Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc. reported 2,749 positions worth $1.05B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: SPSM (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPSM | SH | $110.8M | 10.55% | 1,920,706 | — | — | |
| ▸ 2 | FLTR | SH | $80.8M | 7.69% | 3,153,628 | — | — | |
| ▸ 3 | ET | SH | $41.0M | 3.91% | 2,146,965 | — | — | |
| ▸ 4 | SPYV | SH | $38.1M | 3.63% | 626,738 | — | — | |
| ▸ 5 | SPAB | SH | $26.6M | 2.54% | 1,042,937 | — | — | |
| ▸ 6 | AAPL | SH | $26.0M | 2.48% | 89,844 | — | — | |
| ▸ 7 | NVDA | SH | $22.6M | 2.15% | 113,064 | — | — | |
| ▸ 8 | SPYG | SH | $22.6M | 2.15% | 189,928 | — | — | |
| ▸ 9 | EFV | SH | $15.0M | 1.43% | 195,509 | — | — | |
| ▸ 10 | SPYM | SH | $14.8M | 1.41% | 168,853 | — | — |
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Frequently Asked Questions
What stocks does Pinnacle Wealth Planning Services, Inc. hold as of Q2 2026?
Pinnacle Wealth Planning Services, Inc. reported 2749 positions worth $1.05B in its Q2 2026 13F filing. Largest positions: SPSM (10.6%), FLTR (7.7%), ET (3.9%), SPYV (3.6%) and SPAB (2.5%).
What did Pinnacle Wealth Planning Services, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pinnacle Wealth Planning Services, Inc. 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.