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CIK: 0001726752
Total reported value
$1.0B
$1.0B
2751 檔
29.5%
During the Q4 2025 filing period, Pinnacle Wealth Planning Services, Inc. (CIK: 0001726752) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 2751 reported positions.
In Q4 2025, Pinnacle Wealth Planning Services, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2751 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 10.75% | -2.89% | -9.17% | |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 8.85% | +1.21% | +3.25% | |
| 3 | ET | Energy Transfer LP | Stock-Energy | 6.60% | -2.22% | -0.58% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.48% | +0.01% | +9.86% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.07% | -0.91% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.55% | — | +9.86% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.35% | -0.03% | -0.79% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.06% | +0.18% | +2.94% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.13% | -2.18% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.09% | +6.03% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.02% | -2.16% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.31% | -0.02% | +4.23% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.17% | -7.80% | |
| 14 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.97% | -0.05% | +2.61% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | +0.05% | -0.76% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.21% | -2.23% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.02% | +1.99% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.09% | -4.18% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.06% | +3.17% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.78% | +0.13% | +0.65% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | +0.10% | +20.67% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.76% | +0.06% | +3.91% | |
| 23 | EMLP | First Trust North American E | ETF-Other | 0.75% | -0.06% | +8.39% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.03% | -4.27% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | +0.07% | -3.45% | |
| 26 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.57% | — | +5.06% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.08% | -6.93% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.53% | — | +7.33% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | — | +0.77% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.18% | +2.29% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | +0.05% | -13.15% | |
| 32 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.47% | -0.02% | +3.04% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.08% | -0.39% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.03% | -12.13% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.03% | -4.62% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.01% | +2.16% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.07% | +4.79% | |
| 38 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.35% | +0.03% | +0.31% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.35% | +0.11% | -2.08% | |
| 40 | INTC | Intel CORP | Stock-Tech | 0.34% | +0.32% | +2.52% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.11% | +2.38% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.02% | -2.04% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.10% | +3.44% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.31% | +0.03% | +3.65% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | +0.02% | +1.30% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.04% | -7.26% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.02% | +1.38% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | +0.01% | -3.60% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.25% | -0.13% | +901.74% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | -0.02% | +1.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.1% | -0.39% | Trim |
| 2 | IWD | Ishares Russell 1000 Value E | +0.1% | +20.67% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.1% | -7.80% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | 0% | -6.93% | Trim |
| 5 | AMD | Advanced Micro Devices | 0% | +0.58% | Add |
| 6 | NKE | Nike Inc -cl B | 0% | +104.60% | Add |
| 7 | MU | Micron Technology Inc | 0% | +1.92% | Add |
| 8 | ISRG | Intuitive Surgical Inc | 0% | -0.04% | Trim |
| 9 | CRM | Salesforce Inc | 0% | +39.73% | Add |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +9.86% | Add |
| 11 | WMT | Walmart Inc | 0% | +4.79% | Add |
| 12 | CSCO | Cisco Systems Inc | 0% | +2.38% | Add |
| 13 | AZNN | Astrazeneca Plc-spons Adr | 0% | +2.67% | Add |
| 14 | INTC | Intel CORP | — | +2.52% | Add |
| 15 | EFV | Ishares Msci Eafe Value ETF | 0% | +4.23% | Add |
| 16 | AVGO | Broadcom Inc | 0% | +3.17% | Add |
| 17 | SPEM | State Street Sp Ptf Em ETF | 0% | +7.33% | Add |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +6.03% | Add |
| 19 | EMLP | First Trust North American E | 0% | +8.39% | Add |
| 20 | DJUN | Ft Vest US Equity Deep Buffe | 0% | -70.00% | Trim |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -49.66% | Trim |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -51.45% | Trim |
| 23 | T | At&t Inc | -0.1% | -10.12% | Trim |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | +9.86% | Add |
| 25 | QJUN | Ft Vest Nasdaq-100 Buffer Et | -0.1% | -62.55% | Trim |
| 26 | LIN | Linde plc | -0.1% | -25.84% | Trim |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -14.32% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | -0.1% | +1.99% | Add |
| 29 | AJG | Arthur J Gallagher & Co | -0.1% | -11.64% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | -3.60% | Trim |
| 31 | NFLX | Netflix Inc | -0.1% | +901.74% | Add |
| 32 | ORCL | Oracle CORP | -0.1% | +6.45% | Add |
| 33 | AGG | Ishares Core U.s. Aggregate | -0.1% | -12.13% | Trim |
| 34 | AMZN | Amazon.com Inc | -0.1% | -2.16% | Trim |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | +2.94% | Add |
| 36 | IJR | Ishares Core S&p Small-cap E | -0.1% | -13.15% | Trim |
| 37 | AAPL | Apple Inc | -0.2% | -0.91% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.3% | -2.23% | Trim |
| 39 | MSFT | Microsoft CORP | -0.5% | -2.18% | Trim |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.7% | +3.25% | Add |
| 41 | ET | Energy Transfer LP | -1.2% | -0.58% | Trim |
| 42 | FLTR | Vaneck Ig Floating Rate ETF | -2.6% | -9.17% | Trim |
| 43 | BLK | Blackrock Inc | — | NEW | New buy |
| 44 | LRCX | Lam Research CORP | — | NEW | New buy |
| 45 | ANET | Arista Networks Inc | — | NEW | New buy |
| 46 | MHVIY | Mitsubishi Heavy Industr-adr | — | EXIT | Sold out |
| 47 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 48 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 49 | TEL | TE Connectivity plc | — | NEW | New buy |
| 50 | IDYA | Ideaya Biosciences Inc | — | 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 2751 disclosed positions in Q4 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 29.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
BLK
市值: $1.2M
Top Position Liquidated / Trimmed
MHVIY
前期市值: $637.3K
During Q4 2025, Pinnacle Wealth Planning Services, Inc.'s top holdings by market value included FLTR (10.8%)、SPSM (8.8%)、ET (6.6%). The largest single position, FLTR, represented 10.8% of total portfolio value.
In Q4 2025, Pinnacle Wealth Planning Services, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 21 positions, trimming 21 holdings, and fully liquidating 1 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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