Pinnacle Wealth Planning Services, Inc. - Portfolio Stock Holdings
Pinnacle Wealth Planning Services, Inc. disclosed 2917 stock positions in a recent SEC 13F filing. $1,026,308,969 of stock holdings were filed, with the largest holdings including SPSM, FLTR, and SPYV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,136,474,646 and has 35 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
2917Est. Stock Holding Value:
$1,026,308,969Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pinnacle Wealth Planning Services, Inc.
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