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 101–150 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | 8K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 4K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 8K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 4K | $500K+ | SH |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 20K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| LIN | LINDE PLC | 2K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 5K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| NKE | NIKE INC | 14K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 5K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 168 | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 11K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 4K | $500K+ | SH |
| EEM | ISHARES TR | 16K | $500K+ | SH |
| HDV | ISHARES TR | 7K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 5K | $500K+ | SH |
| USMV | ISHARES TR | 9K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| WELL | WELLTOWER INC | 4K | $500K+ | SH |
| HSBC | HSBC HLDGS PLC | 10K | $500K+ | SH |
| SAN | BANCO SANTANDER SA | 68K | $500K+ | SH |
| STE | STERIS PLC | 3K | $500K+ | SH |
| SHY | ISHARES TR | 9K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 43K | $500K+ | SH |
| KLAC | KLA CORP | 601 | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 26K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 37K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 5K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 18K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 5K | $500K+ | SH |
| NOW | SERVICENOW INC | 5K | $500K+ | SH |
| GM | GENERAL MTRS CO | 9K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 14K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 9K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 5K | $500K+ | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 15K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |