Pinnacle Wealth Planning Services
$1.0B 13F equity value
2,855 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPSM | SPDR SERIES TRUST | 1,920,706 | $111M | 10.6% |
| FLTR | VANECK ETF TRUST | 3,153,628 | $81M | 7.7% |
| ET | ENERGY TRANSFER L P | 2,146,965 | $41M | 3.9% |
| SPYV | SPDR SERIES TRUST | 626,738 | $38M | 3.6% |
| SPAB | SPDR SERIES TRUST | 1,042,937 | $27M | 2.5% |
| AAPL | APPLE INC | 89,844 | $26M | 2.5% |
| NVDA | NVIDIA CORPORATION | 113,064 | $23M | 2.2% |
| SPYG | SPDR SERIES TRUST | 189,928 | $23M | 2.2% |
| EFV | ISHARES TR | 195,509 | $15M | 1.4% |
| SPYM | SPDR SERIES TRUST | 168,853 | $15M | 1.4% |
Track Pinnacle Wealth Planning Services's 13F portfolio: $1.0B in reported holdings, 2,855 positions. Top holdings and quarterly changes on SentiSense.
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