StockDriftsStockDriftsTop 50 Pinnacle Wealth Management Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USTB | VICTORY PORTFOLIOS II | 7.89% | 345.2K | $17.2M | +91.20%(+164.67K) | $50.39(-0.92%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 5.31% | 136.4K | $11.6M | +1.35%(+1.82K) | $68.12(+22.26%) | 2026-09-30 | |
| SFLR | INNOVATOR ETFS TRUST | 4.48% | 250.9K | $9.8M | +1.38%(+3.40K) | $31.91(+22.99%) | 2026-09-30 | |
| QFLR | INNOVATOR ETFS TRUST | 4.27% | 258.1K | $9.3M | +1.75%(+4.44K) | $28.33(+25.33%) | 2026-09-30 | |
| GDX | VANECK ETF TRUST | 3.57% | 88.8K | $7.8M | +2.16%(+1.88K) | $36.98(+133.81%) | 2026-09-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.03% | 148.9K | $6.6M | -6.16%(-9.77K) | $46.32(-3.30%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.95% | 8.7K | $6.4M | -0.29%(-25) | $378.72(+89.68%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 12.5K | $6.4M | -0.98%(-123) | $254.72(+109.46%) | 2026-09-30 | |
| TBIL | RBB FD INC | 2.9% | 127.1K | $6.3M | +1.65%(+2.06K) | $50.01(-0.13%) | 2026-09-30 | |
| IWM | ISHARES TR | 2.88% | 22.6K | $6.3M | +0.90%(+201) | $191.75(+41.48%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.74% | +39.51% | +5.25% | +29.18% |
| Top 20 Holdings Unweighted | +13.93% | +47.87% | +6.84% | +39.21% |
Pinnacle Wealth Management Group INC reports $218.30M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are USTB (7.9%), VXUS (5.3%) and SFLR (4.5%). The top 20 holdings account for 62.22% of reported assets. Its disclosed equity book has returned +39.51% 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 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