Pinnacle Wealth Planning Services, Inc.

CIK

1726752

City

MANSFIELD

State / Country

OH

Stock

WIW — Western Asset Inflation-Linked Opportunities & Income Fund

Top Portfolio Positions

2,359 positions · $514,308,970 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	1.78%
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 WIW

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$77,138	9,118	-16.7%	Shares	Sole	2026-05-11
2025-12-31	$94,060	10,950	-3.5%	Shares	Sole	2026-02-13
2025-09-30	$100,883	11,348	-6.0%	Shares	Sole	2025-11-13
2025-06-30	$105,715	12,068	-0.5%	Shares	Sole	2025-08-11
2025-03-31	$106,578	12,125	+17.1%	Shares	Sole	2025-05-15
2024-12-31	$85,652	10,357	-23.7%	Shares	Sole	2025-02-27
2024-06-30	$115,446	13,566	+1.3%	Shares	Sole	2024-08-09
2024-03-31	$115,521	13,386	+2.2%	Shares	Sole	2024-05-10
2023-12-31	$113,542	13,096	-0.3%	Shares	Sole	2024-02-08
2023-09-30	$108,068	13,131	+16.4%	Shares	Sole	2023-11-08
2023-06-30	$99,985	11,285	+0.4%	Shares	Sole	2023-08-07
2023-03-31	$102,836	11,239	+6.5%	Shares	Sole	2023-05-03
2022-12-31	$96,376	10,556	+313.2%	Shares	Sole	2023-02-13
2020-12-31	$31,707	2,555	—	Shares	Sole	2021-02-12
No 13F history on record for this holder in this stock.