Pinnacle Wealth Management Advisory Group, LLC - Portfolio overview

Pinnacle Wealth Management Advisory Group, LLC has 558 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 Financial Services.

Largest reported holdings by portfolio allocation

  1. VTI - Vanguard Index Fds Vanguard To, 4.13%
  2. AAPL - Apple Inc, 3.87%
  3. QUAL - iShares MSCI USA Quality, 3.81%

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

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