You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Pinnacle Family Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 123 equity positions with a total 13F market value of $206M. The fund increased holdings in Invesco QQQ TR, Ishares TR, SPDR Series Trust among other positions. Pinnacle Family Advisors, LLC reduced exposure to Schwab Strategic TR, Ishares TR, Ishares TR among others.
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 |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more