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Asset Manager ← All Institutions

Pinnacle Financial Group, LLC / IL

Q4 2025 · Filed 2026-02-05
Market Value
$342M
+4.2%
Holdings
113
+3
New Purchases
7
Added To
61
Closed
3
Reduced
30
Top 10 Concentration
53.7%
Turnover
8.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PYLD 1.29% 1.07% +0.22% $4M
PTRB 1.27% 1.10% +0.17% $4M
AGG 2.30% 2.14% +0.16% $8M
VYMI 4.07% 3.91% +0.16% $14M
TOTL 1.06% 0.91% +0.15% $4M
VEU 3.44% 3.31% +0.14% $12M
GLD 1.75% 1.63% +0.11% $6M
BOND 1.02% 0.91% +0.11% $3M
VGSH 0.10% 0.00% +0.10% $350K
DFIC 8.70% 8.60% +0.10% $30M
AVGO 0.09% 0.00% +0.09% $310K
GOOG 0.09% 0.00% +0.09% $299K
LLY 0.08% 0.00% +0.08% $259K
AAPL 0.87% 0.79% +0.07% $3M
VTV 0.49% 0.42% +0.07% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DTD 6.32% 6.68% -0.37% $22M
PRF 9.19% 9.48% -0.28% $31M
OSBC 0.00% 0.19% -0.19% $0
DFEM 6.53% 6.69% -0.15% $22M
DVY 2.63% 2.75% -0.13% $9M
BSCQ 0.55% 0.68% -0.13% $2M
DFAR 1.74% 1.86% -0.12% $6M
SPY 2.81% 2.93% -0.12% $10M
VTI 1.23% 1.34% -0.11% $4M
VNQ 0.84% 0.94% -0.10% $3M
VUG 0.00% 0.08% -0.08% $0
NFRA 0.00% 0.07% -0.07% $0
BSCR 1.05% 1.12% -0.06% $4M
ILCG 0.66% 0.73% -0.06% $2M
VIG 1.76% 1.82% -0.06% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 34 $45M 13.0%
Large Cap 46 $184M 53.9%
Mid Cap 20 $76M 22.3%
Small Cap 13 $37M 10.8%

Portfolio Analytics

Avg Market Cap
$412.6B
Median Market Cap
$58.9B
Avg P/E
45.5
Median P/E
27.4
Avg Dividend Yield
0.01%
Avg Beta
0.89
# Stocks
31
# ETFs / Funds
82

Top Holdings (113 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PRF 9.19% 670,384 $31M $46.92 $337K -17,902 -2.6%
2 DFIC 8.70% 863,782 $30M $34.46 $2M +2,377 +0.3%
3 DFEM 6.53% 675,774 $22M $33.08 $405K -8,652 -1.3%
4 DTD 6.32% 254,646 $22M $84.88 -$332K -6,615 -2.5%
5 DFAC 6.28% 542,531 $21M $39.59 $803K +6,478 +1.2%
6 VYMI 4.07% 154,648 $14M $90.00 $1M +3,033 +2.0%
7 VYM 3.71% 88,439 $13M $143.52 $663K +3,095 +3.6%
8 VEU 3.44% 160,152 $12M $73.56 $928K +8,094 +5.3%
9 SPY 2.81% 14,104 $10M $681.97 -$6K -341 -2.4%
10 DVY 2.63% 63,659 $9M $141.14 -$52K +64 +0.1%
11 DFAS 2.31% 113,248 $8M $69.67 $125K -173 -0.1%
12 AGG 2.30% 78,849 $8M $99.88 $853K +8,801 +12.6%
13 EEM 2.20% 137,744 $8M $54.71 $285K +1,956 +1.4%
14 VBR 2.02% 32,574 $7M $211.79 $274K +836 +2.6%
15 VIG 1.76% 27,469 $6M $219.78 $46K -293 -1.1%
16 GLD 1.75% 15,066 $6M $396.31 $611K -12 -0.1%
17 DFAR 1.74% 259,342 $6M $22.90 -$160K +3,605 +1.4%
18 VB 1.69% 22,437 $6M $257.94 $330K +978 +4.6%
19 VO 1.52% 17,971 $5M $290.22 $129K +659 +3.8%
20 MCD 1.32% 14,758 $5M $305.63 $62K +120 +0.8%
21 PYLD 1.29% 165,050 $4M $26.68 $883K +33,897 +25.9%
22 PTRB 1.27% 103,225 $4M $42.04 $742K +17,961 +21.1%
23 VTI 1.23% 12,587 $4M $335.27 -$192K -836 -6.2%
24 DFAI 1.21% 108,194 $4M $38.11 $247K +1,545 +1.4%
25 VOE 1.19% 22,965 $4M $177.37 $116K +302 +1.3%
26 TOTL 1.06% 90,083 $4M $40.25 $624K +16,082 +21.7%
27 BSCR 1.05% 182,624 $4M $19.74 -$60K -3,316 -1.8%
28 BOND 1.02% 37,577 $3M $93.08 $498K +5,447 +16.9%
29 BRK-B 0.89% 6,070 $3M $502.65 -$20K -39 -0.6%
30 AAPL 0.87% 10,922 $3M $271.86 $365K +695 +6.8%
31 VNQ 0.84% 32,499 $3M $88.49 -$220K -1,360 -4.0%
32 VV 0.83% 8,997 $3M $314.80 -$2K -205 -2.2%
33 IVW 0.73% 20,207 $2M $123.26 $51K
34 DFAE 0.72% 75,221 $2M $32.57 $135K +1,790 +2.4%
35 DFAU 0.71% 51,870 $2M $46.80 $65K +242 +0.5%
36 ILCG 0.66% 21,833 $2M $104.04 -$110K -997 -4.4%
37 VHT 0.56% 6,634 $2M $287.83 $261K +283 +4.5%
38 INCM 0.55% 67,507 $2M $28.04 -$37K -2,068 -3.0%
39 BSCQ 0.55% 96,396 $2M $19.58 -$336K -17,271 -15.2%
40 VBK 0.50% 5,702 $2M $302.10 $62K +123 +2.2%
41 VTV 0.49% 8,743 $2M $191.00 $290K +1,342 +18.1%
42 IJH 0.42% 21,880 $1M $66.00 $9K -117 -0.5%
43 NVDA 0.38% 7,006 $1M $186.50 $182K +980 +16.3%
44 VXUS 0.36% 16,285 $1M $75.44 $32K
45 QQQ 0.33% 1,814 $1M $614.36 $141K +194 +12.0%
46 JNK 0.31% 11,082 $1M $97.21 $120K +1,315 +13.5%
47 AMZN 0.30% 4,379 $1M $230.82 $98K +222 +5.3%
48 MSFT 0.28% 1,958 $947K $483.62 $133K +387 +24.6%
49 CAT 0.24% 1,457 $835K $572.90 $141K +3 +0.2%
50 IVE 0.20% 3,261 $691K $212.05 $18K +1 +0.0%
51 FPEI 0.20% 34,688 $673K $19.39 $240K +12,311 +55.0%
52 BND 0.19% 8,687 $643K $74.07 -$165K -2,226 -20.4%
53 AGGY 0.19% 14,439 $636K $44.05 -$3K
54 AVUS 0.18% 5,547 $620K $111.78 $32K +136 +2.5%
55 RSP 0.18% 3,176 $608K $191.54 $191K +978 +44.5%
56 DGRO 0.17% 8,398 $583K $69.42 $22K +152 +1.8%
57 IJK 0.17% 6,000 $581K $96.88 $6K +2 +0.0%
58 XOM 0.17% 4,773 $574K $120.34 $83K +412 +9.4%
59 FLCB 0.16% 25,856 $559K $21.62 $119K +5,600 +27.6%
60 BSCS 0.16% 27,142 $559K $20.60 -$8K -434 -1.6%
61 IJR 0.16% 4,512 $542K $120.19 -$14K -172 -3.7%
62 ESGV 0.16% 4,471 $541K $120.95 $33K +184 +4.3%
63 JPM 0.15% 1,619 $522K $322.28 $54K +136 +9.2%
64 VCIT 0.15% 6,211 $520K $83.75 -$2K
65 VOOV 0.15% 2,500 $512K $204.85 $13K
66 VIGI 0.14% 5,174 $473K $91.45 $68K +648 +14.3%
67 IVV 0.14% 675 $463K $685.29 $11K
68 VWO 0.13% 8,554 $460K $53.76 -$6K -37 -0.4%
69 BINC 0.13% 8,482 $448K $52.77 $132K +2,555 +43.1%
70 VTC 0.13% 5,538 $430K $77.64 -$4K
71 VDC 0.12% 2,017 $426K $211.27 -$15K -44 -2.1%
72 DWM 0.12% 5,971 $411K $68.76 $15K +3 +0.1%
73 ALL 0.12% 1,963 $409K $208.15 $20K +152 +8.4%
74 PLTR 0.12% 2,296 $408K $177.75 $8K +101 +4.6%
75 VOO 0.12% 635 $399K $627.60 -$138K -265 -29.4%
76 BSCT 0.11% 20,715 $390K $18.83 $1K +35 +0.2%
77 XLF 0.11% 7,064 $387K $54.77 $6K
78 TIP 0.11% 3,463 $381K $109.90 -$2K +25 +0.7%
79 TSLA 0.11% 814 $366K $449.72 $54K +113 +16.1%
80 VGSH 0.10% 5,962 $350K $58.73 +5,962 NEW
81 ABBV 0.10% 1,530 $350K $228.49 $11K +67 +4.6%
82 PG 0.10% 2,384 $342K $143.30 -$7K +114 +5.0%
83 EPD 0.09% 9,982 $320K $32.06 $13K +166 +1.7%
84 VSGX 0.09% 4,421 $317K $71.63 $10K +2 +0.1%
85 AVGO 0.09% 896 $310K $346.10 +896 NEW
86 DFNM 0.09% 6,230 $300K $48.17 $1K
87 IEFA 0.09% 3,350 $300K $89.46 $7K
88 GOOG 0.09% 953 $299K $313.80 +953 NEW
89 BA 0.09% 1,374 $298K $217.12 -$5K -32 -2.3%
90 CEG 0.08% 807 $285K $353.27 $18K -5 -0.6%
91 EDIV 0.08% 7,276 $285K $39.15 $23K +539 +8.0%
92 IJS 0.08% 2,467 $280K $113.70 $14K +57 +2.4%
93 MS 0.08% 1,554 $276K $177.53 $46K +110 +7.6%
94 GOOGL 0.08% 872 $273K $313.01 $42K -77 -8.1%
95 META 0.08% 410 $270K $659.32 $29K +82 +25.0%
96 ITOT 0.08% 1,753 $261K $148.70 $6K +2 +0.1%
97 AXP 0.08% 704 $260K $369.95 $37K +30 +4.5%
98 LLY 0.08% 241 $259K $1,075.02 +241 NEW
99 CVX 0.07% 1,619 $247K $152.42 -$8K -21 -1.3%
100 DES 0.07% 7,333 $245K $33.45 $29K +902 +14.0%

New Positions

SymbolValue% Port
VGSH $350K 0.10%
AVGO $310K 0.09%
GOOG $299K 0.09%
LLY $259K 0.08%
QQQJ $214K 0.06%
IYG $205K 0.06%
IBM $200K 0.06%

Sold Out Positions

SymbolValue% Port
VUG —%
OSBC —%
NFRA —%
View SEC EDGAR Filings for Pinnacle Financial Group, LLC / IL →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms