§ 13F · FUND PROFILE
Pinnacle Wealth Planning Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $760.3T (13F)Positions · 453Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$957.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FLTR | VANECK ETF TRUST | 4.04M | $103.0T | 10.8% | NEW |
| 2 | SPSM | SPDR SERIES TRUST | 1.81M | $84.8T | 8.9% | NEW |
| 3 | ET | ENERGY TRANSFER L P | 3.84M | $63.2T | 6.6% | NEW |
| 4 | SPYV | SPDR SERIES TRUST | 587K | $33.4T | 3.5% | NEW |
| 5 | AAPL | APPLE INC | 93K | $25.3T | 2.6% | NEW |
| 6 | SPAB | SPDR SERIES TRUST | 948K | $24.4T | 2.5% | NEW |
| 7 | NVDA | NVIDIA CORPORATION | 121K | $22.5T | 2.3% | NEW |
| 8 | SPYG | SPDR SERIES TRUST | 185K | $19.7T | 2.1% | NEW |
| 9 | MSFT | MICROSOFT CORP | 39K | $18.7T | 2.0% | NEW |
| 10 | SPYM | SPDR SERIES TRUST | 166K | $13.3T | 1.4% | NEW |
§ 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 $760340.3 trillion in assets. The fund runs a broad portfolio of 453 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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