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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.18B
$1 Million 0.12% of portfolio
21,638
Q3 2025 Added 4.85%
$403M
$499,000 0.06% of portfolio
11,363
Q4 2020 Reduced 18.03%
$875M
$379,000 0.05% of portfolio
9,682
Q3 2025 Added 6.88%
$1.22B
$232,000 0.03% of portfolio
8,463
Q3 2025 New
$561M
$184,000 0.02% of portfolio
10,274
Q3 2025 New
$800M
$156,000 0.02% of portfolio
28,677
Q3 2025 Reduced 0.09%
$423M
$82,000 0.01% of portfolio
11,714
Q3 2025 Added 4.73%
$1.41B
$93,000 0.01% of portfolio
17,819
Q3 2025 Added 20.41%
$1.4B
$117,000 0.01% of portfolio
11,805
Q3 2025 Reduced 7.47%
$1.3B
$64,000 0.01% of portfolio
27,675
Q2 2025 Reduced 1.27%
$1.38B
$70,000 0.01% of portfolio
12,287
Q3 2025 Reduced 17.77%
$1.32B
$96,000 0.01% of portfolio
12,778
Q3 2025 Reduced 24.67%
$1.3B
$83,000 0.01% of portfolio
16,139
Q3 2025 New

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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