Pinnacle Wealth Management, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.6% | $14,950,150 |
| Industrials | 33.1% | $10,187,202 |
| Consumer Cyclical | 11.9% | $3,655,574 |
| Communication Services | 5.8% | $1,772,673 |
| Unclassified | 0.7% | $227,547 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RKLB | Rocket Lab Corp | −8,771 | 13,392 | $1,361,296 | |
| NVDA | Nvidia Corp | −1,533 | 15,840 | $3,169,425 | |
| ANET | Arista Networks, Inc. | −977 | 16,444 | $2,793,506 | |
| MSFT | Microsoft Corp | −691 | 3,226 | $1,203,362 | |
| TSLA | Tesla, Inc. | −524 | 4,090 | $1,720,254 | |
| AMZN | Amazon Com Inc | −403 | 8,120 | $1,935,320 | |
| PLTR | Palantir Technologies Inc. | −275 | 16,632 | $1,940,455 | |
| AAPL | Apple Inc. | −231 | 7,216 | $2,088,021 | |
| CAT | Caterpillar Inc | −96 | 2,555 | $2,720,819 | |
| META | Meta Platforms, Inc. | −70 | 3,147 | $1,772,673 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AXON | Axon Enterprise, Inc. | 4,315 | $2,419,032 | |
| AMD | Advanced Micro Devices Inc | 4,071 | $2,364,884 | |
| CRS | Carpenter Technology Corp | 3,593 | $2,216,306 | |
| GEV | GE Vernova Inc. | 1,251 | $1,469,749 | |
| AVGO | Broadcom Inc. | 3,681 | $1,390,497 | |
| QQQ | Invesco Qqq Trust, Series 1 | 309 | $227,547 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ALLW | SSGA Active Trust State Street Bridgewater All Weather ETF | 463,091 | $13,360,175 | |
| CGDV | Capital Group Dividend Value ETF | 300,803 | $12,796,159 | |
| GOOGL | Alphabet Inc. | 8,633 | $2,476,462 | |
| JPM | Jpmorgan Chase & Co | 5,877 | $1,728,778 | |
| APP | AppLovin Corp | 4,190 | $1,667,620 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 15,840 | $3,169,425 | 10.29% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 16,444 | $2,793,506 | 9.07% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 2,555 | $2,720,819 | 8.84% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
NEW | 4,315 | $2,419,032 | 7.86% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 4,071 | $2,364,884 | 7.68% | |
| CRS |
Carpenter Technology Corp
Industrials
|
NEW | 3,593 | $2,216,306 | 7.20% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,216 | $2,088,021 | 6.78% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 16,632 | $1,940,455 | 6.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 8,120 | $1,935,320 | 6.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,147 | $1,772,673 | 5.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,090 | $1,720,254 | 5.59% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 1,251 | $1,469,749 | 4.77% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 3,681 | $1,390,497 | 4.52% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Reduced | 13,392 | $1,361,296 | 4.42% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,226 | $1,203,362 | 3.91% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 309 | $227,547 | 0.74% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.