Pinnacle Wealth Management Advisory Group, LLC
โขCIK: 1631864โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other59.0%
Technology17.2%
ETF5.7%
Financial5.2%
Consumer4.6%
Healthcare3.6%
Industrial1.9%
Consumer Staples0.8%
๐ช Exited Positionssold since Q3 2025
+196 more exited positions
Changes from Q3 2025
NEW2 new positions
โ128 increased
โ58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022