Pinnacle Wealth Planning Services, Inc. Portfolio Holdings

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025

Pinnacle Wealth Planning Services, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $748 Million distributed in 453 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 $109M, Spdr Portfolio S&P 600 Small C with a value of $70.7M, Energy Transfer LP with a value of $70.5M, Spdr Portfolio S&P 500 Value E with a value of $26.2M, and Spdr Portfolio Aggregate Bond with a value of $20.3M.

Examining the 13F form we can see an increase of $93.9M in the current position value, from $654M to 748M.

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

Portfolio value $748 Million
ETFs: $375 Million
Technology: $96.8 Million
Energy: $80.8 Million
Financial Services: $48.5 Million
Consumer Cyclical: $33.8 Million
Communication Services: $28.7 Million
Healthcare: $28.3 Million
Industrials: $24.5 Million
Other: $29.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$109 Million 14.56% of portfolio
4,272,209
Q2 2025 Added 2.9%
$0
$70.7 Million 9.45% of portfolio
1,660,231
Q2 2025 Added 2.85%
$0
$26.2 Million 3.5% of portfolio
500,570
Q2 2025 Added 8.48%
$0
$20.3 Million 2.71% of portfolio
791,983
Q2 2025 Added 2.42%
$0
$16.5 Million 2.21% of portfolio
173,478
Q2 2025 Added 1.58%
$0
$10.9 Million 1.45% of portfolio
149,342
Q2 2025 Added 4.89%
$0
$10 Million 1.34% of portfolio
158,205
Q2 2025 Added 4.33%
$0
$8.6 Million 1.15% of portfolio
199,254
Q2 2025 Added 0.37%
$0
$7.23 Million 0.97% of portfolio
11,698
Q2 2025 Added 13.48%
$0
$6.18 Million 0.83% of portfolio
55,217
Q2 2025 Added 5.28%
$0
$6.24 Million 0.83% of portfolio
166,446
Q2 2025 Added 2.87%
$0
$5.23 Million 0.7% of portfolio
8,419
Q2 2025 Added 5.18%
$0
$5.18 Million 0.69% of portfolio
12,207
Q2 2025 Added 23.77%
$0
$5.1 Million 0.68% of portfolio
26,254
Q2 2025 Added 0.34%
$0
$5.11 Million 0.68% of portfolio
57,201
Q2 2025 Added 0.03%
$0
$4.69 Million 0.63% of portfolio
47,258
Q2 2025 Added 7.88%
$0
$4.01 Million 0.54% of portfolio
93,790
Q2 2025 Added 5.03%
$0
$3.39 Million 0.45% of portfolio
15,711
Q2 2025 Added 18.13%
$0
$3.01 Million 0.4% of portfolio
44,921
Q2 2025 Reduced 2.63%
$0
$2.65 Million 0.35% of portfolio
24,260
Q2 2025 Added 0.16%
$0
$2.34 Million 0.31% of portfolio
4,243
Q2 2025 Reduced 10.24%
$0
$2.19 Million 0.29% of portfolio
12,069
Q2 2025 Added 7.81%
$0
$1.75 Million 0.23% of portfolio
71,500
Q2 2025 New
$0
$1.48 Million 0.2% of portfolio
17,464
Q2 2025 Added 0.1%
$0
$1.43 Million 0.19% of portfolio
22,441
Q2 2025 Added 1.9%
$0
$1.42 Million 0.19% of portfolio
57,960
Q2 2025 New
$106B
$1.34 Million 0.18% of portfolio
4,391
Q2 2025 Added 2.69%
$0
$1.22 Million 0.16% of portfolio
15,363
Q2 2025 Added 19.27%
$111M
$1.14 Million 0.15% of portfolio
19,000
Q2 2021 Reduced 20.83%
$0
$1.1 Million 0.15% of portfolio
14,965
Q2 2025 Added 10.77%
$0
$989,000 0.13% of portfolio
34,534
Q2 2025 New
$0
$995,000 0.13% of portfolio
2,260
Q2 2025 Added 18.32%
$0
$900,000 0.12% of portfolio
20,262
Q3 2024 Reduced 8.3%
$0
$884,000 0.12% of portfolio
10,965
Q2 2025 Reduced 22.04%
$0
$869,000 0.12% of portfolio
3,670
Q2 2025 Added 1.49%
$0
$809,000 0.11% of portfolio
8,626
Q2 2025 Added 9.63%
$0
$781,000 0.1% of portfolio
9,436
Q1 2025 Added 6.27%
$0
$743,000 0.1% of portfolio
10,763
Q2 2025 Added 0.04%
$0
$740,000 0.1% of portfolio
25,059
Q4 2024 Added 16.78%
$0
$781,000 0.1% of portfolio
16,198
Q2 2025 Reduced 14.5%
$0
$784,000 0.1% of portfolio
31,021
Q2 2025 New
$0
$684,000 0.09% of portfolio
2,703
Q1 2025 Added 22.7%
$0
$666,000 0.09% of portfolio
14,931
Q2 2025 Reduced 11.81%
$0
$667,000 0.09% of portfolio
2,384
Q2 2025 Added 0.21%
$0
$668,000 0.09% of portfolio
2,199
Q2 2025 Reduced 1.79%
$0
$632,000 0.08% of portfolio
4,921
Q1 2025 Added 5.92%
$0
$612,000 0.08% of portfolio
8,423
Q2 2025 Reduced 4.84%
$0
$633,000 0.08% of portfolio
15,819
Q2 2025 New
$0
$584,000 0.08% of portfolio
11,075
Q2 2025 Added 94.3%

Summary

  • Portfolio
  • No. of Stocks 453
  • Current Value $748 Million
  • Prior Value $654 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 220 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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