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Size ($ in 1000's)
At 12/31/2023: $195,266
At 09/30/2023: $168,050
Pinnacle Financial Group LLC IL holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pinnacle Financial Group LLC IL 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Pinnacle Financial Group LLC IL top holdings by largest position size, as per the latest 13f filing made by Pinnacle Financial Group LLC IL.
In the Pinnacle Financial Group LLC IL-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Pinnacle Financial Group LLC IL in that top holding, then the share count change between reporting periods, and finally the Pinnacle Financial Group LLC IL top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| INVESCO EXCHANGE TRADED FD T (PRF) |
743,903 |
+25,881 |
$26,185 | | PRF | 743,903 | +25,881 | $26,185 | | WISDOMTREE TR |
293,385 |
-14,752 |
$19,182 | | DTD | 293,385 | -14,752 | $19,182 | | DIMENSIONAL ETF TRUST (DFIC) |
586,582 |
+56,855 |
$14,975 | | DFIC | 586,582 | +56,855 | $14,975 | | DIMENSIONAL ETF TRUST (DFAC) |
462,965 |
+25,668 |
$13,532 | | DFAC | 462,965 | +25,668 | $13,532 | | DIMENSIONAL ETF TRUST (DFEM) |
505,907 |
+48,301 |
$12,627 | | DFEM | 505,907 | +48,301 | $12,627 | | SPDR S&P 500 ETF TR (SPY) |
17,870 |
+241 |
$8,494 | | SPY | 17,870 | +241 | $8,494 | | VANGUARD WHITEHALL FDS (VYM) |
61,169 |
+551 |
$6,828 | | VYM | 61,169 | +551 | $6,828 | | ISHARES TR (DVY) |
53,501 |
-1,027 |
$6,271 | | DVY | 53,501 | -1,027 | $6,271 | | DIMENSIONAL ETF TRUST (DFAR) |
275,312 |
+15,207 |
$6,261 | | DFAR | 275,312 | +15,207 | $6,261 | | VANGUARD INTL EQUITY INDEX F (VEU) |
109,004 |
+6,383 |
$6,120 | | VEU | 109,004 | +6,383 | $6,120 | | DIMENSIONAL ETF TRUST (DFAS) |
98,752 |
+1,252 |
$5,888 | | DFAS | 98,752 | +1,252 | $5,888 | | VANGUARD WHITEHALL FDS (VYMI) |
77,617 |
+1,014 |
$5,161 | | VYMI | 77,617 | +1,014 | $5,161 | | ISHARES TR (EEM) |
121,530 |
-10,692 |
$4,887 | | EEM | 121,530 | -10,692 | $4,887 | | VANGUARD SPECIALIZED FUNDS (VIG) |
27,235 |
+412 |
$4,641 | | VIG | 27,235 | +412 | $4,641 | | VANGUARD INDEX FDS (VTI) |
15,615 |
+11,621 |
$3,704 | | VTI | 15,615 | +11,621 | $3,704 | | VANGUARD INDEX FDS (VBR) |
17,778 |
+897 |
$3,200 | | VBR | 17,778 | +897 | $3,200 | | VANGUARD INDEX FDS (VNQ) |
35,579 |
+2,587 |
$3,144 | | VNQ | 35,579 | +2,587 | $3,144 | | VANGUARD INDEX FDS (VB) |
14,167 |
+1,080 |
$3,022 | | VB | 14,167 | +1,080 | $3,022 | | DIMENSIONAL ETF TRUST (DFAI) |
104,458 |
-7,453 |
$2,992 | | DFAI | 104,458 | -7,453 | $2,992 | | SPDR GOLD TR (GLD) |
15,506 |
+158 |
$2,964 | | GLD | 15,506 | +158 | $2,964 | | VANGUARD INDEX FDS (VV) |
12,606 |
+1,130 |
$2,750 | | VV | 12,606 | +1,130 | $2,750 | | DIMENSIONAL ETF TRUST (DFAU) |
72,287 |
+200 |
$2,404 | | DFAU | 72,287 | +200 | $2,404 | | VANGUARD INDEX FDS (VO) |
9,876 |
+428 |
$2,298 | | VO | 9,876 | +428 | $2,298 | | VANGUARD INDEX FDS (VOE) |
15,697 |
+586 |
$2,276 | | VOE | 15,697 | +586 | $2,276 |  BERKSHIRE HATHAWAY INC DEL |
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$2,205 | | BRK.B | 6,182 | UNCH | $2,205 | | APPLE INC |
11,210 |
-110 |
$2,158 | | AAPL | 11,210 | -110 | $2,158 | | ISHARES TR (IVW) |
21,260 |
UNCH |
$1,597 | | IVW | 21,260 | UNCH | $1,597 | | ISHARES TR (ILCG) |
23,315 |
-750 |
$1,581 | | ILCG | 23,315 | -750 | $1,581 | | ISHARES TR (IJH) |
4,502 |
UNCH |
$1,248 | | IJH | 4,502 | UNCH | $1,248 | | DIMENSIONAL ETF TRUST (DFAE) |
49,235 |
-2,900 |
$1,187 | | DFAE | 49,235 | -2,900 | $1,187 | | VANGUARD INDEX FDS (VBK) |
4,614 |
+23 |
$1,115 | | VBK | 4,614 | +23 | $1,115 | | ISHARES TR (AGG) |
9,570 |
+9,570 |
$950 | | AGG | 9,570 | +9,570 | $950 | | VANGUARD STAR FDS (VXUS) |
16,285 |
+16,285 |
$944 | | VXUS | 16,285 | +16,285 | $944 | | VANGUARD INDEX FDS (VTV) |
5,126 |
+83 |
$766 | | VTV | 5,126 | +83 | $766 | | VANGUARD BD INDEX FDS (BND) |
10,382 |
+4,939 |
$764 | | BND | 10,382 | +4,939 | $764 | | GLOBAL X FDS |
26,355 |
+876 |
$751 | | BOTZ | 26,355 | +876 | $751 | | WISDOMTREE TR |
14,775 |
UNCH |
$650 | | AGGY | 14,775 | UNCH | $650 | | ISHARES TR (IVE) |
3,200 |
UNCH |
$556 | | IVE | 3,200 | UNCH | $556 | | GLOBAL X FDS |
21,624 |
+1,291 |
$553 | | FINX | 21,624 | +1,291 | $553 | | ISHARES TR (TIP) |
4,769 |
+2 |
$513 | | TIP | 4,769 | +2 | $513 | | ISHARES TR (IJK) |
5,986 |
UNCH |
$474 | | IJK | 5,986 | UNCH | $474 | | ISHARES TR (IVV) |
984 |
UNCH |
$470 | | IVV | 984 | UNCH | $470 | | VANGUARD SCOTTSDALE FDS (VGSH) |
7,598 |
-1,246 |
$443 | | VGSH | 7,598 | -1,246 | $443 | | AMAZON COM INC |
2,860 |
+400 |
$434 | | AMZN | 2,860 | +400 | $434 | | VANGUARD WORLD FDS (VDC) |
2,218 |
+4 |
$424 | | VDC | 2,218 | +4 | $424 | | SPDR SER TR (SDY) |
3,380 |
UNCH |
$422 | | SDY | 3,380 | UNCH | $422 | | VANGUARD ADMIRAL FDS INC (VOOV) |
2,500 |
UNCH |
$420 | | VOOV | 2,500 | UNCH | $420 | | ISHARES TR (IJR) |
3,776 |
UNCH |
$409 | | IJR | 3,776 | UNCH | $409 | | CATERPILLAR INC |
1,332 |
-70 |
$394 | | CAT | 1,332 | -70 | $394 | | WISDOMTREE TR |
7,510 |
-1,447 |
$394 | | DWM | 7,510 | -1,447 | $394 |
See Full List: All Stocks Held By Pinnacle Financial Group LLC IL
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Pinnacle Financial Group LLC IL
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