# EDGAR Filing Document

**Accession Number:** 0001679064
**File Stem:** 0001172661-23-000621
**Filing Date:** 2023-2
**Character Count:** 13122
**Document Hash:** 70252ca000f67eb652fd01f331b91f22
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000621.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001172661-23-000621

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Pinnacle Family Advisors, LLC
- **CENTRAL INDEX KEY:** 0001679064
- **IRS NUMBER:** 261317896
- **STATE OF INCORPORATION:** MO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18143
- **FILM NUMBER:** 23610612

**BUSINESS ADDRESS:**
- **STREET 1:** 620 W. REPUBLIC ROAD
- **STREET 2:** SUITE 104
- **CITY:** SPRINGFIELD
- **STATE:** MO
- **ZIP:** 65807
- **BUSINESS PHONE:** 4178866590

**MAIL ADDRESS:**
- **STREET 1:** 620 W. REPUBLIC ROAD
- **STREET 2:** SUITE 104
- **CITY:** SPRINGFIELD
- **STATE:** MO
- **ZIP:** 65807

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Pinnacle Family Advisors LLC<br>**Address:** 620 W. Republic Road<br>Suite 104<br>Springfield, MO 65807

**Form 13F File Number:** 028-18143

**CRD Number (if applicable):** 000145628

**SEC File Number (if applicable):** 801-78013

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Paul Carroll<br>**Title:** Chief Investment Officer<br>**Phone:** 417-886-6590

**Signature, Place, and Date of Signing:**

Paul Carroll  Springfield, MO  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 92

**Form 13F Information Table Value Total:** $140001099

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 818619 | 5065 | SH |  | SOLE |  | 5065 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 341611 | 3850 | SH |  | SOLE |  | 3850 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 6962928 | 82892 | SH |  | SOLE |  | 82892 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 15118142 | 116356 | SH |  | SOLE |  | 116356 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 414235 | 1341 | SH |  | SOLE |  | 1341 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 398064 | 3373 | SH |  | SOLE |  | 3373 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 214427 | 9769 | SH |  | SOLE |  | 9769 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 421647 | 16839 | SH |  | SOLE |  | 16839 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 344713 | 1301 | SH |  | SOLE |  | 1301 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 947699 | 8592 | SH |  | SOLE |  | 8592 | 0 | 0 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 1258800 | 30725 | SH |  | SOLE |  | 30725 | 0 | 0 |
| FIRST TR EXCH TRD ALPHDX FD | EUROPE ALPHADEX | 33737J117 |  | 212130 | 6592 | SH |  | SOLE |  | 6592 | 0 | 0 |
| FIRST TR EXCH TRD ALPHDX FD | DEV MRK EX US | 33737J174 |  | 580095 | 12154 | SH |  | SOLE |  | 12154 | 0 | 0 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 |  | 893052 | 36466 | SH |  | SOLE |  | 36466 | 0 | 0 |
| FIRST TR EXCHANGE TRAD FD VI | ALT ABSLT STRG | 33740Y101 |  | 1019094 | 34106 | SH |  | SOLE |  | 34106 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 33734X127 |  | 527159 | 30846 | SH |  | SOLE |  | 30846 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 33734X150 |  | 549459 | 10667 | SH |  | SOLE |  | 10667 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 33734X143 |  | 378467 | 3481 | SH |  | SOLE |  | 3481 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ BK ETF | 33738R860 |  | 333533 | 12730 | SH |  | SOLE |  | 12730 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 1194091 | 25186 | SH |  | SOLE |  | 25186 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 548112 | 12480 | SH |  | SOLE |  | 12480 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 568001 | 9556 | SH |  | SOLE |  | 9556 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 896517 | 11962 | SH |  | SOLE |  | 11962 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 33738R118 |  | 327893 | 6863 | SH |  | SOLE |  | 6863 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | MNGD FUTRS STRGY | 33739G103 |  | 416133 | 8742 | SH |  | SOLE |  | 8742 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 |  | 4616934 | 105121 | SH |  | SOLE |  | 105121 | 0 | 0 |
| FIRST TR LRG CP VL ALPHADEX | COM SHS | 33735J101 |  | 944378 | 14350 | SH |  | SOLE |  | 14350 | 0 | 0 |
| FIRST TR LRGE CP CORE ALPHA | COM SHS | 33734K109 |  | 337815 | 4219 | SH |  | SOLE |  | 4219 | 0 | 0 |
| FIRST TR MID CAP CORE ALPHAD | COM SHS | 33735B108 |  | 213563 | 2432 | SH |  | SOLE |  | 2432 | 0 | 0 |
| FIRST TR NAS100 EQ WEIGHTED | SHS | 337344105 |  | 354216 | 3990 | SH |  | SOLE |  | 3990 | 0 | 0 |
| FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 |  | 321920 | 8066 | SH |  | SOLE |  | 8066 | 0 | 0 |
| FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 33735K108 |  | 470138 | 5143 | SH |  | SOLE |  | 5143 | 0 | 0 |
| FORD MTR CO DEL | COM | 345370860 |  | 263340 | 22643 | SH |  | SOLE |  | 22643 | 0 | 0 |
| FS KKR CAP CORP | COM | 302635206 |  | 226762 | 12958 | SH |  | SOLE |  | 12958 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 943497 | 6697 | SH |  | SOLE |  | 6697 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S EMRNG MKTS | 46138E297 |  | 282129 | 12261 | SH |  | SOLE |  | 12261 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 583167 | 2190 | SH |  | SOLE |  | 2190 | 0 | 0 |
| IRON MTN INC DEL | COM | 46284V101 |  | 255801 | 5131 | SH |  | SOLE |  | 5131 | 0 | 0 |
| ISHARES INC | MSCI GBL ETF NEW | 46434G848 |  | 804324 | 19618 | SH |  | SOLE |  | 19618 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 3684451 | 73206 | SH |  | SOLE |  | 73206 | 0 | 0 |
| ISHARES TR | U.S. BAS MTL ETF | 464287838 |  | 1750024 | 14026 | SH |  | SOLE |  | 14026 | 0 | 0 |
| ISHARES TR | 10+ YR INVST GRD | 464289511 |  | 1460769 | 29339 | SH |  | SOLE |  | 29339 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1326068 | 5482 | SH |  | SOLE |  | 5482 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 |  | 440522 | 4750 | SH |  | SOLE |  | 4750 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 230709 | 3097 | SH |  | SOLE |  | 3097 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1209938 | 12785 | SH |  | SOLE |  | 12785 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 359840 | 4296 | SH |  | SOLE |  | 4296 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 6445433 | 63943 | SH |  | SOLE |  | 63943 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 3437532 | 52369 | SH |  | SOLE |  | 52369 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 16202527 | 42171 | SH |  | SOLE |  | 42171 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 8717473 | 60091 | SH |  | SOLE |  | 60091 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1470213 | 17337 | SH |  | SOLE |  | 17337 | 0 | 0 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 255976 | 2430 | SH |  | SOLE |  | 2430 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 670349 | 9297 | SH |  | SOLE |  | 9297 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 918695 | 10840 | SH |  | SOLE |  | 10840 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 467851 | 10197 | SH |  | SOLE |  | 10197 | 0 | 0 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 592045 | 13177 | SH |  | SOLE |  | 13177 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 1456541 | 29419 | SH |  | SOLE |  | 29419 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 863427 | 9456 | SH |  | SOLE |  | 9456 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 2811060 | 23309 | SH |  | SOLE |  | 23309 | 0 | 0 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 487948 | 21477 | SH |  | SOLE |  | 21477 | 0 | 0 |
| LILLY ELI  CO | COM | 532457108 |  | 206813 | 565 | SH |  | SOLE |  | 565 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 329256 | 1653 | SH |  | SOLE |  | 1653 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 390103 | 1627 | SH |  | SOLE |  | 1627 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 2395357 | 2838 | SH |  | SOLE |  | 2838 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 295457 | 5766 | SH |  | SOLE |  | 5766 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 239065 | 2297 | SH |  | SOLE |  | 2297 | 0 | 0 |
| PROSHARES TR | SHORT S 500 NE | 74347B425 |  | 1224436 | 76384 | SH |  | SOLE |  | 76384 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 397868 | 8879 | SH |  | SOLE |  | 8879 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 256045 | 5671 | SH |  | SOLE |  | 5671 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 805274 | 17640 | SH |  | SOLE |  | 17640 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 834757 | 12644 | SH |  | SOLE |  | 12644 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 352355 | 5370 | SH |  | SOLE |  | 5370 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 9718980 | 29333 | SH |  | SOLE |  | 29333 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 212184 | 6438 | SH |  | SOLE |  | 6438 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 413652 | 13932 | SH |  | SOLE |  | 13932 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2706842 | 7078 | SH |  | SOLE |  | 7078 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 2579252 | 5825 | SH |  | SOLE |  | 5825 | 0 | 0 |
| SPDR SER TR | S 400 MDCP VAL | 78464A839 |  | 2131641 | 32936 | SH |  | SOLE |  | 32936 | 0 | 0 |
| SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 |  | 992081 | 39478 | SH |  | SOLE |  | 39478 | 0 | 0 |
| SPDR SER TR | BLOOMBERG INVT | 78468R200 |  | 1132028 | 37250 | SH |  | SOLE |  | 37250 | 0 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 2346015 | 52157 | SH |  | SOLE |  | 52157 | 0 | 0 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 1780340 | 23987 | SH |  | SOLE |  | 23987 | 0 | 0 |
| SPDR SER TR | S 600 SML CAP | 78464A813 |  | 213253 | 2594 | SH |  | SOLE |  | 2594 | 0 | 0 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 559193 | 11036 | SH |  | SOLE |  | 11036 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 3580227 | 29065 | SH |  | SOLE |  | 29065 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 363949 | 1904 | SH |  | SOLE |  | 1904 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 582003 | 2731 | SH |  | SOLE |  | 2731 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 290727 | 5244 | SH |  | SOLE |  | 5244 | 0 | 0 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 574394 | 2316 | SH |  | SOLE |  | 2316 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 331419 | 2337 | SH |  | SOLE |  | 2337 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 204137 | 6205 | SH |  | SOLE |  | 6205 | 0 | 0 |

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