Pinnacle Family Advisors, LLC
Family Office
Pinnacle Family Advisors, LLC is a Family Office based in Springfield, MO led by Ronald Sean Mccurry, reporting $341.3M in AUM as of Q3 2025 with 80% ETF concentration and 53% concentrated in top 10 holdings.
PresidentRonald Sean Mccurry
- Portfolio Value
- $228.8M
- Positions
- 123
- Top Holding
- FCUS at 9.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pinnacle Family Advisors, LLC's portfolio (53% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $20.8M | 9.07% | -$1.3M Sold | — 653.2K shares | |
ETF ETF | $20.0M | 8.72% | +$1.5M Bought | — 30.0K shares | |
ETF ETF | $19.9M | 8.68% | +$1.8M Bought | — 33.1K shares | |
ETF ETF | $15.7M | 6.88% | +$74.3K Bought | — 23.5K shares | |
ETF ETF | $10.8M | 4.73% | +$749.0K Bought | — 115.9K shares | |
Specialty Retail Consumer Cyclical | $8.5M | 3.71% | -$196.5K Sold | 0.01% 78.7K shares | |
Semiconductors Technology | $7.3M | 3.21% | +$226.3K Bought | 0.00% 39.3K shares | |
ETF ETF | $6.9M | 3.02% | +$207.4K Bought | — 216.5K shares | |
Consumer Electronics Technology | $6.7M | 2.92% | +$276.3K Bought | 0.00% 26.2K shares | |
ETF ETF | $4.6M | 2.02% | -$77.7K Sold | — 80.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pinnacle Family Advisors, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Pinnacle Family Advisors, LLC
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