1y return+19.7%S&P 500 +20.9%
3y return+51.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $139 against $157 in the S&P 500.2
Pinnacle Financial Group, LLC / ILS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PRFInvesco Exchange Traded Fd T | $35.9M | 8.8% | |
| DFICDimensional Etf Trust | $34.6M | 8.5% | +1.4% |
| Dimensional Etf TrustCUSIP 25434V708 | $25.5M | 6.2% | +4.1% |
| DFEMDimensional Etf Trust | $24.0M | 5.9% | +1.9% |
| DTDWisdomtree Tr | $22.4M | 5.5% | −1.8% |
| VYMIVanguard Whitehall Fds | $16.2M | 4.0% | +3.6% |
| VYMVanguard Whitehall Fds | $15.7M | 3.8% | +5.7% |
| VEUVanguard Intl Equity Index F | $15.0M | 3.7% | +3.3% |
| EEMIshares Tr | $11.9M | 2.9% | +7.0% |
| SPYState Str Spdr S&p 500 Etf T | $10.9M | 2.7% | +2.2% |
| MINTPimco Etf Tr | $10.0M | 2.4% | +10.5% |
| Dimensional Etf TrustCUSIP 25434V500 | $9.4M | 2.3% | +1.4% |
| AGGIshares Tr | $8.9M | 2.2% | +4.0% |
| VBRVanguard Index Fds | $8.3M | 2.0% | +4.2% |
| VBVanguard Index Fds | $7.4M | 1.8% | +4.3% |
| DVYIshares Tr | $7.3M | 1.8% | −20.9% |
| Dimensional Etf TrustCUSIP 25434V823 | $6.7M | 1.6% | |
| VIGVanguard Specialized Funds | $6.6M | 1.6% | +2.9% |
| VOVanguard Index Fds | $6.4M | 1.6% | +3.4% |
| PTRBPgim Etf Tr | $5.8M | 1.4% | +8.8% |
| PYLDPimco Etf Tr | $5.3M | 1.3% | +5.0% |
| GLDSpdr Gold Tr | $4.8M | 1.2% | |
| VTIVanguard Index Fds | $4.8M | 1.2% | |
| VOEVanguard Index Fds | $4.7M | 1.2% | +2.6% |
| DFAIDimensional Etf Trust | $4.6M | 1.1% | +1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLDSpdr Gold Tr | December 31, 2021 | +115.5% | $4.8M |
| DFAUDimensional Etf Trust | December 31, 2022 | +91.3% | $2.7M |
| Dimensional Etf TrustCUSIP 25434V500 | September 30, 2022 | +77.0% | $9.4M |
| DFEMDimensional Etf Trust | June 30, 2022 | +72.7% | $24.0M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $2.9M |
| IVWIshares Tr | December 31, 2021 | +64.4% | $2.8M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $3.0M |
| ILCGIshares Tr | December 31, 2021 | +62.9% | $2.6M |
| Dimensional Etf TrustCUSIP 25434V708 | March 31, 2022 | +60.8% | $25.5M |
| PRFInvesco Exchange Traded Fd T | December 31, 2021 | +57.3% | $35.9M |
Sold off last quarter
- VGSHVanguard Scottsdale Fds was $328K
- PEPPepsico Inc was $232K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | +1.0% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | +0.6% | −4.6% |
| December 31, 2024 | −2.8% | +2.1% |
| September 30, 2024 | +7.6% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +3.0% | +7.0% |
| December 31, 2022 | +10.1% | +7.1% |
| September 30, 2022 | −7.2% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −2.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pinnacle Financial Group, LLC / IL Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1905962&type=13F-HR&dateb=&owner=include&count=40CIK 1905962
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1905962/000110465926088546/Filed July 30, 2026 · accession 0001104659-26-088546