Pinnacle Wealth Management Advisory Group, LLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,452,788
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 669.9 K | 46.1% | 95.96 K | 0 | 95.96 K |
| ETFs | 782.9 K | 53.9% | 24.67 K | 0 | 24.67 K |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
1,452,788
Holdings
528
QoQ value change ($000)
120,638
(9.1%)
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.