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
$396B
$1.78 Million 0.24% of portfolio
4,862
Q2 2025 Reduced 0.9%
$320B
$1.77 Million 0.24% of portfolio
5,828
Q2 2025 Reduced 4.38%
$0
$1.75 Million 0.23% of portfolio
71,500
Q2 2025 New
$240B
$1.71 Million 0.23% of portfolio
9,391
Q2 2025 Added 19.68%
$766B
$1.74 Million 0.23% of portfolio
7,942
Q2 2025 Added 1.6%
$404B
$1.58 Million 0.21% of portfolio
33,352
Q2 2025 Reduced 2.23%
$233B
$1.55 Million 0.21% of portfolio
11,405
Q2 2025 Added 13.03%
$398B
$1.49 Million 0.2% of portfolio
1,854
Q2 2025 Reduced 3.13%
$0
$1.48 Million 0.2% of portfolio
17,464
Q2 2025 Added 0.1%
$185B
$1.47 Million 0.2% of portfolio
1,867
Q2 2025 Added 1.8%
$283B
$1.52 Million 0.2% of portfolio
21,921
Q2 2025 Added 23.88%
$13.2B
$1.43 Million 0.19% of portfolio
6,666
Q2 2025 Added 1.0%
$156B
$1.43 Million 0.19% of portfolio
2,625
Q2 2025 Added 20.19%
$340B
$1.42 Million 0.19% of portfolio
4,557
Q2 2025 Added 5.39%
$0
$1.43 Million 0.19% of portfolio
22,441
Q2 2025 Added 1.9%
$330B
$1.43 Million 0.19% of portfolio
5,562
Q2 2025 Added 35.39%
$194B
$1.4 Million 0.19% of portfolio
10,576
Q2 2025 Reduced 16.63%
$289B
$1.45 Million 0.19% of portfolio
20,548
Q2 2025 Added 21.18%
$0
$1.42 Million 0.19% of portfolio
57,960
Q2 2025 New
$186B
$1.42 Million 0.19% of portfolio
49,053
Q2 2025 Added 17.66%
$126B
$1.34 Million 0.18% of portfolio
4,391
Q2 2025 Added 2.69%
$494B
$1.32 Million 0.18% of portfolio
8,625
Q2 2025 Added 6.71%
$186B
$1.37 Million 0.18% of portfolio
8,573
Q2 2025 Added 6.67%
$133B
$1.3 Million 0.17% of portfolio
18,790
Q2 2025 Added 22.71%
$266B
$1.29 Million 0.17% of portfolio
18,421
Q2 2025 Reduced 10.31%
$96.4B
$1.29 Million 0.17% of portfolio
1,842
Q2 2025 Added 13.01%
$308B
$1.17 Million 0.16% of portfolio
14,646
Q2 2025 Reduced 10.85%
$148B
$1.19 Million 0.16% of portfolio
3,343
Q2 2025 Added 4.63%
$157B
$1.23 Million 0.16% of portfolio
2,327
Q2 2025 Added 2.15%
$158B
$1.19 Million 0.16% of portfolio
3,997
Q2 2025 Added 10.41%
$0
$1.22 Million 0.16% of portfolio
15,363
Q2 2025 Added 19.27%
$194B
$1.1 Million 0.15% of portfolio
11,765
Q2 2025 Added 15.05%
$270B
$1.13 Million 0.15% of portfolio
1,590
Q2 2025 Added 17.26%
$115M
$1.14 Million 0.15% of portfolio
19,000
Q2 2021 Reduced 20.83%
$222B
$1.13 Million 0.15% of portfolio
14,248
Q2 2025 Added 6.97%
$0
$1.1 Million 0.15% of portfolio
14,965
Q2 2025 Added 10.77%
$249B
$1.07 Million 0.14% of portfolio
7,362
Q2 2025 Added 15.48%
$257B
$1.07 Million 0.14% of portfolio
2,746
Q2 2025 Reduced 4.69%
$121B
$996,000 0.13% of portfolio
11,101
Q2 2025 Added 0.45%
$0
$989,000 0.13% of portfolio
34,534
Q2 2025 New
$143B
$988,000 0.13% of portfolio
3,704
Q2 2025 Reduced 5.2%
$0
$995,000 0.13% of portfolio
2,260
Q2 2025 Added 18.32%
$208B
$978,000 0.13% of portfolio
169
Q2 2025 Added 23.36%
$183B
$954,000 0.13% of portfolio
928
Q2 2025 Added 16.29%
$137B
$939,000 0.13% of portfolio
8,743
Q2 2025 Added 35.85%
$240B
$892,000 0.12% of portfolio
3,274
Q2 2025 Added 31.64%
$358B
$861,000 0.12% of portfolio
6,323
Q2 2025 Added 21.6%
$0
$900,000 0.12% of portfolio
20,262
Q3 2024 Reduced 8.3%
$0
$884,000 0.12% of portfolio
10,965
Q2 2025 Reduced 22.04%

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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