Pinnacle Wealth Planning Services, Inc.
•CIK: 1726752•Filing: Q4 2025
**Pinnacle Wealth Planning Services, Inc.** manages $958M across a diversified portfolio of 2,751 positions. The firm exhibits significant concentration in select sectors, notably allocating $103.0M to FLTR and $84.8M to SPSM. Top holdings further reveal substantial exposure to technology and market-linked products, including $63.2M in ET and $25.3M in AAPL. This positioning suggests a tactical, large-cap growth orientation within their managed assets.
Total AUM
$957.8M
QoQ Performance
+12.2%
Positions
2,448
Top 10 Concentration
52.7%
Latest Filing
Q4 2025
Top Holdings Allocation
FLTR
SPSM
ET
FLTR10.8%
SPSM8.9%
ET6.6%
SPYV3.5%
AAPL2.6%
SPAB2.5%
NVDA2.3%
SPYG2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.7%
Technology15.2%
Consumer4.9%
Financial4.0%
Healthcare2.3%
ETF1.9%
Industrial0.9%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
+282 more exited positions
Changes from Q3 2025
NEW3 new positions
↑92 increased
↓96 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023