Pinnacle Financial Group, LLC Portfolio Holdings

Pinnacle Financial Group, LLC

  • $319 Million
  • Q3 2025

Pinnacle Financial Group, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $319 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $31.1M, Dimensional ETF Tr Dimensional with a value of $28.2M, Wisdomtree Tr U.S Total Divide with a value of $21.9M, Dimensional ETF Tr Emerging Mk with a value of $21.9M, and Dimensional ETF Tr U S Core Eq with a value of $20.7M.

Examining the 13F form we can see an increase of $28.1M in the current position value, from $291M to 319M.

Below you can find more details about Pinnacle Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $319 Million
ETFs: $299 Million
Consumer Cyclical: $5.67 Million
Financial Services: $5.23 Million
Technology: $4.94 Million
Industrials: $1.21 Million
Energy: $1.05 Million
Healthcare: $579,000
Consumer Defensive: $552,000
Other: $737,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.1 Million 9.76% of portfolio
688,286
Q3 2025 Added 0.78%
$0
$28.2 Million 8.86% of portfolio
861,405
Q3 2025 Reduced 4.77%
$0
$21.9 Million 6.88% of portfolio
261,261
Q3 2025 Reduced 2.08%
$0
$21.9 Million 6.88% of portfolio
684,426
Q3 2025 Reduced 2.46%
$0
$20.7 Million 6.48% of portfolio
536,053
Q3 2025 Added 3.11%
$0
$12.8 Million 4.03% of portfolio
151,615
Q3 2025 Added 4.12%
$0
$12 Million 3.77% of portfolio
85,344
Q3 2025 Added 1.79%
$0
$10.9 Million 3.4% of portfolio
152,058
Q3 2025 Added 4.92%
$0
$9.62 Million 3.02% of portfolio
14,445
Q3 2025 Reduced 2.48%
$0
$9.04 Million 2.83% of portfolio
63,595
Q3 2025 Reduced 0.98%
$0
$7.76 Million 2.43% of portfolio
113,421
Q3 2025 Added 2.54%
$0
$7.25 Million 2.27% of portfolio
135,788
Q3 2025 Added 0.24%
$0
$7.02 Million 2.2% of portfolio
70,048
Q3 2025 Added 4.05%
$0
$6.62 Million 2.08% of portfolio
31,738
Q3 2025 Added 7.56%
$0
$6.1 Million 1.91% of portfolio
255,737
Q3 2025 Added 5.25%
$0
$5.46 Million 1.71% of portfolio
21,459
Q3 2025 Added 0.55%
$0
$5.09 Million 1.59% of portfolio
17,312
Q3 2025 Added 6.72%
$0
$5.06 Million 1.59% of portfolio
27,762
Q3 2025 Reduced 0.66%
$224B
$4.45 Million 1.39% of portfolio
14,638
Q3 2025 Added 0.13%
$0
$4.41 Million 1.38% of portfolio
13,423
Q3 2025 Added 0.26%
$0
$3.96 Million 1.24% of portfolio
22,663
Q3 2025 Added 11.42%
$0
$3.88 Million 1.22% of portfolio
106,649
Q3 2025 Added 2.82%
$0
$3.66 Million 1.15% of portfolio
185,940
Q3 2025 Added 3.44%
$0
$3.6 Million 1.13% of portfolio
85,264
Q3 2025 Added 69.48%
$0
$3.1 Million 0.97% of portfolio
33,859
Q3 2025 Added 0.22%
$662B
$3.07 Million 0.96% of portfolio
6,109
Q3 2025 Reduced 0.52%
$0
$3 Million 0.94% of portfolio
74,001
Q3 2025 Added 71.67%
$0
$3 Million 0.94% of portfolio
32,130
Q3 2025 Added 70.0%
$0
$2.83 Million 0.89% of portfolio
9,202
Q3 2025 Reduced 8.19%
$4.3T
$2.6 Million 0.82% of portfolio
10,227
Q3 2025 Added 1.18%
$0
$2.44 Million 0.76% of portfolio
20,207
Q2 2025 Reduced 1.37%
$0
$2.36 Million 0.74% of portfolio
51,628
Q3 2025 Added 0.23%
$0
$2.32 Million 0.73% of portfolio
73,431
Q3 2025 Added 0.36%
$0
$2.22 Million 0.7% of portfolio
113,667
Q3 2025 Reduced 5.01%
$0
$1.65 Million 0.52% of portfolio
6,351
Q3 2025 Added 99.47%
$0
$1.66 Million 0.52% of portfolio
5,579
Q3 2025 Added 9.76%
$0
$1.44 Million 0.45% of portfolio
21,997
Q3 2025 Reduced 0.65%
$0
$1.38 Million 0.43% of portfolio
7,401
Q3 2025 Added 10.68%
$0
$1.2 Million 0.37% of portfolio
16,285
Q4 2023 New
$465B
$1.12 Million 0.35% of portfolio
6,026
Q3 2025 Added 4.56%
$0
$972,000 0.3% of portfolio
1,620
Q3 2025 Reduced 13.74%
$0
$957,000 0.3% of portfolio
9,767
Q3 2025 Added 1.39%
$2.39T
$912,000 0.29% of portfolio
4,157
Q3 2025 Added 1.54%
$3.78T
$813,000 0.25% of portfolio
1,571
Q3 2025 Reduced 1.5%
$0
$811,000 0.25% of portfolio
10,913
Q3 2025 Added 0.92%
$291B
$693,000 0.22% of portfolio
1,454
Q3 2025 Added 0.21%
$0
$673,000 0.21% of portfolio
3,260
Q4 2024 Added 0.03%
$822M
$629,000 0.2% of portfolio
36,414
Q3 2025 New
$0
$639,000 0.2% of portfolio
14,439
Q3 2025 Added 3.05%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $319 Million
  • Prior Value $291 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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