Institutions / Pinnacle Wealth Management, LLC
Pinnacle Wealth Management, LLC
CIK 1911464 · Institution · as of Dec 31, 2025
Portfolio value
$148.48M
Positions
39
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 39 →
| Company | Value | % of portfolio |
|---|---|---|
| Tidal Trust I | $20.12M | 13.6% |
| PIMCO ETF Tr | $17.50M | 11.8% |
| J P Morgan Exchange Traded F | $14.57M | 9.8% |
| J P Morgan Exchange Traded F | $9.45M | 6.4% |
| SPDR Series Trust | $8.53M | 5.7% |
| Palantir Technologies Inc | $4.30M | 2.9% |
| Rocket Lab CorpRKLB | $4.29M | 2.9% |
| NVIDIA Corp | $4.18M | 2.8% |
| AppLovin Corp | $4.10M | 2.8% |
| Arista Networks, Inc.ANET | $3.72M | 2.5% |
| Alphabet Inc. | $3.55M | 2.4% |
| SPDR Series Trust | $3.34M | 2.2% |
| Tesla Inc | $3.04M | 2.0% |
| American Express Co | $2.95M | 2.0% |
| Tidal Trust III | $2.93M | 2.0% |
| Amazon.com Inc | $2.89M | 1.9% |
| Meta Platforms Inc | $2.81M | 1.9% |
| JPMorgan Chase & Co | $2.78M | 1.9% |
| Apple Inc. | $2.73M | 1.8% |
| Robinhood Markets, Inc. | $2.52M | 1.7% |
| Carvana Co. | $2.35M | 1.6% |
| Microsoft Corp | $2.31M | 1.6% |
| The Goldman Sachs Group, Inc. | $2.21M | 1.5% |
| Axon Enterprise Inc | $2.15M | 1.4% |
| Caterpillar Inc | $1.93M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.