Pinnacle Wealth Planning Services, Inc.
Q3 2026 13F filing
Updated 9 days ago2,847 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A SPDR SERIES TRUST | $99.1M | 1.87M | 9.65% | Trimmed(-2.4%) |
| 2 | F VANECK ETF TRUST | $78.8M | 3.08M | 7.68% | Trimmed(-2.3%) |
| 3 | S SPDR SERIES TRUST | $37.9M | 620.0K | 3.69% | Trimmed(-1.1%) |
| 4 | E ENERGY TRANSFER L P | $34M | 1.72M | 3.31% | Trimmed(-20.0%) |
| 5 | A APPLE INC | $29.5M | 88.5K | 2.87% | Trimmed(-1.5%) |
| 6 | N NVIDIA CORPORATION | $25.6M | 112.1K | 2.49% | Trimmed(-0.9%) |
| 7 | S SPDR SERIES TRUST | $25.5M | 1.05M | 2.49% | Added(+0.6%) |
| 8 | S SPDR SERIES TRUST | $23.2M | 188.9K | 2.27% | Trimmed(-0.6%) |
| 9 | M MICROSOFT CORP | $17.9M | 34.9K | 1.75% | Trimmed(-1.4%) |
| 10 | E ISHARES TR | $15.6M | 196.8K | 1.52% | Added(+0.6%) |
| 11 | S SPDR SERIES TRUST | $15.6M | 173.3K | 1.52% | Added(+2.6%) |
| 12 | E ISHARES TR | $13.7M | 204.4K | 1.33% | Added(+2.5%) |
| 13 | A AMAZON COM INC | $13.2M | 52.9K | 1.28% | Added(+0.5%) |
| 14 | G ALPHABET INC | $11.3M | 32.7K | 1.10% | Added(+0.2%) |
| 15 | E ISHARES TR | $8.8M | 73.7K | 0.86% | Added(+1.1%) |
| 16 | M META PLATFORMS INC | $8.7M | 12.1K | 0.85% | Trimmed(-5.2%) |
| 17 | S STATE STR SPDR S&P 500 ETF T | $8.7M | 11.3K | 0.84% | Trimmed(-4.7%) |
| 18 | G ALPHABET INC | $8.5M | 24.9K | 0.83% | Added(+41.0%) |
| 19 | J JPMORGAN CHASE & CO | $8.5M | 25.6K | 0.83% | Trimmed(-1.1%) |
| 20 | F FIRST TR EXCHANGE-TRADED FD | $8.2M | 199.2K | 0.80% | Added(+0.8%) |
| 21 | E ISHARES TR | $8.1M | 32.9K | 0.79% | Trimmed(-9.4%) |
| 22 | T TESLA INC | $8M | 22.4K | 0.78% | Added(+6.1%) |
| 23 | A BROADCOM INC | $7.6M | 21.7K | 0.74% | Trimmed(-2.5%) |
| 24 | E ISHARES TR | $7.5M | 9.7K | 0.73% | Added(+12.2%) |
| 25 | E ISHARES TR | $7.3M | 70.7K | 0.72% | Trimmed(-19.4%) |
| 26 | E ISHARES TR | $6.2M | 49.2K | 0.60% | Trimmed(-2.2%) |
| 27 | S SPACE EXPLORATION TECHN CORP | $6M | 39.9K | 0.59% | Added(+459.7%) |
| 28 | J J P MORGAN EXCHANGE TRADED F | $5.8M | 131.3K | 0.57% | Added(+3.6%) |
| 29 | A ADVANCED MICRO DEVICES INC | $5.5M | 9.1K | 0.54% | Trimmed(-2.3%) |
| 30 | S SPDR INDEX SHS FDS | $5.5M | 106.9K | 0.54% | Trimmed(-3.1%) |
| 31 | E ISHARES TR | $5.1M | 37.7K | 0.50% | Trimmed(-0.5%) |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $4.8M | 9.7K | 0.47% | Trimmed(-6.5%) |
| 33 | L ELI LILLY & CO | $4.8M | 4.1K | 0.46% | Trimmed(-2.6%) |
| 34 | E ISHARES TR | $4.6M | 16.4K | 0.44% | Trimmed(-23.1%) |
| 35 | T TAIWAN SEMICONDUCTOR MANUFAC | $4.5M | 10.0K | 0.44% | Trimmed(-3.3%) |
| 36 | S SPDR SERIES TRUST | $4.5M | 244.5K | 0.43% | Added(+0.2%) |
| 37 | M MICRON TECHNOLOGY INC | $4.4M | 4.1K | 0.43% | Added(+8.9%) |
| 38 | I INTEL CORP | $4.3M | 35.6K | 0.42% | Trimmed(-6.0%) |
| 39 | C CISCO SYS INC | $4.3M | 39.6K | 0.41% | Added(+1.8%) |
| 40 | V VISA INC | $4.1M | 11.5K | 0.40% | Added(+1.5%) |
| 41 | E ISHARES TR | $3.9M | 41.0K | 0.38% | Added(+1.2%) |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $3.8M | 45.5K | 0.37% | Trimmed(-1.2%) |
| 43 | W WALMART INC | $3.8M | 36.3K | 0.37% | Added(+1.3%) |
| 44 | X EXXONMOBIL HOLDINGS CORP | $3.8M | 23.2K | 0.37% | — |
| 45 | N NIKE INC | $3.7M | 105.1K | 0.36% | Trimmed(-12.6%) |
| 46 | I INVESCO EXCHANGE TRADED FD T | $3.7M | 17.6K | 0.36% | Added(+1.9%) |
| 47 | V VANGUARD SCOTTSDALE FDS | $3.6M | 46.4K | 0.35% | Added(+21.1%) |
| 48 | A ASML HLDG NV | $3.3M | 1.8K | 0.32% | Trimmed(-4.6%) |
| 49 | A APPLIED MATLS INC | $3.3M | 6.4K | 0.32% | Trimmed(-1.1%) |
| 50 | A ABBVIE INC | $3.3M | 12.6K | 0.32% | Trimmed(-8.6%) |