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CIK: 0001631864
Total reported value
$1.7B
$1.7B
404 檔
15.3%
At the close of Q3 2025, Pinnacle Wealth Management Advisory Group, LLC disclosed equity holdings valued at approximately $1.7B, spread across 404 reported holdings.
In Q3 2025, Pinnacle Wealth Management Advisory Group, LLC displayed an active expansion posture, initiating 1 new positions and adding to 41 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 404 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.37% | +0.04% | -0.31% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.31% | +0.08% | +0.93% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.11% | +0.06% | +0.83% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -0.12% | +0.40% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.19% | -0.17% | +1.57% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.97% | +0.12% | +6.37% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.91% | +0.36% | +8.12% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | — | -0.48% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.55% | +0.05% | +7.41% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.55% | — | +1.98% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | +0.11% | -0.41% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.99% | -0.07% | -0.03% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.68% | -0.16% | +0.94% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.59% | -0.02% | -0.33% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.54% | -0.03% | -0.04% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.24% | +0.24% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.50% | -0.08% | -1.49% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | +0.11% | -0.49% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.26% | -0.11% | -6.51% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.10% | +1.75% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.25% | +0.01% | +12.10% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.23% | -0.03% | +1.51% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.12% | +1.67% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 1.14% | -0.04% | +4.99% | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.12% | — | +0.36% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.12% | +0.03% | -0.00% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 1.07% | -0.07% | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.22% | -0.65% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.01% | -0.65% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.89% | -0.07% | +8.94% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.05% | +2.45% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.79% | -0.04% | — | |
| 33 | ✓ | Stock-Other | 0.76% | — | +9.06% | ||
| 34 | ✓ | Stock-Other | 0.70% | — | +2.67% | ||
| 35 | ✓ | Stock-Other | 0.66% | — | +3.38% | ||
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.06% | +2.70% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.64% | — | +3.19% | |
| 38 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.63% | +0.01% | +1.28% | |
| 39 | BLK | Blackrock Inc | Stock-Financials | 0.61% | -0.05% | +4.09% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.60% | +0.07% | +3.37% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | -0.03% | -0.07% | |
| 42 | ✓ | Stock-Other | 0.54% | — | -0.09% | ||
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | — | +2.21% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.54% | -0.04% | +2.91% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.53% | -0.01% | +0.06% | |
| 46 | ✓ | Stock-Other | 0.52% | — | -0.79% | ||
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.51% | — | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | -1.58% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.48% | -0.01% | -1.64% | |
| 50 | ✓ | Stock-Other | 0.46% | — | -2.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +0.93% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | -0.41% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | -0.49% | Trim |
| 4 | MSFT | Microsoft CORP | +0.4% | +0.40% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.24% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +8.12% | Add |
| 7 | ✓ | +0.3% | +49.22% | Add | |
| 8 | ORCL | Oracle CORP | +0.2% | +39.25% | Add |
| 9 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +7.41% | Add |
| 10 | SDVY | First Trust Smid Cap Rising | +0.2% | +41.36% | Add |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | +12.10% | Add |
| 12 | ✓ | +0.2% | +9.06% | Add | |
| 13 | ✓ | +0.1% | -2.88% | Add | |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | +24.34% | Add |
| 15 | LRCX | Lam Research CORP | +0.1% | +6.43% | Add |
| 16 | MS | Morgan Stanley | +0.1% | +3.37% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | +9.66% | Add |
| 18 | ✓ | +0.1% | +7.22% | Add | |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +2.45% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -1.30% | Trim |
| 21 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +19.79% | Add |
| 22 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.00% | Add |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +2.26% | Add |
| 24 | ACWI | Ishares Msci Acwi ETF | +0.1% | +39.26% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | +1.98% | Add |
| 26 | AXP | American Express Co | 0% | +3.19% | Add |
| 27 | BLK | Blackrock Inc | 0% | +4.09% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -0.65% | Trim |
| 29 | ✓ | 0% | +3.38% | Add | |
| 30 | ✓ | — | -0.09% | Trim | |
| 31 | VB | Vanguard Small-cap ETF | 0% | +6.37% | Add |
| 32 | DUHP | Dimensional US High Profi Et | 0% | +0.36% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | 0% | -0.03% | Add |
| 34 | TOTL | Ss Doubleline Tr Tact ETF | 0% | +8.94% | Add |
| 35 | DFAI | Dimensional International Co | -0.1% | — | Add |
| 36 | AMZN | Amazon.com Inc | -0.1% | +1.75% | Add |
| 37 | WMT | Walmart Inc | -0.1% | -0.65% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.48% | Add |
| 39 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -0.04% | Add |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.1% | -0.33% | Add |
| 41 | JNJ | Johnson & Johnson | -0.1% | +1.67% | Add |
| 42 | BND | Vanguard Total Bond Market | -0.1% | +4.99% | Add |
| 43 | RSP | Invesco S&p 500 Equal Weight | -0.1% | +1.51% | Add |
| 44 | QUAL | Ishares Msci USA Quality Fac | -0.2% | +0.83% | Add |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -7.94% | Trim |
| 46 | VYM | Vanguard High Dvd Yield ETF | -0.3% | +1.57% | Add |
| 47 | AAPL | Apple Inc | -0.3% | -0.31% | Add |
| 48 | SCHD | Schwab US Dvd Equity ETF | -0.5% | -6.51% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -1.49% | Trim |
| 50 | CCLFX | Cliffwater CORP Lndng-i | — | NEW | New buy |
According to official SEC Form 13F filings, Pinnacle Wealth Management Advisory Group, LLC reported a total U.S. public equity portfolio value of $1.7B across 404 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VTI, QUAL) accounted for 15.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
CCLFX
市值: $3.1M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $21.4M
During Q3 2025, Pinnacle Wealth Management Advisory Group, LLC's top holdings by market value included AAPL (4.4%)、VTI (4.3%)、QUAL (4.1%). The largest single position, AAPL, represented 4.4% of total portfolio value.
In Q3 2025, Pinnacle Wealth Management Advisory Group, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 41 positions, trimming 8 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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