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
- VTI - Vanguard Index Fds Vanguard To, 4.13%
- AAPL - Apple Inc, 3.87%
- 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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