Pinnacle Wealth Management Group, Inc.
•CIK: 1868491•Filing: Q4 2025
**Pinnacle Wealth Management Group, Inc.** manages $200M across a diversified portfolio of 126 holdings. The strategy exhibits a significant allocation to fixed income and thematic assets, evidenced by top positions in UITB ($9.1M), VMBS ($8.5M), and TBIL ($8.4M). Notable equity exposure includes substantial weights in technology and sector-specific plays, such as MSFT ($6.5M) and GDX ($7.0M). This structure suggests a tactical approach balancing relative safety with targeted growth vectors.
Total AUM
$200.2M
QoQ Performance
+2.6%
Positions
82
Top 10 Concentration
37.1%
Latest Filing
Q4 2025
Top Holdings Allocation
UITB4.5%
VMBS4.2%
TBIL4.2%
USTB4.0%
NDQ3.8%
GDX3.5%
QFLR3.4%
MSFT3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.3%
Technology6.8%
Financial4.0%
Healthcare1.1%
Consumer0.9%
Utilities0.8%
Consumer Staples0.6%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW8 new positions
↑40 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023