Pinnacle Wealth Planning Services, Inc.: 13F holdings
CIK 17267522026Q2
| Positions | 2,749 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPSM SPDR SERIES TRUST | 1,920,706 | $110.8m | 10.6% |
| FLTR VANECK ETF TRUST | 3,153,628 | $80.8m | 7.7% |
| ET ENERGY TRANSFER L P | 2,146,965 | $41.0m | 3.9% |
| SPYV SPDR SERIES TRUST | 626,738 | $38.1m | 3.6% |
| SPAB SPDR SERIES TRUST | 1,042,937 | $26.6m | 2.5% |
| AAPL APPLE INC | 89,844 | $26.0m | 2.5% |
| NVDA NVIDIA CORPORATION | 113,064 | $22.6m | 2.2% |
| SPYG SPDR SERIES TRUST | 189,928 | $22.6m | 2.2% |
| EFV ISHARES TR | 195,509 | $15.0m | 1.4% |
| SPYM SPDR SERIES TRUST | 168,853 | $14.8m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1726752")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.