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 Planning Services, Inc. (CIK 1726752) reported $968.0M across 2,706 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FLTR ($102.4M, 10.58%), SPSM ($90.4M, 9.34%), ET ($59.3M, 6.13%), SPYV ($35.1M, 3.62%), SPAB ($24.5M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLTR | VANECK ETF TRUST | $102.4M | 10.58% | 4.0M | Trimmed |
| 2 | SPSM | SPDR SERIES TRUST | $90.4M | 9.34% | 1.9M | Added |
| 3 | ET | ENERGY TRANSFER L P | $59.3M | 6.13% | 3.1M | Trimmed |
| 4 | SPYV | SPDR SERIES TRUST | $35.1M | 3.62% | 620,103 | Added |
| 5 | SPAB | SPDR SERIES TRUST | $24.5M | 2.54% | 958,023 | Added |
| 6 | AAPL | APPLE INC | $23.4M | 2.41% | 92,065 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $21.1M | 2.18% | 120,821 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $19.0M | 1.97% | 194,405 | Added |
| 9 | EFV | ISHARES TR | $14.1M | 1.45% | 188,993 | Added |
| 10 | MSFT | MICROSOFT CORP | $13.5M | 1.39% | 36,471 | Trimmed |
| 11 | SPLG | SPDR SERIES TRUST | $12.8M | 1.32% | 166,723 | Added |
| 12 | AMZN | AMAZON COM INC | $11.3M | 1.17% | 54,318 | Trimmed |
| 13 | EEM | ISHARES TR | $11.1M | 1.15% | 195,735 | Added |
| 14 | EMTL | SSGA ACTIVE TR | $9.4M | 0.97% | 220,253 | Added |
| 15 | GOOGL | ALPHABET INC | $9.1M | 0.94% | 31,752 | Added |
| 16 | META | META PLATFORMS INC | $8.6M | 0.89% | 15,042 | Added |
| 17 | EMLP | FIRST TR EXCHANGE-TRADED FD | $8.5M | 0.88% | 194,571 | Added |
| 18 | TSLA | TESLA INC | $7.7M | 0.80% | 20,777 | Added |
| 19 | EFG | ISHARES TR | $7.8M | 0.80% | 69,861 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $7.7M | 0.79% | 26,079 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $7.4M | 0.76% | 11,348 | Trimmed |
| 22 | IWD | ISHARES TR | $7.2M | 0.74% | 33,549 | Trimmed |
| 23 | EFA | ISHARES TR | $7.2M | 0.74% | 73,682 | Trimmed |
| 24 | AVGO | BROADCOM INC | $7.2M | 0.74% | 23,215 | Added |
| 25 | IVV | ISHARES TR | $5.7M | 0.59% | 8,726 | Added |
Source: SEC Form 13F filings · as of 2026-03-31