Pinnacle Wealth Planning Services, Inc.
CIK 1726752
13F filing for Q2 2026・No. 2,500
- Holdings
- US$1.05B
- Quarter change
- +US$81.87M
- Entries
- 2,749
- Net bought (estimate)
- −US$25.51M
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 118
- Sold out 106
- Cut 764
- Added 1,166
- Corporate actions 6
- Unchanged 701
Largest holdings
2,749 stocks worth US$1.05B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR SP600 SML | Added | 1,920,706 | US$110.77M | 10.55% |
| VANECK ETF TRUSTIG FLOA RATE ETF | Cut | 3,153,628 | US$80.76M | 7.69% |
| ENERGY TRANSFER L PCOM UT LTD PTN | Cut | 2,146,965 | US$41.05M | 3.91% |
| SPDR SERIES TRUSTST STR P500VAL | Added | 626,738 | US$38.1M | 3.63% |
| SPDR SERIES TRUSTST STR AGGRE ETF | Added | 1,042,937 | US$26.62M | 2.54% |
| AAPLAppleCOM | Cut | 89,844 | US$26M | 2.48% |
| NVDANvidiaCOM | Cut | 113,064 | US$22.62M | 2.15% |
| SPDR SERIES TRUSTST STR P500GRW | Cut | 189,928 | US$22.6M | 2.15% |
| ISHARES TREAFE VALUE ETF | Added | 195,509 | US$14.97M | 1.43% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 168,853 | US$14.84M | 1.41% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.