StockDriftsStockDriftsTop 50 Pinnacle Wealth Management Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 4.32% | 221.8K | $73.9M | +0.18%(+388) | $116.80(+198.14%) | 2026-09-30 | |
| VTI | Vanguard Morningstar Total Sto | 4.09% | 187.1K | $70.0M | +0.32%(+598) | $239.93(+56.26%) | 2026-09-30 | |
| QUAL | iShares MSCI USA Quality | 3.7% | 284.9K | $63.3M | -1.40%(-4.05K) | $123.82(+81.38%) | 2026-09-30 | |
| VB | Vanguard Morningstar Small-Cap | 2.95% | 177.3K | $50.4M | +4.73%(+8.01K) | $187.43(+54.01%) | 2026-09-30 | |
| QQQ | Invesco QQQ Trust Series I | 2.94% | 68.0K | $50.3M | +0.99%(+667) | $360.55(+95.39%) | 2026-09-30 | |
| VYM | Vanguard High Div Yield ETF | 2.88% | 317.9K | $49.3M | +1.80%(+5.63K) | $99.65(+63.17%) | 2026-09-30 | |
| VEU | Vanguard FTSE All World Ex US | 2.74% | 565.1K | $46.9M | +2.46%(+13.55K) | $58.45(+38.43%) | 2026-09-30 | |
| MSFT | Microsoft Corp | 2.74% | 91.4K | $46.9M | +3.10%(+2.75K) | $260.68(+99.89%) | 2026-09-30 | |
| NVDA | Nvidia Corporation | 2.49% | 186.9K | $42.7M | +0.05%(+87) | $46.61(+355.32%) | 2026-09-30 | |
| IVV | Ishares Core S&P 500 ETF | 2.4% | 53.7K | $41.1M | +1.97%(+1.04K) | $397.15(+93.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.79% | +63.42% | +9.77% | +59.38% |
| Top 20 Holdings Unweighted | +17.41% | +61.83% | +9.38% | +56.56% |
Pinnacle Wealth Management Advisory Group LLC reports $1.71B in US-listed equity holdings across 555 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.3%), VTI (4.1%) and QUAL (3.7%). The top 20 holdings account for 46.11% of reported assets. Its disclosed equity book has returned +63.42% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pinnacle Wealth Management Advisory Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631864). View Pinnacle Wealth Management Advisory Group LLC’s 13F filings on SEC