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 51–100 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 10K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 27K | $1M+ | SH |
| ORCL | ORACLE CORP | 11K | $1M+ | SH |
| QCOM | QUALCOMM INC | 12K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| GE | GE AEROSPACE | 7K | $1M+ | SH |
| ASML | ASML HOLDING N V | 2K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 4K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 21K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 6K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 70K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 2K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 18K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 6K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 6K | $1M+ | SH |
| PEP | PEPSICO INC | 11K | $1M+ | SH |
| DAUG | FIRST TR EXCHNG TRADED FD VI | 35K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 34K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 57K | $1M+ | SH |
| NDSN | NORDSON CORP | 6K | $1M+ | SH |
| KO | COCA COLA CO | 21K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| ABT | ABBOTT LABS | 12K | $1M+ | SH |
| RTX | RTX CORPORATION | 8K | $1M+ | SH |
| SAP | SAP SE | 6K | $1M+ | SH |
| MRK | MERCK & CO INC | 13K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| DWM | WISDOMTREE TR | 19K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 3K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 2K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 8K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| UGA | UNITED STS GASOLINE FD LP | 19K | $1M+ | SH |
| T | AT&T INC | 46K | $1M+ | SH |
| ETN | EATON CORP PLC | 3K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 34K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 14K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $1M+ | SH |
| GRC | GORMAN RUPP CO | 22K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 11K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 6K | $1M+ | SH |
| BCS | BARCLAYS PLC | 40K | $1M+ | SH |
| TJX | TJX COS INC NEW | 6K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 10K | $500K+ | SH |