Long-term investor
Pinnacle Family Advisors, LLC @pinnaclefamilyadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001679064).
Record
- Tracked since 2025-06-30 (434 days), 189 trades recorded
- Returns: week n/a · month n/a · 90 days +11.9% · 6 months +11.6% · 1 year +22.9% · all +22.9%
- Max drawdown -0.9% · Sharpe 1.25 · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 88634T519 · 9.3% · long · since 2025-06-30
- 464287200 · 7.0% · long · since 2025-06-30
- 78462F103 · 6.8% · long · since 2025-06-30
- QQQ · 4.9% · long · since 2025-06-30
- 808524409 · 3.7% · long · since 2025-06-30
- 808524300 · 3.4% · long · since 2025-06-30
- ORLY · 3.1% · long · since 2025-06-30
- NVDA · 3.1% · long · since 2025-06-30
- 464287465 · 3.0% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- 46137V233 · 2.1% · long · since 2025-06-30
- 315912808 · 2.0% · long · since 2025-06-30
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