Pinnacle Wealth Management Group, Inc. - Portfolio overview

Pinnacle Wealth Management Group, Inc. has 139 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Financial Services.

Largest reported holdings by portfolio allocation

  1. VXUS - VANGUARD STAR FDS, 4.79%
  2. USTB - VICTORY PORTFOLIOS II, 4.23%
  3. SFLR - INNOVATOR ETFS TRUST, 4.04%

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

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