Pinnacle Wealth Management Group, Inc. Portfolio Holdings

Pinnacle Wealth Management Group, Inc.

  • $163 Million
  • Q3 2025

Pinnacle Wealth Management Group, Inc. has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $163 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Usaa ETF Tr Core Intermediate with a value of $8.66M, Vanguard Mortg Backed Sec ETF with a value of $8.29M, Victory Portfolios Ii Victorys with a value of $7.75M, Invesco Qqq Trust, Series 1 with a value of $7.4M, and Microsoft Corp with a value of $7.04M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $148M to 163M.

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

Portfolio value $163 Million
ETFs: $108 Million
Technology: $12.7 Million
Financial Services: $12.2 Million
Basic Materials: $11.6 Million
Communication Services: $4.73 Million
Industrials: $3.08 Million
Utilities: $2.58 Million
Healthcare: $2.32 Million
Other: $6.49 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$211,000 0.13% of portfolio
5,350
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $163 Million
  • Prior Value $148 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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