Pinnacle Wealth Planning Services, Inc. Portfolio Holdings

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

Pinnacle Wealth Planning Services, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $838 Million distributed in 484 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Investment Grade with a value of $114M, Spdr Portfolio S&P 600 Small C with a value of $81.2M, Energy Transfer LP with a value of $66.2M, Spdr Portfolio S&P 500 Value E with a value of $29.6M, and Apple Inc. with a value of $23.9M.

Examining the 13F form we can see an increase of $89.8M in the current position value, from $748M to 838M.

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

Portfolio value $838 Million
ETFs: $419 Million
Technology: $116 Million
Energy: $77.5 Million
Financial Services: $58.2 Million
Consumer Cyclical: $42.5 Million
Communication Services: $32.9 Million
Healthcare: $31.7 Million
Industrials: $27.1 Million
Other: $30.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$114 Million 13.58% of portfolio
4,450,084
Q3 2025 Added 4.16%
$0
$81.2 Million 9.69% of portfolio
1,752,614
Q3 2025 Added 5.56%
$52.5B
$66.2 Million 7.9% of portfolio
3,857,790
Q3 2025 Reduced 0.76%
$0
$29.6 Million 3.53% of portfolio
534,488
Q3 2025 Added 6.78%
$4.3T
$23.9 Million 2.85% of portfolio
93,777
Q3 2025 Added 1.36%
$465B
$22.7 Million 2.71% of portfolio
121,597
Q3 2025 Added 2.62%
$0
$22.3 Million 2.66% of portfolio
862,738
Q3 2025 Added 8.93%
$3.78T
$20.5 Million 2.44% of portfolio
39,487
Q3 2025 Added 2.24%
$0
$18.8 Million 2.24% of portfolio
179,580
Q3 2025 Added 3.52%
$2.39T
$12.3 Million 1.47% of portfolio
56,042
Q3 2025 Added 11.35%
$0
$12.2 Million 1.46% of portfolio
156,138
Q3 2025 Added 4.55%
$0
$11.5 Million 1.37% of portfolio
169,118
Q3 2025 Added 6.9%
$1.37T
$10.4 Million 1.24% of portfolio
14,101
Q3 2025 Added 4.27%
$0
$9.15 Million 1.09% of portfolio
208,380
Q3 2025 Added 4.58%
$1.29T
$9.11 Million 1.09% of portfolio
20,490
Q3 2025 Added 9.09%
$881B
$8.39 Million 1.0% of portfolio
26,608
Q3 2025 Added 62.44%
$0
$8.19 Million 0.98% of portfolio
12,287
Q3 2025 Added 5.04%
$139B
$7.19 Million 0.86% of portfolio
21,804
Q3 2025 Added 10.59%
$0
$7.17 Million 0.86% of portfolio
76,836
Q3 2025 Added 34.33%
$0
$6.99 Million 0.83% of portfolio
61,401
Q3 2025 Added 11.2%
$0
$6.72 Million 0.8% of portfolio
175,595
Q3 2025 Added 5.5%
$0
$5.91 Million 0.71% of portfolio
29,043
Q3 2025 Added 10.62%
$0
$5.8 Million 0.69% of portfolio
8,671
Q3 2025 Added 2.99%
$0
$5.82 Million 0.69% of portfolio
12,420
Q3 2025 Added 1.74%
$0
$5.28 Million 0.63% of portfolio
44,464
Q3 2025 Added 83.28%
$662B
$5.02 Million 0.6% of portfolio
9,992
Q3 2025 Added 8.96%
$0
$4.75 Million 0.57% of portfolio
101,463
Q3 2025 Added 8.18%
$0
$4.68 Million 0.56% of portfolio
46,675
Q3 2025 Reduced 1.23%
$0
$4.64 Million 0.55% of portfolio
19,189
Q3 2025 Added 22.14%
$1.74T
$4.56 Million 0.54% of portfolio
18,718
Q3 2025 Reduced 0.77%
$0
$4.39 Million 0.52% of portfolio
227,371
Q3 2025 Reduced 1.52%
$533B
$4.07 Million 0.49% of portfolio
11,917
Q3 2025 Added 0.76%
$224B
$3.86 Million 0.46% of portfolio
12,709
Q3 2025 Added 37.63%
$279B
$3.44 Million 0.41% of portfolio
33,421
Q3 2025 Added 39.81%
$0
$3.28 Million 0.39% of portfolio
45,213
Q3 2025 Added 0.65%
$414B
$3.15 Million 0.38% of portfolio
13,622
Q3 2025 Added 9.5%
$1.46T
$3.11 Million 0.37% of portfolio
11,141
Q3 2025 Added 9.49%
$49.1B
$3.02 Million 0.36% of portfolio
2,522
Q3 2025 Added 5.13%
$367B
$2.93 Million 0.35% of portfolio
7,220
Q3 2025 Added 48.5%
$971B
$2.97 Million 0.35% of portfolio
3,892
Q3 2025 Added 6.98%
$143B
$2.86 Million 0.34% of portfolio
85,271
Q3 2025 Reduced 1.13%
$0
$2.82 Million 0.34% of portfolio
14,841
Q3 2025 Added 22.97%
$593B
$2.85 Million 0.34% of portfolio
10,134
Q3 2025 Added 27.6%
$0
$2.75 Million 0.33% of portfolio
4,588
Q3 2025 Added 8.13%
$319B
$2.68 Million 0.32% of portfolio
39,217
Q3 2025 Added 78.9%
$490B
$2.68 Million 0.32% of portfolio
23,757
Q3 2025 Added 3.98%
$413B
$2.62 Million 0.31% of portfolio
50,746
Q3 2025 Added 52.15%
$0
$2.5 Million 0.3% of portfolio
31,263
Q3 2025 Added 103.5%
$346B
$2.37 Million 0.28% of portfolio
15,438
Q3 2025 Added 2.72%

Summary

  • Portfolio
  • No. of Stocks 484
  • Current Value $838 Million
  • Prior Value $748 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 61 stocks
  • Additional Purchases 196 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
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