Pinnacle Wealth Management

Pinnacle Wealth Management as of June 30, 2026

Portfolio Holdings for Pinnacle Wealth Management

Pinnacle Wealth Management holds 31 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Trust I Fund Gran Us Etf (GRNY) 12.3 $20M 715k 27.65
Pimco Etf Tr Multisector Bd (PYLD) 11.4 $18M 695k 26.52
J P Morgan Exchange Traded F Active Bond Etf (JBND) 9.5 $15M 286k 53.50
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) 8.8 $14M 406k 35.07
Ssga Active Tr Sst Bridgewater (ALLW) 8.4 $14M 464k 29.27
Capital Group Dividend Value Shs Creat Unit (CGDV) 8.0 $13M 261k 49.28
Tidal Trust Iii Fund Gra Mid Etf (GRNJ) 6.5 $10M 332k 31.44
Spdr Series Trust St Port High Etf (SPHY) 5.5 $8.8M 377k 23.44
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 4.5 $7.3M 184k 39.68
Spdr Series Trust ST STR P500GRW (SPYG) 2.1 $3.4M 29k 118.99
NVIDIA Corporation (NVDA) 2.0 $3.2M 16k 200.09
Alphabet Cap Stk Cl C (GOOG) 1.8 $3.0M 8.4k 353.31
Arista Networks Com Shs (ANET) 1.7 $2.8M 16k 169.88
Caterpillar (CAT) 1.7 $2.7M 2.6k 1064.95
Ishares Tr Expanded Tech (IGV) 1.7 $2.7M 30k 90.60
Axon Enterprise (AXON) 1.5 $2.4M 4.3k 560.61
Advanced Micro Devices (AMD) 1.5 $2.4M 4.1k 580.91
Carpenter Technology Corporation (CRS) 1.4 $2.2M 3.6k 616.84
Apple (AAPL) 1.3 $2.1M 7.2k 289.37
Palantir Technologies Cl A (PLTR) 1.2 $1.9M 17k 116.67
Amazon (AMZN) 1.2 $1.9M 8.1k 238.33
Meta Platforms Cl A (META) 1.1 $1.8M 3.1k 563.30
Tesla Motors (TSLA) 1.1 $1.7M 4.1k 420.60
Ge Vernova (GEV) 0.9 $1.5M 1.3k 1174.86
Broadcom (AVGO) 0.9 $1.4M 3.7k 377.75
Rocket Lab Corp (RKLB) 0.8 $1.4M 13k 101.65
Microsoft Corporation (MSFT) 0.7 $1.2M 3.2k 373.05
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $365k 1.9k 190.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $244k 4.3k 56.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $228k 309.00 736.64
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $206k 2.3k 88.54