Pinnacle Wealth Management Advisory Group
Pinnacle Wealth Management Advisory Group reported 555 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (4.3%), VTI (4.1%) and QUAL (3.7%). Compared with Q2 2026, the fund opened new positions in DUHP, DFSV and XOM, added to AAPL, VTI and VB, trimmed QUAL, SPY and IJH and sold out of XOM, KGC and PCG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $73.9M | 4.3% | 222K | +388 (+0%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $70M | 4.1% | 187K | +598 (+0%) | 8 of 8 | |
| 3 |  QUAL Ishares TR | $63.3M | 3.7% | 285K | −4,054 (−1%) | 8 of 8 | |
| 4 |  VB Vanguard Index Fds | $50.4M | 3.0% | 177K | +8,012 (+5%) | 8 of 8 | |
| 5 |  QQQ Invesco Qqq TR | $50.3M | 2.9% | 68K | +667 (+1%) | 8 of 8 | |
| 6 |  VYM Vanguard Whitehall Fds | $49.3M | 2.9% | 318K | +5,634 (+2%) | 8 of 8 | |
| 7 |  VEU Vanguard Intl Equity Index F | $46.9M | 2.7% | 565K | +14K (+2%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $46.9M | 2.7% | 91K | +2,752 (+3%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $42.7M | 2.5% | 187K | No change | 8 of 8 | |
| 10 |  IVV Ishares TR | $41.1M | 2.4% | 54K | +1,038 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $16.7M | 400K |
DIMENSIONAL ETF TRUST | $12.1M | 312K |
 XOM Exxon Mobil Corp | $4.6M | 33K |
 KGC Kinross Gold Corp | $823K | 35K |
 PCG Pg&E Corp | $709K | 42K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pinnacle Wealth Management Advisory Group 13F FAQ
What does Pinnacle Wealth Management Advisory Group own?
Pinnacle Wealth Management Advisory Group reported 555 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (4.3%), VTI (4.1%) and QUAL (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Pinnacle Wealth Management Advisory Group buy and sell in Q3 2026?
Compared with Q2 2026: 41 new positions, 264 added to, 170 trimmed and 58 sold out. New positions include DUHP, DFSV and XOM. It sold all of XOM, KGC and PCG.
When will Pinnacle Wealth Management Advisory Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Pinnacle Wealth Management Advisory Group's portfolio worth?
The Q3 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.