account_balance
Investment manager · 13F filer · SEC CIK 1726752
Pinnacle Wealth Planning Services, Inc.
Reported value$1.03Bas of Sep 30, 2026
Positions2,847 195 new, 97 sold out
Top 10 weight37.7%SPSM alone is 10%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPSMSPDR Series Trust
9.7%Trimmed −2%
FLTRVaneck ETF Trust
7.7%Trimmed −2%
SPYVSPDR Series Trust
3.7%
ETEnergy Transfer LP
3.3%Trimmed −20%
AAPLApple Inc.
2.9%
NVDANVIDIA Corp
2.5%
SPABSPDR Series Trust
2.5%
SPYGSPDR Series Trust
2.3%
MSFTMicrosoft Corp
1.7%
EFViShares Tr
1.5%
SPYMSPDR Series Trust
1.5%
EEMiShares Tr
1.3%
SPSMSPDR Series Trust
9.7%Trimmed −2%
FLTRVaneck ETF Trust
7.7%Trimmed −2%
SPYVSPDR Series Trust
3.7%
ETEnergy Transfer LP
3.3%
AAPLApple Inc.
2.9%
NVDANVIDIA Corp
2.5%
SPABSPDR Series Trust
2.5%
SPYGSPDR Series Trust
2.3%
EFV1.5%
SPYM
EEM1.3%
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
SPSM SPDR Series Trust 9.7% Trimmed −2%
FLTR Vaneck ETF Trust 7.7% Trimmed −2%
SPYV SPDR Series Trust 3.7% Held
ET Energy Transfer LP 3.3% Trimmed −20%AAPL Apple Inc. 2.9% HeldNVDA NVIDIA Corp 2.5% HeldSPAB SPDR Series Trust 2.5% Held
SPYG SPDR Series Trust 2.3% Held
MSFT Microsoft Corp 1.7% HeldEFV iShares Tr 1.5% Held
SPYM SPDR Series Trust 1.5% Added +3%
EEM iShares Tr 1.3% Added +2%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.