account_balance

Investment manager · 13F filer · SEC CIK 1631864

Pinnacle Wealth Management Advisory Group, LLC

Reported value$1.68Bas of Jun 30, 2026
Positions572 70 new, 48 sold out
Top 10 weight30.2%VTI alone is 4%
FiledAug 536 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index Fds Vanguard To 4.1% Held
AAPL Apple Inc 3.8% Held
QUAL iShares MSCI USA Quality 3.8% Added +2%
VB Vanguard Small-Cap ETF 3.1% Added +3%
QQQ Invesco QQQ Trust Series I 3.0% Added +2%
VYM Vanguard High Div Yield ETF 2.9% Held
VEU Vanguard FTSE All World Ex US 2.8% Added +5%
IVV Ishares Core S&P 500 ETF 2.3% Held
NVDA Nvidia Corporation 2.2% Added +5%SPY State Street SPDR S&P 500 ETF 2.2% HeldMSFT Microsoft Corp 2.0% Added +7%GOOGL Alphabet Inc Cap Cl A 1.9% Added +6%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 5, 2026, compared with the Apr 21, 2026 filing
add_circleNew
arrow_upwardAdded
  • KLAC +920%
  • VO +297%
  • HELO +58%
  • XOM +27%
arrow_downwardTrimmed
  • VXUS −12%
  • MU −10%
  • DIA −9%
  • VTEB −7%
remove_circleSold out
  • Cliffwater Corporate Lending F $5.4M
  • AMG Pantheon Fund Class 1 $5.14M
  • Cliffwater Enhanced Lending Fu $3.47M
  • MINT $1.84M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast