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, LLC (CIK 1911464) reported $148.5M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GRNY ($18.4M, 12.36%), PYLD ($18.2M, 12.26%), JBND ($15.3M, 10.33%), IEQ ($14.4M, 9.69%), ALLW ($13.4M, 9.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GRNY | TIDAL TRUST I | $18.4M | 12.36% | 768,919 | Trimmed |
| 2 | PYLD | PIMCO ETF TR | $18.2M | 12.26% | 694,545 | Added |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $15.3M | 10.33% | 285,338 | Added |
| 4 | IEQ | LAZARD ACTIVE ETF TR | $14.4M | 9.69% | 452,901 | New |
| 5 | ALLW | SSGA ACTIVE TR | $13.4M | 9.00% | 463,091 | New |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.8M | 8.62% | 300,803 | New |
| 7 | WOMN | TIDAL TRUST III | $10.7M | 7.18% | 426,134 | Added |
| 8 | SPHY | SPDR SERIES TRUST | $8.9M | 6.00% | 381,762 | Added |
| 9 | FNDE | SCHWAB STRATEGIC TR | $6.8M | 4.59% | 178,075 | Added |
| 10 | SPYG | SPDR SERIES TRUST | $3.1M | 2.06% | 31,262 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $3.0M | 2.04% | 17,373 | Trimmed |
| 12 | GOOG | ALPHABET INC | $2.5M | 1.67% | 8,633 | Trimmed |
| 13 | PLTR | PALANTIR TECHNOLOGIES INC | $2.5M | 1.67% | 16,907 | Trimmed |
| 14 | ANET | ARISTA NETWORKS INC | $2.1M | 1.44% | 17,421 | Trimmed |
| 15 | CAT | CATERPILLAR INC | $1.9M | 1.27% | 2,651 | Trimmed |
| 16 | AAPL | APPLE INC | $1.9M | 1.27% | 7,447 | Trimmed |
| 17 | META | META PLATFORMS INC | $1.8M | 1.24% | 3,217 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $1.8M | 1.20% | 8,523 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $1.7M | 1.16% | 5,877 | Trimmed |
| 20 | TSLA | TESLA INC | $1.7M | 1.16% | 4,614 | Trimmed |
| 21 | APP | APPLOVIN CORP | $1.7M | 1.12% | 4,190 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.5M | 0.98% | 3,917 | Trimmed |
| 23 | RKLB | ROCKET LAB CORP | $1.4M | 0.96% | 22,163 | Trimmed |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $857,172 | 0.58% | 15,123 | Trimmed |
| 25 | XLK | SELECT SECTOR SPDR TR | $254,371 | 0.17% | 1,914 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31