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CIK: 0001868491
Total reported value
$214.4M
$214.4M
120 檔
20.6%
During the Q1 2026 filing period, Pinnacle Wealth Management Group, Inc. (CIK: 0001868491) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $214.4M across 120 reported positions.
Pinnacle Wealth Management Group, Inc. executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 11 holdings and trimming 41 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.03% | +0.34% | +63.44% | |
| 2 | USTB | Victoryshares Short-term Bon | ETF-Other | 4.44% | -0.18% | +12.54% | |
| 3 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 4.24% | +0.21% | +46.64% | |
| 4 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 4.10% | +0.22% | +26.34% | |
| 5 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.84% | -0.78% | +4.21% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.63% | -0.17% | -12.63% | |
| 7 | UITB | Victoryshares Core Intermedi | ETF-Other | 3.57% | -0.17% | -19.08% | |
| 8 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 3.04% | -0.13% | -26.08% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.74% | +0.17% | +2.70% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.74% | +0.40% | -0.72% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.63% | +0.13% | -10.22% | |
| 12 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.62% | -0.63% | +1.98% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.55% | -0.04% | +5.09% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.54% | +0.46% | -27.77% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 2.44% | +0.39% | -2.61% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.17% | -3.28% | |
| 17 | PAPR | Innovator U.s. Equity Power | ETF-Other | 2.20% | -0.03% | -1.05% | |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.17% | -0.04% | — | |
| 19 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 1.80% | +0.04% | -2.18% | |
| 20 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.71% | -0.61% | +3.17% | |
| 21 | VPU | Vanguard Utilities ETF | ETF-Other | 1.61% | -0.09% | +8.01% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | +0.09% | -1.29% | |
| 23 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.50% | +0.18% | +4.48% | |
| 24 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.49% | +0.04% | -0.90% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.48% | -0.02% | -0.43% | |
| 26 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.47% | -0.02% | +4.05% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 1.38% | +0.06% | +5.12% | |
| 28 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.29% | -0.65% | -0.60% | |
| 29 | CDE | Coeur Mining Inc | Stock-Materials | 1.26% | -0.25% | — | |
| 30 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.91% | +0.02% | -0.27% | |
| 31 | SKE | Skeena Resources LTD | Stock-Other | 0.85% | -0.08% | +29.04% | |
| 32 | DDTL | Invtr Eq D Di 10 B ETF - Jul | ETF-Other | 0.83% | — | — | |
| 33 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.74% | — | +10.09% | |
| 34 | PPTA | Perpetua Resources CORP | Stock-Other | 0.71% | -0.20% | +19.16% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.68% | +0.11% | +21.32% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.13% | -0.16% | |
| 37 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.63% | +0.03% | -0.62% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.11% | +1.58% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.04% | -3.02% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.02% | -2.48% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.58% | -0.03% | -11.86% | |
| 42 | RSG | Republic Services Inc | Stock-Industrials | 0.57% | -0.07% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.03% | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.11% | -6.99% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.05% | +3.97% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.46% | +0.15% | — | |
| 47 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.44% | -0.01% | -0.31% | |
| 48 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.44% | -0.01% | — | |
| 49 | ODV | Osisko Development CORP | Stock-Other | 0.38% | -0.10% | +31.87% | |
| 50 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.38% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +2% | +63.44% | Add |
| 2 | SFLR | Innovator Eqty Mgd Floor ETF | +1.2% | +46.64% | Add |
| 3 | QFLR | Innovator Nasdaq-100 Mf ETF | +0.7% | +26.34% | Add |
| 4 | AEM | Agnico Eagle Mines LTD | +0.4% | +1.98% | Add |
| 5 | USTB | Victoryshares Short-term Bon | +0.4% | +12.54% | Add |
| 6 | GDX | Vaneck Gold Miners ETF | +0.3% | +4.21% | Add |
| 7 | SKE | Skeena Resources LTD | +0.3% | +29.04% | Add |
| 8 | AGI | Alamos Gold Inc-class A | +0.3% | +3.17% | Add |
| 9 | VPU | Vanguard Utilities ETF | +0.2% | +8.01% | Add |
| 10 | PPTA | Perpetua Resources CORP | +0.2% | +19.16% | Add |
| 11 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | +5.09% | Add |
| 12 | VZ | Verizon Communications Inc | +0.1% | -0.16% | Trim |
| 13 | NXT | Nextpower Inc-cl A | +0.1% | — | Unchanged |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +48.12% | Add |
| 15 | SPHD | Invesco S&p 500 High Dividen | +0.1% | +4.05% | Add |
| 16 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +21.32% | Add |
| 17 | ODV | Osisko Development CORP | +0.1% | +31.87% | Add |
| 18 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +21.22% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +5.72% | Add |
| 20 | NEE | Nextera Energy Inc | +0.1% | +0.99% | Add |
| 21 | PFEB | Innovator U.s. Equity Power | 0% | +10.09% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 23 | CVX | Chevron CORP | 0% | — | Unchanged |
| 24 | EWZ | Ishares Msci Brazil ETF | 0% | +0.30% | Add |
| 25 | DTE | Dte Energy Company | 0% | +2.99% | Add |
| 26 | JNJ | Johnson & Johnson | 0% | -4.75% | Trim |
| 27 | KT | Kt Corp-sp Adr | 0% | — | Unchanged |
| 28 | NEM | Newmont CORP | 0% | +5.25% | Add |
| 29 | IXUS | Ishares Core Intl Stock ETF | 0% | +11.86% | Add |
| 30 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 31 | WMT | Walmart Inc | 0% | +8.28% | Add |
| 32 | SO | Southern Co/the | 0% | — | Unchanged |
| 33 | DTM | Dt Midstream Inc | 0% | +0.44% | Add |
| 34 | WELL | Welltower Inc | 0% | +0.24% | Add |
| 35 | CMS | Cms Energy CORP | 0% | — | Unchanged |
| 36 | AEE | Ameren Corporation | 0% | — | Unchanged |
| 37 | RSG | Republic Services Inc | 0% | — | Unchanged |
| 38 | PJAN | Innovator U.s. Equity Power | 0% | +8.53% | Add |
| 39 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
| 40 | NOK | Nokia Corp-spon Adr | 0% | -0.21% | Trim |
| 41 | QUAL | Ishares Msci USA Quality Fac | 0% | +9.57% | Add |
| 42 | BEPC | Brookfield Renewable CORP | 0% | — | Unchanged |
| 43 | VO | Vanguard Mid-cap ETF | — | +2.70% | Add |
| 44 | BJAN | Innovator U.s. Equity Buffer | — | +10.10% | Add |
| 45 | IEF | Ishares 7-10 Year Treasury B | — | +4.60% | Add |
| 46 | PG | Procter & Gamble Co/the | — | +1.93% | Add |
| 47 | MDLZ | Mondelez International Inc-a | — | -2.13% | Trim |
| 48 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
| 49 | IWD | Ishares Russell 1000 Value E | — | -4.78% | Trim |
| 50 | PEP | Pepsico Inc | — | -6.99% | Trim |
According to official SEC Form 13F filings, Pinnacle Wealth Management Group, Inc. reported a total U.S. public equity portfolio value of $214.4M across 120 disclosed positions in Q1 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 VXUS, USTB, SFLR) accounted for 20.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
EMLC
市值: $4.4M
Top Position Liquidated / Trimmed
BUG
前期市值: $2.4M
During Q1 2026, Pinnacle Wealth Management Group, Inc.'s top holdings by market value included VXUS (5.0%)、USTB (4.4%)、SFLR (4.2%). The largest single position, VXUS, represented 5.0% of total portfolio value.
In Q1 2026, Pinnacle Wealth Management Group, Inc. made 97 total portfolio adjustments, initiating 5 new buys, adding to 40 positions, trimming 41 holdings, and fully liquidating 11 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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