§ 13F · FUND PROFILE
Pinnacle Wealth Planning Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $760M (13F)Positions · 453Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FLTR | VANECK ETF TRUST | 4.02M | $102M | 10.6% | −1% |
| 2 | SPSM | SPDR SERIES TRUST | 1.87M | $90M | 9.3% | +3% |
| 3 | ET | ENERGY TRANSFER L P | 3.07M | $59M | 6.1% | −20% |
| 4 | SPYV | SPDR SERIES TRUST | 620K | $35M | 3.6% | +6% |
| 5 | SPAB | SPDR SERIES TRUST | 958K | $25M | 2.5% | +1% |
| 6 | AAPL | APPLE INC | 92K | $23M | 2.4% | −1% |
| 7 | NVDA | NVIDIA CORPORATION | 121K | $21M | 2.2% | ±0% |
| 8 | SPYG | SPDR SERIES TRUST | 194K | $19M | 2.0% | +5% |
| 9 | EFV | ISHARES TR | 189K | $14M | 1.5% | +7% |
| 10 | MSFT | MICROSOFT CORP | 36K | $14M | 1.4% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PINNACLE SIGNAL
AC read
Pinnacle Wealth Planning Services, Inc. is a Other fund managing $760 million in assets. The fund runs a broad portfolio of 453 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed