Pinnacle Wealth Management, LLC
•CIK: 1911464•Filing: Q4 2025
**Pinnacle Wealth Management, LLC** manages $148M across a diversified portfolio of 39 positions. The fund exhibits significant concentration in income-generating and technology-focused assets, with top holdings including GRNY at $20.1M and PYLD at $17.5M. Notable allocations also include JBND ($14.6M) and JEPI ($9.4M), suggesting a strategic tilt toward yield enhancement alongside growth exposure. This structure indicates a disciplined, mandate-driven approach to capital preservation and steady return generation.
Total AUM
$148.5M
QoQ Performance
+0.2%
Positions
37
Top 10 Concentration
61.1%
Latest Filing
Q4 2025
Top Holdings Allocation
GRNY
PYLD
JBND
JEPI
SPHY
GRNY13.6%
PYLD11.8%
JBND9.8%
JEPI6.4%
SPHY5.7%
PLTR2.9%
6RJ02.9%
NVDA2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.5%
Technology10.5%
Financial5.3%
Consumer4.0%
Industrial2.5%
Communication2.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑20 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023