Pinnacle Wealth Planning Services, Inc.
Top Portfolio Positions
2,043 positions ·
$497,455,470 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ET |
Energy Transfer LP
Energy
|
3,835,590 | $63,248,879 | 12.71% |
| AAPL |
Apple Inc.
Technology
|
92,922 | $25,261,774 | 5.08% |
| NVDA |
Nvidia Corp
Technology
|
120,637 | $22,498,800 | 4.52% |
| MSFT |
Microsoft Corp
Technology
|
38,627 | $18,680,789 | 3.76% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
54,834 | $12,656,783 | 2.54% |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,341 | $9,809,733 | 1.97% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
20,334 | $9,144,606 | 1.84% |
| META |
Meta Platforms, Inc.
Communication Services
|
13,786 | $9,100,000 | 1.83% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
27,138 | $8,744,406 | 1.76% |
| SPY |
Spdr S&P 500 Etf Trust
|
11,774 | $8,028,926 | 1.61% |
Portfolio Trend
Holdings in BMEZ
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $6,155 | 409 | Shares | Sole | 2026-02-13 | |
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