Pinnacle Wealth Management Group, Inc.
Sector Allocation
- Other65.8%$143.6M
- Financials11.5%$25.2M
- Technology8.2%$17.8M
- Materials6.8%$14.8M
- Utilities1.8%$4.0M
- Healthcare1.5%$3.2M
- Consumer Discretionary0.9%$1.9M
- Communication Services0.8%$1.8M
- Consumer Staples0.8%$1.8M
- Energy0.8%$1.8M
AUM History
13fpro.ai/research/fund/pinnacle-wealth-management-group-inc-1868491
Conviction and streaks
Concentrating · top 10 = 40.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VICTORY$17.2M
- VANGUARD$11.6M
- INNOVATOR$9.8M
- INNOVATOR$9.3M
- VANECK$7.8M
- VANGUARD$6.6M
QQQ
$6.4MMSFT
$6.4M- RBB$6.3M
- ISHARES$6.3M
- VANGUARD$6.2M
MS
$5.4M- VANGUARD$5.2M
IVZ
$5.1MAEM
$4.9M- FIRST$4.9M
- INNOVATOR$4.7M
- FIRST$4.0M
AAPL
$4.0MJPM
$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pinnacle-wealth-management-group-inc-1868491
Pinnacle Wealth Management Group, Inc. 13F holdings — Q3 2026
$218.3M portfolio (+1.8% QoQ) · 125 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio
- 1
VICTORY PORTFOLIOS II - SHORT TRM BD ETF
$17.2M
7.9% of stocks
+91%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD STAR FDS - VG TL INTL STK F
$11.6M
5.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
INNOVATOR ETFS TRUST - QUITY MANAGD FLR
$9.8M
4.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
INNOVATOR ETFS TRUST - NASDAQ 100 MANA
$9.3M
4.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANECK ETF TRUST - GOLD MINERS ETF
$7.8M
3.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF
$6.6M
3.0% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $6.4M
3.0% of stocks
-0.3%This quarter-2.2%Since filed6 qtrsHeld$6.4M
2.9% of stocks
-1.0%This quarter-1.3%Since filed11+ qtrsHeld- 9
RBB FD INC - F/M US TREASURY
$6.3M
2.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - RUSSELL 2000 ETF
$6.3M
2.9% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $17.2M | 7.9% | +91% | — | — | — | — | |
| 2 | VANGUARD STAR FDS - VG TL INTL STK F | $11.6M | 5.3% | +1% | — | — | — | — | |
| 3 | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $9.8M | 4.5% | +1% | — | — | — | — | |
| 4 | INNOVATOR ETFS TRUST - NASDAQ 100 MANA | $9.3M | 4.3% | +2% | — | — | — | — | |
| 5 | VANECK ETF TRUST - GOLD MINERS ETF | $7.8M | 3.6% | +2% | — | — | — | — | |
| 6 | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $6.6M | 3.0% | -6% | — | — | — | — | |
| 7 | $6.4M | 3.0% | -0.3% | -2.2% | 6 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $6.4M | 2.9% | -1.0% | -1.3% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | RBB FD INC - F/M US TREASURY | $6.3M | 2.9% | +2% | — | — | — | — | |
| 10 | ISHARES TR - RUSSELL 2000 ETF | $6.3M | 2.9% | +0.9% | — | — | — | — |
All holdings — Pinnacle Wealth Management Group, Inc. (Q3 2026)
125 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $6.2M | 2.8% | 79K | +1% | — | — | 13F |
| 12 | MORGAN STANLEY | Financials | $5.4M | 2.5% | 29K | -2% | 11+ qtrsTrimmed 4 qtrs in a row | 76.2 | 13F | |
| 13 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund | — | $5.2M | 2.4% | 90K | New | — | — | 13F |
| 14 | Invesco Ltd. | Financials | $5.1M | 2.4% | 73K | +2% | 11+ qtrs | — | 13F | |
| 15 | AGNICO EAGLE MINES LTD | Materials | $4.9M | 2.3% | 27K | -2% | 6 qtrs | — | 13F | |
| 16 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $4.9M | 2.2% | 37K | New | — | — | 13F |
| 17 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | — | $4.7M | 2.2% | 110K | -0.1% | — | — | 13F |
| 18 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $4.0M | 1.8% | 93K | -0.7% | — | — | 13F |
| 19 | Apple Inc. | Technology | $4.0M | 1.8% | 12K | +10% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JPMORGAN CHASE & CO | Financials | $3.7M | 1.7% | 11K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Invesco Ltd.etf/fund | Financials | $3.4M | 1.6% | 39K | +1% | 11+ qtrs | — | 13F | |
| 22 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $3.4M | 1.5% | 71K | — | — | — | 13F |
| 23 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $3.3M | 1.5% | 20K | +2% | — | — | 13F |
| 24 | Invesco Ltd. | Financials | $3.0M | 1.4% | 63K | +3% | 11+ qtrs | — | 13F | |
| 25 | — | VANGUARD WORLD FD - UTILITIES ETFetf/fund | — | $2.9M | 1.3% | 17K | +2% | — | — | 13F |
| 26 | $AGI | ALAMOS GOLD INC | Materials | $2.5M | 1.1% | 77K | -0.4% | |||
| 27 | $CDE | Coeur Mining, Inc. | Materials | $2.3M | 1.1% | 133K | — | |||
| 28 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $2.0M | 0.9% | 43K | -1% | |||
| 29 | $SKE | Skeena Resources Ltd | Materials | $1.9M | 0.9% | 64K | +4% | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.9M | 0.9% | 7,581 | +27% | |||
| 31 | — | INNOVATOR ETFS TRUST - EQUITY DUAL DIRT | — | $1.7M | 0.8% | 76K | -6% | |||
| 32 | — | ISHARES TR - CORE S&P TTL STK | — | $1.6M | 0.8% | 9,879 | -4% | |||
| 33 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.6M | 0.7% | 36K | -2% | |||
| 34 | $GOOGL | Alphabet Inc. | Technology | $1.5M | 0.7% | 4,429 | -0.2% | |||
| 35 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | — | $1.5M | 0.7% | 53K | +0.8% | |||
| 36 | $V | VISA INC. | Financials | $1.5M | 0.7% | 4,204 | +7% | |||
| 37 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.4M | 0.6% | 32K | — | |||
| 38 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.4M | 0.6% | 33K | -4% | |||
| 39 | $PPTA | PERPETUA RESOURCES CORP. | Materials | $1.3M | 0.6% | 62K | +17% | |||
| 40 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.3M | 0.6% | 2,750 | — | |||
| 41 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.5% | 4,522 | -4% | |||
| 42 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.5% | 3,450 | — | |||
| 43 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $1.1M | 0.5% | 11K | — | |||
| 44 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.5% | 4,885 | -82% | |||
| 45 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $1.0M | 0.5% | 4,837 | -4% | |||
| 46 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | — | $949K | 0.4% | 20K | — | |||
| 47 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $928K | 0.4% | 19K | -2% | |||
| 48 | $PEP | PEPSICO INC | Consumer Staples | $824K | 0.4% | 6,501 | +0.0% | |||
| 49 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $807K | 0.4% | 18K | -31% | |||
| 50 | — | INNOVATOR ETFS TRUST - US EQTY BUF SEP | — | $768K | 0.3% | 14K | +1% | |||
| 51 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $765K | 0.3% | 1,250 | +25% | |||
| 52 | $WELL | WELLTOWER INC. | Real Estate | $756K | 0.3% | 3,284 | — | |||
| 53 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.3% | 1 | — | |||
| 54 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $735K | 0.3% | 1,964 | — | |||
| 55 | $OGG | Osisko Gold Group Inc. | Materials | $677K | 0.3% | 240K | +0.0% | |||
| 56 | $NEE | NEXTERA ENERGY INC | Utilities | $658K | 0.3% | 8,684 | +8% | |||
| 57 | — | SPDR SERIES TRUST - ST STR NYSE TECH | — | $646K | 0.3% | 1,690 | New | |||
| 58 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $642K | 0.3% | 14K | -2% | |||
| 59 | $BA | BOEING CO | Industrials | $641K | 0.3% | 3,447 | +5% | |||
| 60 | $JNJ | JOHNSON & JOHNSON | Healthcare | $632K | 0.3% | 2,386 | -0.8% | |||
| 61 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $613K | 0.3% | 12K | +2% | |||
| 62 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $609K | 0.3% | 12K | — | |||
| 63 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $549K | 0.3% | 13K | New | |||
| 64 | — | ISHARES INC - MSCI BRAZIL ETF | — | $542K | 0.3% | 15K | +5% | |||
| 65 | $TMUS | T-Mobile US, Inc. | Communication Services | $540K | 0.3% | 3,310 | — | |||
| 66 | $BIPC | Brookfield Infrastructure Corp | Energy | $528K | 0.2% | 15K | — | |||
| 67 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $525K | 0.2% | 16K | +5% | |||
| 68 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $522K | 0.2% | 5,675 | -0.8% | |||
| 69 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $514K | 0.2% | 3,540 | +0.1% | |||
| 70 | $NXT | Nextpower Inc. | Technology | $514K | 0.2% | 6,593 | — | |||
| 71 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $511K | 0.2% | 10K | — | |||
| 72 | $ORCL | ORACLE CORP | Technology | $507K | 0.2% | 3,696 | — | |||
| 73 | — | GLOBAL X FDS - US INFR DEV ETF | — | $503K | 0.2% | 9,580 | — | |||
| 74 | $NEM | NEWMONT Corp /DE/ | Materials | $495K | 0.2% | 4,292 | +0.0% | |||
| 75 | — | INNOVATOR ETFS TRUST - US EQTY BUF DEC | — | $492K | 0.2% | 9,000 | — | |||
| 76 | — | INNOVATOR ETFS TRUST - US EQUT BUFR AUG | — | $489K | 0.2% | 8,849 | — | |||
| 77 | — | ISHARES TR - CORE MSCI TOTAL | — | $489K | 0.2% | 5,150 | — | |||
| 78 | — | ISHARES TR - 1 3 YR TREAS BD | — | $488K | 0.2% | 6,016 | -2% | |||
| 79 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $480K | 0.2% | 944 | -3% | |||
| 80 | $KT | KT CORP | Communication Services | $471K | 0.2% | 25K | — | |||
| 81 | $DUK | Duke Energy CORP | Utilities | $462K | 0.2% | 4,048 | — | |||
| 82 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 AUG | — | $458K | 0.2% | 16K | — | |||
| 83 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $450K | 0.2% | 904 | — | |||
| 84 | $SO | SOUTHERN CO | Utilities | $423K | 0.2% | 5,104 | — | |||
| 85 | $SNDK | Sandisk Corp | Technology | $423K | 0.2% | 243 | — | |||
| 86 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $421K | 0.2% | 6,995 | — | |||
| 87 | $NVDA | NVIDIA CORP | Technology | $420K | 0.2% | 1,840 | -6% | |||
| 88 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $416K | 0.2% | 1,614 | +0.1% | |||
| 89 | $LLY | ELI LILLY & Co | Healthcare | $407K | 0.2% | 351 | — | |||
| 90 | $AEE | AMEREN CORP | Utilities | $393K | 0.2% | 3,956 | — | |||
| 91 | $DTB | DTE ENERGY CO | Utilities | $382K | 0.2% | 3,139 | — | |||
| 92 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $378K | 0.2% | 2,326 | +5% | |||
| 93 | — | ISHARES TR - RUS 1000 VAL ETF | — | $362K | 0.2% | 1,459 | — | |||
| 94 | $BEPC | Brookfield Renewable Corp | Utilities | $357K | 0.2% | 13K | — | |||
| 95 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $355K | 0.2% | 506 | — | |||
| 96 | $ECL | ECOLAB INC. | Materials | $341K | 0.2% | 1,241 | -0.9% | |||
| 97 | $DTM | DT Midstream, Inc. | Energy | $329K | 0.1% | 2,753 | — | |||
| 98 | — | ISHARES TR - MSCI USA QLT FCT | — | $321K | 0.1% | 1,444 | -12% | |||
| 99 | $CVX | CHEVRON CORP | Energy | $317K | 0.1% | 1,550 | -3% | |||
| 100 | $GS | GOLDMAN SACHS GROUP INC | Financials | $315K | 0.1% | 350 | — | |||
| 101 | $VKTX | Viking Therapeutics, Inc. | Healthcare | $313K | 0.1% | 9,610 | — | |||
| 102 | — | INNOVATOR ETFS TRUST - EQUIT DEFIN JUL | — | $313K | 0.1% | 10K | — | |||
| 103 | $B | BARRICK MINING CORP | Materials | $313K | 0.1% | 7,700 | — | |||
| 104 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JAN | — | $309K | 0.1% | 5,100 | — | |||
| 105 | $MSI | Motorola Solutions, Inc. | Technology | $277K | 0.1% | 621 | — | |||
| 106 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $276K | 0.1% | 1,883 | — | |||
| 107 | $CMS | CMS ENERGY CORP | Utilities | $274K | 0.1% | 4,345 | — | |||
| 108 | — | INNOVATOR ETFS TRUST - EQUITY DUAL DIRT | — | $273K | 0.1% | 13K | — | |||
| 109 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $260K | 0.1% | 4,500 | — | |||
| 110 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $247K | 0.1% | 1,145 | — | |||
| 111 | $COLD | AMERICOLD REALTY TRUST | Real Estate | $244K | 0.1% | 17K | +0.8% | |||
| 112 | $IVZ | Invesco Ltd. | Financials | $237K | 0.1% | 3,500 | — | |||
| 113 | $LH | LABCORP HOLDINGS INC. | Healthcare | $227K | 0.1% | 738 | +0.1% | |||
| 114 | $C | CITIGROUP INC | Financials | $220K | 0.1% | 1,699 | — | |||
| 115 | $PSX | Phillips 66 | Energy | $218K | 0.1% | 855 | New | |||
| 116 | $MRK | Merck & Co., Inc. | Healthcare | $218K | 0.1% | 1,499 | New | |||
| 117 | — | INNOVATOR ETFS TRUST - EQUI DU DI OCTO | — | $214K | 0.1% | 9,320 | — | |||
| 118 | — | INNOVATOR ETFS TRUST - INTL DEVELOPED P | — | $212K | 0.1% | 6,760 | — | |||
| 119 | $ABT | ABBOTT LABORATORIES | Healthcare | $212K | 0.1% | 2,143 | -7% | |||
| 120 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $209K | 0.1% | 1,275 | — | |||
| 121 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $208K | 0.1% | 891 | New | |||
| 122 | — | INNOVATOR ETFS TRUST - INNOVATOR INTER | — | $206K | 0.1% | 5,900 | — | |||
| 123 | $WMT | Walmart Inc. | Consumer Staples | $205K | 0.1% | 1,976 | -19% | |||
| 124 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | — | $200K | 0.1% | 3,823 | -3% | |||
| 125 | $NOK | NOKIA CORP | Technology | $183K | 0.1% | 18K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 35 added to, 31 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$5.2M
first bought this quarter
- FIRST TR EXCHANGE-TRADED ALP - COM SHS$4.9M
first bought this quarter
- SPDR SERIES TRUST - ST STR NYSE TECH$646K
first bought this quarter
$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.$549K
first bought this quarter
$PSXPhillips 66$218K
first bought this quarter
$MRKMerck & Co., Inc.$218K
first bought this quarter
+1 more in the Excel export
Added to (35)
- VICTORY PORTFOLIOS II - SHORT TRM BD ETF+91%
now $17.2M
$AMZNAMAZON COM INC+27%
now $1.9M · held 6 qtrs
now $4.0M · held 6 qtrs
$PPTAPERPETUA RESOURCES CORP.+17%
now $1.3M · held 4 qtrs, 4 adds in a row
- VANECK ETF TRUST - GOLD MINERS ETF+2%
now $7.8M
- INNOVATOR ETFS TRUST - NASDAQ 100 MANA+2%
now $9.3M
+29 more in the Excel export
Trimmed (31)
- VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF-6%
now $6.6M
$VZVERIZON COMMUNICATIONS INC-31%
now $807K · held 11+ qtrs
- INNOVATOR ETFS TRUST - EQUITY DUAL DIRT-6%
now $1.7M
now $4.9M · held 6 qtrs
now $5.4M · held 11+ qtrs, 4 trims in a row
- ISHARES TR - CORE S&P TTL STK-4%
now $1.6M
+25 more in the Excel export
Holdings by quarter
Every 13F Pinnacle Wealth Management Group, Inc. has filed, 21 earlier quarters. Pick one to see what it held then.
Is it too late to follow Pinnacle Wealth Management Group?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Pinnacle Wealth Management Group's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
-2.5%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 23% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Pinnacle Wealth Management Group, Inc. disclosed 125 positions worth $218.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 7 new positions and exited 10. The portfolio is most concentrated in Other (65.8% of disclosed assets). All figures are sourced directly from Pinnacle Wealth Management Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1868491.
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AI-Powered Hedge Fund Analysis: Pinnacle Wealth Management Group, Inc.
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