Pinnacle Financial Group, Llc / Il
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$364.8M
Q ending 2026-03-31
Prior quarter
$344.6M
Q ending 2025-12-31
Change
+5.9% QoQ · +32.5% YoY
Positions
111
reported holdings
Largest positions
Top 100 of 111 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFIC | Shares | $32.6M | 917K |
| Invesco Exchange Traded Fd T | PRF | Shares | $31.8M | 668K |
| Dimensional Etf Trust | DFAC | Shares | $21.5M | 552K |
| Wisdomtree Tr | DTD | Shares | $21.2M | 245K |
| Dimensional Etf Trust | DFEM | Shares | $20.1M | 580K |
| Vanguard Whitehall Fds | VYMI | Shares | $15.0M | 160K |
| Vanguard Whitehall Fds | VYM | Shares | $13.9M | 94K |
| Vanguard Intl Equity Index F | VEU | Shares | $13.0M | 174K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $9.3M | 14K |
| Ishares Tr | EEM | Shares | $9.2M | 162K |
| Pimco Etf Tr | MINT | Shares | $9.0M | 90K |
| Ishares Tr | DVY | Shares | $8.9M | 59K |
| Ishares Tr | AGG | Shares | $8.6M | 86K |
| Dimensional Etf Trust | DFAS | Shares | $8.0M | 113K |
| Vanguard Index Fds | VBR | Shares | $7.1M | 33K |
| Vanguard Index Fds | VB | Shares | $6.2M | 24K |
| Dimensional Etf Trust | DFAR | Shares | $6.1M | 258K |
| Vanguard Specialized Funds | VIG | Shares | $5.9M | 27K |
| Spdr Gold Tr | GLD | Shares | $5.6M | 13K |
| Vanguard Index Fds | VO | Shares | $5.5M | 19K |
| Pgim Etf Tr | PTRB | Shares | $5.3M | 128K |
| Pimco Etf Tr | PYLD | Shares | $5.0M | 190K |
| Mcdonalds Corp | MCD | Shares | $4.6M | 15K |
| Ssga Active Etf Tr | TOTL | Shares | $4.3M | 109K |
| Dimensional Etf Trust | DFAI | Shares | $4.3M | 111K |
| Vanguard Index Fds | VOE | Shares | $4.3M | 23K |
| Vanguard Index Fds | VTI | Shares | $4.1M | 13K |
| Pimco Etf Tr | BOND | Shares | $3.7M | 40K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $3.7M | 188K |
| Vanguard Malvern Fds | VSDB | Shares | $2.9M | 39K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.8M | 6K |
| Apple Inc | AAPL | Shares | $2.8M | 11K |
| Vanguard Index Fds | VNQ | Shares | $2.7M | 30K |
| Vanguard Index Fds | VV | Shares | $2.6M | 9K |
| Dimensional Etf Trust | DFAE | Shares | $2.6M | 75K |
| Dimensional Etf Trust | DFAU | Shares | $2.4M | 53K |
| Ishares Tr | IVW | Shares | $2.3M | 20K |
| Vanguard Index Fds | VTV | Shares | $2.1M | 11K |
| Ishares Tr | ILCG | Shares | $2.1M | 22K |
| Franklin Templeton Etf Tr | INCM | Shares | $1.9M | 68K |
| Vanguard World Fd | VHT | Shares | $1.9M | 7K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $1.8M | 93K |
| Vanguard Index Fds | VBK | Shares | $1.8M | 6K |
| Ishares Tr | IJH | Shares | $1.4M | 21K |
| Nvidia Corporation | NVDA | Shares | $1.3M | 7K |
| American Centy Etf Tr | AVUS | Shares | $1.3M | 11K |
| Invesco Qqq Tr | QQQ | Shares | $1.2M | 2K |
| Vanguard Star Fds | VXUS | Shares | $1.2M | 16K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $1.0M | 50K |
| Vanguard Intl Equity Index F | VSS | Shares | $1.0M | 7K |
| Amazon Com Inc | AMZN | Shares | $959K | 5K |
| Spdr Series Trust | JNK | Shares | $865K | 9K |
| Caterpillar Inc | CAT | Shares | $863K | 1K |
| Franklin Templeton Etf Tr | FLCB | Shares | $824K | 38K |
| First Tr Exch Traded Fd Iii | FPEI | Shares | $797K | 42K |
| Exxon Mobil Corp | XOM | Shares | $725K | 4K |
| Ishares Tr | IVE | Shares | $689K | 3K |
| Ishares Tr | DGRO | Shares | $688K | 10K |
| Invesco Exchange Traded Fd T | RSP | Shares | $636K | 3K |
| Vanguard Scottsdale Fds | VCIT | Shares | $613K | 7K |
| Wisdomtree Tr | AGGY | Shares | $610K | 14K |
| Ishares Tr | IJK | Shares | $604K | 6K |
| Microsoft Corp | MSFT | Shares | $587K | 2K |
| Vanguard Whitehall Fds | VIGI | Shares | $568K | 6K |
| Blackrock Etf Trust Ii | BINC | Shares | $552K | 11K |
| Ishares Tr | IJR | Shares | $540K | 4K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $509K | 3K |
| Vanguard World Fd | ESGV | Shares | $496K | 4K |
| Vanguard World Fd | VDC | Shares | $455K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $432K | 1K |
| Vanguard Intl Equity Index F | VWO | Shares | $427K | 8K |
| Ishares Tr | IVV | Shares | $425K | 650 |
| Wisdomtree Tr | DWM | Shares | $417K | 6K |
| Allstate Corp | ALL | Shares | $405K | 2K |
| Spdr Index Shs Fds | EDIV | Shares | $403K | 10K |
| Select Sector Spdr Tr | XLE | Shares | $392K | 6K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $387K | 21K |
| Enterprise Prods Partners L | EPD | Shares | $383K | 10K |
| Ishares Tr | TIP | Shares | $382K | 3K |
| Vanguard Index Fds | VOO | Shares | $380K | 636 |
| Abbvie Inc | ABBV | Shares | $377K | 2K |
| Ishares Tr | EMB | Shares | $367K | 4K |
| Procter & Gamble Co | PG | Shares | $355K | 2K |
| Select Sector Spdr Tr | XLF | Shares | $354K | 7K |
| Chevron Corporation | CVX | Shares | $345K | 2K |
| Vanguard Scottsdale Fds | VGSH | Shares | $328K | 6K |
| Tesla Inc | TSLA | Shares | $328K | 882 |
| Palantir Technologies Inc | PLTR | Shares | $326K | 2K |
| Vanguard World Fd | VSGX | Shares | $317K | 4K |
| Alphabet Inc | GOOGL | Shares | $309K | 1K |
| Ishares Tr | IEFA | Shares | $303K | 3K |
| Dimensional Etf Trust | DFNM | Shares | $299K | 6K |
| Broadcom Inc | AVGO | Shares | $298K | 962 |
| Wisdomtree Tr | DES | Shares | $297K | 8K |
| Ishares Tr | IJS | Shares | $293K | 2K |
| Boeing Co | BA | Shares | $277K | 1K |
| Alphabet Inc | GOOG | Shares | $272K | 948 |
| Barclays Bank Plc | DJP | Shares | $264K | 5K |
| Ww Grainger Inc | GWW | Shares | $250K | 229 |
| Ishares Tr | ITOT | Shares | $250K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.