Pinnacle Financial Group, LLC / IL Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$298.7B
Holdings
101
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (101 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRFINVESCO EXCHANGE TRADED FD T | 682,970 | $28.9B | 9.66% | |
| 2 | DFICDIMENSIONAL ETF TRUST | 904,540 | $28.1B | 9.41% | |
| 3 | DTDWISDOMTREE TR | 266,814 | $21.2B | 7.10% | |
| 4 | DFEMDIMENSIONAL ETF TRUST | 701,703 | $20.8B | 6.97% | |
| 5 | DFACDIMENSIONAL ETF TRUST | 519,907 | $18.6B | 6.24% | |
| 6 | VYMIVANGUARD WHITEHALL FDS | 145,616 | $11.7B | 3.90% | |
| 7 | VYMVANGUARD WHITEHALL FDS | 83,847 | $11.2B | 3.74% | |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 144,925 | $9.7B | 3.26% | |
| 9 | SPYSPDR S&P 500 ETF TR | 14,812 | $9.2B | 3.06% | |
| 10 | AQLTISHARES TR | 64,226 | $8.5B | 2.86% | |
| 11 | DFASDIMENSIONAL ETF TRUST | 110,610 | $7.0B | 2.36% | |
| 12 | AGGISHARES TR | 67,322 | $6.7B | 2.24% | |
| 13 | EEMISHARES TR | 135,464 | $6.5B | 2.19% | |
| 14 | VBRVANGUARD INDEX FDS | 29,508 | $5.8B | 1.93% | |
| 15 | VIGVANGUARD SPECIALIZED FUNDS | 27,947 | $5.7B | 1.91% | |
| 16 | DFARDIMENSIONAL ETF TRUST | 242,972 | $5.7B | 1.91% | |
| 17 | VBVANGUARD INDEX FDS | 21,341 | $5.1B | 1.69% | |
| 18 | GQ9SPDR GOLD TR | 14,981 | $4.6B | 1.53% | |
| 19 | VOVANGUARD INDEX FDS | 16,222 | $4.5B | 1.52% | |
| 20 | MCDMCDONALDS CORP | 14,619 | $4.3B | 1.43% | |
| 21 | VTIVANGUARD INDEX FDS | 13,388 | $4.1B | 1.36% | |
| 22 | DFAIDIMENSIONAL ETF TRUST | 103,719 | $3.6B | 1.20% | |
| 23 | BSCRINVESCO EXCH TRD SLF IDX FD | 179,761 | $3.5B | 1.18% | |
| 24 | VOEVANGUARD INDEX FDS | 20,340 | $3.3B | 1.12% | |
| 25 | VNQVANGUARD INDEX FDS | 33,783 | $3.0B | 1.01% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,141 | $3.0B | 1.00% | |
| 27 | VVVANGUARD INDEX FDS | 10,023 | $2.9B | 0.96% | |
| 28 | PYLDPIMCO ETF TR | 90,936 | $2.4B | 0.81% | |
| 29 | BSCQINVESCO EXCH TRD SLF IDX FD | 119,659 | $2.3B | 0.78% | |
| 30 | IVWISHARES TR | 20,207 | $2.2B | 0.74% | |
| 31 | ILCGISHARES TR | 22,827 | $2.2B | 0.74% | |
| 32 | DFAUDIMENSIONAL ETF TRUST | 51,507 | $2.2B | 0.73% | |
| 33 | DFAEDIMENSIONAL ETF TRUST | 73,166 | $2.1B | 0.71% | |
| 34 | PTRBPGIM ETF TR | 50,309 | $2.1B | 0.70% | |
| 35 | AAPLAPPLE INC | 10,108 | $2.1B | 0.69% | |
| 36 | BONDPIMCO ETF TR | 18,900 | $1.7B | 0.58% | |
| 37 | TOTLSSGA ACTIVE ETF TR | 43,107 | $1.7B | 0.58% | |
| 38 | INCMFRANKLIN TEMPLETON ETF TR | 61,112 | $1.7B | 0.55% | |
| 39 | VBKVANGUARD INDEX FDS | 5,083 | $1.4B | 0.47% | |
| 40 | IJHISHARES TR | 22,140 | $1.4B | 0.46% | |
| 41 | VTVVANGUARD INDEX FDS | 6,687 | $1.2B | 0.40% | |
| 42 | VXUSVANGUARD STAR FDS | 16,285 | $1.1B | 0.38% | |
| 43 | NDQINVESCO QQQ TR | 1,878 | $1.0B | 0.35% | |
| 44 | JNKSPDR SERIES TRUST | 9,633 | $937.0M | 0.31% | |
| 45 | NVDANVIDIA CORPORATION | 5,763 | $910.5M | 0.30% | |
| 46 | AMZNAMAZON COM INC | 4,094 | $898.2M | 0.30% | |
| 47 | BNDVANGUARD BD INDEX FDS | 10,813 | $794.0M | 0.27% | |
| 48 | MSFTMICROSOFT CORP | 1,595 | $793.3M | 0.27% | |
| 49 | VHTVANGUARD WORLD FD | 3,184 | $790.8M | 0.26% | |
| 50 | IVEISHARES TR | 3,260 | $637.1M | 0.21% | |
| 51 | AGGYWISDOMTREE TR | 14,011 | $611.3M | 0.20% | |
| 52 | CATCATERPILLAR INC | 1,451 | $563.2M | 0.19% | |
| 53 | IJKISHARES TR | 5,996 | $545.5M | 0.18% | |
| 54 | IJRISHARES TR | 4,631 | $506.1M | 0.17% | |
| 55 | BSCSINVESCO EXCH TRD SLF IDX FD | 24,087 | $493.5M | 0.17% | |
| 56 | VOOVVANGUARD ADMIRAL FDS INC | 2,500 | $471.8M | 0.16% | |
| 57 | VSDBVANGUARD MALVERN FDS | 6,189 | $471.5M | 0.16% | |
| 58 | ESGVVANGUARD WORLD FD | 4,284 | $469.7M | 0.16% | |
| 59 | SDYSPDR SERIES TRUST | 3,380 | $458.8M | 0.15% | |
| 60 | VDCVANGUARD WORLD FD | 2,053 | $448.6M | 0.15% | |
| 61 | VTCVANGUARD SCOTTSDALE FDS | 5,538 | $428.3M | 0.14% | |
| 62 | JPMJPMORGAN CHASE & CO. | 1,474 | $427.5M | 0.14% | |
| 63 | IVVISHARES TR | 684 | $424.8M | 0.14% | |
| 64 | DGROISHARES TR | 6,642 | $424.7M | 0.14% | |
| 65 | XOMEXXON MOBIL CORP | 3,817 | $411.4M | 0.14% | |
| 66 | TIPISHARES TR | 3,708 | $408.0M | 0.14% | |
| 67 | VWOVANGUARD INTL EQUITY INDEX F | 8,074 | $399.3M | 0.13% | |
| 68 | PGPROCTER AND GAMBLE CO | 2,426 | $386.5M | 0.13% | |
| 69 | DWMWISDOMTREE TR | 5,965 | $379.1M | 0.13% | |
| 70 | FLCBFRANKLIN TEMPLETON ETF TR | 17,010 | $366.1M | 0.12% | |
| 71 | ALSALLSTATE CORP | 1,801 | $362.6M | 0.12% | |
| 72 | VCITVANGUARD SCOTTSDALE FDS | 4,156 | $344.6M | 0.12% | |
| 73 | VIGIVANGUARD WHITEHALL FDS | 3,816 | $343.9M | 0.12% | |
| 74 | XLFSELECT SECTOR SPDR TR | 6,447 | $337.6M | 0.11% | |
| 75 | BSCTINVESCO EXCH TRD SLF IDX FD | 16,758 | $313.4M | 0.10% | |
| 76 | EPDENTERPRISE PRODS PARTNERS L | 9,651 | $299.3M | 0.10% | |
| 77 | PLTRPALANTIR TECHNOLOGIES INC | 2,187 | $298.1M | 0.10% | |
| 78 | VSGXVANGUARD WORLD FD | 4,417 | $289.3M | 0.10% | |
| 79 | BABOEING CO | 1,373 | $287.7M | 0.10% | |
| 80 | AQLTISHARES TR | 3,350 | $279.7M | 0.09% | |
| 81 | ABBVABBVIE INC | 1,426 | $264.7M | 0.09% | |
| 82 | FPEIFIRST TR EXCH TRADED FD III | 13,891 | $263.8M | 0.09% | |
| 83 | CEGCONSTELLATION ENERGY CORP | 810 | $261.4M | 0.09% | |
| 84 | VPLSVANGUARD MALVERN FDS | 3,359 | $261.3M | 0.09% | |
| 85 | IJSISHARES TR | 2,611 | $259.7M | 0.09% | |
| 86 | XLVSELECT SECTOR SPDR TR | 1,911 | $257.6M | 0.09% | |
| 87 | VUGVANGUARD INDEX FDS | 583 | $255.4M | 0.09% | |
| 88 | METAMETA PLATFORMS INC | 345 | $254.9M | 0.09% | |
| 89 | VVISA INC | 705 | $250.4M | 0.08% | |
| 90 | NFRAFLEXSHARES TR | 4,046 | $250.4M | 0.08% | |
| 91 | ABTABBOTT LABS | 1,756 | $238.8M | 0.08% | |
| 92 | GWWGRAINGER W W INC | 228 | $237.0M | 0.08% | |
| 93 | ITOTISHARES TR | 1,749 | $236.2M | 0.08% | |
| 94 | BINCBLACKROCK ETF TRUST II | 4,397 | $232.3M | 0.08% | |
| 95 | CVXCHEVRON CORP NEW | 1,609 | $230.4M | 0.08% | |
| 96 | TSLATESLA INC | 688 | $218.6M | 0.07% | |
| 97 | INDYISHARES TR | 3,982 | $216.5M | 0.07% | |
| 98 | AXPAMERICAN EXPRESS CO | 661 | $210.8M | 0.07% | |
| 99 | LIILENNOX INTL INC | 352 | $201.8M | 0.07% | |
| 100 | GEVOGEVO INC | 10,850 | $14.3M | 0.00% |
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