Pinnacle Wealth Management Advisory Group, LLC Portfolio Holdings

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025

Pinnacle Wealth Management Advisory Group, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 404 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $58.2M, Vanguard Total Stock Market Et with a value of $57.4M, Ishares Msci Usa Quality Facto with a value of $54.7M, Microsoft Corp with a value of $43.7M, and Vanguard Whitehall Fds (Vangua with a value of $42.5M.

Examining the 13F form we can see an increase of $115M in the current position value, from $1.18B to 1.3B.

Below you can find more details about Pinnacle Wealth Management Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.3 Billion
ETFs: $743 Million
Technology: $194 Million
Financial Services: $84.9 Million
Industrials: $50.1 Million
Communication Services: $50 Million
Healthcare: $49.5 Million
Consumer Cyclical: $48.2 Million
Consumer Defensive: $44.8 Million
Other: $30.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$58.2 Million 4.49% of portfolio
228,541
Q3 2025 Reduced 0.31%
$3.78T
$43.7 Million 3.37% of portfolio
84,352
Q3 2025 Added 0.4%
$465B
$29.7 Million 2.3% of portfolio
159,391
Q3 2025 Reduced 0.41%
$662B
$20 Million 1.54% of portfolio
39,737
Q3 2025 Reduced 1.49%
$139B
$19.9 Million 1.54% of portfolio
60,355
Q3 2025 Reduced 0.49%
$1.65T
$20 Million 1.54% of portfolio
82,291
Q3 2025 Added 0.24%
$2.39T
$16.7 Million 1.29% of portfolio
76,115
Q3 2025 Added 1.75%
$522B
$15.8 Million 1.22% of portfolio
85,210
Q3 2025 Added 1.67%
$881B
$12.8 Million 0.99% of portfolio
40,641
Q3 2025 Reduced 0.65%
$279B
$12.9 Million 0.99% of portfolio
124,814
Q3 2025 Reduced 0.65%
$1.37T
$10.6 Million 0.82% of portfolio
14,414
Q3 2025 Added 2.45%
$512B
$9.26 Million 0.71% of portfolio
16,281
Q3 2025 Added 2.67%
$346B
$8.81 Million 0.68% of portfolio
57,363
Q3 2025 Added 2.7%
$255B
$8.47 Million 0.65% of portfolio
25,514
Q3 2025 Added 3.19%
$270B
$7.95 Million 0.61% of portfolio
50,013
Q3 2025 Added 3.37%
$258B
$7.25 Million 0.56% of portfolio
43,315
Q3 2025 Reduced 0.09%
$1.29T
$6.16 Million 0.48% of portfolio
13,849
Q3 2025 Reduced 2.88%
$319B
$5.51 Million 0.43% of portfolio
80,580
Q3 2025 Added 2.22%
$1.74T
$5.42 Million 0.42% of portfolio
22,261
Q3 2025 Reduced 1.3%
$404B
$5.39 Million 0.42% of portfolio
5,823
Q3 2025 Added 6.59%
$266B
$5.14 Million 0.4% of portfolio
18,207
Q3 2025 Added 2.36%
$74.9B
$5.18 Million 0.4% of portfolio
19,860
Q3 2025 Added 0.88%
$224B
$4.94 Million 0.38% of portfolio
16,268
Q3 2025 Reduced 3.64%
$89.8B
$4.78 Million 0.37% of portfolio
26,846
Q3 2025 Reduced 0.82%
$123B
$4.63 Million 0.36% of portfolio
9,279
Q3 2025 Added 6.05%
$593B
$4.49 Million 0.35% of portfolio
15,955
Q3 2025 Added 39.25%
$533B
$4.23 Million 0.33% of portfolio
12,379
Q3 2025 Added 7.23%
$306B
$4.21 Million 0.32% of portfolio
63,466
Q3 2025 Added 1.03%
$235B
$4.2 Million 0.32% of portfolio
50,050
Q3 2025 Added 2.29%
$156B
$4.06 Million 0.31% of portfolio
36,613
Q3 2025 Added 4.97%
$183B
$3.86 Million 0.3% of portfolio
13,663
Q3 2025 Added 9.71%
$291B
$3.75 Million 0.29% of portfolio
7,853
Q3 2025 Added 9.66%
$414B
$3.8 Million 0.29% of portfolio
16,400
Q3 2025 Reduced 0.52%
$49.1B
$3.8 Million 0.29% of portfolio
3,172
Q3 2025 Added 1.47%
$413B
$3.58 Million 0.28% of portfolio
69,467
Q3 2025 Reduced 0.46%
$193B
$3.37 Million 0.26% of portfolio
29,421
Q3 2025 Added 1.44%
$204B
$3.39 Million 0.26% of portfolio
24,172
Q3 2025 Reduced 0.2%
$161B
$3.31 Million 0.26% of portfolio
3,068
Q3 2025 Added 2.85%
$104B
$3.24 Million 0.25% of portfolio
11,029
Q3 2025 Reduced 0.24%
$98.6B
$3.17 Million 0.24% of portfolio
33,399
Q3 2025 Added 8.18%
$303B
$3.03 Million 0.23% of portfolio
19,506
Q3 2025 Added 7.94%
$971B
$2.84 Million 0.22% of portfolio
3,728
Q3 2025 Reduced 1.3%
$70.1B
$2.82 Million 0.22% of portfolio
16,535
Q3 2025 Added 2.28%
$490B
$2.69 Million 0.21% of portfolio
23,830
Q3 2025 Added 0.07%
$300B
$2.55 Million 0.2% of portfolio
7,396
Q3 2025 Reduced 7.94%
$278B
$2.53 Million 0.19% of portfolio
27,520
Q3 2025 Reduced 2.58%
$265B
$2.52 Million 0.19% of portfolio
3,164
Q3 2025 Reduced 1.59%
$172B
$2.28 Million 0.18% of portfolio
51,946
Q3 2025 Reduced 3.07%
$187B
$2.22 Million 0.17% of portfolio
13,358
Q3 2025 Added 3.15%

Summary

  • Portfolio
  • No. of Stocks 404
  • Current Value $1.3 Billion
  • Prior Value $1.18 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 38 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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