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Paul Carroll

Pinnacle Family Advisors, Llc

Assets Managed
$212.826M
Holdings
135
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-6.33%(2Q avg: -3.59%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Family Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Pinnacle Family Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 212.826M in assets, with a quarterly growth rate of -6.33% and a 2-quarter average growth rate of -3.59%. The portfolio is managed by Paul Carroll, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FCUS
Pinnacle Focused Opport Etf
Recent Activity
Decreased -28.46%
8.35%
$17.76M
494,045 shares@ $35.95 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 6.87%
7.17%
$15.254M
23,456 shares@ $650.33 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.02%
7.02%
$14.938M
22,869 shares@ $653.22 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -37.28%
4.74%
$10.074M
17,453 shares@ $577.19 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
4.73%
$10.065M
109,834 shares@ $91.65 avg price
ORLY
O'reilly Automotive Inc
Recent Activity
Increased 7.72%
3.71%
$7.885M
85,422 shares@ $92.31 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.24%
3.21%
$6.822M
39,117 shares@ $174.41 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -30.76%
3.16%
$6.705M
69,035 shares@ $97.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.78%
3.07%
$6.514M
25,668 shares@ $253.8 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -3.89%
2.83%
$6.018M
206,605 shares@ $29.13 avg price

1-10 of 135