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
- VXUS - VANGUARD STAR FDS, 4.79%
- USTB - VICTORY PORTFOLIOS II, 4.23%
- 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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