Pinnacle Financial Group, LLC / IL
CIK 1905962
13F filing for Q2 2026・No. 4,426
- Holdings
- US$409.74M
- Quarter change
- +US$44.91M
- Entries
- 117
- Net bought (estimate)
- +US$12.47M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 2
- Cut 24
- Added 79
- Corporate actions 0
- Unchanged 6
Largest holdings
117 stocks worth US$409.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | Cut | 665,074 | US$35.93M | 8.77% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 929,846 | US$34.65M | 8.46% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 575,309 | US$25.52M | 6.23% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Added | 591,602 | US$24.04M | 5.87% |
| WISDOMTREE TRUS TOTAL DIVIDND | Cut | 240,721 | US$22.45M | 5.48% |
| VANGUARD WHITEHALL FDSINTL HIGH ETF | Added | 165,256 | US$16.23M | 3.96% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 99,482 | US$15.72M | 3.84% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 179,439 | US$15.03M | 3.67% |
| EEMISHARES TRMSCI EMG MKT ETF | Added | 173,422 | US$11.86M | 2.90% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 14,648 | US$10.94M | 2.67% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.