Pinnacle Wealth Management Advisory Group, LLC Portfolio Holdings

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025

Pinnacle Wealth Management Advisory Group, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 404 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $58.2M, Vanguard Total Stock Market Et with a value of $57.4M, Ishares Msci Usa Quality Facto with a value of $54.7M, Microsoft Corp with a value of $43.7M, and Vanguard Whitehall Fds (Vangua with a value of $42.5M.

Examining the 13F form we can see an increase of $115M in the current position value, from $1.18B to 1.3B.

Below you can find more details about Pinnacle Wealth Management Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.3 Billion
ETFs: $743 Million
Technology: $194 Million
Financial Services: $84.9 Million
Industrials: $50.1 Million
Communication Services: $50 Million
Healthcare: $49.5 Million
Consumer Cyclical: $48.2 Million
Consumer Defensive: $44.8 Million
Other: $30.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$290B
$5.51 Million 0.43% of portfolio
80,580
Q3 2025 Added 2.22%
$1.56T
$5.42 Million 0.42% of portfolio
22,261
Q3 2025 Reduced 1.3%
$414B
$5.39 Million 0.42% of portfolio
5,823
Q3 2025 Added 6.59%
$0
$5.39 Million 0.42% of portfolio
107,686
Q3 2025 Added 2.26%
$254B
$5.14 Million 0.4% of portfolio
18,207
Q3 2025 Added 2.36%
$77.5B
$5.18 Million 0.4% of portfolio
19,860
Q3 2025 Added 0.88%
$0
$5.08 Million 0.39% of portfolio
36,732
Q3 2025 Added 39.26%
$226B
$4.94 Million 0.38% of portfolio
16,268
Q3 2025 Reduced 3.64%
$82.3B
$4.78 Million 0.37% of portfolio
26,846
Q3 2025 Reduced 0.82%
$133B
$4.63 Million 0.36% of portfolio
9,279
Q3 2025 Added 6.05%
$0
$4.51 Million 0.35% of portfolio
61,388
Q3 2025 Reduced 3.66%
$747B
$4.49 Million 0.35% of portfolio
15,955
Q3 2025 Added 39.25%
$0
$4.42 Million 0.34% of portfolio
15,057
Q3 2025 Reduced 0.6%
$0
$4.36 Million 0.34% of portfolio
36,460
Q3 2025 Added 2.23%
$563B
$4.23 Million 0.33% of portfolio
12,379
Q3 2025 Added 7.23%
$296B
$4.21 Million 0.32% of portfolio
63,466
Q3 2025 Added 1.03%
$154B
$4.06 Million 0.31% of portfolio
36,613
Q3 2025 Added 4.97%
$0
$3.87 Million 0.3% of portfolio
67,299
Q3 2025 Added 19.79%
$0
$3.85 Million 0.3% of portfolio
108,530
Q3 2025 Added 7.22%
$162B
$3.86 Million 0.3% of portfolio
13,663
Q3 2025 Added 9.71%
$280B
$3.75 Million 0.29% of portfolio
7,853
Q3 2025 Added 9.66%
$410B
$3.8 Million 0.29% of portfolio
16,400
Q3 2025 Reduced 0.52%
$551B
$3.8 Million 0.29% of portfolio
3,172
Q3 2025 Added 1.47%
$418B
$3.58 Million 0.28% of portfolio
69,467
Q3 2025 Reduced 0.46%
$0
$3.33 Million 0.26% of portfolio
43,402
Q3 2025 Reduced 1.67%
$204B
$3.37 Million 0.26% of portfolio
29,421
Q3 2025 Added 1.44%
$212B
$3.39 Million 0.26% of portfolio
24,172
Q3 2025 Reduced 0.2%
$163B
$3.31 Million 0.26% of portfolio
3,068
Q3 2025 Added 2.85%
$118B
$3.24 Million 0.25% of portfolio
11,029
Q3 2025 Reduced 0.24%
$0
$3.17 Million 0.24% of portfolio
107,075
Q3 2025 Reduced 1.53%
$106B
$3.17 Million 0.24% of portfolio
33,399
Q3 2025 Added 8.18%
$0
$3.05 Million 0.24% of portfolio
50,813
Q3 2025 Added 1.44%
$302B
$3.03 Million 0.23% of portfolio
19,506
Q3 2025 Added 7.94%
$0
$2.96 Million 0.23% of portfolio
35,796
Q3 2025 Added 1.15%
$769B
$2.84 Million 0.22% of portfolio
3,728
Q3 2025 Reduced 1.3%
$61.7B
$2.82 Million 0.22% of portfolio
16,535
Q3 2025 Added 2.28%
$0
$2.76 Million 0.21% of portfolio
15,149
Q3 2025 Reduced 7.46%
$470B
$2.69 Million 0.21% of portfolio
23,830
Q3 2025 Added 0.07%
$341B
$2.55 Million 0.2% of portfolio
7,396
Q3 2025 Reduced 7.94%
$286B
$2.53 Million 0.19% of portfolio
27,520
Q3 2025 Reduced 2.58%
$261B
$2.52 Million 0.19% of portfolio
3,164
Q3 2025 Reduced 1.59%
$171B
$2.28 Million 0.18% of portfolio
51,946
Q3 2025 Reduced 3.07%
$188B
$2.22 Million 0.17% of portfolio
13,358
Q3 2025 Added 3.15%
$160B
$2.24 Million 0.17% of portfolio
6,361
Q3 2025 Reduced 4.25%
$150B
$2.15 Million 0.17% of portfolio
8,569
Q3 2025 Added 6.83%
$0
$2.04 Million 0.16% of portfolio
61,185
Q3 2025 Reduced 3.77%
$0
$2.07 Million 0.16% of portfolio
7,350
Q3 2025 Reduced 1.09%
$73.6B
$1.92 Million 0.15% of portfolio
9,568
Q3 2025 Reduced 3.21%
$167B
$1.91 Million 0.15% of portfolio
25,261
Q3 2025 Reduced 2.21%

Summary

  • Portfolio
  • No. of Stocks 404
  • Current Value $1.3 Billion
  • Prior Value $1.18 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 38 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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