Pinnacle Wealth Management Advisory Group, LLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,679,637
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 572 | 1,679,637 | 13F-HR | Pinnacle Wealth Management Advisory Group, LLC |
| 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 | 757.5 K | 45.1% | 97.38 K | 0 | 97.38 K |
| ETFs | 922.1 K | 54.9% | 118.9 K | 0 | 118.9 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
1,679,637
Holdings
572
QoQ value change ($000)
216,294
(14.8%)
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.