Pinnacle Wealth Management Advisory Group, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.18 Billion distributed in 375 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $52.6M, Ishares Msci Usa Quality Facto with a value of $51M, Apple Inc. with a value of $47M, Microsoft Corp with a value of $41.8M, and Vanguard Whitehall Fds (Vangua with a value of $39.6M.
Examining the 13F form we can see an increase of $126M in the current position value, from $1.05B to 1.18B.
Below you can find more details about Pinnacle Wealth Management Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.18 Billion
ETFs: $682 Million
Technology: $170 Million
Financial Services: $79.4 Million
Industrials: $45.5 Million
Healthcare: $44.8 Million
Consumer Defensive: $44.6 Million
Consumer Cyclical: $43.8 Million
Communication Services: $43.4 Million
Other: $27 Million
Stock Holdings Table Market Cap. of $200 Billions or more