Pinnacle Wealth Planning Services
$1.0B 13F equity value
2,944 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Pinnacle Wealth Planning Services covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPSM | SPDR SERIES TRUST | 1,873,855 | $99M | 9.7% |
| FLTR | VANECK ETF TRUST | 3,080,523 | $79M | 7.7% |
| SPYV | SPDR SERIES TRUST | 619,957 | $38M | 3.7% |
| ET | ENERGY TRANSFER L P | 1,717,458 | $34M | 3.3% |
| AAPL | APPLE INC | 88,530 | $29M | 2.9% |
| NVDA | NVIDIA CORPORATION | 112,088 | $26M | 2.5% |
| SPAB | SPDR SERIES TRUST | 1,048,695 | $26M | 2.5% |
| SPYG | SPDR SERIES TRUST | 188,864 | $23M | 2.3% |
| MSFT | MICROSOFT CORP | 34,942 | $18M | 1.7% |
| EFV | ISHARES TR | 196,756 | $16M | 1.5% |
Track Pinnacle Wealth Planning Services's 13F portfolio: $1.0B in reported holdings, 2,944 positions. Top holdings and quarterly changes on SentiSense.
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