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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.5B
$66.2 Million 7.9% of portfolio
3,857,790
Q3 2025 Reduced 0.76%
$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%
$3.78T
$20.5 Million 2.44% of portfolio
39,487
Q3 2025 Added 2.24%
$2.39T
$12.3 Million 1.47% of portfolio
56,042
Q3 2025 Added 11.35%
$1.37T
$10.4 Million 1.24% of portfolio
14,101
Q3 2025 Added 4.27%
$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%
$1.65T
$8.26 Million 0.99% of portfolio
33,994
Q3 2025 Added 7.67%
$139B
$7.19 Million 0.86% of portfolio
21,804
Q3 2025 Added 10.59%
$662B
$5.02 Million 0.6% of portfolio
9,992
Q3 2025 Added 8.96%
$1.74T
$4.56 Million 0.54% of portfolio
18,718
Q3 2025 Reduced 0.77%
$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%
$414B
$3.15 Million 0.38% of portfolio
13,622
Q3 2025 Added 9.5%
$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%
$593B
$2.85 Million 0.34% of portfolio
10,134
Q3 2025 Added 27.6%
$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%
$346B
$2.37 Million 0.28% of portfolio
15,438
Q3 2025 Added 2.72%
$512B
$2.2 Million 0.26% of portfolio
3,864
Q3 2025 Added 8.48%
$54.4B
$2.18 Million 0.26% of portfolio
7,044
Q3 2025 Reduced 4.94%
$187B
$2.16 Million 0.26% of portfolio
12,981
Q3 2025 Added 51.42%
$522B
$2.13 Million 0.25% of portfolio
11,468
Q3 2025 Added 32.96%
$404B
$2.14 Million 0.25% of portfolio
2,309
Q3 2025 Added 9.43%
$86.1B
$2.07 Million 0.25% of portfolio
5,975
Q3 2025 Added 1.43%
$328B
$2.02 Million 0.24% of portfolio
6,727
Q3 2025 Added 20.95%
$266B
$1.9 Million 0.23% of portfolio
6,749
Q3 2025 Added 7.52%
$405B
$1.83 Million 0.22% of portfolio
1,886
Q3 2025 Added 1.73%
$279B
$1.64 Million 0.2% of portfolio
6,131
Q3 2025 Added 5.2%
$204B
$1.58 Million 0.19% of portfolio
11,252
Q3 2025 Added 6.39%
$300B
$1.57 Million 0.19% of portfolio
4,559
Q3 2025 Added 0.04%
$388B
$1.62 Million 0.19% of portfolio
10,042
Q3 2025 Added 0.86%
$277B
$1.59 Million 0.19% of portfolio
20,758
Q3 2025 Added 12.69%
$228B
$1.59 Million 0.19% of portfolio
11,857
Q3 2025 Added 3.96%
$13.2B
$1.5 Million 0.18% of portfolio
6,589
Q3 2025 Reduced 1.16%
$317B
$1.5 Million 0.18% of portfolio
17,905
Q3 2025 Added 22.25%
$237B
$1.51 Million 0.18% of portfolio
9,323
Q3 2025 Reduced 0.72%
$306B
$1.48 Million 0.18% of portfolio
22,329
Q3 2025 Added 8.67%
$107B
$1.47 Million 0.18% of portfolio
1,938
Q3 2025 Added 5.21%
$181B
$1.45 Million 0.17% of portfolio
51,176
Q3 2025 Added 4.33%
$197B
$1.42 Million 0.17% of portfolio
6,919
Q3 2025 Added 79.67%
$182B
$1.34 Million 0.16% of portfolio
1,959
Q3 2025 Added 4.93%
$258B
$1.34 Million 0.16% of portfolio
8,035
Q3 2025 Added 9.14%

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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