AiSiWhale

AI & tech investing

Pinnacle Wealth Management Advisory Group, LLC

CIK 1631864

13F filing for Q2 2026・No. 1,841

Holdings
US$1.68B
Quarter change
+US$216.29M
Entries
572
Net bought (estimate)
+US$30.37M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 70
  • Sold out 48
  • Cut 186
  • Added 258
  • Corporate actions 4
  • Unchanged 58

Largest holdings

572 stocks worth US$1.68B, options and bonds left out.

StockThis quarterValueWeight
Vanguard Index Fds Vanguard ToETFAddedUS$69M4.11%
AAPLAppleCOMAddedUS$64.06M3.81%
iShares MSCI USA QualityETFAddedUS$63.39M3.77%
Vanguard Small-Cap ETFETFAddedUS$51.3M3.05%
QQQInvesco QQQETFAddedUS$49.57M2.95%
Vanguard High Div Yield ETFETFAddedUS$49.34M2.94%
Vanguard FTSE All World Ex USETFAddedUS$46.19M2.75%
IVVIshares Core S&P 500 ETFETFCutUS$39.45M2.35%
NVDANvidiaCOMAddedUS$37.38M2.23%
SPYState Street SPDR S&P 500 ETFETFCutUS$37.37M2.23%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.