Pinnacle Wealth Management Group, Inc. Portfolio Holdings

Pinnacle Wealth Management Group, Inc.

  • $148 Million
  • Q2 2025

Pinnacle Wealth Management Group, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Million distributed in 121 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 $8.28M, Vanguard Mortg Backed Sec ETF with a value of $7.81M, Victory Portfolios Ii Victorys with a value of $7.4M, Microsoft Corp with a value of $6.88M, and Invesco Qqq Trust, Series 1 with a value of $6.41M.

Examining the 13F form we can see an increase of $28.9M in the current position value, from $119M to 148M.

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

Portfolio value $148 Million
ETFs: $98.8 Million
Technology: $11.6 Million
Financial Services: $10.9 Million
Basic Materials: $8.48 Million
Communication Services: $4.19 Million
Industrials: $3.46 Million
Utilities: $2.44 Million
Consumer Defensive: $2.23 Million
Other: $5.68 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.16B
$312,000 0.21% of portfolio
19,600
Q2 2025 Added 50.77%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $148 Million
  • Prior Value $119 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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