Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc. reported 2,749 holdings worth US$1.05B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Pinnacle Wealth Planning Services, Inc. reported 2,749 holdings worth US$1.05B as of Jun 30, 2026. Largest: Energy Transfer Lp, Apple Inc and Nvidia Corporation. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 2,749
- Value as reported
- US$1.05B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Energy Transfer Lp | 2.15M | US$41M | 3.9% |
| Apple Inc | 89,844 | US$26M | 2.5% |
| Nvidia Corporation | 113K | US$22.6M | 2.2% |
| Alphabet Inc (google) Class C | 50,151 | US$17.9M | 1.7% |
| Microsoft Corp. | 35,440 | US$13.2M | 1.3% |
| Amazon.com, Inc. | 52,614 | US$12.5M | 1.2% |
| Tesla, Inc. | 21,138 | US$8.89M | 0.85% |
| Jp Morgan Chase & Co. | 25,898 | US$8.48M | 0.81% |
| Broadcom Inc. | 22,247 | US$8.4M | 0.80% |
| Meta Platforms, Inc. | 12,713 | US$7.16M | 0.68% |
| Advanced Micro Devices Inc | 9,270 | US$5.38M | 0.51% |
| Intel Corporation | 37,837 | US$5.28M | 0.50% |
| Berkshire Hathaway Inc. | 10,352 | US$5.18M | 0.49% |
| Eli Lilly And Company | 4,225 | US$5.07M | 0.48% |
| Nike, Inc. | 120K | US$4.94M | 0.47% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10,297 | US$4.92M | 0.47% |
| Applied Materials, Inc. | 6,497 | US$4.7M | 0.45% |
| Cisco Systems, Inc. | 38,857 | US$4.56M | 0.43% |
| Micron Technology, Inc. | 3,772 | US$4.35M | 0.41% |
| Mcdonald's Corporation | 15,578 | US$4.21M | 0.40% |
| Walmart Inc. | 35,826 | US$4.06M | 0.39% |
| Visa Inc. | 11,282 | US$3.87M | 0.37% |
| Asml Holding Nv | 1,924 | US$3.83M | 0.36% |
| Abbvie Inc. | 13,739 | US$3.46M | 0.33% |
| Exxon Mobil Corporation | 23,471 | US$3.21M | 0.31% |
| Johnson & Johnson | 12,008 | US$3.05M | 0.29% |
| Bank Of America Corporation | 49,829 | US$2.84M | 0.27% |
| Netflix, Inc. | 37,999 | US$2.71M | 0.26% |
| Ge Aerospace | 6,627 | US$2.48M | 0.24% |
| Fs Kkr Capital Corp. | 235K | US$2.47M | 0.23% |
| Lululemon Athletica Inc. | 20,206 | US$2.31M | 0.22% |
| Procter & Gamble Company (the) | 15,725 | US$2.31M | 0.22% |
| Home Depot, Inc. (the) | 6,497 | US$2.29M | 0.22% |
| Caterpillar, Inc. | 2,101 | US$2.24M | 0.21% |
| Lam Research Corporation | 5,137 | US$2.23M | 0.21% |
| Costco Wholesale Corporation | 2,352 | US$2.2M | 0.21% |
| Qualcomm Incorporated | 11,870 | US$2.19M | 0.21% |
| Sandisk Corporation | 953 | US$2.17M | 0.21% |
| Texas Instruments Incorporated | 7,232 | US$2.16M | 0.21% |
| Ge Vernova Inc. | 1,808 | US$2.12M | 0.20% |
| International Business Machines Corporation | 7,214 | US$2.03M | 0.19% |
| Sherwin-williams Company (the) | 5,853 | US$2.02M | 0.19% |
| Kla Corporation | 6,405 | US$1.93M | 0.18% |
| Nordson Corporation | 6,238 | US$1.88M | 0.18% |
| Parker-hannifin Corporation | 1,884 | US$1.84M | 0.18% |
| Unitedhealth Group Incorporated | 4,423 | US$1.84M | 0.18% |
| Palo Alto Networks, Inc. | 5,286 | US$1.8M | 0.17% |
| Philip Morris International Inc | 9,911 | US$1.79M | 0.17% |
| Western Digital Corporation | 2,792 | US$1.78M | 0.17% |
| Kkr & Co. Inc. | 19,207 | US$1.76M | 0.17% |
| Coca-cola Company (the) | 21,644 | US$1.76M | 0.17% |
| Mastercard Incorporated | 3,422 | US$1.76M | 0.17% |
| Oracle Corporation | 11,583 | US$1.7M | 0.16% |
| Merck & Company, Inc. | 12,662 | US$1.63M | 0.15% |
| Lowe's Companies, Inc. | 7,202 | US$1.59M | 0.15% |
| Gorman-rupp Company (the) | 17,167 | US$1.57M | 0.15% |
| Arthur J. Gallagher & Co. | 6,783 | US$1.56M | 0.15% |
| Rtx Corporation | 7,795 | US$1.48M | 0.14% |
| Wells Fargo & Company | 17,799 | US$1.47M | 0.14% |
| Goldman Sachs Group, Inc. (the) | 1,372 | US$1.39M | 0.13% |
| Arista Networks, Inc. | 8,126 | US$1.38M | 0.13% |
| Pepsico, Inc. | 9,962 | US$1.35M | 0.13% |
| Howmet Aerospace Inc. | 4,554 | US$1.22M | 0.12% |
| Space Exploration Technologies Corp | 7,121 | US$1.22M | 0.12% |
| Thermo Fisher Scientific Inc | 2,216 | US$1.11M | 0.11% |
| Morgan Stanley | 5,270 | US$1.1M | 0.10% |
| Conocophillips | 10,494 | US$1.09M | 0.10% |
| Blackrock, Inc. | 1,133 | US$1.09M | 0.10% |
| The Bank Of New York Mellon Corporation | 7,487 | US$1.08M | 0.10% |
| Tjx Companies, Inc. (the) | 6,875 | US$1.04M | 0.10% |
| Amphenol Corporation | 5,775 | US$1.02M | 0.10% |
| Novartis Ag | 6,438 | US$1.01M | 0.10% |
| Barclays Plc | 37,563 | US$1.01M | 0.10% |
| Welltower Inc. | 4,413 | US$1M | 0.10% |
| Fifth Third Bancorp | 17,363 | US$979K | 0.09% |
| Hsbc Holdings Plc | 10,263 | US$976K | 0.09% |
| Abbott Laboratories | 10,601 | US$962K | 0.09% |
| Chevron Corporation | 5,692 | US$944K | 0.09% |
| Gilead Sciences, Inc. | 7,465 | US$943K | 0.09% |
| Dell Technologies Inc. | 2,185 | US$943K | 0.09% |
| Progressive Corporation (the) | 4,219 | US$922K | 0.09% |
| Novo Nordisk A/s Class B | 18,951 | US$908K | 0.09% |
| Sap Se | 5,799 | US$894K | 0.09% |
| Delta Air Lines, Inc. | 9,513 | US$891K | 0.08% |
| American Express Company | 2,609 | US$882K | 0.08% |
| Deere & Company | 1,362 | US$864K | 0.08% |
| W.w. Grainger, Inc. | 632 | US$860K | 0.08% |
| Banco Santander, S.a. | 62,194 | US$858K | 0.08% |
| Intuitive Surgical, Inc. | 2,153 | US$856K | 0.08% |
| Kinder Morgan, Inc. | 26,114 | US$835K | 0.08% |
| Boeing Company (the) | 3,828 | US$829K | 0.08% |
| Cummins Inc. | 1,139 | US$812K | 0.08% |
| Booking Holdings Inc. Common Stock | 4,429 | US$789K | 0.08% |
| At&t Inc. | 38,122 | US$789K | 0.08% |
| Phillips 66 | 4,652 | US$786K | 0.07% |
| Csx Corporation | 16,472 | US$783K | 0.07% |
| Sumitomo Mitsui Financial Group, Inc. | 32,865 | US$775K | 0.07% |
| Emerson Electric Company | 5,386 | US$771K | 0.07% |
| S&p Global Inc. | 1,893 | US$771K | 0.07% |
| Quanta Services, Inc. | 1,061 | US$764K | 0.07% |
Every holding of Pinnacle Wealth Planning Services, Inc.
Source
View original at SEC
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