Pinnacle Wealth Management, LLC

CIK

1911464

Location

ROSEVILLE, CA

Portfolio Value

Micro $23,010,598

Diversification

Diversified

Filing Date

Global Rank

#7,628 / 8,603 ▼ 1031 · as of Mar 2026

Top Industry

Software - Infrastructure 17.0%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

17 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.2%

SPY

+76.5%

Annualised alpha

-2.4%

Max drawdown

−28.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.2%

+6.6 pts

Top 5

49.6%

+18.1 pts

Top 10

87.5%

+34.0 pts

HHI

875

Diversified+445

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.7%	$10,981,885	5
Communication Services	15.2%	$3,508,162	2
Consumer Cyclical	15.2%	$3,490,339	2
Industrials	14.3%	$3,301,434	2
Financial Services	7.5%	$1,728,778	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
RKLB	Rocket Lab Corp	−39,284	22,163	$1,423,307
ANET	Arista Networks, Inc.	−10,936	17,421	$2,138,950
PLTR	Palantir Technologies Inc.	−7,286	16,907	$2,473,155
NVDA	Nvidia Corp	−5,055	17,373	$3,029,851
AMZN	Amazon Com Inc	−3,986	8,523	$1,775,085
JPM	Jpmorgan Chase & Co	−2,749	5,877	$1,728,778
AAPL	Apple Inc.	−2,611	7,447	$1,889,974
TSLA	Tesla, Inc.	−2,145	4,614	$1,715,254
APP	AppLovin Corp	−1,900	4,190	$1,667,620
META	Meta Platforms, Inc.	−1,033	3,217	$1,840,542
MSFT	Microsoft Corp	−853	3,917	$1,449,955
CAT	Caterpillar Inc	−724	2,651	$1,878,127
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
AXP	American Express Co	7,966	$2,947,021
HOOD	Robinhood Markets, Inc.	22,315	$2,523,826
GS	Goldman Sachs Group Inc	2,518	$2,213,322
AXON	Axon Enterprise, Inc.	3,782	$2,147,911
SOFI	SoFi Technologies, Inc.	71,127	$1,862,104
DE	Deere & Co	3,970	$1,848,312
GEV	GE Vernova Inc.	2,741	$1,791,435
NFLX	Netflix Inc	18,985	$1,780,033
KTOS	Kratos Defense & Security Solutions, Inc.	21,657	$1,643,982
VST	Vistra Corp.	9,066	$1,462,617
SPOT	Spotify Technology S.A.	2,361	$1,371,056
HIMS	Hims & Hers Health, Inc.	39,641	$1,287,143
BMNR	Bitmine Immersion Technologies, Inc.	40,010	$1,086,271
MSTR	Strategy Inc	6,982	$1,060,914
IBKR	Interactive Brokers Group, Inc.	13,526	$869,857
CVNA	Carvana Co.	5,574	$470,467
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $23,010,598 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	17,373	-5,055	$3,029,851	−27.6%	13.17%
PLTR	Palantir Technologies Inc. Technology	Reduced	16,907	-7,286	$2,473,155	−42.5%	10.75%
ANET	Arista Networks, Inc. Technology	Reduced	17,421	-10,936	$2,138,950	−42.4%	9.30%
AAPL	Apple Inc. Technology	Reduced	7,447	-2,611	$1,889,974	−30.9%	8.21%
CAT	Caterpillar Inc Industrials	Reduced	2,651	-724	$1,878,127	−2.9%	8.16%
META	Meta Platforms, Inc. Communication Services	Reduced	3,217	-1,033	$1,840,542	−34.4%	8.00%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,523	-3,986	$1,775,085	−38.5%	7.71%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,877	-2,749	$1,728,778	−37.8%	7.51%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,614	-2,145	$1,715,254	−43.6%	7.45%
APP	AppLovin Corp Communication Services	Reduced	4,190	-1,900	$1,667,620	−59.4%	7.25%
MSFT	Microsoft Corp Technology	Reduced	3,917	-853	$1,449,955	−37.1%	6.30%
RKLB	Rocket Lab Corp Industrials	Reduced	22,163	-39,284	$1,423,307	−66.8%	6.19%