Pinnacle Wealth Management Advisory Group, LLC holds a diversified book of 572 stocks worth $1.7B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Crowdstrike Holdings Inc - A and trimmed Ishares Core S&P 500 ETF. Their largest long position is Vanguard Total Stock MKT ETF at 4% of the equity book. Cloning the disclosed picks since 2025 would be +17% (+20.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Pinnacle Wealth Management Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
45% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pinnacle Wealth Management Advisory Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $459.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $185.7B |
| LPL Financial LLC | 80 / 80 | $101.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.1B |
| NewEdge Advisors, LLC | 80 / 80 | $12.6B |
| Kestra Advisory Services, LLC | 80 / 80 | $10.3B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $7.9B |
| PINNACLE ASSOCIATES LTD | 80 / 80 | $5.1B |
Ranked by how many of Pinnacle Wealth Management Advisory Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds Vanguard To ETF | $69.0M | 186.5K | 4.1% | ▲+1.6% Added · +3K sh | |
| 2 | Apple Inc COM | $64.1M | 221.4K | 3.8% | ▲+1.9% Added · +4K sh | |
| 3 | iShares MSCI USA Quality ETF | $63.4M | 288.9K | 3.8% | ▲+2.0% Added · +6K sh | |
| 4 | Vanguard Small-Cap ETF ETF | $51.3M | 169.2K | 3.1% | ▲+3.4% Added · +6K sh | |
| 5 | Invesco QQQ Trust Series I ETF | $49.6M | 67.3K | 3.0% | ▲+2.4% Added · +2K sh | |
| 6 | Vanguard High Div Yield ETF ETF | $49.3M | 312.2K | 2.9% | ▲+1.7% Added · +5K sh | |
| 7 | Vanguard FTSE All World Ex US ETF | $46.2M | 551.6K | 2.8% | ▲+4.9% Added · +26K sh | |
| 8 | Ishares Core S&P 500 ETF ETF | $39.4M | 52.7K | 2.3% | ▼−0.1% Reduced · −58 sh | |
| 9 | Nvidia Corporation COM | $37.4M | 186.8K | 2.2% | ▲+5.0% Added · +9K sh | |
| 10 | State Street SPDR S&P 500 ETF ETF | $37.4M | 50.0K | 2.2% | ▼−0.1% Reduced · −39 sh | |
| 11 | Microsoft Corp COM | $33.1M | 88.6K | 2.0% | ▲+7.4% Added · +6K sh | |
| 12 | Alphabet Inc Cap Cl A COM | $31.8M | 88.9K | 1.9% | ▲+5.8% Added · +5K sh | |
| 13 | Vanguard Developed Markets Ind ETF | $27.4M | 384.7K | 1.6% | ▼−0.8% Reduced · −3K sh | |
| 14 | JPMorgan Equity Premium ETF ETF | $24.2M | 428.9K | 1.4% | ▲+4.1% Added · +17K sh | |
| 15 | Broadcom Inc COM | $23.8M | 63.1K | 1.4% | ▲+1.6% Added · +992 sh | |
| 16 | Ishares Core S&P Mid-Cap ETF ETF | $23.3M | 302.5K | 1.4% | ▼−2.0% Reduced · −6K sh | |
| 17 | Ishares Core S&P Small-Cap E ETF | $21.7M | 146.1K | 1.3% | ▼−5.0% Reduced · −8K sh | |
| 18 | Wisdomtree Us Dividend Grow ETF | $21.2M | 222.1K | 1.3% | ▲+6.8% Added · +14K sh | |
| 19 | Amazon.Com Inc COM | $20.7M | 86.9K | 1.2% | ▲+9.4% Added · +7K sh | |
| 20 | Johnson &Johnson COM | $20.7M | 81.5K | 1.2% | ▲+1.0% Added · +830 sh | |
| 21 | JPMorgan Hedged Equity Laddere ETF | $19.8M | 293.1K | 1.2% | ▲+58% Added · +108K sh | |
| 22 | Vanguard Bd Index Fd Tot Mkt ETF | $19.7M | 267.8K | 1.2% | ▲+12% Added · +28K sh | |
| 23 | Berkshire Hathaway Inc-CL B COM | $19.6M | 39.1K | 1.2% | ▲+3.4% Added · +1K sh | |
| 24 | Schwab Us Dividend Equity ETF ETF | $19.5M | 614.4K | 1.2% | ▲+1.1% Added · +7K sh | |
| 25 | Invesco Exchange Traded Fd Tr ETF | $18.6M | 87.3K | 1.1% | ▲+0.6% Added · +499 sh | |
| 26 | Ishares Russell 2000 ETF ETF | $17.3M | 57.7K | 1.0% | ▼−2.3% Reduced · −1K sh | |
| 27 | Dimensional ETF Trust Dimensio ETF | $16.7M | 400.0K | 1.0% | ▲+1.1% Added · +4K sh | |
| 28 | Walmart Inc COM | $15.0M | 132.7K | 0.9% | ▲+0.3% Added · +394 sh | |
| 29 | Dimensional International Core ETF | $14.7M | 357.5K | 0.9% | ▲+0.2% Added · +758 sh | |
| 30 | SSGA Active Tr State Street Do ETF | $14.2M | 360.8K | 0.8% | ▲+6.8% Added · +23K sh | |
| 31 | JPMorgan Chase & Co. COM | $13.8M | 42.1K | 0.8% | ▲+3.9% Added · +2K sh | |
| 32 | Dimensional ETF Trust Us Small ETF | $12.1M | 312.3K | 0.7% | ▼−2.0% Reduced · −6K sh | |
| 33 | First Tr Exchange Traded Fd Ii ETF | $11.9M | 132.3K | 0.7% | ▲+0.8% Added · +1K sh | |
| 34 | Lam Research Corp COM | $11.4M | 26.2K | 0.7% | ▼−0.9% Reduced · −229 sh | |
| 35 | Morgan Stanley COM | $10.9M | 52.0K | 0.6% | ▲+0.8% Added · +412 sh | |
| 36 | Meta Platforms Inc Class A COM | $10.7M | 19.0K | 0.6% | ▲+8.3% Added · +1K sh | |
| 37 | FT Vest Rising DVD Achievers T ETF | $10.3M | 349.7K | 0.6% | ▲+0.9% Added · +3K sh | |
| 38 | Merck & Co. Inc COM | $9.8M | 76.3K | 0.6% | ▲+2.6% Added · +2K sh | |
| 39 | Cisco Systems COM | $9.8M | 83.4K | 0.6% | ▲+2.1% Added · +2K sh | |
| 40 | Tweedy, Browne Insider Value ETF | $9.6M | 650.1K | 0.6% | ▲+15% Added · +84K sh | |
| 41 | Kla Corp COM | $9.4M | 31.2K | 0.6% | ▲10× Added · +28K sh | |
| 42 | Micron Technology Inc COM | $9.2M | 8.0K | 0.5% | ▼−10% Reduced · −900 sh | |
| 43 | First Tr Exchange-Traded Fd Vi ETF | $9.2M | 113.2K | 0.5% | ▲+3.9% Added · +4K sh | |
| 44 | First Tr Exchange-Traded Fd Vi ETF | $9.2M | 212.2K | 0.5% | ▲+9.7% Added · +19K sh | |
| 45 | Caterpillar Inc COM | $8.8M | 8.2K | 0.5% | ▲+6.6% Added · +512 sh | |
| 46 | American Express Co COM | $8.3M | 24.6K | 0.5% | ▲+2.5% Added · +598 sh | |
| 47 | Mastercard Incorporated Cl A COM | $8.2M | 16.0K | 0.5% | ▲+3.0% Added · +459 sh | |
| 48 | Procter And Gamble Co COM | $8.2M | 56.1K | 0.5% | ▲+0.4% Added · +247 sh | |
| 49 | RTX Corp COM | $8.1M | 42.9K | 0.5% | ▲+8.0% Added · +3K sh | |
| 50 | Applied Materials Inc COM | $8.0M | 11.1K | 0.5% | ▲+5.6% Added · +590 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1631864/holdings"
Use Arkolith to show Pinnacle Wealth Management Advisory Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.