Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Pinnacle Wealth Management Group

Latest statistics and disclosures from Pinnacle Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VXUS, USTB, SFLR, QFLR, GDX, and represent 21.65% of Pinnacle Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: EMLC, VXUS, SFLR, CDE, QFLR, USTB, SKE, GDX, SPLV, ITOT.
Started 5 new stock positions in UTG, CDE, SILJ, EMLC, IFEB.
Reduced shares in these 10 stocks: BUG, New Gold Inc Cda, TBIL, QQQ, UITB, VMBS, RSP, , UPS, IJH.
Sold out of its positions in BABA, CCI, Dolly Varden Silver Corp Com No Par, BUG, DDFO, IJH, New Gold Inc Cda, PAYX, SPTS, UPS. WFC.
Pinnacle Wealth Management Group was a net buyer of stock by $4.6M.
Pinnacle Wealth Management Group has $204M in assets under management (AUM), dropping by 1.77%.
Central Index Key (CIK): 0001868491

Tip: Access up to 7 years of quarterly data

Positions held by Pinnacle Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Pinnacle Wealth Management Group

Pinnacle Wealth Management Group holds 120 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.0	$10M	+63%	133k	77.11	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	4.4	$9.0M	+12%	179k	50.58	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	4.2	$8.6M	+46%	244k	35.41	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	4.1	$8.3M	+26%	251k	33.30	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	3.8	$7.8M	+4%	85k	91.77	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	3.6	$7.4M	-12%	158k	46.95	View chart
Victory Portfolios Ii Core Intermediat (UITB)	3.6	$7.3M	-19%	155k	47.02	View chart
RBB F/m Us Treasury (TBIL)	3.0	$6.2M	-26%	124k	49.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.7	$5.6M	+2%	19k	287.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.7	$5.6M		23k	248.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$5.4M	-10%	28k	191.92	View chart
Agnico (AEM)	2.6	$5.3M		26k	202.98	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.5	$5.2M	+5%	71k	73.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$5.2M	-27%	9.0k	577.17	View chart
Morgan Stanley Com New (MS)	2.4	$5.0M	-2%	30k	164.57	View chart
Microsoft Corporation (MSFT)	2.4	$4.8M	-3%	13k	370.17	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	2.2	$4.5M		113k	39.80	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	2.2	$4.4M	NEW	176k	25.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	1.8	$3.7M	-2%	94k	38.94	View chart
Alamos Gold Com Cl A (AGI)	1.7	$3.5M	+3%	78k	44.43	View chart
Vanguard World Utilities Etf (VPU)	1.6	$3.3M	+8%	17k	198.14	View chart
JPMorgan Chase & Co. (JPM)	1.6	$3.2M		11k	294.15	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	1.5	$3.1M	+4%	39k	79.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	1.5	$3.0M		72k	42.50	View chart
Apple (AAPL)	1.5	$3.0M		12k	253.79	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	1.5	$3.0M	+4%	60k	49.61	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.4	$2.8M	+5%	19k	146.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	1.3	$2.6M		63k	41.83	View chart
Coeur Mng Com New (CDE)	1.3	$2.6M	NEW	137k	18.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.9	$1.9M		43k	43.06	View chart
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE)	0.9	$1.7M	+29%	58k	29.72	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.8	$1.7M		81k	20.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.7	$1.5M	+10%	38k	40.10	View chart
Perpetua Resources (PPTA)	0.7	$1.5M	+19%	52k	28.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$1.4M	+21%	9.7k	142.43	View chart
Verizon Communications (VZ)	0.6	$1.3M		26k	50.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.6	$1.3M		32k	39.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.3M		4.4k	287.56	View chart
Amazon (AMZN)	0.6	$1.3M	-3%	6.1k	208.27	View chart
Visa Com Cl A (V)	0.6	$1.2M	-2%	4.1k	302.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$1.2M	-11%	12k	103.43	View chart
Republic Services (RSG)	0.6	$1.2M		5.3k	219.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.1M		3.8k	286.86	View chart
Pepsi (PEP)	0.5	$1.0M	-6%	6.8k	155.29	View chart
Abbvie (ABBV)	0.5	$1.0M	+3%	4.7k	217.49	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$929k		2.8k	337.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$902k		21k	43.11	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$889k		21k	42.72	View chart
Osisko Development Corp Com New (ODV)	0.4	$774k	+31%	238k	3.25	View chart
Nextpower Class A Com (NXT)	0.4	$768k		6.4k	120.55	View chart
Metropcs Communications (TMUS)	0.4	$758k	-6%	3.6k	210.03	View chart
Nextera Energy (NEE)	0.4	$729k		7.8k	92.88	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$718k		1.00	718140.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$681k		2.1k	320.81	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.3	$675k		14k	48.08	View chart
Boeing Company (BA)	0.3	$651k		3.3k	199.03	View chart
Welltower Inc Com reit (WELL)	0.3	$649k		3.3k	197.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$642k	+48%	1.3k	479.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$608k		15k	40.86	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.3	$605k		15k	39.52	View chart
Johnson & Johnson (JNJ)	0.3	$588k	-4%	2.4k	244.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$558k	+8%	12k	46.13	View chart
Oracle Corporation (ORCL)	0.3	$544k		3.7k	147.11	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$535k	-12%	11k	50.81	View chart
Kt Corp Sponsored Adr (KT)	0.3	$533k		25k	21.45	View chart
Duke Energy Corp Com New (DUK)	0.3	$530k		4.0k	130.94	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$519k	-4%	6.3k	82.57	View chart
Procter & Gamble Company (PG)	0.3	$510k		3.5k	144.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$509k	-7%	11k	45.97	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.2	$504k		13k	39.83	View chart
Southern Company (SO)	0.2	$493k		5.1k	96.52	View chart
Ishares Msci Brazil Etf (EWZ)	0.2	$493k		13k	38.39	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$477k	+4%	5.0k	95.44	View chart
Newmont Mining Corporation (NEM)	0.2	$471k	+5%	4.3k	108.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$466k	+21%	15k	30.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$466k	-13%	10k	44.62	View chart
DTE Energy Company (DTE)	0.2	$459k	+2%	3.1k	146.23	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$448k	-7%	967.00	463.19	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$447k		5.7k	79.06	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$447k	+11%	5.2k	86.64	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.2	$443k		17k	26.63	View chart
Ameren Corporation (AEE)	0.2	$435k		4.0k	109.92	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$432k		8.9k	48.85	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$432k		9.0k	48.00	View chart
Exxon Mobil Corporation (XOM)	0.2	$377k	+5%	2.2k	169.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$374k		7.0k	53.40	View chart
Dt Midstream Common Stock (DTM)	0.2	$371k		2.8k	134.68	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$345k	+9%	1.8k	191.81	View chart
NVIDIA Corporation (NVDA)	0.2	$343k	-9%	2.0k	174.40	View chart
CMS Energy Corporation (CMS)	0.2	$337k		4.3k	77.58	View chart
Ecolab (ECL)	0.2	$333k		1.3k	266.02	View chart
Chevron Corporation (CVX)	0.2	$331k		1.6k	206.90	View chart
Automatic Data Processing (ADP)	0.2	$327k	-5%	1.6k	203.19	View chart
Eli Lilly & Co. (LLY)	0.2	$323k	+7%	351.00	919.77	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$319k	-4%	1.5k	213.67	View chart
Barrick Mng Corp Com Shs (B)	0.2	$314k		7.7k	40.79	View chart
Viking Therapeutics (VKTX)	0.2	$311k		9.6k	32.54	View chart
Wal-Mart Stores (WMT)	0.1	$304k	+8%	2.4k	124.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$303k		506.00	597.80	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$301k		10k	29.07	View chart
Goldman Sachs (GS)	0.1	$296k		350.00	845.99	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$291k	+10%	5.5k	53.33	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$275k	-9%	1.9k	145.94	View chart
Motorola Solutions Com New (MSI)	0.1	$269k		621.00	433.72	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$265k	-2%	4.6k	57.64	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.1	$260k		13k	20.54	View chart
American Tower Reit (AMT)	0.1	$246k	-25%	1.4k	172.58	View chart
Abbott Laboratories (ABT)	0.1	$235k	+3%	2.3k	102.67	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$234k		3.5k	66.86	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$229k		5.3k	43.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$225k		1.1k	196.20	View chart
Vulcan Materials Company (VMC)	0.1	$218k	-11%	800.00	272.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$215k		998.00	215.06	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$210k	NEW	5.4k	39.28	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.1	$208k	NEW	7.0k	29.72	View chart
Bank of America Corporation (BAC)	0.1	$204k	-24%	4.2k	48.75	View chart
Advanced Micro Devices (AMD)	0.1	$203k		1.0k	203.43	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$202k	NEW	6.8k	29.81	View chart
Americold Rlty Tr (COLD)	0.1	$197k		17k	11.46	View chart
Nokia Corp Sponsored Adr (NOK)	0.1	$145k		18k	8.04	View chart

Past Filings by Pinnacle Wealth Management Group

SEC 13F filings are viewable for Pinnacle Wealth Management Group going back to 2021

Pinnacle Wealth Management Group 2026 Q1 filed April 14, 2026
Pinnacle Wealth Management Group 2025 Q4 filed Jan. 23, 2026
Pinnacle Wealth Management Group 2025 Q3 filed Oct. 8, 2025
Pinnacle Wealth Management Group 2025 Q2 filed July 31, 2025
Pinnacle Wealth Management Group 2025 Q1 filed April 11, 2025
Pinnacle Wealth Management Group 2024 Q4 filed Jan. 13, 2025
Pinnacle Wealth Management Group 2024 Q3 filed Oct. 10, 2024
Pinnacle Wealth Management Group 2024 Q2 filed July 24, 2024
Pinnacle Wealth Management Group 2024 Q1 filed April 24, 2024
Pinnacle Wealth Management Group 2023 Q4 filed Jan. 17, 2024
Pinnacle Wealth Management Group 2023 Q3 filed Oct. 11, 2023
Pinnacle Wealth Management Group 2023 Q2 filed July 10, 2023
Pinnacle Wealth Management Group 2023 Q1 restated filed April 27, 2023
Pinnacle Wealth Management Group 2023 Q1 filed April 26, 2023
Pinnacle Wealth Management Group 2022 Q4 filed Jan. 9, 2023
Pinnacle Wealth Management Group 2022 Q3 filed Oct. 7, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z