Pinnacle Wealth Management Advisory Group, LLC
•CIK: 1631864•Filing: Q4 2025
**Pinnacle Wealth Management Advisory Group, LLC** manages $1.5B across a diversified portfolio of 523 holdings. The strategy exhibits a significant allocation to mega-cap technology and broad market indices, highlighted by the top positions in AAPL ($62.3M) and VTI ($57.8M). Further concentration is evident in sector-specific plays such as QUAL ($55.9M) and VYM ($43.8M). This structure suggests a core mandate focused on established growth leaders and broad market exposure.
Total AUM
$1.5B
QoQ Performance
+9.1%
Positions
523
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.3%
VTI4.0%
QUAL3.9%
VYM3.0%
MSFT2.9%
VB2.8%
NDQ2.7%
VEU2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.1%
Technology17.2%
ETF5.7%
Financial5.1%
Consumer4.6%
Healthcare3.6%
Industrial1.3%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+196 more exited positions
Changes from Q3 2025
NEW2 new positions
↑128 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023