Pinnacle Wealth Management Group, Inc. holds a diversified book of 128 reported positions worth $214.4M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened FT Vest Laddered Moderate Bu and trimmed Ishares Russell 2000 ETF. Their largest long position is Vanguard Total Intl Stock at 5% of the reported non-option book. Cloning the disclosed picks since 2025 would be +7% (+7.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Pinnacle Wealth Management Group, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Pinnacle Wealth Management Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 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.
27% mapped to company sectors
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pinnacle Wealth Management Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 41 / 80 | $273.2B |
| Hikari Tsushin, Inc. | 9 / 80 | $1.1B |
| Independent Investors Inc | 15 / 80 | $386.7M |
| Wealthcare Capital Management LLC | 19 / 80 | $684.2M |
| SAM Advisors, LLC | 9 / 80 | $230.4M |
| Armstrong Henry H Associates Inc | 14 / 80 | $639.9M |
| Wellcome Trust Ltd (THE) as trustee of the WELLCOME TRUST | 9 / 80 | $5.5B |
| Violich Capital Management, Inc. | 22 / 80 | $554.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Pinnacle Wealth Management Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star FDS VG TL INTL STK F | $11.5M | 134.5K | 5.4% | ▲+1.3% Added · +2K sh | |
| 2 | Innovator Etfs Trust QUITY MANAGD FLR | $9.5M | 247.5K | 4.5% | ▲+1.4% Added · +3K sh | |
| 3 | Innovator Etfs Trust NASDAQ 100 MANA | $9.3M | 253.6K | 4.3% | ▲+1.2% Added · +3K sh | |
| 4 | Victory Portfolios II SHORT TRM BD ETF | $9.1M | 180.6K | 4.3% | ▲+1.0% Added · +2K sh | |
| 5 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $7.4M | 158.7K | 3.5% | ▲+0.7% Added · +1K sh | |
| 6 | Victory Portfolios II CORE BD ETF | $7.3M | 155.6K | 3.4% | ▲+0.6% Added · +910 sh | |
| 7 | Ishares TR RUSSELL 2000 ETF | $6.7M | 22.4K | 3.1% | ▼−0.2% Reduced · −47 sh | |
| 8 | Vaneck ETF Trust GOLD MINERS ETF | $6.6M | 86.9K | 3.1% | ▲+1.8% Added · +2K sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $6.4M | 8.7K | 3.0% | ▼−2.5% Reduced · −222 sh | |
| 10 | Vanguard Index FDS MID CAP ETF | $6.2M | 77.5K | 2.9% | ▲+299% Added · +58K sh | |
| 11 | RBB FD Inc F/M US TREASURY | $6.2M | 125.1K | 2.9% | ▲+0.7% Added · +904 sh | |
| 12 | Morgan Stanley COM NEW | $6.1M | 29.1K | 2.8% | ▼−3.8% Reduced · −1K sh | |
| 13 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.9M | 27.8K | 2.8% | ▼−0.3% Reduced · −97 sh | |
| 14 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $5.4M | 71.7K | 2.5% | ▲+1.0% Added · +736 sh | |
| 15 | Microsoft Corp COM | $4.7M | 12.6K | 2.2% | ▼−3.0% Reduced · −390 sh | |
| 16 | Innovator Etfs Trust US EQT PWR BUF | $4.6M | 110.1K | 2.2% | ▼−2.1% Reduced · −2K sh | |
| 17 | Vaneck ETF Trust JP MRGAN EM LOC | $4.6M | 179.0K | 2.1% | ▲+1.6% Added · +3K sh | |
| 18 | Agnico Eagle Mines Ltd COM | $4.3M | 27.5K | 2.0% | ▲+4.6% Added · +1K sh | |
| 19 | First TR Exchng Traded FD VI FT VEST U.S EQT | $3.9M | 94.1K | 1.8% | ▼−0.2% Reduced · −200 sh | |
| 20 | Invesco Exch Traded FD TR II KBW BK ETF | $3.6M | 38.7K | 1.7% | ▲~0% Added · +5 sh | |
| 21 | JPMorgan Chase & Co COM | $3.6M | 10.8K | 1.7% | ▼~0% Reduced · −3 sh | |
| 22 | Innovator Etfs Trust US EQTY PWR BUF | $3.3M | 71.5K | 1.5% | ▼−0.2% Reduced · −135 sh | |
| 23 | Vanguard World FD UTILITIES ETF | $3.3M | 16.7K | 1.5% | ▲+1.1% Added · +188 sh | |
| 24 | Apple Inc COM | $3.1M | 10.8K | 1.5% | ▼−8.9% Reduced · −1K sh | |
| 25 | Invesco Exch Traded FD TR II S&P500 HDL VOL | $3.1M | 61.1K | 1.5% | ▲+1.5% Added · +910 sh | |
| 26 | Select Sector SPDR TR ST STR CARE ETF | $3.1M | 19.5K | 1.4% | ▲+1.6% Added · +311 sh | |
| 27 | Alamos Gold Inc COM CL A | $2.4M | 77.8K | 1.1% | ▼−0.6% Reduced · −449 sh | |
| 28 | Coeur MNG Inc COM NEW | $2.2M | 132.8K | 1.0% | ▼−3.3% Reduced · −4K sh | |
| 29 | Innovator Etfs Trust US EQTY PWR BUF | $2.0M | 43.1K | 0.9% | ▼~0% Reduced · −5 sh | |
| 30 | Innovator Etfs Trust EQUITY DUAL DIRT | $1.8M | 81.3K | 0.8% | —Held | |
| 31 | Ishares TR CORE S&P TTL STK | $1.7M | 10.3K | 0.8% | ▲+5.6% Added · +544 sh | |
| 32 | Skeena Res Ltd New COM | $1.6M | 61.6K | 0.8% | ▲+5.4% Added · +3K sh | |
| 33 | Innovator Etfs Trust US EQTY PWR BUF | $1.6M | 36.9K | 0.7% | ▼−2.2% Reduced · −845 sh | |
| 34 | Alphabet Inc CAP STK CL A | $1.6M | 4.4K | 0.7% | —Held | |
| 35 | First TR Exchng Traded FD VI FT VEST LAD | $1.5M | 52.8K | 0.7% | ▲New New position | |
| 36 | Amazon Com Inc COM | $1.4M | 6.0K | 0.7% | ▼−2.0% Reduced · −120 sh | |
| 37 | Innovator Etfs Trust US EQTY PWR BUF | $1.4M | 34.3K | 0.7% | ▲+7.1% Added · +2K sh | |
| 38 | Innovator Etfs Trust US EQTY PWR BUF | $1.4M | 31.8K | 0.6% | ▼−49% Reduced · −31K sh | |
| 39 | Visa Inc COM CL A | $1.3M | 3.9K | 0.6% | ▼−4.3% Reduced · −175 sh | |
| 40 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.3M | 2.8K | 0.6% | —Held | |
| 41 | Alphabet Inc CAP STK CL C | $1.2M | 3.5K | 0.6% | ▼−9.7% Reduced · −371 sh | |
| 42 | Abbvie Inc COM | $1.2M | 4.7K | 0.6% | ▲+0.1% Added · +3 sh | |
| 43 | Ishares TR 0-5 YR TIPS ETF | $1.2M | 11.5K | 0.5% | —Held | |
| 44 | Perpetua Resources Corp COM | $1.1M | 52.9K | 0.5% | ▲+2.5% Added · +1K sh | |
| 45 | Verizon Communications Inc COM | $1.1M | 25.7K | 0.5% | ▼−0.7% Reduced · −188 sh | |
| 46 | Republic Svcs Inc COM | $1.1M | 5.0K | 0.5% | ▼−4.2% Reduced · −220 sh | |
| 47 | Innovator Etfs Trust US EQTY PWR BF | $929K | 20.4K | 0.4% | ▼−2.2% Reduced · −455 sh | |
| 48 | Innovator Etfs Trust US EQTY PWR BUF | $915K | 19.7K | 0.4% | ▼−5.7% Reduced · −1K sh | |
| 49 | Pepsico Inc COM | $880K | 6.5K | 0.4% | ▼−3.8% Reduced · −256 sh | |
| 50 | Nextpower Inc CLASS A COM | $785K | 6.6K | 0.4% | ▲+3.5% Added · +225 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.