Pinnacle Wealth Management Group, Inc.
CIK 0001868491 · PLYMOUTH, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$214.4M
2026 Q2
Positions
128
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VXUS
VANGUARD STAR FDS
5.4%
SFLR
INNOVATOR ETFS TRUST
4.5%
QFLR
INNOVATOR ETFS TRUST
4.3%
USTB
VICTORY PORTFOLIOS II
4.3%
VMBS
VANGUARD SCOTTSDALE FDS
3.5%
UITB
VICTORY PORTFOLIOS II
3.4%
IWM
ISHARES TR
3.1%
GDX
VANECK ETF TRUST
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.