account_balance
Investment manager · 13F filer · SEC CIK 1911464
Pinnacle Wealth Management, LLC
Reported value$161Mas of Jun 30, 2026
Positions31 8 new, 2 sold out
Top 10 weight76.9%GRNY alone is 12%
FiledJul 2222 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GRNYTidal Trust I
12.3%Trimmed −7%
PYLDPimco ETF Tr
11.4%
JBNDJ P Morgan Exchange Traded F
9.5%
IDEQLazard Active ETF Tr
8.8%Trimmed −10%
ALLWSsga Active Tr
8.4%
CGDVCapital Group Dividend Value
8.0%Trimmed −13%
GRNJTidal Trust III
6.5%Trimmed −22%
SPHYSPDR Series Trust
5.5%
FNDESchwab Strategic Tr
4.5%Added +3%
SPYGSPDR Series Trust
2.1%−8%
NVDANVIDIA Corp
2.0%−9%
GOOGGRNYTidal Trust I
12.3%Trimmed −7%
PYLDPimco ETF Tr
11.4%
JBNDJ P Morgan Exchange Traded F
9.5%
IDEQLazard Active ETF Tr
8.8%
ALLWSsga Active Tr
8.4%
CGDVCapital Group Dividend Value
8.0%
GRNJTidal Trust III
6.5%−22%
SPHYSPDR Series Trust
5.5%
FNDE4.5%
SPYG2.1%
NVDA2.0%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
GRNY Tidal Trust I 12.3% Trimmed −7%
PYLD Pimco ETF Tr 11.4% Held
JBND J P Morgan Exchange Traded F 9.5% Held
IDEQ Lazard Active ETF Tr 8.8% Trimmed −10%
ALLW Ssga Active Tr 8.4% Held
CGDV Capital Group Dividend Value 8.0% Trimmed −13%
GRNJ Tidal Trust III 6.5% Trimmed −22%
SPHY SPDR Series Trust 5.5% Held
FNDE Schwab Strategic Tr 4.5% Added +3%
SPYG SPDR Series Trust 2.1% Trimmed −8%
NVDA NVIDIA Corp 2.0% Trimmed −9%GOOG Alphabet Inc. 1.8% Trimmed −2%What changed
Biggest moves since Mar 31, 2026
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