Pinnacle Wealth Planning Services, Inc. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$853.4M
Holdings
484
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (484 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CVXCHEVRON CORP | 6,325 | $982K | 0.12% | |
| 102 | BABoeing Co | 4,523 | $976K | 0.11% | |
| 103 | SESEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 5,408 | $966K | 0.11% | |
| 104 | NVONOVO-NORDISK AS VORMAL F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 17,160 | $952K | 0.11% | |
| 105 | TJXTJX COMPANIES INC | 6,555 | $947K | 0.11% | |
| 106 | XFEBFT CBOE VEST US EQY DEEP BUFFER ETF | 20,262 | $946K | 0.11% | |
| 107 | PGRPROGRESSIVE CO OHIO | 3,824 | $944K | 0.11% | |
| 108 | VBVANGUARD SMALL CAP ETF IV | 3,667 | $932K | 0.11% | |
| 109 | BCSBARCLAYS PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS | 44,636 | $922K | 0.11% | |
| 110 | NOWSERVICE NOW INC | 993 | $913K | 0.11% | |
| 111 | BABAALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS | 5,091 | $909K | 0.11% | |
| 112 | BKNGBOOKING HOLDINGS INC | 168 | $907K | 0.11% | |
| 113 | AXPAMERICAN EXPRESS CO | 2,710 | $900K | 0.11% | |
| 114 | GILDGILEAD SCIENCES INC | 7,960 | $883K | 0.10% | |
| 115 | HWMHOWMET AEROSPACE INC | 4,444 | $872K | 0.10% | |
| 116 | HDVISHARES CORE HIGH DV ETF | 7,013 | $858K | 0.10% | |
| 117 | BKBANK OF NY MELLON CO | 7,830 | $853K | 0.10% | |
| 118 | SCHASCHWAB US SMALL CAP ETF | 30,572 | $852K | 0.10% | |
| 119 | VLOVALERO ENERGY CORP | 4,999 | $851K | 0.10% | |
| 120 | EEMiShares MSCI Emerging Markets ETF | 15,931 | $850K | 0.10% | |
| 121 | STESTERIS PLC F | 3,416 | $845K | 0.10% | |
| 122 | ACNACCENTURE PLC F CLASS A | 3,426 | $844K | 0.10% | |
| 123 | USMVISHARES MSCI USA MIN VOL FCTR ETF | 8,618 | $819K | 0.10% | |
| 124 | DEDEERE & CO | 1,748 | $799K | 0.09% | |
| 125 | CEGCONSTELLATION ENERGY COR | 2,430 | $799K | 0.09% | |
| 126 | BACVerizon Communications | 18,101 | $795K | 0.09% | |
| 127 | SHYISHARES 1-3 YEAR TREASRY BOND ETF | 9,436 | $782K | 0.09% | |
| 128 | QJUNFT CBOE VEST NASDAQ 100 BUFFER ETF | 25,059 | $779K | 0.09% | |
| 129 | ICEINTERCONTINENTAL EXC | 4,618 | $777K | 0.09% | |
| 130 | WELLWELLTOWER INC REIT | 4,319 | $769K | 0.09% | |
| 131 | XLKTECHNOLOGY SELECT SECTOR SPDR ETF | 2,703 | $761K | 0.09% | |
| 132 | VXUSVANGUARD STAR FD TL INTL STK F ETF | 10,206 | $749K | 0.09% | |
| 133 | SPOTSPOTIFY TECHNOLOGY F | 1,069 | $746K | 0.09% | |
| 134 | MRSHMARSH & MC LENNAN CO | 3,640 | $733K | 0.09% | |
| 135 | TMUST-MOBILE US INC | 3,043 | $728K | 0.09% | |
| 136 | KMIKINDER MORGAN INC | 25,574 | $724K | 0.08% | |
| 137 | COFCAPITAL ONE FC | 3,405 | $723K | 0.08% | |
| 138 | URIUNITED RENTALS INC | 755 | $720K | 0.08% | |
| 139 | GDGENERAL DYNAMICS CO | 2,109 | $719K | 0.08% | |
| 140 | SANBANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 68,473 | $717K | 0.08% | |
| 141 | HBC2HSBC HLDGS PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 10,115 | $717K | 0.08% | |
| 142 | PFEPfizer Inc | 28,058 | $714K | 0.08% | |
| 143 | VOOVANGUARD S&P 500 ETF | 1,155 | $707K | 0.08% | |
| 144 | EMREmerson Electric Co | 5,368 | $704K | 0.08% | |
| 145 | SNPSSynopsys Inc | 1,424 | $702K | 0.08% | |
| 146 | ORLYO REILLY AUTOMOTIVE | 6,487 | $699K | 0.08% | |
| 147 | VOVANGUARD INDEX FUNDS MID CAP E TF | 2,379 | $698K | 0.08% | |
| 148 | HBANHUNTINGTON BANCSHS | 40,307 | $696K | 0.08% | |
| 149 | DFEBFT CBOE VEST US EQUITY DEEP BFR ETF | 14,931 | $694K | 0.08% | |
| 150 | DWDMORGAN STANLEY | 4,364 | $693K | 0.08% | |
| 151 | HYGISHARES IBOXX HIGH YIELD BOND ETF | 8,418 | $683K | 0.08% | |
| 152 | VTIVanguard Total Stock Market | 2,073 | $680K | 0.08% | |
| 153 | FNDFSCHWAB FUNDAMENTAL INL LARGE COM ETF | 15,819 | $679K | 0.08% | |
| 154 | VTVANGUARD TOTAL WORLD STOCK INDEX ETF | 4,921 | $678K | 0.08% | |
| 155 | TTTRANE TECHNOLOGIES PLC F | 1,595 | $673K | 0.08% | |
| 156 | CPCANADIAN PACIFIC KANSA F | 9,020 | $671K | 0.08% | |
| 157 | RACEFERRARI N V F | 1,345 | $652K | 0.08% | |
| 158 | PANWPALO ALTO NETWORKS | 3,204 | $652K | 0.08% | |
| 159 | DISWalt Disney Co | 5,691 | $651K | 0.08% | |
| 160 | BXBLACKSTONE INC | 3,799 | $649K | 0.08% | |
| 161 | SOSOUTHERN CO | 6,795 | $643K | 0.08% | |
| 162 | PSXPHILLIPS 66 | 4,721 | $642K | 0.08% | |
| 163 | MHVIYMITSUBISHI HEAVY INDS F UNSPONSORED ADR 1 ADR REPS 2 ORD SHS | 24,522 | $637K | 0.07% | |
| 164 | BPBP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHS | 18,366 | $632K | 0.07% | |
| 165 | LOWLOWES COMPANIES INC | 2,507 | $630K | 0.07% | |
| 166 | APHAMPHENOL CORP CLASS A | 5,031 | $622K | 0.07% | |
| 167 | SCHWCHARLES SCHWAB CORP | 6,479 | $618K | 0.07% | |
| 168 | SONYSONY GROUP CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 21,216 | $610K | 0.07% | |
| 169 | IBNICICI BANK LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS | 20,111 | $607K | 0.07% | |
| 170 | INGING GROEP ADR REP 1 OR F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 23,137 | $603K | 0.07% | |
| 171 | IWBISHARES RUSSELL 1000 ETF | 1,646 | $601K | 0.07% | |
| 172 | SYKSTRYKER CORP | 1,621 | $599K | 0.07% | |
| 173 | WSOWATSCO INC | 1,483 | $599K | 0.07% | |
| 174 | GWWWW GRAINGER INC | 628 | $598K | 0.07% | |
| 175 | CSXCSX Corporation | 16,809 | $596K | 0.07% | |
| 176 | QUALISHARES MSCI USA QLTY FACT ETF | 3,067 | $596K | 0.07% | |
| 177 | SMFGSUMITOMO MITSUI FINL00 F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS | 35,480 | $593K | 0.07% | |
| 178 | BMTABRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 11,142 | $591K | 0.07% | |
| 179 | DHRDANAHER CORP | 2,962 | $587K | 0.07% | |
| 180 | IGSBISHARES TR IS 1-5 YR IN GR CR BD ETF | 11,075 | $587K | 0.07% | |
| 181 | HLTHILTON WORLDWIDE HLD | 2,256 | $585K | 0.07% | |
| 182 | SCZiShares MSCI EAFE Small Cap Index | 7,614 | $584K | 0.07% | |
| 183 | SBUXStarbucks Corp | 6,770 | $572K | 0.07% | |
| 184 | IVEISHARES S&P 500 VALUE ETF | 2,763 | $570K | 0.07% | |
| 185 | KLACKLA CORP | 523 | $564K | 0.07% | |
| 186 | PYPLPayPal Holdings Inc | 8,368 | $561K | 0.07% | |
| 187 | NVSNNOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 4,350 | $557K | 0.07% | |
| 188 | METMETLIFE INC | 6,746 | $555K | 0.07% | |
| 189 | CLFCleveland-Cliffs Inc | 45,399 | $553K | 0.06% | |
| 190 | WMBWILLIAMS COS INC | 8,729 | $552K | 0.06% | |
| 191 | TRVCCITIGROUP INC | 5,359 | $543K | 0.06% | |
| 192 | PWRQUANTA SERVICES INC | 1,308 | $542K | 0.06% | |
| 193 | FITBFIFTH THIRD BANCORP | 12,184 | $542K | 0.06% | |
| 194 | IAU*ISHARES GOLD ETF | 7,441 | $541K | 0.06% | |
| 195 | VRTXVERTEX PHARMACEUTICA | 1,380 | $540K | 0.06% | |
| 196 | MUMICRON TECHNOLOGY | 3,229 | $540K | 0.06% | |
| 197 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 8,953 | $536K | 0.06% | |
| 198 | ADPAUTO DATA PROCESSING | 1,817 | $533K | 0.06% | |
| 199 | GMGeneral Motors Co | 8,750 | $533K | 0.06% | |
| 200 | DJUNFT VST US EQTY DEEP BUFR ETF | 11,428 | $531K | 0.06% |