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
$542,000 0.07% of portfolio
955
Q2 2025 New
$0
$543,000 0.07% of portfolio
2,782
Q2 2025 Reduced 1.31%
$53.5B
$507,000 0.07% of portfolio
8,141
Q2 2025 Reduced 0.5%
$0
$526,000 0.07% of portfolio
1,551
Q2 2025 Reduced 0.7%
$0
$560,000 0.07% of portfolio
3,067
Q2 2025 Reduced 1.76%
$0
$514,000 0.07% of portfolio
11,428
Q1 2025 Reduced 49.11%
$0
$473,000 0.06% of portfolio
1,659
Q1 2025 Added 7.31%
$0
$469,000 0.06% of portfolio
8,238
Q2 2025 New
$0
$438,000 0.06% of portfolio
6,527
Q4 2024 New
$0
$415,000 0.06% of portfolio
7,943
Q2 2025 Added 2.33%
$0
$437,000 0.06% of portfolio
4,190
Q2 2025 Reduced 37.02%
$0
$353,000 0.05% of portfolio
1,235
Q1 2025 Reduced 2.76%
$0
$369,000 0.05% of portfolio
12,655
Q2 2025 New
$0
$408,000 0.05% of portfolio
15,413
Q2 2025 Added 11.91%
$0
$345,000 0.05% of portfolio
3,917
Q2 2025 Reduced 47.49%
$0
$358,000 0.05% of portfolio
4,716
Q1 2025 Reduced 4.19%
$0
$337,000 0.05% of portfolio
15,262
Q2 2025 New
$0
$350,000 0.05% of portfolio
3,185
Q2 2025 Reduced 2.81%
$0
$267,000 0.04% of portfolio
12,658
Q2 2025 New
$0
$306,000 0.04% of portfolio
541
Q4 2024 New
$0
$295,000 0.04% of portfolio
6,988
Q2 2025 New
$0
$277,000 0.04% of portfolio
1,521
Q2 2025 Reduced 1.81%
$0
$334,000 0.04% of portfolio
3,616
Q1 2025 Added 0.08%
$0
$292,000 0.04% of portfolio
3,087
Q4 2024 New
$0
$335,000 0.04% of portfolio
17,190
Q1 2025 Reduced 1.77%
$0
$222,000 0.03% of portfolio
8,025
Q2 2025 New
$0
$218,000 0.03% of portfolio
785
Q2 2025 New
$0
$218,000 0.03% of portfolio
4,417
Q2 2025 New
$0
$206,000 0.03% of portfolio
2,123
Q2 2025 New
$0
$247,000 0.03% of portfolio
2,250
Q4 2023 New
$0
$240,000 0.03% of portfolio
2,097
Q4 2023 New
$0
$233,000 0.03% of portfolio
6,812
Q1 2025 New
$0
$220,000 0.03% of portfolio
6,011
Q1 2025 New
$0
$222,000 0.03% of portfolio
3,588
Q2 2025 New
$0
$245,000 0.03% of portfolio
1,556
Q1 2025 Reduced 1.27%
$0
$230,000 0.03% of portfolio
5,620
Q2 2025 Reduced 5.93%
$0
$212,000 0.03% of portfolio
2,000
Q3 2022 New
$0
$0 0.0% of portfolio
103,361
Q2 2025 Added 5.95%

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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