Pinnacle Wealth Planning Services, Inc. - Portfolio overview

Pinnacle Wealth Planning Services, Inc. has 2738 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. FLTR - VANECK ETF TRUST, 10.42%
2. SPSM - SPDR SERIES TRUST, 9.20%
3. ET - ENERGY TRANSFER L P, 6.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.