Universe · entity
Pinnacle Wealth Management Advisory Group, LLC
Institutional manager (13F) · CIK 1631864
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $967M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Vanguard Index Fds Vanguard To | $59M | 183,598 |
| 2 | Apple Inc | $55M | 217,355 |
| 3 | iShares MSCI USA Quality | $54M | 283,133 |
| 4 | Vanguard High Div Yield ETF | $45M | 306,905 |
| 5 | Vanguard Small-Cap ETF | $43M | 163,687 |
| 6 | Vanguard FTSE All World Ex US | $39M | 525,948 |
| 7 | Invesco QQQ Trust Series I | $38M | 65,744 |
| 8 | Ishares Core S&P 500 ETF | $34M | 52,734 |
| 9 | State Street SPDR S&P 500 ETF | $33M | 50,085 |
| 10 | Nvidia Corporation | $31M | 177,964 |
| 11 | Microsoft Corp | $31M | 82,516 |
| 12 | Vanguard Developed Markets Ind | $25M | 387,943 |
| 13 | Alphabet Inc Cap Cl A | $24M | 83,962 |
| 14 | JPMorgan Equity Premium ETF | $23M | 411,924 |
| 15 | Ishares Core S&P Mid-Cap ETF | $21M | 308,548 |
| 16 | Johnson &Johnson | $20M | 80,710 |
| 17 | Broadcom Inc | $19M | 62,132 |
| 18 | Ishares Core S&P Small-Cap E | $19M | 153,802 |
| 19 | Schwab Us Dividend Equity ETF | $19M | 607,418 |
| 20 | Wisdomtree Us Dividend Grow | $18M | 207,969 |
| 21 | Berkshire Hathaway Inc-CL B | $18M | 37,789 |
| 22 | Vanguard Bd Index Fd Tot Mkt | $18M | 239,899 |
| 23 | Invesco Exchange Traded Fd Tr | $17M | 86,760 |
| 24 | Amazon.Com Inc | $17M | 79,483 |
| 25 | Walmart Inc | $16M | 132,333 |
| 26 | Ishares Russell 2000 ETF | $15M | 59,101 |
| 27 | Dimensional ETF Trust Dimensio | $15M | 395,577 |
| 28 | Dimensional International Core | $14M | 356,773 |
| 29 | Ssga Active Tr State Street Do | $13M | 337,663 |
| 30 | JPMorgan Chase & Co. | $12M | 40,503 |
| 31 | JPMorgan Hedged Equity Laddere | $12M | 185,430 |
| 32 | Dimensional ETF Trust Us Small | $11M | 318,664 |
| 33 | Meta Platforms Inc Class A | $10M | 17,566 |
| 34 | Merck & Co. Inc | $9M | 74,329 |
| 35 | FT Vest Rising DVD Achievers T | $9M | 346,412 |
| 36 | Morgan Stanley | $8M | 51,630 |
| 37 | First Tr Exchange Traded Fd Ii | $8M | 131,216 |
| 38 | Procter And Gamble Co | $8M | 55,845 |
| 39 | Mastercard Incorporated Cl A | $8M | 15,558 |
| 40 | Tweedy, Browne Insider Value | $8M | 566,079 |
| 41 | RTX Corp | $8M | 39,701 |
| 42 | First Tr Exchange-Traded Fd Vi | $8M | 193,437 |
| 43 | Ishares Tr 7-10 Yr Trsy Bd | $8M | 78,933 |
| 44 | First Tr Exchange-Traded Fd Vi | $7M | 108,978 |
| 45 | American Express Co | $7M | 23,994 |
| 46 | Vanguard Intl Equity Index Fds | $7M | 127,450 |
| 47 | Vanguard Large Cap ETF | $7M | 22,944 |
| 48 | Blackrock Inc | $7M | 7,070 |
| 49 | State Street Spdr S&P Midcap 4 | $7M | 10,572 |
| 50 | Dimensional ETF Trust Emgr Cre | $6M | 187,793 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.