CIK 1726752
Pinnacle Wealth Planning Services, Inc.
Institutional 13F holdings & portfolio
Holdings
2,751
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FLTR | VANECK ETF TRUST | 4.0M | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 1.8M | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 3.8M | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 587K | $1M+ | SH |
| AAPL | APPLE INC | 93K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 948K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 121K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 185K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 39K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 166K | $1M+ | SH |
| AMZN | AMAZON COM INC | 55K | $1M+ | SH |
| EFV | ISHARES TR | 176K | $1M+ | SH |
| GOOGL | ALPHABET INC | 31K | $1M+ | SH |
| EMTL | SSGA ACTIVE TR | 214K | $1M+ | SH |
| TSLA | TESLA INC | 20K | $1M+ | SH |
| META | META PLATFORMS INC | 14K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 27K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 12K | $1M+ | SH |
| AVGO | BROADCOM INC | 22K | $1M+ | SH |
| EFA | ISHARES TR | 77K | $1M+ | SH |
| IWD | ISHARES TR | 35K | $1M+ | SH |
| EFG | ISHARES TR | 64K | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 190K | $1M+ | SH |
| IVV | ISHARES TR | 8K | $1M+ | SH |
| IWF | ISHARES TR | 12K | $1M+ | SH |
| BBHY | J P MORGAN EXCHANGE TRADED F | 118K | $1M+ | SH |
| GOOG | ALPHABET INC | 17K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 109K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10K | $1M+ | SH |
| IWM | ISHARES TR | 20K | $1M+ | SH |
| IJR | ISHARES TR | 39K | $1M+ | SH |
| TIPX | SPDR SERIES TRUST | 234K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| AGG | ISHARES TR | 41K | $1M+ | SH |
| V | VISA INC | 11K | $1M+ | SH |
| MCD | MCDONALDS CORP | 13K | $1M+ | SH |
| WMT | WALMART INC | 35K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 45K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 11K | $1M+ | SH |
| INTC | INTEL CORP | 87K | $1M+ | SH |
| CSCO | CISCO SYS INC | 40K | $1M+ | SH |
| ABBV | ABBVIE INC | 13K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 25K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 15K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 51K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 12K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| NFLX | NETFLIX INC | 25K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 16K | $1M+ | SH |