Pinnacle Financial Group, LLC has filed its latest 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and portfolio management in the financial services sector.

Background

Pinnacle Financial Group, LLC is based in Western Springs, Illinois, and operates within the financial services industry. The firm is recognized for its investment management practices, as evidenced by its recent filings, including the latest 13F-HR submitted on October 29, 2026 (accession number 0001104659-26-120031). The company’s fiscal year ends on December 31.

What the Filing Says

The 13F-HR filing reveals that Pinnacle Financial Group's total portfolio value is approximately $415,597,645. The report includes a total of 121 entries, indicating a diverse range of investments across various sectors. The filing highlights significant holdings in major companies, including:

"Apple Inc, Amazon.com Inc, and Alphabet Inc among others."

These investments reflect the firm's strategic focus on technology and consumer goods, which are critical areas in the current market landscape.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors within the financial services industry. The detailed holdings provide a glimpse into Pinnacle Financial Group's investment philosophy and market outlook, which could influence investment decisions by other firms and institutional investors.

What's Next

The filing does not specify what happens next, leaving stakeholders to monitor future filings for further updates on Pinnacle Financial Group's investment strategies and market positioning.