CIK 1631864
Pinnacle Wealth Management Advisory Group, LLC
Institutional 13F holdings & portfolio
Holdings
528
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 528
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 10K | $1M+ | SH |
| HD | Home Depot Inc | 18K | $1M+ | SH |
| HELO | JPMorgan Hedged Equity Laddere | 90K | $1M+ | SH |
| MRK | Merck & Co | 56K | $1M+ | SH |
| TSLA | Tesla Inc | 13K | $1M+ | SH |
| DIA | SPDR Dow Jones Indl Avrg ETF | 12K | $1M+ | SH |
| PEP | Pepsico Inc | 37K | $1M+ | SH |
| IBM | International Business Machine | 17K | $1M+ | SH |
| COST | Costco Wholesale Corp | 6K | $1M+ | SH |
| LRCX | Lam Research | 30K | $1M+ | SH |
| LMT | Lockheed Martin Corporation | 10K | $1M+ | SH |
| MCD | McDonald's Corp | 16K | $1M+ | SH |
| ACWI | iShares MSCI ACWI Index Fund | 35K | $1M+ | SH |
| VTEB | Vanguard Tax Exempt Bond ETF | 98K | $1M+ | SH |
| WELL | Welltower Inc | 26K | $1M+ | SH |
| ITW | Illinois Tool Works Inc | 20K | $1M+ | SH |
| — | AMG Pantheon Fund Class 1 | 174K | $1M+ | SH |
| CAT | Caterpillar Incorporated | 8K | $1M+ | SH |
| LLY | Eli Lilly & Co | 4K | $1M+ | SH |
| AMGN | Amgen Inc | 14K | $1M+ | SH |
| VXUS | Vanguard Total Intl Stock Inde | 61K | $1M+ | SH |
| VO | Vanguard Mid-Cap ETF | 15K | $1M+ | SH |
| V | Visa Inc Class A Shares | 13K | $1M+ | SH |
| BOTZ | Global X Robotics & Artificial | 121K | $1M+ | SH |
| KO | Coca-Cola Co | 62K | $1M+ | SH |
| IEI | iShares Barclays 3-7 Yr Treasu | 36K | $1M+ | SH |
| JEPQ | J P Morgan Nasdaq Eqt Prm Inc | 72K | $1M+ | SH |
| BAC | Bank Of America Corp | 73K | $1M+ | SH |
| GILD | Gilead Sciences Inc | 32K | $1M+ | SH |
| VIG | Vanguard Dividend Appreciation | 18K | $1M+ | SH |
| ABBV | Abbvie Inc | 16K | $1M+ | SH |
| KLAC | KLA Corp | 3K | $1M+ | SH |
| ORCL | Oracle Corp | 18K | $1M+ | SH |
| SCZ | iShares MSCI EAFE Small Cap In | 42K | $1M+ | SH |
| DIS | Walt Disney Co | 29K | $1M+ | SH |
| SCHM | Schwab US Mid Cap ETF | 108K | $1M+ | SH |
| XOM | Exxon Mobil Corp | 26K | $1M+ | SH |
| — | Cliffwater Corporate Lending F | 295K | $1M+ | SH |
| NFLX | Netflix Inc | 32K | $1M+ | SH |
| VGIT | Vanguard Interm-Term Govt Bd | 50K | $1M+ | SH |
| CVX | Chevron Corporation | 20K | $1M+ | SH |
| SO | Southern Co | 34K | $1M+ | SH |
| IXUS | iShares Core MSCI Total Intl S | 35K | $1M+ | SH |
| GS | Goldman Sachs Group Inc | 3K | $1M+ | SH |
| ADP | Automatic Data Processing | 11K | $1M+ | SH |
| VLO | Valero Energy Corp New | 17K | $1M+ | SH |
| UNH | Unitedhealth Group Inc | 8K | $1M+ | SH |
| PNC | PNC Fincl Services Group | 13K | $1M+ | SH |
| AMAT | Applied Materials | 10K | $1M+ | SH |
| MU | Micron Technology Inc | 9K | $1M+ | SH |