Pinnacle Wealth Management

Pinnacle Wealth Management as of March 31, 2026

Portfolio Holdings for Pinnacle Wealth Management

Pinnacle Wealth Management holds 25 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
Tidal Trust I Fundstrat Granny (GRNY) 12.4 $18M 769k 23.87
Pimco Etf Tr Multisector Bd (PYLD) 12.3 $18M 695k 26.20
J P Morgan Exchange Traded F Active Bond Etf (JBND) 10.3 $15M 285k 53.77
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) 9.7 $14M 453k 31.75
Ssga Active Tr Sst Bridgewater (ALLW) 9.0 $13M 463k 28.85
Capital Group Dividend Value Shs Creation Uni (CGDV) 8.6 $13M 301k 42.54
Tidal Trust Iii Fundstrat Granny (GRNJ) 7.2 $11M 426k 25.01
Spdr Series Trust State Street Spd (SPHY) 6.0 $8.9M 382k 23.32
Schwab Strategic Tr Fundamental Emer (FNDE) 4.6 $6.8M 178k 38.26
Spdr Series Trust State Street Spd (SPYG) 2.1 $3.1M 31k 97.91
NVIDIA Corporation (NVDA) 2.0 $3.0M 17k 174.40
Alphabet Cap Stk Cl C (GOOG) 1.7 $2.5M 8.6k 286.85
Palantir Technologies Cl A (PLTR) 1.7 $2.5M 17k 146.28
Arista Networks Com Shs (ANET) 1.4 $2.1M 17k 122.78
Apple (AAPL) 1.3 $1.9M 7.4k 253.79
Caterpillar (CAT) 1.3 $1.9M 2.7k 708.48
Meta Platforms Cl A (META) 1.2 $1.8M 3.2k 572.14
Amazon (AMZN) 1.2 $1.8M 8.5k 208.26
JPMorgan Chase & Co. (JPM) 1.2 $1.7M 5.9k 294.17
Tesla Motors (TSLA) 1.2 $1.7M 4.6k 371.75
Applovin Corp Com Cl A (APP) 1.1 $1.7M 4.2k 398.00
Microsoft Corporation (MSFT) 1.0 $1.5M 3.9k 370.19
Rocket Lab Corp (RKLB) 1.0 $1.4M 22k 64.22
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $857k 15k 56.68
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $254k 1.9k 132.90