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Pinnacle Wealth Planning Services

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

Top 5 stock holdings are SPSM, FLTR, ET, SPYV, SPAB, and represent 28.32% of Pinnacle Wealth Planning Services's stock portfolio.
Added to shares of these 10 stocks: IWF, SPSM, NKE, FSK, LULU, SPAB, KLAC, EFA, IWM, SPCX.
Started 118 new stock positions in SPMO, DFAI, AAAU, ASAN, LCID, OPCH, OCFC, AXTI, DBD, Sei Exchange Traded Funds.
Reduced shares in these 10 stocks: FLTR (-$22M), ET (-$18M), SNDK, NVDA, DAUG, META, VLO, AAPL, SPYG, CAT.
Sold out of its positions in AMC, SIVR, ABVX, ADX, Air Lease Corp, Allied Esports Entmt, American Woodmark Corporation, FOLD, Apellis Pharmaceuticals, AHRT.
Pinnacle Wealth Planning Services was a net seller of stock by $-19M.
Pinnacle Wealth Planning Services has $1.0B in assets under management (AUM), dropping by 8.46%.
Central Index Key (CIK): 0001726752

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Portfolio Holdings for Pinnacle Wealth Planning Services

Pinnacle Wealth Planning Services holds 2749 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Pinnacle Wealth Planning Services has 2749 total positions. Only the first 250 positions are shown.

Sign up to view all of the Pinnacle Wealth Planning Services June 30, 2026 positions
Download the Pinnacle Wealth Planning Services June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust ST STR SP600 SML (SPSM)	10.6	$111M	+2%	1.9M	57.67	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	7.7	$81M	-21%	3.2M	25.61	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	3.9	$41M	-30%	2.1M	19.12	View chart
Spdr Series Trust St Str P500val (SPYV)	3.6	$38M		627k	60.79	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	2.5	$27M	+8%	1.0M	25.52	View chart
Apple (AAPL)	2.5	$26M	-2%	90k	289.36	View chart
NVIDIA Corporation (NVDA)	2.2	$23M	-6%	113k	200.09	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.2	$23M	-2%	190k	118.99	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$15M	+3%	196k	76.55	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.4	$15M		169k	87.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.3	$14M		200k	68.41	View chart
Microsoft Corporation (MSFT)	1.3	$13M	-2%	35k	373.02	View chart
Amazon (AMZN)	1.2	$13M	-3%	53k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$12M	+2%	33k	357.37	View chart
Ssga Active Tr St Str Marke Etf (EMTL)	0.9	$9.7M	+2%	226k	42.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$9.1M	+19%	88k	103.88	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$9.1M	+4%	73k	124.42	View chart
Tesla Motors (TSLA)	0.8	$8.9M		21k	420.60	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$8.9M	+4%	12k	746.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$8.8M	+8%	36k	242.43	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.8	$8.6M		198k	43.50	View chart
JPMorgan Chase & Co. (JPM)	0.8	$8.5M		26k	327.34	View chart
Broadcom (AVGO)	0.8	$8.4M	-4%	22k	377.75	View chart
Meta Platforms Cl A (META)	0.7	$7.2M	-15%	13k	563.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$6.5M		8.7k	748.89	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$6.4M	+28%	21k	300.45	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$6.2M	+317%	50k	124.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$6.2M		18k	353.33	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.6	$5.8M	+6%	127k	46.09	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.5	$5.7M		110k	51.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$5.6M		38k	148.31	View chart
Advanced Micro Devices (AMD)	0.5	$5.4M	-7%	9.3k	580.88	View chart
Intel Corporation (INTC)	0.5	$5.3M	-4%	38k	139.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$5.2M	+3%	10k	500.37	View chart
Eli Lilly & Co. (LLY)	0.5	$5.1M		4.2k	1199.29	View chart
Nike CL B (NKE)	0.5	$4.9M	+123%	120k	41.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$4.9M		10k	477.57	View chart
Applied Materials (AMAT)	0.4	$4.7M		6.5k	723.00	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.4	$4.6M	+4%	244k	18.93	View chart
Cisco Systems (CSCO)	0.4	$4.6M	-3%	39k	117.46	View chart
Micron Technology (MU)	0.4	$4.4M	+3%	3.8k	1154.29	View chart
McDonald's Corporation (MCD)	0.4	$4.2M	+21%	16k	270.31	View chart
Wal-Mart Stores (WMT)	0.4	$4.1M		36k	113.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$4.0M	+2%	41k	98.98	View chart
Visa Com Cl A (V)	0.4	$3.9M	+2%	11k	343.09	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$3.8M		1.9k	1989.44	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.4	$3.8M		46k	81.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$3.7M	+6%	17k	212.77	View chart
Abbvie (ABBV)	0.3	$3.5M		14k	251.64	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.2M		24k	136.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.1M		4.2k	736.43	View chart
Johnson & Johnson (JNJ)	0.3	$3.0M	-2%	12k	253.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$3.0M	+7%	38k	79.03	View chart
Bank of America Corporation (BAC)	0.3	$2.8M		50k	56.98	View chart
Netflix (NFLX)	0.3	$2.7M	-3%	38k	71.40	View chart
Ge Aerospace Com New (GE)	0.2	$2.5M		6.6k	373.71	View chart
Fs Kkr Capital Corp (FSK)	0.2	$2.5M	NEW	235k	10.50	View chart
Lululemon Athletica (LULU)	0.2	$2.3M	+12688%	20k	114.18	View chart
Procter & Gamble Company (PG)	0.2	$2.3M	-2%	16k	146.64	View chart
Home Depot (HD)	0.2	$2.3M	+3%	6.5k	352.68	View chart
Caterpillar (CAT)	0.2	$2.2M	-16%	2.1k	1064.90	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.2M	+2%	5.1k	433.33	View chart
Costco Wholesale Corporation (COST)	0.2	$2.2M		2.4k	935.29	View chart
Qualcomm (QCOM)	0.2	$2.2M	-2%	12k	184.78	View chart
Sandisk Corp (SNDK)	0.2	$2.2M	-49%	953.00	2273.73	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.2M	+16%	7.2k	298.05	View chart
Ge Vernova (GEV)	0.2	$2.1M	-2%	1.8k	1174.86	View chart
International Business Machines (IBM)	0.2	$2.0M		7.2k	281.20	View chart
Sherwin-Williams Company (SHW)	0.2	$2.0M		5.9k	344.32	View chart
United Sts Gasoline Units (UGA)	0.2	$2.0M		19k	102.97	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$1.9M		37k	53.11	View chart
Kla Corp Com New (KLAC)	0.2	$1.9M	+910%	6.4k	301.71	View chart
Astrazeneca Ord (AZN)	0.2	$1.9M	+3%	10k	189.62	View chart
Nordson Corporation (NDSN)	0.2	$1.9M		6.2k	301.69	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.8M	+2%	1.9k	977.86	View chart
UnitedHealth (UNH)	0.2	$1.8M	+3%	4.4k	415.63	View chart
Palo Alto Networks (PANW)	0.2	$1.8M	-8%	5.3k	340.99	View chart
Philip Morris International (PM)	0.2	$1.8M		9.9k	180.90	View chart
Western Digital (WDC)	0.2	$1.8M	-12%	2.8k	638.72	View chart
Kkr & Co (KKR)	0.2	$1.8M		19k	91.78	View chart
Coca-Cola Company (KO)	0.2	$1.8M		22k	81.27	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.8M	+4%	3.4k	513.52	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$1.7M		55k	31.10	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$1.7M	-10%	1.8k	965.00	View chart
Oracle Corporation (ORCL)	0.2	$1.7M		12k	146.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.7M		57k	29.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.6M	+9%	4.5k	370.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.6M		4.5k	368.38	View chart
Merck & Co (MRK)	0.2	$1.6M	-3%	13k	128.50	View chart
Lowe's Companies (LOW)	0.2	$1.6M	+139%	7.2k	220.49	View chart
Gorman-Rupp Company (GRC)	0.2	$1.6M	-12%	17k	91.74	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$1.6M		6.8k	229.57	View chart
Eaton Corp SHS (ETN)	0.1	$1.5M	-3%	3.5k	426.06	View chart
Linde SHS (LIN)	0.1	$1.5M		2.9k	518.94	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M	-3%	7.8k	189.73	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M		18k	82.64	View chart
Goldman Sachs (GS)	0.1	$1.4M		1.4k	1011.00	View chart
Arista Networks Com Shs (ANET)	0.1	$1.4M	+26%	8.1k	169.88	View chart
Pepsi (PEP)	0.1	$1.3M	-6%	10k	135.40	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$1.3M		34k	38.06	View chart
Howmet Aerospace (HWM)	0.1	$1.2M		4.6k	268.86	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$1.2M	NEW	7.1k	170.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.2M		2.9k	409.50	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$1.2M	-8%	16k	73.22	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.2M		2.2k	522.39	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.1M		2.2k	501.36	View chart
Morgan Stanley Com New (MS)	0.1	$1.1M		5.3k	209.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.1M		3.6k	303.12	View chart
ConocoPhillips (COP)	0.1	$1.1M		11k	103.96	View chart
Blackrock (BLK)	0.1	$1.1M	-3%	1.1k	961.56	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.1M		30k	36.13	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$1.1M	-3%	7.5k	144.61	View chart
TJX Companies (TJX)	0.1	$1.0M		6.9k	151.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.0M	+546%	12k	86.14	View chart
Amphenol Corp Cl A (APH)	0.1	$1.0M	+10%	5.8k	176.32	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.0M	+14%	6.4k	156.72	View chart
Barclays Adr (BCS)	0.1	$1.0M	-5%	38k	26.86	View chart
Welltower Inc Com reit (WELL)	0.1	$1.0M		4.4k	226.97	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$996k		14k	71.25	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$992k		5.2k	190.52	View chart
Fifth Third Ban (FITB)	0.1	$979k	-5%	17k	56.37	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$976k		10k	95.09	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$969k	+400%	35k	27.41	View chart
Abbott Laboratories (ABT)	0.1	$962k	-6%	11k	90.74	View chart
Chevron Corporation (CVX)	0.1	$944k		5.7k	165.76	View chart
Gilead Sciences (GILD)	0.1	$943k		7.5k	126.33	View chart
Dell Technologies CL C (DELL)	0.1	$943k	+51%	2.2k	431.46	View chart
Progressive Corporation (PGR)	0.1	$922k	+10%	4.2k	218.45	View chart
Novo-nordisk A S Adr (NVO)	0.1	$909k	+10%	19k	47.94	View chart
Sap Se Spon Adr (SAP)	0.1	$894k	-13%	5.8k	154.11	View chart
Delta Air Lines Com New (DAL)	0.1	$891k		9.5k	93.66	View chart
American Express Company (AXP)	0.1	$883k		2.6k	338.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$875k	-14%	12k	73.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$874k	+15%	10k	85.49	View chart
Deere & Company (DE)	0.1	$864k	-22%	1.4k	634.33	View chart
W.W. Grainger (GWW)	0.1	$860k		632.00	1360.40	View chart
Banco Santander Sa Adr (SAN)	0.1	$858k	-2%	62k	13.80	View chart
Intuitive Surgical Com New (ISRG)	0.1	$856k	-17%	2.2k	397.68	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$835k		8.7k	96.46	View chart
Kinder Morgan (KMI)	0.1	$835k		26k	31.97	View chart
Boeing Company (BA)	0.1	$829k		3.8k	216.47	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$813k		15k	52.76	View chart
Cummins (CMI)	0.1	$812k	+3%	1.1k	713.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$810k	-13%	16k	50.15	View chart
Booking Holdings (BKNG)	0.1	$789k	+2505%	4.4k	178.24	View chart
At&t (T)	0.1	$789k	-5%	38k	20.70	View chart
Phillips 66 (PSX)	0.1	$786k		4.7k	169.05	View chart
CSX Corporation (CSX)	0.1	$783k		17k	47.53	View chart
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG)	0.1	$775k		33k	23.58	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$775k		9.4k	82.11	View chart
Emerson Electric (EMR)	0.1	$771k		5.4k	143.15	View chart
S&p Global (SPGI)	0.1	$771k	-27%	1.9k	407.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$768k		1.1k	686.81	View chart
Quanta Services (PWR)	0.1	$764k		1.1k	720.04	View chart
Citigroup Com New (C)	0.1	$763k		5.5k	139.96	View chart
Us Bancorp Com New (USB)	0.1	$759k	+5%	13k	60.40	View chart
Verizon Communications (VZ)	0.1	$758k		18k	42.34	View chart
United Rentals (URI)	0.1	$758k	-3%	669.00	1132.89	View chart
Trane Technologies SHS (TT)	0.1	$755k		1.5k	491.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$743k		15k	50.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$742k	+296%	9.2k	80.57	View chart
Hilton Worldwide Holdings (HLT)	0.1	$733k		2.2k	330.46	View chart
General Dynamics Corporation (GD)	0.1	$729k		2.1k	354.24	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$722k		4.6k	156.95	View chart
Uber Technologies (UBER)	0.1	$714k	-6%	9.9k	72.16	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$714k		40k	17.73	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$712k	-11%	12k	61.76	View chart
Palantir Technologies Cl A (PLTR)	0.1	$712k	+6%	6.1k	116.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$697k		3.2k	219.43	View chart
Capital One Financial (COF)	0.1	$693k		3.5k	200.62	View chart
Analog Devices (ADI)	0.1	$693k	-2%	1.7k	397.06	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$682k		25k	27.70	View chart
General Motors Company (GM)	0.1	$679k		8.8k	77.08	View chart
Ing Groep Sponsored Adr (ING)	0.1	$677k		22k	31.38	View chart
Acnb Corp (ACNB)	0.1	$675k		11k	59.38	View chart
Marvell Technology (MRVL)	0.1	$674k	-35%	2.3k	297.89	View chart
Ubs Group SHS (UBS)	0.1	$659k	+2%	13k	49.56	View chart
Williams Companies (WMB)	0.1	$659k		8.9k	74.34	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$656k	-14%	1.3k	496.54	View chart
Danaher Corporation (DHR)	0.1	$655k	-7%	3.4k	190.45	View chart
Southern Company (SO)	0.1	$648k		6.8k	95.70	View chart
Sea Sponsord Ads (SE)	0.1	$646k		6.7k	95.83	View chart
Steris Shs Usd (STE)	0.1	$642k		3.0k	210.57	View chart
O'reilly Automotive (ORLY)	0.1	$639k		6.9k	92.08	View chart
PNC Financial Services (PNC)	0.1	$632k		2.6k	246.17	View chart
Prologis (PLD)	0.1	$631k		4.7k	135.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$630k		16k	39.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$627k		2.8k	227.06	View chart
Monster Beverage Corp (MNST)	0.1	$626k		6.5k	96.12	View chart
American Electric Power Company (AEP)	0.1	$621k		4.5k	136.80	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.1	$616k	-11%	14k	45.12	View chart
Constellation Energy (CEG)	0.1	$597k		2.4k	248.37	View chart
Canadian Pacific Kansas City (CP)	0.1	$593k	-20%	6.8k	86.65	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$593k		11k	53.47	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$587k	+10%	11k	53.61	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$581k	-3%	1.7k	334.82	View chart
MetLife (MET)	0.1	$577k		6.8k	84.61	View chart
Synopsys (SNPS)	0.1	$575k	+2%	1.3k	445.90	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.1	$574k	-12%	21k	27.21	View chart
Watsco, Incorporated (WSO)	0.1	$573k	-15%	1.4k	416.73	View chart
Fortinet (FTNT)	0.1	$563k		3.7k	153.62	View chart
Icici Bank Adr (IBN)	0.1	$558k		19k	29.03	View chart
Royal Caribbean Cruises (RCL)	0.1	$554k		1.7k	317.53	View chart
Charles Schwab Corporation (SCHW)	0.1	$554k		6.0k	92.27	View chart
Bhp Billiton Sponsored Ads (BHP)	0.1	$552k	+3%	6.6k	83.30	View chart
Semtech Corporation (SMTC)	0.1	$551k	-38%	3.4k	161.85	View chart
Servicenow (NOW)	0.1	$550k		5.5k	99.28	View chart
Chubb (CB)	0.1	$549k		1.6k	340.74	View chart
Baron Etf Tr First Princ Etf (RONB)	0.1	$546k	+10%	22k	24.40	View chart
Target Corporation (TGT)	0.1	$545k		4.2k	130.61	View chart
Pfizer (PFE)	0.1	$542k	-8%	23k	24.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$538k	+3%	2.5k	217.93	View chart
Hewlett Packard Enterprise (HPE)	0.1	$536k		12k	45.11	View chart
Axcelis Technologies Com New (ACLS)	0.1	$534k		2.8k	189.45	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$532k	-2%	27k	19.89	View chart
Altria (MO)	0.1	$530k		7.4k	71.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$529k	-2%	1.5k	343.82	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$528k	+18%	6.4k	82.87	View chart
Corning Incorporated (GLW)	0.1	$527k		2.1k	255.37	View chart
Johnson Controls Internation SHS (JCI)	0.0	$520k	-2%	3.6k	146.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$515k		785.00	655.89	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$512k	+5%	6.4k	79.98	View chart
Medtronic SHS (MDT)	0.0	$510k	-18%	6.5k	78.23	View chart
Prudential Financial (PRU)	0.0	$507k	-2%	4.7k	107.93	View chart
Simon Property (SPG)	0.0	$506k		2.3k	223.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$503k	+7%	659.00	763.14	View chart
Jabil Circuit (JBL)	0.0	$502k		1.3k	385.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$496k		16k	31.71	View chart
Datadog Cl A Com (DDOG)	0.0	$493k	-4%	1.9k	260.36	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$491k	-2%	1.2k	393.96	View chart
Spotify Technology S A SHS (SPOT)	0.0	$490k	-6%	1.1k	459.13	View chart
Intercontinental Exchange (ICE)	0.0	$485k	-15%	3.9k	123.09	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$483k		50k	9.58	View chart
Amgen (AMGN)	0.0	$482k	+6%	1.3k	362.12	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$481k	-3%	5.9k	82.27	View chart
Marsh & McLennan Companies (MRSH)	0.0	$480k	-21%	2.9k	166.64	View chart
United Parcel Svcs CL B (UPS)	0.0	$479k	-4%	4.5k	107.49	View chart
Moody's Corporation (MCO)	0.0	$476k		1.1k	452.92	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.0	$474k	+8%	14k	33.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$473k		5.6k	83.75	View chart
Freeport Mcmoran CL B (FCX)	0.0	$469k		7.5k	62.89	View chart
Metropcs Communications (TMUS)	0.0	$468k	-3%	2.8k	167.74	View chart
Sterling Construction Company (STRL)	0.0	$468k	-36%	557.00	839.36	View chart
Walt Disney Company (DIS)	0.0	$466k		4.8k	96.25	View chart
Cadence Design Systems (CDNS)	0.0	$465k		1.2k	375.32	View chart
Public Service Enterprise (PEG)	0.0	$460k		5.7k	81.16	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$459k	-6%	4.3k	107.62	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$457k	+20%	3.9k	117.67	View chart
Shell Spon Ads (SHEL)	0.0	$453k		5.8k	77.53	View chart
Digital Realty Trust (DLR)	0.0	$452k		2.5k	179.54	View chart

Past Filings by Pinnacle Wealth Planning Services

SEC 13F filings are viewable for Pinnacle Wealth Planning Services going back to 2017

Pinnacle Wealth Planning Services 2026 Q2 filed Aug. 7, 2026
Pinnacle Wealth Planning Services 2026 Q1 filed May 11, 2026
Pinnacle Wealth Planning Services 2025 Q4 filed Feb. 13, 2026
Pinnacle Wealth Planning Services 2025 Q3 filed Nov. 13, 2025
Pinnacle Wealth Planning Services 2025 Q2 filed Aug. 11, 2025
Pinnacle Wealth Planning Services 2025 Q1 filed May 15, 2025
Pinnacle Wealth Planning Services 2024 Q4 restated filed Feb. 27, 2025
Pinnacle Wealth Planning Services 2024 Q4 filed Feb. 6, 2025
Pinnacle Wealth Planning Services 2024 Q3 filed Nov. 13, 2024
Pinnacle Wealth Planning Services 2024 Q2 filed Aug. 9, 2024
Pinnacle Wealth Planning Services 2024 Q1 filed May 10, 2024
Pinnacle Wealth Planning Services 2023 Q4 filed Feb. 8, 2024
Pinnacle Wealth Planning Services 2023 Q3 filed Nov. 8, 2023
Pinnacle Wealth Planning Services 2023 Q2 filed Aug. 7, 2023
Pinnacle Wealth Planning Services 2023 Q1 filed May 3, 2023
Pinnacle Wealth Planning Services 2022 Q4 filed Feb. 13, 2023

View all past filings

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