Pinnacle Wealth Management, LLC 13F Holdings
CIK 0001911464 · ROSEVILLE, CA
As of Sep 30, 2025, Pinnacle Wealth Management, LLC reported 37 positions worth
CIK 0001911464 · ROSEVILLE, CA
As of Sep 30, 2025, Pinnacle Wealth Management, LLC reported 37 positions worth
48.2M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | GRNY | — | 789,920 | 9.7M | 13.32% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 645,657 | 7.3M | 11.70% |
| JPMORGAN ACTIVE BOND ETF | JBND | — | 265,398 | 4.4M | 9.70% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 164,100 | $9.4M | 6.32% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 355,193 | $8.5M | 5.74% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 181,986 | $5.1M | 3.43% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 24,280 | $4.4M | 2.99% |
| APPLOVIN CORP | APP | Technology | 6,074 | $4.4M | 2.95% |
| ARISTA NETWORKS INC | ANET | Technology | 28,736 | $4.2M | 2.83% |
| NVIDIA CORP | NVDA | Technology | 22,185 | $4.1M | 2.79% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 31,349 | $3.3M | 2.21% |
| TESLA INC | TSLA | Consumer Cyclical | 6,985 | $3.1M | 2.10% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 21,131 | $3.0M | 2.04% |
| ROCKET LAB CORP | RKLB | Industrials | 62,011 | $3.0M | 2.01% |
| ALPHABET INC | GOOG | Equity | 11,992 | $2.9M | 1.97% |
| META PLATFORMS INC | META | Communication Services | 3,910 | $2.9M | 1.94% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,569 | $2.7M | 1.82% |
| MICROSOFT CORP | MSFT | Technology | 5,055 | $2.6M | 1.77% |
| APPLE INC | AAPL | Technology | 10,278 | $2.6M | 1.77% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 7,856 | $2.6M | 1.76% |
| AMAZON.COM INC | AMZN | Equity | 11,805 | $2.6M | 1.75% |
| AXON ENTERPRISE INC | AXON | Industrials | 3,476 | $2.5M | 1.68% |
| KRATOS DEFENSE & SECURITY SOLUTIONS INC | KTOS | Industrials | 25,332 | $2.3M | 1.56% |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 40,190 | $2.3M | 1.54% |
| NETFLIX INC | NFLX | Communication Services | 1,894 | $2.3M | 1.53% |