Pinnacle Wealth Management, LLC Portfolio Holdings

Pinnacle Wealth Management, LLC

  • $81.1 Million
  • Q4 2025

Pinnacle Wealth Management, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $81.1 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $9.36M, Spdr Ser Tr Spdr Portfolio Hig with a value of $8.5M, Palantir Technologies Inc. with a value of $4.21M, Nvidia Corp with a value of $4.19M, and App Lovin Corp with a value of $3.4M.

Examining the 13F form we can see an decrease of $6.88M in the current position value, from $88M to 81.1M.

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

Portfolio value $81.1 Million
ETFs: $22.6 Million
Technology: $21 Million
Financial Services: $10.1 Million
Communication Services: $9.42 Million
Consumer Cyclical: $7.47 Million
Industrials: $7.42 Million
Utilities: $1.58 Million
Consumer Defensive: $1.47 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$342B
$4.21 Million 5.19% of portfolio
24,193
Q4 2025 Reduced 0.36%
$465B
$4.19 Million 5.16% of portfolio
22,428
Q4 2025 Added 1.1%
$163B
$3.4 Million 4.19% of portfolio
6,090
Q4 2025 Added 0.26%
$1.74T
$3.23 Million 3.98% of portfolio
11,315
Q4 2025 Reduced 5.65%
$2.39T
$2.94 Million 3.62% of portfolio
12,509
Q4 2025 Added 5.96%
$1.29T
$2.76 Million 3.41% of portfolio
6,759
Q4 2025 Reduced 3.24%
$102B
$2.73 Million 3.37% of portfolio
22,315
Q4 2025 Added 5.6%
$255B
$2.72 Million 3.35% of portfolio
7,966
Q4 2025 Added 1.4%
$4.3T
$2.69 Million 3.32% of portfolio
10,058
Q4 2025 Reduced 2.14%
$1.37T
$2.59 Million 3.19% of portfolio
4,250
Q4 2025 Added 8.7%
$881B
$2.59 Million 3.19% of portfolio
8,626
Q4 2025 Added 0.67%
$3.78T
$2.42 Million 2.98% of portfolio
4,770
Q4 2025 Reduced 5.64%
$49.1B
$2.09 Million 2.58% of portfolio
18,985
Q4 2025 Added 902.38%
$39.4B
$2.1 Million 2.58% of portfolio
3,782
Q4 2025 Added 8.8%
$22.2B
$1.98 Million 2.44% of portfolio
71,127
Q4 2025 New
$265B
$1.95 Million 2.41% of portfolio
2,518
Q4 2025 Added 10.73%
$291B
$1.86 Million 2.3% of portfolio
3,375
Q4 2025 New
$26.9B
$1.77 Million 2.19% of portfolio
5,574
Q4 2025 Reduced 6.99%
$72.7B
$1.58 Million 1.95% of portfolio
9,066
Q4 2025 Reduced 1.03%
$9.12B
$1.57 Million 1.93% of portfolio
21,657
Q4 2025 Reduced 14.51%
$123B
$1.5 Million 1.85% of portfolio
2,361
Q4 2025 Reduced 3.32%
$7.35B
$1.47 Million 1.81% of portfolio
39,641
Q4 2025 Reduced 1.37%
$1.87B
$1.39 Million 1.72% of portfolio
6,982
Q4 2025 Added 11.86%
$6B
$893,000 1.1% of portfolio
13,526
Q4 2025 Added 2.27%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $81.1 Million
  • Prior Value $88 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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