Pinnacle Wealth Planning Services
$1.0B 13F equity value
2,855 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Pinnacle Wealth Planning Services covers the quarter ended June 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 | 1,920,706 | $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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