Pinnacle Financial Group, LLC / IL Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$330.7B
Holdings
108
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PRFINVESCO EXCHANGE TRADED FD T | 688,286 | $31.1B | 9.41% | |
| 2 | DFICDIMENSIONAL ETF TRUST | 861,405 | $28.2B | 8.54% | |
| 3 | DFEMDIMENSIONAL ETF TRUST | 684,426 | $21.9B | 6.64% | |
| 4 | DTDWISDOMTREE TR | 261,261 | $21.9B | 6.64% | |
| 5 | DFACDIMENSIONAL ETF TRUST | 536,053 | $20.7B | 6.25% | |
| 6 | VYMIVANGUARD WHITEHALL FDS | 151,615 | $12.8B | 3.88% | |
| 7 | VYMVANGUARD WHITEHALL FDS | 85,344 | $12.0B | 3.64% | |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 152,058 | $10.9B | 3.28% | |
| 9 | SPYSPDR S&P 500 ETF TR | 14,445 | $9.6B | 2.91% | |
| 10 | AQLTISHARES TR | 63,595 | $9.0B | 2.73% | |
| 11 | DFASDIMENSIONAL ETF TRUST | 113,421 | $7.8B | 2.35% | |
| 12 | EEMISHARES TR | 135,788 | $7.3B | 2.19% | |
| 13 | AGGISHARES TR | 70,048 | $7.0B | 2.12% | |
| 14 | VBRVANGUARD INDEX FDS | 31,738 | $6.6B | 2.00% | |
| 15 | DFARDIMENSIONAL ETF TRUST | 255,737 | $6.1B | 1.84% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 27,762 | $6.0B | 1.81% | |
| 17 | VBVANGUARD INDEX FDS | 21,459 | $5.5B | 1.65% | |
| 18 | GQ9SPDR GOLD TR | 15,078 | $5.4B | 1.62% | |
| 19 | VOVANGUARD INDEX FDS | 17,312 | $5.1B | 1.54% | |
| 20 | MCDMCDONALDS CORP | 14,638 | $4.4B | 1.35% | |
| 21 | VTIVANGUARD INDEX FDS | 13,423 | $4.4B | 1.33% | |
| 22 | VOEVANGUARD INDEX FDS | 22,663 | $4.0B | 1.20% | |
| 23 | DFAIDIMENSIONAL ETF TRUST | 106,649 | $3.9B | 1.17% | |
| 24 | BSCRINVESCO EXCH TRD SLF IDX FD | 185,940 | $3.7B | 1.11% | |
| 25 | PTRBPGIM ETF TR | 85,264 | $3.6B | 1.09% | |
| 26 | PYLDPIMCO ETF TR | 131,153 | $3.5B | 1.06% | |
| 27 | VNQVANGUARD INDEX FDS | 33,859 | $3.1B | 0.94% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,109 | $3.1B | 0.93% | |
| 29 | TOTLSSGA ACTIVE ETF TR | 74,001 | $3.0B | 0.91% | |
| 30 | BONDPIMCO ETF TR | 32,130 | $3.0B | 0.91% | |
| 31 | VVVANGUARD INDEX FDS | 9,202 | $2.8B | 0.86% | |
| 32 | AAPLAPPLE INC | 10,227 | $2.6B | 0.79% | |
| 33 | IVWISHARES TR | 20,207 | $2.4B | 0.74% | |
| 34 | ILCGISHARES TR | 22,830 | $2.4B | 0.72% | |
| 35 | DFAUDIMENSIONAL ETF TRUST | 51,628 | $2.4B | 0.71% | |
| 36 | VSDBVANGUARD MALVERN FDS | 30,804 | $2.4B | 0.71% | |
| 37 | DFAEDIMENSIONAL ETF TRUST | 73,431 | $2.3B | 0.70% | |
| 38 | BSCQINVESCO EXCH TRD SLF IDX FD | 113,667 | $2.2B | 0.67% | |
| 39 | INCMFRANKLIN TEMPLETON ETF TR | 69,575 | $1.9B | 0.58% | |
| 40 | VBKVANGUARD INDEX FDS | 5,579 | $1.7B | 0.50% | |
| 41 | VHTVANGUARD WORLD FD | 6,351 | $1.6B | 0.50% | |
| 42 | IJHISHARES TR | 21,997 | $1.4B | 0.43% | |
| 43 | VTVVANGUARD INDEX FDS | 7,401 | $1.4B | 0.42% | |
| 44 | VXUSVANGUARD STAR FDS | 16,285 | $1.2B | 0.36% | |
| 45 | NVDANVIDIA CORPORATION | 6,026 | $1.1B | 0.34% | |
| 46 | NDQINVESCO QQQ TR | 1,620 | $973.0M | 0.29% | |
| 47 | JNKSPDR SERIES TRUST | 9,767 | $957.1M | 0.29% | |
| 48 | AMZNAMAZON COM INC | 4,157 | $912.8M | 0.28% | |
| 49 | MSFTMICROSOFT CORP | 1,571 | $813.7M | 0.25% | |
| 50 | BNDVANGUARD BD INDEX FDS | 10,913 | $808.2M | 0.24% | |
| 51 | CATCATERPILLAR INC | 1,454 | $693.6M | 0.21% | |
| 52 | IVEISHARES TR | 3,260 | $673.3M | 0.20% | |
| 53 | AGGYWISDOMTREE TR | 14,439 | $639.2M | 0.19% | |
| 54 | OSBCOLD SECOND BANCORP INC ILL | 36,414 | $629.4M | 0.19% | |
| 55 | AVUSAMERICAN CENTY ETF TR | 5,411 | $588.2M | 0.18% | |
| 56 | IJKISHARES TR | 5,998 | $575.1M | 0.17% | |
| 57 | BSCSINVESCO EXCH TRD SLF IDX FD | 27,576 | $567.2M | 0.17% | |
| 58 | DGROISHARES TR | 8,246 | $561.4M | 0.17% | |
| 59 | IJRISHARES TR | 4,684 | $556.6M | 0.17% | |
| 60 | VOOVANGUARD INDEX FDS | 900 | $536.8M | 0.16% | |
| 61 | VCITVANGUARD SCOTTSDALE FDS | 6,211 | $522.4M | 0.16% | |
| 62 | ESGVVANGUARD WORLD FD | 4,287 | $507.8M | 0.15% | |
| 63 | VOOVVANGUARD ADMIRAL FDS INC | 2,500 | $498.7M | 0.15% | |
| 64 | XOMEXXON MOBIL CORP | 4,361 | $491.7M | 0.15% | |
| 65 | JPMJPMORGAN CHASE & CO. | 1,483 | $467.7M | 0.14% | |
| 66 | VWOVANGUARD INTL EQUITY INDEX F | 8,591 | $465.5M | 0.14% | |
| 67 | IVVISHARES TR | 675 | $452.0M | 0.14% | |
| 68 | VDCVANGUARD WORLD FD | 2,061 | $440.9M | 0.13% | |
| 69 | FLCBFRANKLIN TEMPLETON ETF TR | 20,256 | $440.0M | 0.13% | |
| 70 | VTCVANGUARD SCOTTSDALE FDS | 5,538 | $434.1M | 0.13% | |
| 71 | FPEIFIRST TR EXCH TRADED FD III | 22,377 | $432.8M | 0.13% | |
| 72 | RSPINVESCO EXCHANGE TRADED FD T | 2,198 | $417.0M | 0.13% | |
| 73 | VIGIVANGUARD WHITEHALL FDS | 4,526 | $405.4M | 0.12% | |
| 74 | PLTRPALANTIR TECHNOLOGIES INC | 2,195 | $400.4M | 0.12% | |
| 75 | DWMWISDOMTREE TR | 5,968 | $395.2M | 0.12% | |
| 76 | BSCTINVESCO EXCH TRD SLF IDX FD | 20,680 | $389.0M | 0.12% | |
| 77 | ALSALLSTATE CORP | 1,811 | $388.7M | 0.12% | |
| 78 | TIPISHARES TR | 3,438 | $382.3M | 0.12% | |
| 79 | XLFSELECT SECTOR SPDR TR | 7,064 | $380.5M | 0.12% | |
| 80 | PGPROCTER AND GAMBLE CO | 2,270 | $348.8M | 0.11% | |
| 81 | ABBVABBVIE INC | 1,463 | $338.7M | 0.10% | |
| 82 | BINCBLACKROCK ETF TRUST II | 5,927 | $315.6M | 0.10% | |
| 83 | TSLATESLA INC | 701 | $311.7M | 0.09% | |
| 84 | EPDENTERPRISE PRODS PARTNERS L | 9,816 | $306.9M | 0.09% | |
| 85 | VSGXVANGUARD WORLD FD | 4,419 | $306.5M | 0.09% | |
| 86 | BABOEING CO | 1,406 | $303.5M | 0.09% | |
| 87 | DFNMDIMENSIONAL ETF TRUST | 6,230 | $298.9M | 0.09% | |
| 88 | AQLTISHARES TR | 3,350 | $292.5M | 0.09% | |
| 89 | VUGVANGUARD INDEX FDS | 581 | $278.7M | 0.08% | |
| 90 | XLVSELECT SECTOR SPDR TR | 1,941 | $270.1M | 0.08% | |
| 91 | CEGCONSTELLATION ENERGY CORP | 812 | $267.2M | 0.08% | |
| 92 | IJSISHARES TR | 2,410 | $266.6M | 0.08% | |
| 93 | VPLSVANGUARD MALVERN FDS | 3,359 | $264.1M | 0.08% | |
| 94 | EDIVSPDR INDEX SHS FDS | 6,737 | $261.7M | 0.08% | |
| 95 | ITOTISHARES TR | 1,751 | $255.0M | 0.08% | |
| 96 | CVXCHEVRON CORP NEW | 1,640 | $254.7M | 0.08% | |
| 97 | METAMETA PLATFORMS INC | 328 | $241.2M | 0.07% | |
| 98 | ABTABBOTT LABS | 1,747 | $234.0M | 0.07% | |
| 99 | GOOGLALPHABET INC | 949 | $230.7M | 0.07% | |
| 100 | DWDMORGAN STANLEY | 1,444 | $229.5M | 0.07% |
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