Institutional Fund
Pinnacle Wealth Management Group, Inc.
Plymouth, MICIK 18684915 filings on record
Portfolio Value
$203.71M
Q1 2026
Holdings
120
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+1.8%
from $200.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Star Fds5.0%
- Victory Portfolios II4.4%
- Innovator Etfs Trust4.2%
- Innovator Etfs Trust4.1%
- Vaneck ETF Trust3.8%
- Vanguard Scottsdale Fds3.6%
- Other74.7%
Portfolio Holdings
120 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | 132.8K | $10.24M | 5.0% | +51.6K | Added |
| 2 | Victory Portfolios II | 178.8K | $9.04M | 4.4% | +19.9K | Added |
| 3 | Innovator Etfs Trust | 244.0K | $8.64M | 4.2% | +77.6K | Added |
| 4 | Innovator Etfs Trust | 250.6K | $8.34M | 4.1% | +52.2K | Added |
| 5 | Vaneck ETF Trust | 85.3K | $7.83M | 3.8% | +3.4K | Added |
| 6 | Vanguard Scottsdale Fds | 157.6K | $7.40M | 3.6% | −22.8K | Reduced |
| 7 | Victory Portfolios II | 154.7K | $7.28M | 3.6% | −36.5K | Reduced |
| 8 | Rbb Fd Inc | 124.2K | $6.19M | 3.0% | −43.8K | Reduced |
| 9 | Vanguard Index Fds | 19.4K | $5.58M | 2.7% | +511 | Added |
| 10 | Ishares Tr | 22.5K | $5.57M | 2.7% | −164 | Reduced |
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