Pinnacle Wealth Planning Services, Inc.

Institutional manager (13F) · CIK 1726752

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $627M

#	Issuer	Value	Shares
1	VANECK ETF TRUST	$102M	4,019,418
2	SPDR SERIES TRUST	$90M	1,871,039
3	ENERGY TRANSFER L P	$59M	3,074,597
4	SPDR SERIES TRUST	$35M	620,103
5	SPDR SERIES TRUST	$25M	958,023
6	APPLE INC	$23M	92,065
7	NVIDIA CORPORATION	$21M	120,821
8	SPDR SERIES TRUST	$19M	194,405
9	ISHARES TR	$14M	188,993
10	MICROSOFT CORP	$14M	36,471
11	SPDR SERIES TRUST	$13M	166,723
12	AMAZON COM INC	$11M	54,318
13	ISHARES TR	$11M	195,735
14	SSGA ACTIVE TR	$9M	220,253
15	ALPHABET INC	$9M	31,752
16	META PLATFORMS INC	$9M	15,042
17	FIRST TR EXCHANGE-TRADED FD	$8M	194,571
18	ISHARES TR	$8M	69,861
19	TESLA INC	$8M	20,777
20	JPMORGAN CHASE & CO	$8M	26,079
21	STATE STR SPDR S&P 500 ETF T	$7M	11,348
22	BROADCOM INC	$7M	23,215
23	ISHARES TR	$7M	33,549
24	ISHARES TR	$7M	73,682
25	ISHARES TR	$6M	8,726
26	J P MORGAN EXCHANGE TRADED F	$5M	118,778
27	SPDR INDEX SHS FDS	$5M	111,670
28	ISHARES TR	$5M	12,063
29	ALPHABET INC	$5M	17,350
30	BERKSHIRE HATHAWAY INC DEL	$5M	9,965
31	ISHARES TR	$5M	38,201
32	SPDR SERIES TRUST	$4M	233,915
33	WALMART INC	$4M	35,465
34	ISHARES TR	$4M	16,646
35	MCDONALDS CORP	$4M	12,809
36	EXXON MOBIL CORP	$4M	23,201
37	ISHARES TR	$4M	39,569
38	ELI LILLY & CO	$4M	4,214
39	NETFLIX INC.	$4M	39,313
40	TAIWAN SEMICONDUCTOR MANUFAC	$3M	10,286
41	VISA INC	$3M	10,967
42	DIMENSIONAL ETF TRUST	$3M	45,487
43	CISCO SYS INC	$3M	40,233
44	INVESCO EXCHANGE TRADED FD T	$3M	16,176
45	JOHNSON & JOHNSON	$3M	12,288
46	ABBVIE INC	$3M	13,717
47	VANGUARD SCOTTSDALE FDS	$3M	35,794
48	NIKE INC	$3M	53,698
49	ASML HLDG NV	$3M	1,895
50	BANK AMERICA CORP	$2M	49,888

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.