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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.11B
$757,000 0.1% of portfolio
20,638
Q1 2025 Added 27.27%
$1.19B
$508,000 0.07% of portfolio
9,059
Q2 2025 Reduced 0.75%
$380M
$486,000 0.06% of portfolio
11,363
Q4 2020 Reduced 18.03%
$1.81B
$248,000 0.03% of portfolio
21,288
Q2 2025 Added 48.63%
$1.24B
$182,000 0.02% of portfolio
12,712
Q2 2025 New
$1.21B
$120,000 0.02% of portfolio
10,809
Q2 2025 Added 7.99%
$1.34B
$126,000 0.02% of portfolio
12,758
Q2 2025 New
$1.55B
$151,000 0.02% of portfolio
16,962
Q2 2025 Added 31.35%
$800M
$156,000 0.02% of portfolio
28,703
Q2 2025 Reduced 10.86%
$439M
$68,000 0.01% of portfolio
15,750
Q2 2025 New
$484M
$76,000 0.01% of portfolio
11,185
Q2 2025 New
$892M
$41,000 0.01% of portfolio
27,675
Q2 2025 Reduced 1.27%
$1.13B
$71,000 0.01% of portfolio
14,943
Q2 2025 New

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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