optimize growth while managing risk for each client segment.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 8.31% | $17.1M | 27,667 | $529.18 | $617.85 | +$2.5M |
Q QQQ | INVESCO QQQ TR | 8.05% | $16.6M | 30,036 | $490.36 | $551.64 | +$9.8M |
I IVV | ISHARES TR | 7.03% | $14.5M | 23,406 | $413.63 | $620.90 | +$2.1M |
E EFA | ISHARES TR | 4.68% | $9.6M | 107,844 | $81.65 | $89.39 | +$4.3M |
O ORLY | OREILLY AUTOMOTIVE INC | 3.30% | $6.8M | 80,526 | $144.04 | $90.13 | -$1.1M |