Pinnacle Wealth Planning Services, Inc.
Top Portfolio Positions
2,357 positions ·
$514,424,777 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 | 11.54% | |
| AAPL |
Apple Inc.
Technology
|
92,065 | $23,365,176 | 4.54% | |
| NVDA |
Nvidia Corp
Technology
|
120,821 | $21,071,182 | 4.10% | |
| MSFT |
Microsoft Corp
Technology
|
36,471 | $13,500,470 | 2.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
54,318 | $11,312,809 | 2.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,752 | $9,130,605 | 1.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,042 | $8,605,979 | 1.67% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
20,777 | $7,723,849 | 1.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,079 | $7,671,398 | 1.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,348 | $7,380,058 | 1.43% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LFCR
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,360 | 7,355 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,163 | 7,355 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $72,456 | 14,697 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $79,443 | 15,486 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $82,230 | 15,486 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $109,810 | 17,740 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $142,476 | 18,871 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $182,482 | 18,871 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $71,914 | 19,025 | Shares | Sole | 2023-05-03 | |
| No 13F history on record for this holder in this stock. | ||||||