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
$197B
$2 Million 0.15% of portfolio
9,766
Q3 2025 Added 8.13%
$0
$1.83 Million 0.14% of portfolio
43,811
Q3 2025 Added 8.68%
$342B
$1.81 Million 0.14% of portfolio
9,896
Q3 2025 Added 24.34%
$65.2B
$1.85 Million 0.14% of portfolio
4,372
Q3 2025 Reduced 3.38%
$97.3B
$1.83 Million 0.14% of portfolio
21,581
Q3 2025 Reduced 8.27%
$388B
$1.65 Million 0.13% of portfolio
10,190
Q3 2025 Added 0.3%
$0
$1.71 Million 0.13% of portfolio
34,035
Q3 2025 Added 38.19%
$141B
$1.68 Million 0.13% of portfolio
65,875
Q3 2025 Reduced 0.62%
$190B
$1.75 Million 0.13% of portfolio
17,208
Q3 2025 Added 3.67%
$0
$1.57 Million 0.12% of portfolio
7,500
Q2 2024 Reduced 0.09%
$27B
$1.61 Million 0.12% of portfolio
12,194
Q3 2025 Added 4.47%
$46.8B
$1.61 Million 0.12% of portfolio
1,688
Q3 2025 Added 15.3%
$0
$1.49 Million 0.12% of portfolio
3,114
Q3 2025 Added 1.9%
$140B
$1.54 Million 0.12% of portfolio
4,114
Q3 2025 Added 0.17%
$0
$1.53 Million 0.12% of portfolio
15,798
Q4 2024 Added 33.78%
$73.4B
$1.53 Million 0.12% of portfolio
43,053
Q3 2025 Reduced 1.81%
$0
$1.36 Million 0.11% of portfolio
43,136
Q3 2025 Reduced 4.54%
$144B
$1.39 Million 0.11% of portfolio
3,036
Q3 2025 Added 17.99%
$0
$1.48 Million 0.11% of portfolio
13,420
Q3 2025 Reduced 2.75%
$28.1B
$1.47 Million 0.11% of portfolio
29,102
Q3 2025 Reduced 6.53%
$181B
$1.42 Million 0.11% of portfolio
50,199
Q3 2025 Reduced 1.06%
$0
$1.37 Million 0.11% of portfolio
3,150
Q2 2025 Added 18.87%
$0
$1.26 Million 0.1% of portfolio
4,920
Q3 2025 Added 224.97%
$0
$1.32 Million 0.1% of portfolio
13,157
Q3 2025 Added 0.57%
$328B
$1.29 Million 0.1% of portfolio
4,294
Q3 2025 Reduced 3.03%
$1.8B
$1.26 Million 0.1% of portfolio
55,000
Q2 2024 Reduced 18.52%
$0
$1.29 Million 0.1% of portfolio
3,960
Q3 2025 Added 6.14%
$114B
$1.27 Million 0.1% of portfolio
5,884
Q3 2025 Reduced 6.17%
$0
$1.28 Million 0.1% of portfolio
46,004
Q3 2025 Added 0.0%
$0
$1.2 Million 0.09% of portfolio
17,564
Q3 2025 Added 0.02%
$177B
$1.13 Million 0.09% of portfolio
5,801
Q3 2025 Reduced 6.47%
$0
$1.15 Million 0.09% of portfolio
21,497
Q3 2025 Reduced 0.76%
$174B
$1.13 Million 0.09% of portfolio
7,603
Q2 2025 Reduced 0.6%
$75.4B
$1.22 Million 0.09% of portfolio
9,281
Q3 2025 Added 0.63%
$40.2B
$1.21 Million 0.09% of portfolio
5,661
Q3 2025 Added 10.35%
$99.7B
$1.13 Million 0.09% of portfolio
5,848
Q3 2025 Added 18.74%
$237B
$1.17 Million 0.09% of portfolio
7,221
Q3 2025 Added 9.01%
$0
$1.15 Million 0.09% of portfolio
22,625
Q3 2025 Added 26.57%
$107B
$998,000 0.08% of portfolio
1,317
Q3 2025 Added 0.15%
$0
$1.04 Million 0.08% of portfolio
3,916
Q3 2025 Reduced 5.98%
$317B
$983,000 0.08% of portfolio
11,731
Q3 2025 Added 0.18%
$152B
$1.03 Million 0.08% of portfolio
4,182
Q3 2025 Reduced 13.36%
$132B
$1.03 Million 0.08% of portfolio
4,900
Q3 2025 Reduced 1.15%
$89.7B
$990,000 0.08% of portfolio
4,915
Q3 2025 Added 6.45%
$268B
$991,000 0.08% of portfolio
5,926
Q3 2025 Added 0.41%
$120B
$1.06 Million 0.08% of portfolio
33,662
Q3 2025 Added 3.62%
$0
$1.01 Million 0.08% of portfolio
9,469
Q3 2025 Added 38.35%
$65.7B
$891,000 0.07% of portfolio
11,149
Q3 2025 Reduced 5.16%
$98.1B
$940,000 0.07% of portfolio
5,502
Q3 2025 Added 9.17%

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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