Pinnacle Wealth Planning Services, Inc.
CIK
1726752
City
MANSFIELD
State / Country
OH
Top Portfolio Positions
2,355 positions ·
$509,677,787 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ET |
Energy Transfer LP
Energy
|
3,074,597 | $59,339,722 | 11.64% | |
| AAPL |
Apple Inc.
Technology
|
92,065 | $23,365,176 | 4.58% | |
| NVDA |
Nvidia Corp
Technology
|
120,821 | $21,071,182 | 4.13% | |
| MSFT |
Microsoft Corp
Technology
|
36,471 | $13,500,470 | 2.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
54,318 | $11,312,809 | 2.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,752 | $9,130,605 | 1.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,042 | $8,605,979 | 1.69% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
20,777 | $7,723,849 | 1.52% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,079 | $7,671,398 | 1.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,348 | $7,380,058 | 1.45% |
Portfolio Trend
Holdings in BWG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,438 | 2,404 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $26,047 | 3,112 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $92,675 | 7,420 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||