13F Insight
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DOSSIER · 13F-HR · Q1 2026

Pinnacle Wealth Planning Services, Inc.

$968M in tracked AUM across 2,737 positions as of Q1 2026.

PW
CIK 0001726752 · last filed Mar 31, 2026
Total AUM
$968M
as of Q1 2026
Holdings
2,737
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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Filing history

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