Holdings
Pinnacle Wealth Planning Services, Inc.
As of Jun 30, 2026, Pinnacle Wealth Planning Services, Inc. reported 2,110 positions worth US$529M. Largest: Energy Transfer Lp, Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Energy Transfer Lp | 2.15M | US$41M | −928K | Jun 30, 2026 |
| Apple Inc | 89,844 | US$26M | −2,221 | Jun 30, 2026 |
| Nvidia Corporation | 113K | US$22.6M | −7,757 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 50,151 | US$17.9M | +1,091 | Jun 30, 2026 |
| Microsoft Corp. | 35,440 | US$13.2M | −1,031 | Jun 30, 2026 |
| Amazon.com, Inc. | 52,614 | US$12.5M | −1,704 | Jun 30, 2026 |
| Tesla, Inc. | 21,138 | US$8.89M | +361 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 25,898 | US$8.48M | −181 | Jun 30, 2026 |
| Broadcom Inc. | 22,247 | US$8.4M | −968 | Jun 30, 2026 |
| Meta Platforms, Inc. | 12,713 | US$7.16M | −2,329 | Jun 30, 2026 |