Institutional Fund
Pinnacle Wealth Planning Services, Inc.
Mansfield, OHCIK 17267525 filings on record
Portfolio Value
$968.02M
Q1 2026
Holdings
2,737
Reported positions
New Buys
140
Opened this quarter
QoQ Change
+1.1%
from $957.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vaneck ETF Trust10.6%
- Spdr Series Trust9.3%
- Energy Transfer L P6.1%
- Spdr Series Trust3.6%
- Spdr Series Trust2.5%
- Apple Inc2.4%
- Other65.4%
Portfolio Holdings
2,737 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 4.02M | $102.41M | 10.6% | −22.7K | Reduced |
| 2 | Spdr Series Trust | 1.87M | $90.41M | 9.3% | +61.5K | Added |
| 3 | Energy Transfer L P | 3.07M | $59.34M | 6.1% | −761.0K | Reduced |
| 4 | Spdr Series Trust | 620.1K | $35.09M | 3.6% | +32.9K | Added |
| 5 | Spdr Series Trust | 958.0K | $24.54M | 2.5% | +10.2K | Added |
| 6 | Apple Inc | 92.1K | $23.37M | 2.4% | −857 | Reduced |
| 7 | Nvidia Corporation | 120.8K | $21.07M | 2.2% | +184 | Added |
| 8 | Spdr Series Trust | 194.4K | $19.03M | 2.0% | +9.5K | Added |
| 9 | Ishares Tr | 189.0K | $14.05M | 1.5% | +12.7K | Added |
| 10 | Microsoft Corp | 36.5K | $13.50M | 1.4% | −2.2K | Reduced |
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