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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$109 Million 14.56% of portfolio
4,272,209
Q2 2025 Added 2.9%
$0
$70.7 Million 9.45% of portfolio
1,660,231
Q2 2025 Added 2.85%
$53.7B
$70.5 Million 9.42% of portfolio
3,887,215
Q2 2025 Added 6.36%
$0
$26.2 Million 3.5% of portfolio
500,570
Q2 2025 Added 8.48%
$0
$20.3 Million 2.71% of portfolio
791,983
Q2 2025 Added 2.42%
$3.95T
$19.2 Million 2.57% of portfolio
38,623
Q2 2025 Added 14.02%
$3.69T
$19 Million 2.54% of portfolio
92,520
Q2 2025 Added 12.29%
$456B
$18.7 Million 2.5% of portfolio
118,489
Q2 2025 Added 20.93%
$0
$16.5 Million 2.21% of portfolio
173,478
Q2 2025 Added 1.58%
$2.26T
$11 Million 1.48% of portfolio
50,328
Q2 2025 Added 11.07%
$0
$10.9 Million 1.45% of portfolio
149,342
Q2 2025 Added 4.89%
$0
$10 Million 1.34% of portfolio
158,205
Q2 2025 Added 4.33%
$1.78T
$9.98 Million 1.33% of portfolio
13,524
Q2 2025 Added 22.27%
$0
$8.6 Million 1.15% of portfolio
199,254
Q2 2025 Added 0.37%
$0
$7.23 Million 0.97% of portfolio
11,698
Q2 2025 Added 13.48%
$0
$6.18 Million 0.83% of portfolio
55,217
Q2 2025 Added 5.28%
$1.08T
$5.97 Million 0.8% of portfolio
18,782
Q2 2025 Added 10.15%
$1.21T
$5.56 Million 0.74% of portfolio
31,573
Q2 2025 Added 9.83%
$127B
$5.43 Million 0.73% of portfolio
19,716
Q2 2025 Added 16.78%
$0
$5.23 Million 0.7% of portfolio
8,419
Q2 2025 Added 5.18%
$0
$5.18 Million 0.69% of portfolio
12,207
Q2 2025 Added 23.77%
$0
$5.1 Million 0.68% of portfolio
26,254
Q2 2025 Added 0.34%
$0
$5.11 Million 0.68% of portfolio
57,201
Q2 2025 Added 0.03%
$859B
$4.75 Million 0.63% of portfolio
16,380
Q2 2025 Added 0.32%
$0
$4.69 Million 0.63% of portfolio
47,258
Q2 2025 Added 7.88%
$621B
$4.45 Million 0.6% of portfolio
9,170
Q2 2025 Reduced 6.6%
$0
$4.42 Million 0.59% of portfolio
230,884
Q2 2025 Added 2.52%
$551B
$4.2 Million 0.56% of portfolio
11,827
Q2 2025 Reduced 2.02%
$0
$4.01 Million 0.54% of portfolio
93,790
Q2 2025 Added 5.03%
$1.24T
$3.35 Million 0.45% of portfolio
18,863
Q2 2025 Added 8.23%
$0
$3.39 Million 0.45% of portfolio
15,711
Q2 2025 Added 18.13%
$545B
$3.21 Million 0.43% of portfolio
2,399
Q2 2025 Reduced 1.07%
$0
$3.01 Million 0.4% of portfolio
44,921
Q2 2025 Reduced 2.63%
$608B
$2.84 Million 0.38% of portfolio
3,638
Q2 2025 Added 11.63%
$222B
$2.7 Million 0.36% of portfolio
9,234
Q2 2025 Reduced 1.68%
$0
$2.65 Million 0.35% of portfolio
24,260
Q2 2025 Added 0.16%
$442B
$2.46 Million 0.33% of portfolio
22,848
Q2 2025 Reduced 0.25%
$368B
$2.39 Million 0.32% of portfolio
15,029
Q2 2025 Reduced 6.12%
$61.1B
$2.37 Million 0.32% of portfolio
7,410
Q2 2025 Added 3.99%
$1.27T
$2.3 Million 0.31% of portfolio
10,175
Q2 2025 Reduced 11.81%
$281B
$2.34 Million 0.31% of portfolio
23,905
Q2 2025 Added 2.52%
$0
$2.34 Million 0.31% of portfolio
4,243
Q2 2025 Reduced 10.24%
$351B
$2.31 Million 0.31% of portfolio
12,440
Q2 2025 Added 1.67%
$0
$2.19 Million 0.29% of portfolio
12,069
Q2 2025 Added 7.81%
$439B
$2.09 Million 0.28% of portfolio
2,110
Q2 2025 Added 1.1%
$548B
$2 Million 0.27% of portfolio
3,562
Q2 2025 Reduced 0.78%
$92.8B
$2.02 Million 0.27% of portfolio
5,891
Q2 2025 Added 0.27%
$89.6B
$1.93 Million 0.26% of portfolio
86,244
Q2 2025 Added 186.99%
$210B
$1.85 Million 0.25% of portfolio
6,277
Q2 2025 Added 75.14%

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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