StockDriftsStockDriftsTop 50 Pinnacle Wealth Management Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 5.37% | 134.5K | $11.5M | +1.30%(+1.73K) | $67.89(+28.56%) | 2026-06-30 | |
| SFLR | INNOVATOR ETFS TRUST | 4.45% | 247.5K | $9.5M | +1.40%(+3.43K) | $31.82(+22.71%) | 2026-06-30 | |
| QFLR | INNOVATOR ETFS TRUST | 4.32% | 253.6K | $9.3M | +1.22%(+3.06K) | $28.19(+25.77%) | 2026-06-30 | |
| USTB | VICTORY PORTFOLIOS II | 4.26% | 180.6K | $9.1M | +1.00%(+1.79K) | $50.43(-0.06%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.46% | 158.7K | $7.4M | +0.68%(+1.07K) | $46.32(-0.33%) | 2026-06-30 | |
| UITB | VICTORY PORTFOLIOS II | 3.4% | 155.6K | $7.3M | +0.59%(+910) | $46.98(-1.86%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.14% | 22.4K | $6.7M | -0.21%(-47) | $190.87(+57.90%) | 2026-06-30 | |
| GDX | VANECK ETF TRUST | 3.06% | 86.9K | $6.6M | +1.83%(+1.56K) | $36.02(+151.82%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3% | 8.7K | $6.4M | -2.48%(-222) | $378.72(+90.33%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.91% | 77.5K | $6.2M | -0.27%(-206) | $69.40(+19.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.32% | +34.26% | +4.72% | +25.94% |
| Top 20 Holdings Unweighted | +12.03% | +40.61% | +5.91% | +33.24% |
Pinnacle Wealth Management Group, Inc. reports $214.35M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are VXUS (5.4%), SFLR (4.5%) and QFLR (4.3%). The top 20 holdings account for 60.38% of reported assets. Its disclosed equity book has returned +34.26% 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.
Sign up free to track Pinnacle Wealth Management Group, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Pinnacle Wealth Management Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1868491). View Pinnacle Wealth Management Group, Inc.’s 13F filings on SEC