Pinnacle Wealth Planning Services, Inc. holds a diversified book of 2749 stocks worth $1.0B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened FS KKR Capital Corp and trimmed Vaneck Ig Floating Rate ETF. Their largest long position is SS SPDR P S&P 600 Small Cap at 11% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+21.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Pinnacle Wealth Planning Services, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 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.
52% 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 Planning Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $665.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $185.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $178.2B |
| LPL Financial LLC | 80 / 80 | $97.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $93.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.8B |
| IFP Advisors, Inc | 80 / 80 | $1.5B |
| JPMORGAN CHASE & CO | 79 / 80 | $602.9B |
Ranked by how many of Pinnacle Wealth Planning Services, Inc.'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 | SPDR Series Trust ST STR SP600 SML | $110.8M | 1.92M | 10.6% | ▲+2.6% Added · +50K sh | |
| 2 | Vaneck ETF Trust IG FLOA RATE ETF | $80.8M | 3.15M | 7.7% | ▼−22% Reduced · −866K sh | |
| 3 | Energy Transfer L P COM UT LTD PTN | $41.0M | 2.15M | 3.9% | ▼−30% Reduced · −928K sh | |
| 4 | SPDR Series Trust ST STR P500VAL | $38.1M | 626.7K | 3.6% | ▲+1.1% Added · +7K sh | |
| 5 | SPDR Series Trust ST STR AGGRE ETF | $26.6M | 1.04M | 2.5% | ▲+8.9% Added · +85K sh | |
| 6 | Apple Inc COM | $26.0M | 89.8K | 2.5% | ▼−2.4% Reduced · −2K sh | |
| 7 | Nvidia Corporation COM | $22.6M | 113.1K | 2.2% | ▼−6.4% Reduced · −8K sh | |
| 8 | SPDR Series Trust ST STR P500GRW | $22.6M | 189.9K | 2.2% | ▼−2.3% Reduced · −4K sh | |
| 9 | Ishares TR EAFE VALUE ETF | $15.0M | 195.5K | 1.4% | ▲+3.4% Added · +7K sh | |
| 10 | SPDR Series Trust ST STR P500ETF | $14.8M | 168.9K | 1.4% | ▲+1.3% Added · +2K sh | |
| 11 | Ishares TR MSCI EMG MKT ETF | $13.6M | 199.5K | 1.3% | ▲+1.9% Added · +4K sh | |
| 12 | Microsoft Corp COM | $13.2M | 35.4K | 1.3% | ▼−2.8% Reduced · −1K sh | |
| 13 | Amazon Com Inc COM | $12.5M | 52.6K | 1.2% | ▼−3.1% Reduced · −2K sh | |
| 14 | Alphabet Inc CAP STK CL A | $11.7M | 32.7K | 1.1% | ▲+2.9% Added · +926 sh | |
| 15 | Ssga Active TR ST STR MARKE ETF | $9.7M | 226.3K | 0.9% | ▲+2.8% Added · +6K sh | |
| 16 | Ishares TR MSCI EAFE ETF | $9.1M | 87.7K | 0.9% | ▲+19% Added · +14K sh | |
| 17 | Ishares TR EAFE GRWTH ETF | $9.1M | 72.9K | 0.9% | ▲+4.3% Added · +3K sh | |
| 18 | Tesla Inc COM | $8.9M | 21.1K | 0.8% | ▲+1.7% Added · +361 sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $8.9M | 11.9K | 0.8% | ▲+4.9% Added · +556 sh | |
| 20 | Ishares TR RUS 1000 VAL ETF | $8.8M | 36.3K | 0.8% | ▲+8.2% Added · +3K sh | |
| 21 | First TR Exchange-Traded FD NO AMER ENERGY | $8.6M | 197.6K | 0.8% | ▲+1.6% Added · +3K sh | |
| 22 | JPMorgan Chase & Co COM | $8.5M | 25.9K | 0.8% | ▼−0.7% Reduced · −181 sh | |
| 23 | Broadcom Inc COM | $8.4M | 22.2K | 0.8% | ▼−4.2% Reduced · −968 sh | |
| 24 | Meta Platforms Inc CL A | $7.2M | 12.7K | 0.7% | ▼−15% Reduced · −2K sh | |
| 25 | Ishares TR CORE S&P500 ETF | $6.5M | 8.7K | 0.6% | ▼−0.4% Reduced · −36 sh | |
| 26 | Ishares TR RUSSELL 2000 ETF | $6.4M | 21.3K | 0.6% | ▲+28% Added · +5K sh | |
| 27 | Ishares TR RUS 1000 GRW ETF | $6.2M | 50.3K | 0.6% | ▲+317% Added · +38K sh | |
| 28 | Alphabet Inc CAP STK CL C | $6.2M | 17.7K | 0.6% | ▲+1.9% Added · +323 sh | |
| 29 | J P Morgan Exchange Traded F BET USD HIG ETF | $5.8M | 126.8K | 0.6% | ▲+6.7% Added · +8K sh | |
| 30 | SPDR Index SHS FDS ST PORT MARK ETF | $5.7M | 110.3K | 0.5% | ▼−1.3% Reduced · −1K sh | |
| 31 | Ishares TR CORE S&P SCP ETF | $5.6M | 37.9K | 0.5% | ▼−0.7% Reduced · −264 sh | |
| 32 | Advanced Micro Devices Inc COM | $5.4M | 9.3K | 0.5% | ▼−7.4% Reduced · −738 sh | |
| 33 | Intel Corp COM | $5.3M | 37.8K | 0.5% | ▼−5.0% Reduced · −2K sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $5.2M | 10.4K | 0.5% | ▲+3.9% Added · +387 sh | |
| 35 | Eli Lilly & Co COM | $5.1M | 4.2K | 0.5% | ▲+0.3% Added · +11 sh | |
| 36 | Nike Inc CL B | $4.9M | 120.3K | 0.5% | ▲+124% Added · +67K sh | |
| 37 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.9M | 10.3K | 0.5% | ▲+0.1% Added · +11 sh | |
| 38 | Applied Matls Inc COM | $4.7M | 6.5K | 0.4% | ▲~0% Added · +1 sh | |
| 39 | SPDR Series Trust STATE STRET SPDR | $4.6M | 244.0K | 0.4% | ▲+4.3% Added · +10K sh | |
| 40 | Cisco Sys Inc COM | $4.6M | 38.9K | 0.4% | ▼−3.4% Reduced · −1K sh | |
| 41 | Micron Technology Inc COM | $4.4M | 3.8K | 0.4% | ▲+3.1% Added · +113 sh | |
| 42 | McDonalds Corp COM | $4.2M | 15.6K | 0.4% | ▲+22% Added · +3K sh | |
| 43 | Walmart Inc COM | $4.1M | 35.8K | 0.4% | ▲+1.0% Added · +361 sh | |
| 44 | Ishares TR CORE US AGGBD ET | $4.0M | 40.6K | 0.4% | ▲+2.5% Added · +1K sh | |
| 45 | Visa Inc COM CL A | $3.9M | 11.3K | 0.4% | ▲+2.9% Added · +315 sh | |
| 46 | ASML Hldg NV N Y REGISTRY SHS | $3.8M | 1.9K | 0.4% | ▲+1.5% Added · +29 sh | |
| 47 | Dimensional ETF Trust US EQUI MARK ETF | $3.8M | 46.0K | 0.4% | ▲+1.1% Added · +510 sh | |
| 48 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.7M | 17.3K | 0.4% | ▲+6.8% Added · +1K sh | |
| 49 | Abbvie Inc COM | $3.5M | 13.7K | 0.3% | ▲+0.2% Added · +22 sh | |
| 50 | Exxon Mobil Corp COM | $3.2M | 23.5K | 0.3% | ▲+1.2% Added · +270 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/1726752/holdings"
Use Arkolith to show Pinnacle Wealth Planning Services, Inc.'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.