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CIK: 0001631864
Total reported value
$1.7B
$1.7B
572 檔
17.4%
According to the latest 13F quarterly dataset, Pinnacle Wealth Management Advisory Group, LLC managed an equity portfolio of $1.7B at the end of Q2 2026, spanning 572 distinct U.S. exchange-listed positions.
In Q2 2026, Pinnacle Wealth Management Advisory Group, LLC displayed an active expansion posture, initiating 24 new positions and adding to 103 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 572 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.11% | -0.02% | +1.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.81% | +0.51% | +1.86% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.77% | -0.07% | +2.04% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.05% | -0.10% | +3.39% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.95% | -0.01% | +2.39% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.94% | -0.06% | +1.74% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.75% | -0.01% | +4.87% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.05% | -0.11% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | +0.26% | +4.98% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.23% | -0.06% | -0.08% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | +0.77% | +7.42% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.89% | -0.10% | +5.86% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.63% | -0.02% | -0.85% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.44% | -0.01% | +4.11% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | -0.11% | +1.60% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.39% | -0.12% | -1.97% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.29% | -0.13% | -5.01% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.26% | +0.09% | +6.82% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.20% | +9.39% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.23% | +0.02% | +1.03% | |
| 21 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.18% | +0.17% | +58.05% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.17% | -0.02% | +11.62% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | -0.04% | +3.42% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.16% | +0.09% | +1.15% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.11% | -0.04% | +0.58% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.03% | -0.09% | -2.29% | |
| 27 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.99% | -0.99% | EXIT | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.14% | +0.30% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.88% | -0.01% | +0.21% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.85% | -0.03% | +6.86% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.05% | +3.93% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.72% | -0.72% | EXIT | |
| 33 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.71% | +0.10% | +0.82% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.68% | -0.23% | -0.87% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.65% | -0.08% | +0.80% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | +0.22% | +8.35% | |
| 37 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.61% | -0.04% | +0.95% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | +0.07% | +2.61% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | -0.05% | +2.15% | |
| 40 | COPY | Tweedy Browne Insdr+valu ETF | ETF-Other | 0.57% | +0.11% | +14.84% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.56% | -0.22% | +919.88% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.55% | -0.05% | -10.12% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-Other | 0.55% | -0.02% | +3.90% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.55% | -0.02% | +9.70% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | -0.13% | +6.62% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.50% | -0.06% | +2.49% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | +0.03% | +2.95% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | +0.01% | +0.44% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.01% | +7.95% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | -0.17% | +5.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HELO | Jpmorgan Hedged Equity ETF | +0.4% | +58.05% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +2.39% | Add |
| 3 | MU | Micron Technology Inc | +0.3% | -10.12% | Trim |
| 4 | LRCX | Lam Research CORP | +0.3% | -0.87% | Trim |
| 5 | AMD | Advanced Micro Devices | +0.3% | +10.22% | Add |
| 6 | KLAC | Kla CORP | +0.3% | +919.88% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.86% | Add |
| 8 | AMAT | Applied Materials Inc | +0.2% | +5.62% | Add |
| 9 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | +0.82% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +2.15% | Add |
| 11 | CAT | Caterpillar Inc | +0.2% | +6.62% | Add |
| 12 | JPST | Jpmorgan Ultra-short Income | +0.1% | +338.66% | Add |
| 13 | VB | Vanguard Small-cap ETF | +0.1% | +3.39% | Add |
| 14 | INTC | Intel CORP | +0.1% | +21.09% | Add |
| 15 | NVDA | Nvidia CORP | +0.1% | +4.98% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +1.60% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +9.39% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.56% | Add |
| 19 | WDC | Western Digital CORP | +0.1% | +23.63% | Add |
| 20 | MS | Morgan Stanley | +0.1% | +0.80% | Add |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | +48.02% | Add |
| 22 | SNDK | Sandisk CORP | +0.1% | +42.08% | Add |
| 23 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +2.04% | Add |
| 24 | LLY | Eli Lilly & Co | +0.1% | +8.80% | Add |
| 25 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +4.87% | Add |
| 26 | STX | Seagate Technology Holdings plc | +0.1% | -5.18% | Trim |
| 27 | SOXX | Ishares Semiconductor ETF | +0.1% | -1.41% | Trim |
| 28 | SMH | Vaneck Semiconductor ETF | +0.1% | +0.61% | Add |
| 29 | AAPL | Apple Inc | 0% | +1.86% | Add |
| 30 | COPY | Tweedy Browne Insdr+valu ETF | 0% | +14.84% | Add |
| 31 | RDVY | First Trust Rising Dividend | 0% | +3.90% | Add |
| 32 | GE | General Electric | 0% | +2.83% | Add |
| 33 | ROK | Rockwell Automation Inc | 0% | +188.36% | Add |
| 34 | PANW | Palo Alto Networks Inc | 0% | +22.28% | Add |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | -2.29% | Trim |
| 36 | SDVY | First Trust Smid Cap Rising | 0% | +9.70% | Add |
| 37 | TSLA | Tesla Inc | 0% | +9.54% | Add |
| 38 | GOOG | Alphabet Inc-cl C | 0% | -0.83% | Trim |
| 39 | ACWI | Ishares Msci Acwi ETF | 0% | +9.52% | Add |
| 40 | QCOM | Qualcomm Inc | 0% | +4.67% | Add |
| 41 | GS | Goldman Sachs Group Inc | 0% | +10.69% | Add |
| 42 | XLK | Ss Technology Select Sector | 0% | -2.56% | Trim |
| 43 | CMI | Cummins Inc | 0% | +0.20% | Add |
| 44 | GEV | GE Vernova Inc | 0% | +13.54% | Add |
| 45 | MTUM | Ishares Msci USA Momentum Fa | 0% | +7.28% | Add |
| 46 | GWW | Ww Grainger Inc | 0% | +6.57% | Add |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | New buy |
| 48 | UTI | Universal Technical Institut | 0% | NEW | New buy |
| 49 | ✓ | 0% | NEW | New buy | |
| 50 | ✓ | 0% | 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 572 disclosed positions in Q2 2026.
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 VTI, AAPL, QUAL) accounted for 17.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
CRWD
市值: $539.5K
Top Position Liquidated / Trimmed
CCLFX
前期市值: $5.4M
During Q2 2026, Pinnacle Wealth Management Advisory Group, LLC's top holdings by market value included VTI (4.1%)、AAPL (3.8%)、QUAL (3.8%). The largest single position, VTI, represented 4.1% of total portfolio value.
In Q2 2026, Pinnacle Wealth Management Advisory Group, LLC made 197 total portfolio adjustments, initiating 24 new buys, adding to 103 positions, trimming 45 holdings, and fully liquidating 25 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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