Institutions / Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc.
CIK 1726752 · Institution · as of Jun 30, 2026
Portfolio value
$1.05B
Positions
2,749
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.05B+9.6%Positions
2,749-0.1%Top holdings
Jun 30, 2026View all 2,749 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $110.77M | 10.6% |
| VanEck ETF Trust | $80.76M | 7.7% |
| Energy Transfer LPET | $41.05M | 3.9% |
| SPDR Series Trust | $38.10M | 3.6% |
| SPDR Series Trust | $26.62M | 2.5% |
| Apple Inc. | $26.00M | 2.5% |
| NVIDIA Corp | $22.62M | 2.2% |
| SPDR Series Trust | $22.60M | 2.2% |
| iShares Tr | $14.97M | 1.4% |
| SPDR Series Trust | $14.84M | 1.4% |
| iShares Tr | $13.65M | 1.3% |
| Microsoft Corp | $13.22M | 1.3% |
| Amazon.com Inc | $12.54M | 1.2% |
| Alphabet Inc. | $11.68M | 1.1% |
| SSGA Active Trust | $9.66M | 0.9% |
| iShares Tr | $9.11M | 0.9% |
| iShares Tr | $9.07M | 0.9% |
| Tesla Inc | $8.89M | 0.8% |
| State Str SPDR S&P 500 ETF T | $8.89M | 0.8% |
| iShares Tr | $8.80M | 0.8% |
| First Tr Exchange-Traded Fd | $8.60M | 0.8% |
| JPMORGAN CHASE & CO | $8.48M | 0.8% |
| Broadcom Inc. | $8.40M | 0.8% |
| Meta Platforms Inc | $7.16M | 0.7% |
| iShares Tr | $6.51M | 0.6% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | ET Energy Transfer LP MLP | $-32.29M | -1.7M -44.03% | 2,146,965 3.91% of portfolio | medium |
| Q2 2026 as of | Trim | 92189F486 | $-22.75M | -888K -21.98% | 3,153,628 7.69% of portfolio | medium |
| Q2 2026 as of | Add | 464287234 | $12.57M | +184K +1161.47% | 199,501 1.30% of portfolio | medium |
| Q2 2026 as of | Trim | Intel Corp | $-6.92M | -50K -56.72% | 37,837 0.50% of portfolio | medium |
| Q2 2026 as of | Add | 78468R853 | $6.41M | +111K +6.15% | 1,920,706 10.55% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 | $4.76M | +38K +319.73% | 50,334 0.60% of portfolio | low |
| Q2 2026 as of | Add | NIKE, Inc. | $4.35M | +106K +740.38% | 120,259 0.47% of portfolio | low |
| Q2 2026 as of | Trim | Sandisk Corp | $-2.65M | -1K -55.00% | 953 0.21% of portfolio | low |
| Q2 2026 as of | New | FSK FS KKR Capital Corp Common Stock | $2.47M | +235K | 234,924 0.23% of portfolio | low |
| Q2 2026 as of | Add | 78464A649 | $2.43M | +95K +10.03% | 1,042,937 2.54% of portfolio | low |