Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pinnacle Wealth Management Advisory Group, LLC (CIK 1631864) reported $1.46B across 541 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($58.9M, 4.03%), AAPL ($55.2M, 3.77%), QUAL ($54.3M, 3.71%), VYM ($45.5M, 3.11%), VB ($42.9M, 2.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds Vanguard To | $58.9M | 4.03% | 183,598 | Added |
| 2 | AAPL | Apple Inc | $55.2M | 3.77% | 217,355 | Trimmed |
| 3 | QUAL | iShares MSCI USA Quality | $54.3M | 3.71% | 283,133 | Added |
| 4 | VYM | Vanguard High Div Yield ETF | $45.5M | 3.11% | 306,905 | Added |
| 5 | VB | Vanguard Small-Cap ETF | $42.9M | 2.93% | 163,687 | Added |
| 6 | VEU | Vanguard FTSE All World Ex US | $39.5M | 2.70% | 525,948 | Added |
| 7 | QQQ | Invesco QQQ Trust Series I | $37.9M | 2.59% | 65,744 | Added |
| 8 | IVV | Ishares Core S&P 500 ETF | $34.4M | 2.35% | 52,734 | Added |
| 9 | SPY | State Street SPDR S&P 500 ETF | $32.6M | 2.23% | 50,085 | Trimmed |
| 10 | NVDA | Nvidia Corporation | $31.0M | 2.12% | 177,964 | Added |
| 11 | MSFT | Microsoft Corp | $30.5M | 2.09% | 82,516 | Trimmed |
| 12 | VEA | Vanguard Developed Markets Ind | $24.9M | 1.70% | 387,943 | Trimmed |
| 13 | GOOGL | Alphabet Inc Cap Cl A | $24.1M | 1.65% | 83,962 | Added |
| 14 | JEPI | JPMorgan Equity Premium ETF | $23.3M | 1.60% | 411,924 | Added |
| 15 | IJH | Ishares Core S&P Mid-Cap ETF | $20.8M | 1.42% | 308,548 | Trimmed |
| 16 | JNJ | Johnson &Johnson | $19.7M | 1.35% | 80,710 | Trimmed |
| 17 | IJR | Ishares Core S&P Small-Cap E | $19.1M | 1.31% | 153,802 | Trimmed |
| 18 | AVGO | Broadcom Inc | $19.2M | 1.31% | 62,132 | Added |
| 19 | SCHD | Schwab Us Dividend Equity ETF | $18.6M | 1.27% | 607,418 | Added |
| 20 | DGRW | Wisdomtree Us Dividend Grow | $18.3M | 1.25% | 207,969 | Added |
| 21 | BRK/B | Berkshire Hathaway Inc-CL B | $18.1M | 1.24% | 37,789 | Trimmed |
| 22 | BND | Vanguard Bd Index Fd Tot Mkt | $17.7M | 1.21% | 239,899 | Added |
| 23 | RSP | Invesco Exchange Traded Fd Tr | $16.7M | 1.14% | 86,760 | Added |
| 24 | AMZN | Amazon.Com Inc | $16.6M | 1.13% | 79,483 | Trimmed |
| 25 | WMT | Walmart Inc | $16.4M | 1.12% | 132,333 | Added |
Source: SEC Form 13F filings · as of 2026-03-31