Pinnacle Wealth Management Advisory Group, LLC
CIK: 1631864SEC EDGAR →
Portfolio Value
$505.3B
Holdings
555
As of
Q3 2026
New Positions
555
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard FTSE All World Ex US | 565,125 | $46.9B | 9.28% |
| 2 | Vanguard Developed Markets Ind | 389,184 | $27.5B | 5.44% |
| 3 | JPMorgan Equity Premium ETF | 436,686 | $24.6B | 4.86% |
| 4 | JPMorgan Hedged Equity Laddere | 335,100 | $23.2B | 4.59% |
| 5 | Wisdomtree Us Dividend Grow | 237,604 | $23.1B | 4.57% |
| 6 | Ishares Core S&P Mid-Cap ETF | 301,791 | $21.7B | 4.30% |
| 7 | Schwab Us Dividend Equity ETF | 655,621 | $21.3B | 4.22% |
| 8 | Vanguard Bd Index Fd Tot Mkt | 280,059 | $19.6B | 3.89% |
| 9 | — Dimensional ETF Trust Dimensio | 408,367 | $17.1B | 3.39% |
| 10 | Dimensional International Core | 357,531 | $14.8B | 2.93% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 191 | $402.9B | 79.7% |
| Unknown | 56 | $42.8B | 8.5% |
| Consumer Defensive | 19 | $9.8B | 1.9% |
| Utilities | 16 | $8.8B | 1.7% |
| Healthcare | 41 | $7.7B | 1.5% |
| Technology | 85 | $7.5B | 1.5% |
| Industrials | 54 | $6.5B | 1.3% |
| Communication Services | 17 | $6.4B | 1.3% |
| Consumer Cyclical | 31 | $4.8B | 0.9% |
| Energy | 20 | $4.4B | 0.9% |
| Basic Materials | 16 | $3.1B | 0.6% |
| Real Estate | 9 | $559.3M | 0.1% |