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CIK: 0001726752
Total reported value
$1.0B
$1.0B
484 檔
30.0%
According to the latest 13F quarterly dataset, Pinnacle Wealth Planning Services, Inc. managed an equity portfolio of $1.0B at the end of Q3 2025, spanning 484 distinct U.S. exchange-listed positions.
In Q3 2025, Pinnacle Wealth Planning Services, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 43 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 484 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 13.33% | -2.89% | +4.16% | |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 9.51% | +1.21% | +5.56% | |
| 3 | ET | Energy Transfer LP | Stock-Energy | 7.76% | -2.22% | -0.76% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.47% | +0.01% | +6.78% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.80% | +0.07% | +1.36% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | -0.03% | +2.62% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.61% | — | +8.93% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.13% | +2.24% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.20% | +0.18% | +3.52% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.02% | +11.35% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.09% | +4.55% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.34% | -0.02% | +6.90% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.21% | +4.27% | |
| 14 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 1.07% | -0.05% | +4.58% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.07% | +0.05% | +9.09% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | +0.02% | +62.44% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.17% | +7.67% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | +0.09% | +5.04% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.06% | +10.59% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.84% | +0.13% | +34.33% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.82% | +0.06% | +11.20% | |
| 22 | EMLP | First Trust North American E | ETF-Other | 0.79% | -0.06% | +5.50% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | +0.10% | +10.62% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.07% | +1.74% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.03% | +2.99% | |
| 26 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.62% | — | +9.04% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | +0.05% | +83.28% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | — | +8.96% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.56% | — | +8.18% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | -0.03% | -1.23% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | +0.18% | +22.14% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.08% | -0.77% | |
| 33 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.51% | -0.02% | -1.52% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.03% | +0.76% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.01% | +37.63% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.07% | +39.81% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.38% | +0.03% | +0.65% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.02% | +9.50% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.11% | +9.49% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.13% | +5.13% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.08% | +6.98% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | +0.01% | +48.50% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.34% | +0.32% | -1.13% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.02% | +27.60% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.33% | +0.03% | +22.97% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.04% | +8.13% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | +0.11% | +78.90% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.10% | +3.98% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | +0.02% | +52.15% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.29% | — | +103.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +2.62% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +2.24% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | +10.59% | Add |
| 4 | TSLA | Tesla Inc | +0.4% | +9.09% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | +62.44% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.67% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +4.27% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +83.28% | Add |
| 9 | INTC | Intel CORP | +0.2% | -1.13% | Add |
| 10 | ORCL | Oracle CORP | +0.2% | +27.60% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +78.90% | Add |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.52% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +11.35% | Add |
| 14 | EFA | Ishares Msci Eafe ETF | +0.1% | +34.33% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.74% | Add |
| 16 | IWM | Ishares Russell 2000 ETF | +0.1% | +22.14% | Add |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +103.50% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -0.77% | Add |
| 19 | GE | General Electric | +0.1% | +20.95% | Add |
| 20 | BAC | Bank Of America CORP | +0.1% | +52.15% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.04% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +39.81% | Add |
| 23 | IBM | Intl Business Machines CORP | +0.1% | +7.52% | Add |
| 24 | AMAT | Applied Materials Inc | +0.1% | +79.67% | Add |
| 25 | GEV | GE Vernova Inc | +0.1% | +25.03% | Add |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.49% | Trim |
| 27 | HD | Home Depot Inc | +0.1% | +48.50% | Add |
| 28 | QCOM | Qualcomm Inc | +0.1% | +51.42% | Add |
| 29 | AAPL | Apple Inc | +0.1% | +1.36% | Add |
| 30 | JNJ | Johnson & Johnson | +0.1% | +32.96% | Add |
| 31 | RSP | Invesco S&p 500 Equal Weight | 0% | +22.97% | Add |
| 32 | EFG | Ishares Msci Eafe Growth ETF | 0% | +11.20% | Add |
| 33 | SPEM | State Street Sp Ptf Em ETF | 0% | +8.18% | Add |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +4.55% | Add |
| 35 | MCD | Mcdonald's CORP | 0% | +37.63% | Add |
| 36 | EFV | Ishares Msci Eafe Value ETF | — | +6.90% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | — | +2.99% | Add |
| 38 | IWD | Ishares Russell 1000 Value E | -0.1% | +10.62% | Add |
| 39 | BBHY | Jpmorgan Betabuilders Usd Hi | -0.1% | +9.04% | Add |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | +6.78% | Add |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | -0.4% | +8.93% | Add |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.4% | +5.56% | Add |
| 43 | ET | Energy Transfer LP | -2.5% | -0.76% | Add |
| 44 | FLTR | Vaneck Ig Floating Rate ETF | -2.6% | +4.16% | Add |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
| 46 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | — | NEW | New buy |
| 48 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 49 | HDV | Ishares Core High Dividend E | — | NEW | New buy |
| 50 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
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 484 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 FLTR, SPSM, ET) accounted for 30.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
FNDX
市值: $1.9M
Top Position Liquidated / Trimmed
TSM
前期市值: $1.9M
During Q3 2025, Pinnacle Wealth Planning Services, Inc.'s top holdings by market value included FLTR (13.3%)、SPSM (9.5%)、ET (7.8%). The largest single position, FLTR, represented 13.3% of total portfolio value.
In Q3 2025, Pinnacle Wealth Planning Services, Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 43 positions, trimming 1 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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