SEC Form 13F

Pinnacle Wealth Planning Services, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$1,049,893,926
Positions2,749

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPSMST STR SP600 SML$110,767,1071,920,706
VANECK ETF TRUSTFLTRIG FLOA RATE ETF$80,764,4193,153,628
ENERGY TRANSFER L PETCOM UT LTD PTN$41,049,9712,146,965
SPDR SERIES TRUSTSPYVST STR P500VAL$38,099,431626,738
SPDR SERIES TRUSTSPABST STR AGGRE ETF$26,615,7571,042,937
APPLE INCAAPLCOM$25,997,14189,844
NVIDIA CORPORATIONNVDACOM$22,622,976113,064
SPDR SERIES TRUSTSPYGST STR P500GRW$22,599,508189,928
ISHARES TREFVEAFE VALUE ETF$14,966,190195,509
SPDR SERIES TRUSTSPYMST STR P500ETF$14,838,792168,853

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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