Pinnacle Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Pinnacle Wealth Management, LLC held in its portfolio 38 assets valued at $148,481,153 (i.e. $148.48M).
The most valuable assets in the portfolio included: TIDAL TRUST I ($20.12M), PIMCO ETF TR ($17.51M), and J P MORGAN EXCHANGE TRADED F ($14.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pinnacle Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TIDAL TRUST I | 812731 | 20123220 | FUNDSTRAT GRANNY |
| PIMCO ETF TR | 656093 | 17504548 | MULTISECTOR BD |
| J P MORGAN EXCHANGE TRADED F | 269526 | 14573265 | ACTIVE BOND ETF |
| SPDR SERIES TRUST | 391493 | 11863982 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 165043 | 9447089 | EQUITY PREMIUM |
| PALANTIR TECHNOLOGIES INC | 24193 | 4300306 | CL A |
| ROCKET LAB CORP | 61447 | 4286543 | COM |
| NVIDIA CORPORATION | 22428 | 4182839 | COM |
| APPLOVIN CORP | 6090 | 4103564 | COM CL A |
| ARISTA NETWORKS INC | 28357 | 3715618 | COM SHS |
| ALPHABET INC | 11315 | 3550498 | CAP STK CL C |
| TESLA INC | 6759 | 3039657 | COM |
| AMERICAN EXPRESS CO | 7966 | 2947022 | COM |
| TIDAL TRUST III | 114500 | 2925475 | FUNDSTRAT GRANNY |
| AMAZON COM INC | 12509 | 2887226 | COM |
| META PLATFORMS INC | 4250 | 2805395 | CL A |
| JPMORGAN CHASE & CO. | 8626 | 2779470 | COM |
| APPLE INC | 10058 | 2734368 | COM |
| ROBINHOOD MKTS INC | 22315 | 2523827 | COM CL A |
| CARVANA CO | 5574 | 2352339 | CL A |
| MICROSOFT CORP | 4770 | 2306906 | COM |
| GOLDMAN SACHS GROUP INC | 2518 | 2213390 | COM |
| AXON ENTERPRISE INC | 3782 | 2147911 | COM |
| CATERPILLAR INC | 3375 | 1933436 | COM |
| SOFI TECHNOLOGIES INC | 71127 | 1862105 | COM |
| DEERE & CO | 3970 | 1848313 | COM |
| GE VERNOVA INC | 2741 | 1791435 | COM |
| NETFLIX INC | 18985 | 1780034 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 21657 | 1643983 | COM NEW |
| VISTRA CORP | 9066 | 1462632 | COM |
| SPOTIFY TECHNOLOGY S A | 2361 | 1371056 | SHS |
| HIMS & HERS HEALTH INC | 39641 | 1287143 | COM CL A |
| BITMINE IMMERSION TECNOLOGIE | 40010 | 1086274 | COM NEW |
| STRATEGY INC | 6982 | 1060915 | CL A NEW |
| INTERACTIVE BROKERS GROUP IN | 13526 | 869864 | COM CL A |
| BNY MELLON ETF TRUST | 4820 | 630456 | US LRG CP CORE |
| SELECT SECTOR SPDR TR | 1914 | 275559 | STATE STREET TEC |
| SCHWAB STRATEGIC TR | 7307 | 263490 | FUNDAMENTAL EMER |
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