§ 13F · FUND PROFILE
Pinnacle Wealth Planning Services, Inc..
AUM · $1.0B (13F)Positions · 2749Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPSM | SPDR SERIES TRUST | 1.92M | $111M | 10.6% | +3% |
| 2 | FLTR | VANECK ETF TRUST | 3.15M | $81M | 7.7% | −22% |
| 3 | ET | ENERGY TRANSFER L P | 2.15M | $41M | 3.9% | −30% |
| 4 | SPYV | SPDR SERIES TRUST | 627K | $38M | 3.6% | +1% |
| 5 | SPAB | SPDR SERIES TRUST | 1.04M | $27M | 2.5% | +9% |
| 6 | AAPL | APPLE INC | 90K | $26M | 2.5% | −2% |
| 7 | NVDA | NVIDIA CORPORATION | 113K | $23M | 2.2% | −6% |
| 8 | SPYG | SPDR SERIES TRUST | 190K | $23M | 2.2% | −2% |
| 9 | EFV | ISHARES TR | 196K | $15M | 1.4% | +3% |
| 10 | SPYM | SPDR SERIES TRUST | 169K | $15M | 1.4% | +1% |
§ 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 $1.0 billion in assets. The fund runs a massive portfolio of 2,749 positions.
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