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Pinnacle Wealth Management Group, Inc.

Portfolio Manager
Pinnacle Wealth Management Group, Inc.
Performance
-1.55% (2026 Q1)
AUM (13F)
$203.71M
# of Holdings
120
Performance Rank
Allocation (Top 20)
60.39%

Pinnacle Wealth Management Group, Inc. Holdings Map

Top 50 Pinnacle Wealth Management Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VXUS
VANGUARD STAR FDS
5.03%132.8K$10.2M
+63.44%(+51.55K)
2025-Q1: 67.1K shares2025-Q2: 70.0K shares2025-Q3: 78.3K shares2025-Q4: 81.3K shares2026-Q1: 132.8K shares
$67.73(+23.14%)
2026-03-31
USTB
VICTORY PORTFOLIOS II
4.44%178.8K$9.0M
+12.54%(+19.91K)
2025-Q1: 139.0K shares2025-Q2: 145.5K shares2025-Q3: 152.1K shares2025-Q4: 158.9K shares2026-Q1: 178.8K shares
$50.42(+0.53%)
2026-03-31
SFLR
INNOVATOR ETFS TRUST
4.24%244.0K$8.6M
+46.64%(+77.61K)
2025-Q1: 148.9K shares2025-Q2: 153.0K shares2025-Q3: 163.5K shares2025-Q4: 166.4K shares2026-Q1: 244.0K shares
$31.75(+17.57%)
2026-03-31
QFLR
INNOVATOR ETFS TRUST
4.1%250.6K$8.3M
+26.34%(+52.24K)
2025-Q1: 184.6K shares2025-Q2: 189.3K shares2025-Q3: 194.8K shares2025-Q4: 198.3K shares2026-Q1: 250.6K shares
$28.12(+26.15%)
2026-03-31
GDX
VANECK ETF TRUST
3.84%85.3K$7.8M
+4.21%(+3.45K)
2025-Q1: 83.4K shares2025-Q2: 83.6K shares2025-Q3: 84.4K shares2025-Q4: 81.9K shares2026-Q1: 85.3K shares
$35.20(+143.78%)
2026-03-31
VMBS
VANGUARD SCOTTSDALE FDS
3.63%157.6K$7.4M
-12.63%(-22.79K)
2025-Q1: 161.4K shares2025-Q2: 168.4K shares2025-Q3: 176.4K shares2025-Q4: 180.4K shares2026-Q1: 157.6K shares
$46.32(+0.79%)
2026-03-31
UITB
VICTORY PORTFOLIOS II
3.57%154.7K$7.3M
-19.08%(-36.49K)
2025-Q1: 168.9K shares2025-Q2: 176.0K shares2025-Q3: 182.3K shares2025-Q4: 191.2K shares2026-Q1: 154.7K shares
$46.98(-0.27%)
2026-03-31
TBIL
RBB FD INC
3.04%124.2K$6.2M
-26.08%(-43.81K)
2025-Q1: 149.5K shares2025-Q2: 156.1K shares2025-Q3: 164.7K shares2025-Q4: 168.0K shares2026-Q1: 124.2K shares
$50.02(-0.26%)
2026-03-31
VO
VANGUARD INDEX FDS
2.74%19.4K$5.6M
+2.70%(+511)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 18.3K shares2025-Q4: 18.9K shares2026-Q1: 19.4K shares
$69.40(+11.95%)
2026-03-31
IWM
ISHARES TR
2.74%22.5K$5.6M
-0.72%(-164)
2025-Q1: 20.3K shares2025-Q2: 21.2K shares2025-Q3: 22.1K shares2025-Q4: 22.6K shares2026-Q1: 22.5K shares
$190.87(+48.03%)
2026-03-31

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