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 Market Cap. of $200 Billions or more
