Pinnacle Wealth Management Advisory Group, LLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,463,343
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 550 | 1,463,343 | 13F-HR | Pinnacle Wealth Management Advisory Group, LLC |
| Q4 2025 | 2/2/2026 | 528 | 1,452,788 | 13F-HR | Pinnacle Wealth Management Advisory Group, LLC |
| Q3 2025 | 10/20/2025 | 404 | 1,332,150 | 13F-HR | Pinnacle Wealth Management Advisory Group, LLC |
| Q2 2025 | 8/7/2025 | 375 | 1,204,603 | 13F-HR | Pinnacle Wealth Management Advisory Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 660.1 K | 45.1% | 0 | 9.75 K | -9.75 K |
| ETFs | 803.2 K | 54.9% | 20.32 K | 0 | 20.32 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
1,463,343
Holdings
550
QoQ value change ($000)
10,555
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.