PINNACLE FINANCIAL PARTNERS INC current holdings: USA ETF
PINNACLE FINANCIAL PARTNERS INC reported $1.40 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 155 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are SPY, VOO, VUG.
- SPY: Country of operation —; Class TR UNIT; Shares 252,836; Value $168,434,296.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 233,643; Value $143,078,307.
- VUG: Country of operation —; Class GROWTH ETF; Shares 178,738; Value $85,725,020.
- IWF: Country of operation —; Class RUS 1000 GRW ETF; Shares 139,941; Value $65,549,772.
Form 13F-HR as filed (SEC CIK 1115055): quarter ended 2025-09-30, filed 2025-10-28. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
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SPY SPDR S&P 500 ETF TR | | TR UNIT | 252,836 | $168,434,296 | 2025-09-30 | 2025-10-28 | |
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VOO VANGUARD INDEX FDS | | S&P 500 ETF SHS | 233,643 | $143,078,307 | 2025-09-30 | 2025-10-28 | |
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VUG VANGUARD INDEX FDS | | GROWTH ETF | 178,738 | $85,725,020 | 2025-09-30 | 2025-10-28 | |
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IWF ISHARES TR | | RUS 1000 GRW ETF | 139,941 | $65,549,772 | 2025-09-30 | 2025-10-28 | |
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VEA VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 741,006 | $44,401,090 | 2025-09-30 | 2025-10-28 | |
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AGG ISHARES TR | | CORE US AGGBD ET | 423,964 | $42,502,453 | 2025-09-30 | 2025-10-28 | |
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JFLX J P MORGAN EXCHANGE TRADED F | | FLEXIBLE DEBT ET | 757,259 | $38,025,820 | 2025-09-30 | 2025-10-28 | |
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EFA ISHARES TR | | MSCI EAFE ETF | 388,786 | $36,301,015 | 2025-09-30 | 2025-10-28 | |
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IVV ISHARES TR | | CORE S&P500 ETF | 52,110 | $34,877,245 | 2025-09-30 | 2025-10-28 | |
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VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 102,805 | $33,737,615 | 2025-09-30 | 2025-10-28 | |
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IWD ISHARES TR | | RUS 1000 VAL ETF | 147,097 | $29,947,481 | 2025-09-30 | 2025-10-28 | |
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VSDA VICTORY PORTFOLIOS II | | VICSHS DV AC ETF | 529,031 | $28,287,454 | 2025-09-30 | 2025-10-28 | |
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VO VANGUARD INDEX FDS | | MID CAP ETF | 95,244 | $27,976,996 | 2025-09-30 | 2025-10-28 | |
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IJR ISHARES TR | | CORE S&P SCP ETF | 196,356 | $23,332,979 | 2025-09-30 | 2025-10-28 | |
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IJH ISHARES TR | | CORE S&P MCP ETF | 326,068 | $21,279,228 | 2025-09-30 | 2025-10-28 | |
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VWO VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 379,276 | $20,549,140 | 2025-09-30 | 2025-10-28 | |
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VIG VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 94,927 | $20,484,302 | 2025-09-30 | 2025-10-28 | |
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MDY SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 31,461 | $18,751,700 | 2025-09-30 | 2025-10-28 | |
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SHY ISHARES TR | | 1 3 YR TREAS BD | 221,688 | $18,391,195 | 2025-09-30 | 2025-10-28 | |
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IWP ISHARES TR | | RUS MD CP GR ETF | 125,430 | $17,862,488 | 2025-09-30 | 2025-10-28 | |
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LVHI LEGG MASON ETF INVT | | FRANKLIN INTL LW | 509,072 | $17,690,322 | 2025-09-30 | 2025-10-28 | |
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VYM VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 119,540 | $16,849,177 | 2025-09-30 | 2025-10-28 | |
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IJT ISHARES TR | | S&P SML 600 GWT | 118,435 | $16,758,536 | 2025-09-30 | 2025-10-28 | |
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QQQ INVESCO QQQ TR | | UNIT SER 1 | 27,790 | $16,684,289 | 2025-09-30 | 2025-10-28 | +20.11% |
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TBLL INVESCO EXCH TRADED FD TR II | | SHORT TERM TREAS | 149,109 | $15,751,876 | 2025-09-30 | 2025-10-28 | |
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IWM ISHARES TR | | RUSSELL 2000 ETF | 59,320 | $14,353,067 | 2025-09-30 | 2025-10-28 | |
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DVY ISHARES TR | | SELECT DIVID ETF | 99,950 | $14,202,902 | 2025-09-30 | 2025-10-28 | |
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SPSB SPDR SERIES TRUST | | PORTFOLIO SHORT | 439,940 | $13,325,795 | 2025-09-30 | 2025-10-28 | |
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JEPI J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 218,414 | $12,471,451 | 2025-09-30 | 2025-10-28 | |
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STIP ISHARES TR | | 0-5 YR TIPS ETF | 118,878 | $12,287,228 | 2025-09-30 | 2025-10-28 | |
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EFG ISHARES TR | | EAFE GRWTH ETF | 107,408 | $12,231,612 | 2025-09-30 | 2025-10-28 | |
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XLK SELECT SECTOR SPDR TR | | TECHNOLOGY | 40,866 | $11,518,497 | 2025-09-30 | 2025-10-28 | |
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IVW ISHARES TR | | S&P 500 GRWT ETF | 90,782 | $10,959,203 | 2025-09-30 | 2025-10-28 | |
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IWR ISHARES TR | | RUS MID CAP ETF | 111,015 | $10,718,498 | 2025-09-30 | 2025-10-28 | |
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IEI ISHARES TR | | 3 7 YR TREAS BD | 89,151 | $10,654,437 | 2025-09-30 | 2025-10-28 | |
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VEU VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 145,640 | $10,394,332 | 2025-09-30 | 2025-10-28 | |
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VONG VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 85,148 | $10,260,342 | 2025-09-30 | 2025-10-28 | |
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IJS ISHARES TR | | SP SMCP600VL ETF | 90,357 | $9,992,585 | 2025-09-30 | 2025-10-28 | |
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VIOO VANGUARD ADMIRAL FDS INC | | SMLLCP 600 IDX | 87,266 | $9,640,278 | 2025-09-30 | 2025-10-28 | |
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DIA SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 20,484 | $9,499,250 | 2025-09-30 | 2025-10-28 | |
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VBR VANGUARD INDEX FDS | | SM CP VAL ETF | 44,814 | $9,353,050 | 2025-09-30 | 2025-10-28 | |
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IWS ISHARES TR | | RUS MDCP VAL ETF | 66,362 | $9,268,760 | 2025-09-30 | 2025-10-28 | |
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IVE ISHARES TR | | S&P 500 VAL ETF | 39,131 | $8,080,940 | 2025-09-30 | 2025-10-28 | |
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ICSH ISHARES TR | | ULTRA SHORT DUR | 151,209 | $7,673,884 | 2025-09-30 | 2025-10-28 | |
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IGSB ISHARES TR | | ISHS 1-5YR INVS | 144,623 | $7,669,355 | 2025-09-30 | 2025-10-28 | |
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VCSH VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 93,177 | $7,447,638 | 2025-09-30 | 2025-10-28 | |
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OEF ISHARES TR | | S&P 100 ETF | 21,178 | $7,048,886 | 2025-09-30 | 2025-10-28 | |
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VBK VANGUARD INDEX FDS | | SML CP GRW ETF | 22,012 | $6,551,214 | 2025-09-30 | 2025-10-28 | |
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TLT ISHARES TR | | 20 YR TR BD ETF | 66,833 | $5,972,870 | 2025-09-30 | 2025-10-28 | |
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HYGV FLEXSHARES TR | | HIG YLD VL ETF | 144,593 | $5,957,235 | 2025-09-30 | 2025-10-28 | |
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VNQ VANGUARD INDEX FDS | | REAL ESTATE ETF | 64,718 | $5,916,522 | 2025-09-30 | 2025-10-28 | |
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EFV ISHARES TR | | EAFE VALUE ETF | 86,787 | $5,886,765 | 2025-09-30 | 2025-10-28 | |
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BIV VANGUARD BD INDEX FDS | | INTERMED TERM | 73,377 | $5,730,008 | 2025-09-30 | 2025-10-28 | |
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IJJ ISHARES TR | | S&P MC 400VL ETF | 43,961 | $5,702,616 | 2025-09-30 | 2025-10-28 | |
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IEF ISHARES TR | | 7-10 YR TRSY BD | 59,102 | $5,700,980 | 2025-09-30 | 2025-10-28 | |
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XSOE WISDOMTREE TR | | EM EX ST-OWNED | 149,781 | $5,682,700 | 2025-09-30 | 2025-10-28 | |
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SCHD SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 189,994 | $5,186,836 | 2025-09-30 | 2025-10-28 | |
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VTEB VANGUARD MUN BD FDS | | TAX EXEMPT BD | 82,431 | $4,127,323 | 2025-09-30 | 2025-10-28 | |
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VCIT VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 44,325 | $3,728,185 | 2025-09-30 | 2025-10-28 | |
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IEFA ISHARES TR | | CORE MSCI EAFE | 39,957 | $3,488,629 | 2025-09-30 | 2025-10-28 | |
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QYLD GLOBAL X FDS | | NASDAQ 100 COVER | 190,133 | $3,234,164 | 2025-09-30 | 2025-10-28 | |
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EEM ISHARES TR | | MSCI EMG MKT ETF | 60,232 | $3,216,388 | 2025-09-30 | 2025-10-28 | |
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IEMG ISHARES INC | | CORE MSCI EMKT | 47,941 | $3,160,276 | 2025-09-30 | 2025-10-28 | |
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VB VANGUARD INDEX FDS | | SMALL CP ETF | 12,128 | $3,083,909 | 2025-09-30 | 2025-10-28 | |
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XLRE SELECT SECTOR SPDR TR | | RL EST SEL SEC | 66,545 | $2,803,545 | 2025-09-30 | 2025-10-28 | |
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RSP INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 14,706 | $2,789,731 | 2025-09-30 | 2025-10-28 | |
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VTV VANGUARD INDEX FDS | | VALUE ETF | 14,944 | $2,786,906 | 2025-09-30 | 2025-10-28 | |
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XLE SELECT SECTOR SPDR TR | | ENERGY | 29,539 | $2,639,013 | 2025-09-30 | 2025-10-28 | |
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FNDF SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 53,526 | $2,299,478 | 2025-09-30 | 2025-10-28 | |
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DFUS DIMENSIONAL ETF TRUST | | US EQUITY MARKET | 31,688 | $2,295,478 | 2025-09-30 | 2025-10-28 | |
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SPTS SPDR SERIES TRUST | | PORTFOLIO SH TSR | 75,007 | $2,199,202 | 2025-09-30 | 2025-10-28 | |
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VOT VANGUARD INDEX FDS | | MCAP GR IDXVIP | 6,988 | $2,053,005 | 2025-09-30 | 2025-10-28 | |
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XLU SELECT SECTOR SPDR TR | | SBI INT-UTILS | 23,238 | $2,026,590 | 2025-09-30 | 2025-10-28 | |
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LQD ISHARES TR | | IBOXX INV CP ETF | 17,897 | $1,994,980 | 2025-09-30 | 2025-10-28 | |
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COWZ PACER FDS TR | | US CASH COWS 100 | 34,305 | $1,971,507 | 2025-09-30 | 2025-10-28 | |
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VT VANGUARD INTL EQUITY INDEX F | | TT WRLD ST ETF | 12,528 | $1,726,358 | 2025-09-30 | 2025-10-28 | |
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TLH ISHARES TR | | 10-20 YR TRS ETF | 16,671 | $1,716,945 | 2025-09-30 | 2025-10-28 | |
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ITOT ISHARES TR | | CORE S&P TTL STK | 11,464 | $1,669,732 | 2025-09-30 | 2025-10-28 | |
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VONV VANGUARD SCOTTSDALE FDS | | VNG RUS1000VAL | 18,544 | $1,657,278 | 2025-09-30 | 2025-10-28 | |
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IXUS ISHARES TR | | CORE MSCI TOTAL | 19,407 | $1,602,630 | 2025-09-30 | 2025-10-28 | |
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BSV VANGUARD BD INDEX FDS | | SHORT TRM BOND | 20,262 | $1,598,875 | 2025-09-30 | 2025-10-28 | |
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VIGI VANGUARD WHITEHALL FDS | | INTL DVD ETF | 15,983 | $1,431,597 | 2025-09-30 | 2025-10-28 | |
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AIQ GLOBAL X FDS | | ARTIFICIAL ETF | 28,652 | $1,415,124 | 2025-09-30 | 2025-10-28 | |
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IWB ISHARES TR | | RUS 1000 ETF | 3,813 | $1,393,576 | 2025-09-30 | 2025-10-28 | |
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SHV ISHARES TR | | SHORT TREAS BD | 12,393 | $1,369,303 | 2025-09-30 | 2025-10-28 | |
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AVDE AMERICAN CENTY ETF TR | | INTL EQT ETF | 16,903 | $1,333,646 | 2025-09-30 | 2025-10-28 | |
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SDY SPDR SERIES TRUST | | S&P DIVID ETF | 8,491 | $1,189,165 | 2025-09-30 | 2025-10-28 | |
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GOVT ISHARES TR | | US TREAS BD ETF | 51,356 | $1,187,351 | 2025-09-30 | 2025-10-28 | |
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SCHG SCHWAB STRATEGIC TR | | US LCAP GR ETF | 36,217 | $1,155,685 | 2025-09-30 | 2025-10-28 | |
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ACWV ISHARES INC | | MSCI GBL MIN VOL | 9,468 | $1,135,403 | 2025-09-30 | 2025-10-28 | |
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IBIT ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 17,425 | $1,132,625 | 2025-09-30 | 2025-10-28 | |
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VOE VANGUARD INDEX FDS | | MCAP VL IDXVIP | 5,793 | $1,011,343 | 2025-09-30 | 2025-10-28 | |
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PFL PIMCO INCOME STRATEGY FD | | COM | 117,903 | $1,004,532 | 2025-09-30 | 2025-10-28 | |
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VONE VANGUARD SCOTTSDALE FDS | | VNG RUS1000IDX | 3,301 | $998,058 | 2025-09-30 | 2025-10-28 | |
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IWN ISHARES TR | | RUS 2000 VAL ETF | 5,509 | $973,949 | 2025-09-30 | 2025-10-28 | |
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XLV SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 6,697 | $932,021 | 2025-09-30 | 2025-10-28 | |
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DFUV DIMENSIONAL ETF TRUST | | US MKTWIDE VALUE | 20,396 | $911,497 | 2025-09-30 | 2025-10-28 | |
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VGT VANGUARD WORLD FD | | INF TECH ETF | 1,220 | $910,889 | 2025-09-30 | 2025-10-28 | |
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IWV ISHARES TR | | RUSSELL 3000 ETF | 2,354 | $892,026 | 2025-09-30 | 2025-10-28 | |
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VXUS VANGUARD STAR FDS | | VG TL INTL STK F | 11,635 | $854,709 | 2025-09-30 | 2025-10-28 | |
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