Pinnacle Wealth Management, LLC Portfolio Holdings

Pinnacle Wealth Management, LLC

  • $88 Million
  • Q3 2025

Pinnacle Wealth Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $88 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $9.37M, Spdr Ser Tr Spdr Portfolio Hig with a value of $8.5M, Schwab Strategic Tr Us Small C with a value of $5.08M, Palantir Technologies Inc. with a value of $4.43M, and App Lovin Corp with a value of $4.36M.

Examining the 13F form we can see an increase of $5.21M in the current position value, from $82.8M to 88M.

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

Portfolio value $88 Million
ETFs: $28.1 Million
Technology: $23.2 Million
Communication Services: $9.77 Million
Financial Services: $8.03 Million
Consumer Cyclical: $7.96 Million
Industrials: $6.85 Million
Consumer Defensive: $2.28 Million
Utilities: $1.79 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.37 Million 10.65% of portfolio
164,100
Q3 2025 Added 48.65%
$0
$8.5 Million 9.66% of portfolio
355,193
Q3 2025 New
$0
$5.08 Million 5.77% of portfolio
181,986
Q3 2025 New
$342B
$4.43 Million 5.03% of portfolio
24,280
Q3 2025 Reduced 37.43%
$163B
$4.36 Million 4.96% of portfolio
6,074
Q3 2025 Reduced 27.03%
$465B
$4.14 Million 4.7% of portfolio
22,185
Q3 2025 Reduced 37.76%
$0
$3.28 Million 3.72% of portfolio
31,349
Q3 2025 Reduced 1.06%
$1.29T
$3.11 Million 3.53% of portfolio
6,985
Q3 2025 Reduced 11.74%
$102B
$3.03 Million 3.44% of portfolio
21,131
Q3 2025 Added 4.24%
$1.74T
$2.92 Million 3.32% of portfolio
11,992
Q3 2025 Reduced 12.06%
$1.37T
$2.87 Million 3.26% of portfolio
3,910
Q3 2025 Reduced 14.81%
$881B
$2.7 Million 3.07% of portfolio
8,569
Q3 2025 Reduced 12.25%
$3.78T
$2.62 Million 2.98% of portfolio
5,055
Q3 2025 Reduced 13.1%
$4.3T
$2.62 Million 2.97% of portfolio
10,278
Q3 2025 Reduced 12.31%
$255B
$2.61 Million 2.97% of portfolio
7,856
Q3 2025 Reduced 11.63%
$2.39T
$2.59 Million 2.95% of portfolio
11,805
Q3 2025 Reduced 6.68%
$9.12B
$2.31 Million 2.63% of portfolio
25,332
Q3 2025 New
$7.35B
$2.28 Million 2.59% of portfolio
40,190
Q3 2025 Reduced 9.99%
$49.1B
$2.27 Million 2.58% of portfolio
1,894
Q3 2025 Reduced 6.24%
$26.9B
$2.26 Million 2.57% of portfolio
5,993
Q3 2025 Reduced 5.93%
$29.5B
$2.04 Million 2.32% of portfolio
3,141
Q3 2025 New
$1.87B
$2.01 Million 2.29% of portfolio
6,242
Q3 2025 Reduced 6.32%
$265B
$1.81 Million 2.06% of portfolio
2,274
Q3 2025 New
$72.7B
$1.79 Million 2.04% of portfolio
9,160
Q3 2025 New
$123B
$1.7 Million 1.94% of portfolio
2,442
Q3 2025 Reduced 6.58%
$6B
$910,000 1.03% of portfolio
13,226
Q3 2025 Reduced 53.9%
$0
$717,000 0.81% of portfolio
15,498
Q3 2025 Added 0.48%
$0
$632,000 0.72% of portfolio
4,925
Q3 2025 Reduced 1.16%
$0
$269,000 0.31% of portfolio
957
Q2 2025 New
$0
$256,000 0.29% of portfolio
7,085
Q3 2025 Reduced 0.98%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 7.86%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2025 Added 12.02%
Rocket Lab Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 11.72%
Tidal Trust I
-
$0 0.0% of portfolio
-
Q3 2025 New
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 10.92%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $88 Million
  • Prior Value $82.8 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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