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Pinnacle Financial Group, LLC / Il
Pinnacle Financial Group, LLC is a fee-only financial planning and wealth management firm based in Western Springs, Illinois. Founded in 2010, the firm employs experienced advisors each with more than 20 years of industry expertise. Pinnacle serves individual and family clients, focusing on financial planning, investment management, and retirement planning. The firm is an independent Registered Investment Adviser (RIA) regulated by the SEC, managing over $571 million in assets and serving over 1,100 clients. Pinnacle emphasizes fiduciary responsibility, transparent fees, and personalized service.
Investment Strategy
Pinnacle Financial Group follows a disciplined investment strategy focusing on broad diversification through low-cost mutual funds and ETFs, with regular, tax-conscious rebalancing. Their approach emphasizes holistic advice and dynamic asset allocation tailored to clients' goals. The firm prioritizes client education, transparency, and fiduciary duty, aiming for long-term growth and financial well-being through comprehensive planning and analytical expertise.
Latest 13F Filing Activity
Pinnacle Financial Group, LLC / Il filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $299M. The fund increased holdings in Mcdonalds Corp., Dimensional Etf Trust, Dimensional Etf Trust among other positions. Pinnacle Financial Group, LLC / Il reduced exposure to Exxon Mobil Corp., Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PRF | INVESCO EXCHANGE TRADED FD T | 9.66% | $28.9M | 682,970 | $33.74 | $42.27 | +$869.1K |
D DFIC | DIMENSIONAL ETF TRUST | 9.41% | $28.1M | 904,540 | $24.32 | $31.09 | +$2.3M |
D DTD | WISDOMTREE TR | 7.10% | $21.2M | 266,814 | $63.41 | $79.52 | +$471.9K |
D DFEM | DIMENSIONAL ETF TRUST | 6.97% | $20.8M | 701,703 | $23.93 | $29.68 | +$2.0M |
D DFAC | DIMENSIONAL ETF TRUST | 6.24% | $18.6M | 519,907 | $26.21 | $35.84 | +$1.6M |
Industry Allocation
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