Pinnacle Wealth Management, LLC
All 13F Filings
- Location
- Roseville, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 148,481
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 1/15/2026 | 39 | 148,481 | 13F-HR | Pinnacle Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 37 | 148,166 | 13F-HR | Pinnacle Wealth Management, LLC |
| Q2 2025 | 7/29/2025 | 39 | 119,577 | 13F-HR | Pinnacle Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.9 K | 90.2% | 5.191 K | 0 | 5.191 K |
| ETFs | 0 | 0.0% | 0 | 5.077 K | -5.077 K |
| Debt | 14.57 K | 9.8% | 199 | 0 | 199 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
148,481
Holdings
39
QoQ value change ($000)
315
(0.2%)
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.