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 $1.05B across 2,749 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPSM ($110.8M, 10.55%), FLTR ($80.8M, 7.69%), ET ($41.0M, 3.91%), SPYV ($38.1M, 3.63%), SPAB ($26.6M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPSM | SPDR SERIES TRUST | $110.8M | 10.55% | 1.9M | Added |
| 2 | FLTR | VANECK ETF TRUST | $80.8M | 7.69% | 3.2M | Trimmed |
| 3 | ET | ENERGY TRANSFER L P | $41.0M | 3.91% | 2.1M | Trimmed |
| 4 | SPYV | SPDR SERIES TRUST | $38.1M | 3.63% | 626,738 | Added |
| 5 | SPAB | SPDR SERIES TRUST | $26.6M | 2.54% | 1.0M | Added |
| 6 | AAPL | APPLE INC | $26.0M | 2.48% | 89,844 | Trimmed |
| 7 | SPYG | SPDR SERIES TRUST | $22.6M | 2.15% | 189,928 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $22.6M | 2.15% | 113,064 | Trimmed |
| 9 | EFV | ISHARES TR | $15.0M | 1.43% | 195,509 | Added |
| 10 | SPYM | SPDR SERIES TRUST | $14.8M | 1.41% | 168,853 | Added |
| 11 | EEM | ISHARES TR | $13.6M | 1.30% | 199,501 | Added |
| 12 | MSFT | MICROSOFT CORP | $13.2M | 1.26% | 35,440 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $12.5M | 1.19% | 52,614 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $11.7M | 1.11% | 32,678 | Added |
| 15 | EMTL | SSGA ACTIVE TR | $9.7M | 0.92% | 226,324 | Added |
| 16 | EFA | ISHARES TR | $9.1M | 0.87% | 87,735 | Added |
| 17 | EFG | ISHARES TR | $9.1M | 0.86% | 72,876 | Added |
| 18 | TSLA | TESLA INC | $8.9M | 0.85% | 21,138 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $8.9M | 0.85% | 11,904 | Added |
| 20 | IWD | ISHARES TR | $8.8M | 0.84% | 36,294 | Added |
| 21 | EMLP | FIRST TR EXCHANGE-TRADED FD | $8.6M | 0.82% | 197,600 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $8.5M | 0.81% | 25,898 | Trimmed |
| 23 | AVGO | BROADCOM INC | $8.4M | 0.80% | 22,247 | Trimmed |
| 24 | META | META PLATFORMS INC | $7.2M | 0.68% | 12,713 | Trimmed |
| 25 | IVV | ISHARES TR | $6.5M | 0.62% | 8,690 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30