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 ETFs Only

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%
$0
$29.6 Million 3.53% of portfolio
534,488
Q3 2025 Added 6.78%
$0
$22.3 Million 2.66% of portfolio
862,738
Q3 2025 Added 8.93%
$0
$18.8 Million 2.24% of portfolio
179,580
Q3 2025 Added 3.52%
$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%
$0
$9.15 Million 1.09% of portfolio
208,380
Q3 2025 Added 4.58%
$0
$8.19 Million 0.98% of portfolio
12,287
Q3 2025 Added 5.04%
$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%
$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%
$0
$4.39 Million 0.52% of portfolio
227,371
Q3 2025 Reduced 1.52%
$0
$3.28 Million 0.39% of portfolio
45,213
Q3 2025 Added 0.65%
$0
$2.82 Million 0.34% of portfolio
14,841
Q3 2025 Added 22.97%
$0
$2.75 Million 0.33% of portfolio
4,588
Q3 2025 Added 8.13%
$0
$2.5 Million 0.3% of portfolio
31,263
Q3 2025 Added 103.5%
$0
$1.88 Million 0.22% of portfolio
71,500
Q2 2025 New
$130B
$1.57 Million 0.19% of portfolio
4,404
Q3 2025 Added 0.3%
$0
$1.57 Million 0.19% of portfolio
17,620
Q3 2025 Added 0.89%
$0
$1.55 Million 0.18% of portfolio
58,836
Q3 2025 Added 1.51%
$0
$1.37 Million 0.16% of portfolio
20,752
Q3 2025 Reduced 7.53%
$125M
$1.23 Million 0.15% of portfolio
19,000
Q2 2021 Reduced 20.83%
$0
$1.08 Million 0.13% of portfolio
34,534
Q2 2025 New
$0
$1.08 Million 0.13% of portfolio
14,579
Q3 2025 Reduced 2.58%
$0
$1.02 Million 0.12% of portfolio
2,210
Q3 2025 Reduced 2.21%
$0
$932,000 0.11% of portfolio
3,667
Q3 2025 Reduced 0.08%
$0
$946,000 0.11% of portfolio
20,262
Q3 2024 Reduced 8.3%
$0
$858,000 0.1% of portfolio
7,013
Q3 2025 New
$0
$852,000 0.1% of portfolio
30,572
Q3 2025 Reduced 1.45%
$0
$819,000 0.1% of portfolio
8,618
Q3 2025 Reduced 0.09%
$0
$850,000 0.1% of portfolio
15,931
Q3 2025 Reduced 1.65%
$0
$779,000 0.09% of portfolio
25,059
Q4 2024 Added 16.78%
$0
$782,000 0.09% of portfolio
9,436
Q1 2025 Added 6.27%
$0
$761,000 0.09% of portfolio
2,703
Q1 2025 Added 22.7%
$0
$749,000 0.09% of portfolio
10,206
Q3 2025 Reduced 5.18%
$0
$694,000 0.08% of portfolio
14,931
Q2 2025 Reduced 11.81%
$0
$683,000 0.08% of portfolio
8,418
Q3 2025 Reduced 23.23%
$0
$680,000 0.08% of portfolio
2,073
Q3 2025 Reduced 5.73%
$0
$678,000 0.08% of portfolio
4,921
Q1 2025 Added 5.92%
$0
$707,000 0.08% of portfolio
1,155
Q3 2025 Added 20.94%
$0
$679,000 0.08% of portfolio
15,819
Q2 2025 New
$0
$698,000 0.08% of portfolio
2,379
Q3 2025 Reduced 0.21%

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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