StockDriftsStockDriftsTop 50 Pinnacle Wealth Management Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Index Fds Vanguard To | 4.11% | 186.5K | $69.0M | +1.56%(+2.86K) | $239.50(+60.07%) | 2026-06-30 | |
| AAPL | Apple Inc | 3.81% | 221.4K | $64.1M | +1.86%(+4.04K) | $116.46(+162.23%) | 2026-06-30 | |
| QUAL | iShares MSCI USA Quality | 3.77% | 288.9K | $63.4M | +2.04%(+5.77K) | $123.82(+81.74%) | 2026-06-30 | |
| VB | Vanguard Small-Cap ETF | 3.05% | 169.2K | $51.3M | +3.39%(+5.56K) | $182.40(+69.11%) | 2026-06-30 | |
| QQQ | Invesco QQQ Trust Series I | 2.95% | 67.3K | $49.6M | +2.39%(+1.57K) | $356.81(+105.30%) | 2026-06-30 | |
| VYM | Vanguard High Div Yield ETF | 2.94% | 312.2K | $49.3M | +1.74%(+5.34K) | $96.82(+71.73%) | 2026-06-30 | |
| VEU | Vanguard FTSE All World Ex US | 2.75% | 551.6K | $46.2M | +4.87%(+25.63K) | $56.34(+52.90%) | 2026-06-30 | |
| IVV | Ishares Core S&P 500 ETF | 2.35% | 52.7K | $39.4M | -0.11%(-58) | $390.05(+99.70%) | 2026-06-30 | |
| NVDA | Nvidia Corporation | 2.23% | 186.8K | $37.4M | +4.98%(+8.87K) | $46.53(+385.86%) | 2026-06-30 | |
| SPY | State Street SPDR S&P 500 ETF | 2.23% | 50.0K | $37.4M | -0.08%(-39) | $373.53(+107.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.92% | +55.75% | +8.99% | +53.80% |
| Top 20 Holdings Unweighted | +15.62% | +54.57% | +8.70% | +51.76% |
Pinnacle Wealth Management Advisory Group, LLC reports $1.68B in US-listed equity holdings across 572 positions in its most recent 13F filing. Its largest disclosed positions are VTI (4.1%), AAPL (3.8%) and QUAL (3.8%). The top 20 holdings account for 44.94% of reported assets. Its disclosed equity book has returned +55.75% on a three-year cumulative basis. Figures reflect the Q2 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