Pinnacle Wealth Management, LLC - Portfolio overview

Pinnacle Wealth Management, LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. GRNY - TIDAL TRUST I, 9.98%
2. PYLD - PIMCO ETF TR, 9.89%
3. JBND - J P MORGAN EXCHANGE TRADED F, 8.34%

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

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