Pinnacle Wealth Management, LLC: 13F holdings
CIK 19114642026Q2
| Positions | 31 |
|---|
| Reported value | $161.5m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 31 (+6 vs prior quarter) |
|---|
| Reported value | $161.5m (+8.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GRNY TIDAL TRUST I | 715,360 | $19.8m | 12.3% |
| PYLD PIMCO ETF TR | 695,219 | $18.4m | 11.4% |
| JBND J P MORGAN EXCHANGE TRADED F | 285,453 | $15.3m | 9.5% |
| LAZARD ACTIVE ETF TR | 405,922 | $14.2m | 8.8% |
| SSGA ACTIVE TR | 463,515 | $13.6m | 8.4% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 261,236 | $12.9m | 8.0% |
| TIDAL TRUST III | 332,087 | $10.4m | 6.5% |
| SPHY SPDR SERIES TRUST | 376,967 | $8.8m | 5.5% |
| FNDE SCHWAB STRATEGIC TR | 184,032 | $7.3m | 4.5% |
| SPYG SPDR SERIES TRUST | 28,762 | $3.4m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911464")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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