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.
Stock Holdings Table
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