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CIK: 0001726752
Total reported value
$1.0B
$1.0B
453 檔
28.3%
In Q2 2025, Pinnacle Wealth Planning Services, Inc.'s U.S. equity holdings reached a combined market value of $1.0B, distributed across 453 disclosed stock positions.
During Q2 2025, Pinnacle Wealth Planning Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 453 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 14.33% | -2.89% | +2.90% | |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 9.30% | +1.21% | +2.85% | |
| 3 | ET | Energy Transfer LP | Stock-Energy | 9.27% | -2.22% | +6.36% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.45% | +0.01% | +8.48% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.67% | — | +2.42% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.13% | +14.02% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.50% | +0.07% | +12.29% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | -0.03% | +20.93% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.17% | +0.18% | +1.58% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.02% | +11.07% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.09% | +4.89% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.32% | -0.02% | +4.33% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.21% | +22.27% | |
| 14 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 1.13% | -0.05% | +0.37% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | +0.09% | +13.48% | |
| 16 | EMLP | First Trust North American E | ETF-Other | 0.82% | -0.06% | +2.87% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.81% | +0.06% | +5.28% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.05% | +10.15% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.17% | +9.83% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.06% | +16.78% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.03% | +5.18% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.07% | +23.77% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | +0.13% | +0.03% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.67% | +0.10% | +0.34% | |
| 25 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.63% | — | +5.95% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | +0.02% | +0.32% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.62% | -0.03% | +7.88% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | — | -6.60% | |
| 29 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.58% | -0.02% | +2.52% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.03% | -2.02% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.53% | — | +5.03% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | +0.18% | +18.13% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.08% | +8.23% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.13% | -1.07% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.40% | +0.03% | -2.63% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.08% | +11.63% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.01% | -1.68% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | +0.05% | +0.16% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.10% | -0.25% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.02% | -6.12% | |
| 41 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.31% | — | +3.99% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.04% | -10.24% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.07% | +2.52% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.02% | +1.67% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.30% | +0.11% | -11.81% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | +0.03% | +7.81% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.04% | +1.10% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.27% | -0.01% | +0.27% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | — | -0.78% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.25% | +0.32% | +186.99% |
According to official SEC Form 13F filings, Pinnacle Wealth Planning Services, Inc. reported a total U.S. public equity portfolio value of $1.0B across 453 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including FLTR, SPSM, ET) accounted for 28.3% of total reported equity market value during Q2 2025.
During Q2 2025, Pinnacle Wealth Planning Services, Inc.'s top holdings by market value included FLTR (14.3%)、SPSM (9.3%)、ET (9.3%). The largest single position, FLTR, represented 14.3% of total portfolio value.
In Q2 2025, Pinnacle Wealth Planning Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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