Institutional Fund
Pinnacle Wealth Management Advisory Group, LLC
Red Bank, NJCIK 16318645 filings on record
Portfolio Value
$1.46B
Q1 2026
Holdings
550
Reported positions
New Buys
73
Opened this quarter
QoQ Change
+0.7%
from $1.45B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds4.0%
- Apple Inc3.8%
- Ishares Tr3.7%
- Vanguard Whitehall Fds3.1%
- Vanguard Index Fds2.9%
- Vanguard Intl Equity Index F2.7%
- Other79.8%
Portfolio Holdings
550 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 183.6K | $58.90M | 4.0% | +11.2K | Added |
| 2 | Apple Inc | 217.4K | $55.16M | 3.8% | −11.9K | Reduced |
| 3 | Ishares Tr | 283.1K | $54.31M | 3.7% | +1.5K | Added |
| 4 | Vanguard Whitehall Fds | 306.9K | $45.45M | 3.1% | +1.9K | Added |
| 5 | Vanguard Index Fds | 163.7K | $42.87M | 2.9% | +5.4K | Added |
| 6 | Vanguard Intl Equity Index F | 525.9K | $39.50M | 2.7% | +30.7K | Added |
| 7 | Invesco Qqq Tr | 65.7K | $37.95M | 2.6% | +998 | Added |
| 8 | Ishares Tr | 52.7K | $34.45M | 2.4% | +1.9K | Added |
| 9 | Spdr S&P 500 ETF Tr | 50.1K | $32.57M | 2.2% | −1.7K | Reduced |
| 10 | Nvidia Corporation | 178.0K | $31.04M | 2.1% | +8.6K | Added |
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