Pinnacle Wealth Management, LLC
Pinnacle Wealth Management, LLC reported 31 positions worth $161.5M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: GRNY (12.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GRNY | SH | $19.8M | 12.25% | 715,360 | — | — | |
| ▸ 2 | PYLD | SH | $18.4M | 11.42% | 695,219 | — | — | |
| ▸ 3 | JBND | SH | $15.3M | 9.46% | 285,453 | — | — | |
| ▸ 4 | IDEQ | SH | $14.2M | 8.82% | 405,922 | — | — | |
| ▸ 5 | ALLW | SH | $13.6M | 8.40% | 463,515 | — | — | |
| ▸ 6 | CGDV | SH | $12.9M | 7.97% | 261,236 | — | — | |
| ▸ 7 | GRNJ | SH | $10.4M | 6.47% | 332,087 | — | — | |
| ▸ 8 | SPHY | SH | $8.8M | 5.47% | 376,967 | — | — | |
| ▸ 9 | FNDE | SH | $7.3M | 4.52% | 184,032 | — | — | |
| ▸ 10 | SPYG | SH | $3.4M | 2.12% | 28,762 | — | — |
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Frequently Asked Questions
What stocks does Pinnacle Wealth Management, LLC hold as of Q2 2026?
Pinnacle Wealth Management, LLC reported 31 positions worth $161.5M in its Q2 2026 13F filing. Largest positions: GRNY (12.3%), PYLD (11.4%), JBND (9.5%), IDEQ (8.8%) and ALLW (8.4%).
What did Pinnacle Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pinnacle Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
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.