StockDriftsStockDriftsTop 50 Pinnacle Wealth Planning Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPSM | SPDR SERIES TRUST | 10.55% | 1.92M | $110.8M | +2.65%(+49.67K) | $39.56(+47.35%) | 2026-06-30 | |
| FLTR | VANECK ETF TRUST | 7.69% | 3.15M | $80.8M | -21.54%(-865.79K) | $25.12(+1.70%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 3.91% | 2.15M | $41.0M | -30.17%(-927.63K) | $8.69(+142.12%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 3.63% | 626.7K | $38.1M | +1.07%(+6.63K) | $39.58(+60.21%) | 2026-06-30 | |
| SPAB | SPDR SERIES TRUST | 2.54% | 1.04M | $26.6M | +8.86%(+84.91K) | $26.59(-5.53%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.48% | 89.8K | $26.0M | -2.41%(-2.22K) | $117.08(+160.83%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.15% | 113.1K | $22.6M | -6.42%(-7.76K) | $43.37(+421.23%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.15% | 189.9K | $22.6M | -2.30%(-4.48K) | $51.10(+140.48%) | 2026-06-30 | |
| EFV | ISHARES TR | 1.43% | 195.5K | $15.0M | +3.45%(+6.52K) | $51.74(+58.07%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.41% | 168.9K | $14.8M | +1.28%(+2.13K) | $45.27(+101.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.05% | +44.48% | +8.08% | +47.50% |
| Top 20 Holdings Unweighted | +18.28% | +65.47% | +10.87% | +67.54% |
Pinnacle Wealth Planning Services, Inc. reports $1.05B in US-listed equity holdings across 2,749 positions in its most recent 13F filing. Its largest disclosed positions are SPSM (10.6%), FLTR (7.7%) and ET (3.9%). The top 20 holdings account for 47.99% of reported assets. Its disclosed equity book has returned +44.48% 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 Planning Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1726752). View Pinnacle Wealth Planning Services, Inc.’s 13F filings on SEC