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
$61.8B
$858,000 0.07% of portfolio
1,527
Q3 2025 Added 18.01%
$88.4B
$927,000 0.07% of portfolio
4,201
Q3 2025 Reduced 4.93%
$227B
$957,000 0.07% of portfolio
7,151
Q3 2025 Reduced 1.28%
$0
$873,000 0.07% of portfolio
10,389
Q3 2025 Reduced 1.3%
$139B
$933,000 0.07% of portfolio
2,626
Q3 2025 Added 6.4%
$0
$936,000 0.07% of portfolio
1,254
Q2 2025 Added 12.57%
$0
$924,000 0.07% of portfolio
10,321
Q3 2025 Added 6.6%
$173B
$933,000 0.07% of portfolio
9,778
Q3 2025 Added 1.53%
$62.2B
$965,000 0.07% of portfolio
3,457
Q2 2025 Added 0.17%
$166B
$938,000 0.07% of portfolio
6,490
Q3 2025 Added 0.31%
$4.4B
$831,000 0.06% of portfolio
3,663
Q2 2025 Added 1.67%
$0
$736,000 0.06% of portfolio
11,335
Q3 2025 Reduced 1.73%
$0
$783,000 0.06% of portfolio
9,645
Q3 2025 Added 17.72%
$0
$797,000 0.06% of portfolio
8,543
Q3 2025 Added 5.4%
$58.4B
$734,000 0.06% of portfolio
3,916
Q3 2025 Added 9.66%
$77.2B
$794,000 0.06% of portfolio
2,455
Q3 2025 Reduced 0.04%
$0
$797,000 0.06% of portfolio
6,741
Q2 2024 Added 13.96%
$0
$825,000 0.06% of portfolio
4,429
Q3 2025 Added 0.09%
$0
$764,000 0.06% of portfolio
14,625
Q3 2025 Reduced 2.24%
$204B
$804,000 0.06% of portfolio
149
Q3 2025 Added 0.68%
$4.53B
$831,000 0.06% of portfolio
17,276
Q3 2025 Reduced 2.2%
$414B
$617,000 0.05% of portfolio
638
Q2 2025 Reduced 0.47%
$99.3B
$601,000 0.05% of portfolio
4,858
Q3 2025 Reduced 0.53%
$55.8B
$704,000 0.05% of portfolio
7,380
Q3 2025 Reduced 3.49%
$113B
$663,000 0.05% of portfolio
859
Q3 2025 Reduced 0.81%
$40.5B
$712,000 0.05% of portfolio
8,656
Q3 2025 Added 23.29%
$0
$630,000 0.05% of portfolio
6,900
Q3 2025 Reduced 12.71%
$115B
$593,000 0.05% of portfolio
8,982
Q3 2025 Added 0.25%
$0
$630,000 0.05% of portfolio
5,235
Q2 2025 Added 0.02%
$140B
$657,000 0.05% of portfolio
2,783
Q3 2025 Reduced 3.33%
$82.5B
$602,000 0.05% of portfolio
2,835
Q3 2025 Reduced 0.21%
$92.7B
$707,000 0.05% of portfolio
15,693
Q3 2025 Reduced 11.96%
$0
$662,000 0.05% of portfolio
7,829
Q2 2025 Added 0.08%
$213B
$619,000 0.05% of portfolio
1,278
Q3 2025 Added 110.2%
$185B
$688,000 0.05% of portfolio
748
Q3 2025 Added 0.67%
$0
$648,000 0.05% of portfolio
7,423
Q2 2025 Reduced 3.81%
$35.5B
$584,000 0.05% of portfolio
3,389
Q3 2025 Added 0.71%
$187B
$655,000 0.05% of portfolio
960
Q3 2025 Added 0.63%
$0
$621,000 0.05% of portfolio
6,300
Q3 2025 Reduced 10.0%
$162B
$696,000 0.05% of portfolio
1,558
Q3 2025 Reduced 0.76%
$62.4B
$629,000 0.05% of portfolio
2,671
Q3 2025 Reduced 2.3%
$0
$678,000 0.05% of portfolio
26,386
Q3 2025 Added 4.56%
$0
$680,000 0.05% of portfolio
10,380
Q3 2025 Reduced 0.86%
$62.7B
$471,000 0.04% of portfolio
3,464
Q2 2025 Reduced 8.67%
$0
$462,000 0.04% of portfolio
5,171
Q2 2024 Reduced 23.13%
$0
$491,000 0.04% of portfolio
15,407
Q2 2025 New
$63.4B
$475,000 0.04% of portfolio
2,335
Q3 2025 Reduced 3.11%
$20.5B
$515,000 0.04% of portfolio
1,720
Q3 2025 Reduced 4.44%
$76.8B
$544,000 0.04% of portfolio
8,601
Q3 2025 Added 0.55%

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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