Institutional filer · SEC 13F · Q4 2024
Pinnacle Wealth Planning Services, Inc.
The reported 13F portfolio of Pinnacle Wealth Planning Services, Inc. (CIK 1726752) - top holdings, how concentrated the book is, and what changed last quarter.
- $665.5M
- Reported book
- 390
- Positions
- #83
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Pinnacle Wealth Planning Services, Inc. ranks #83 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $665.5M across 390 positions, a moderately concentrated portfolio.
- $665.5M
- reported 13F value
- 390
- disclosed positions
- 14.8%
- in VANECK IG FLOATING RAT
- #83
- of 360 filers
Top-5 share 42.6% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Pinnacle Wealth Planning Services, Inc. ranks #83 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Pinnacle Wealth Planning Services, Inc. sits by disclosed position count
Pinnacle Wealth Planning Services, Inc. reports 390 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Pinnacle Wealth Planning Services, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
390 58th of 360 higher than 302 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Pinnacle Wealth Planning Services, Inc. reports $0.67B across 390 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1726752 · Q4 2024 $666M book
BOOK-HEAVY · POS-MID · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #83/360
- POS-MID 390 names
- CONC-HEAVY 43% top-5
- LEAD-HEAVY 14.8% top
- PHOTO-FINISH SILVERBACK ASSET
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: SILVERBACK ASSET MANAGEMENT LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Pinnacle Wealth Planning Services, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$665.5M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANECK IG FLOATING RATE ETF | $98.2M | 14.8% |
| 2 | ENERGY TRANSFER L P LP | $75.1M | 11.3% |
| 3 | SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $67.9M | 10.2% |
| 4 | SPDR S&P 500 VALUE ETF | $22.9M | 3.5% |
| 5 | APPLE INC | $19.5M | 2.9% |
| 6 | SPDR AGGREGATE BOND ETF | $18.3M | 2.8% |
| 7 | SPDR S&P 500 GROWTH ETF | $15.1M | 2.3% |
| 8 | MICROSOFT CORP | $13.9M | 2.1% |
| 9 | NVIDIA CORP | $12.6M | 1.9% |
| 10 | SPDR PORTFOLIO S&P 500 ETF | $9.8M | 1.5% |
| 11 | AMAZON.COM INC | $9.7M | 1.5% |
| 12 | SPDR DBLELINE EMRG MKT FXD INCM ETF | $8.1M | 1.2% |
| 13 | ISHARES MSCI EAFE VALUE ETF | $7.5M | 1.1% |
| 14 | META PLATFORMS INC CLASS A | $6.1M | 0.9% |
| 15 | ISHARES MSCI EAFE ETF | $6.1M | 0.9% |
| 16 | TESLA INC | $6.0M | 0.9% |
| 17 | SPDR S&P 500 ETF | $5.7M | 0.9% |
| 18 | FIRST TRUST NORTH AMERICAN ENERG ETF | $5.5M | 0.8% |
| 19 | ALPHABET INC. CLASS A | $5.3M | 0.8% |
| 20 | ISHARES CORE S&P 500 ETF | $4.9M | 0.7% |
| 21 | ISHARES RUSSELL 1000 VALUE ETF | $4.8M | 0.7% |
| 22 | ISHARES MSCI EAFE GROWTH ETF | $4.8M | 0.7% |
| 23 | ISHARES RUSSELL 2000 ETF | $4.5M | 0.7% |
| 24 | ISHARES CORE US AGGREGATE BOND ETF | $4.4M | 0.7% |
| 25 | JPMORGAN BETABUILDERS USD HIGH Y ETF | $4.3M | 0.7% |
Latest Quarter Trades · Q4 2024
New positions (200)
Frequently Asked Questions
- How big is Pinnacle Wealth Planning Services, Inc.'s 13F portfolio?
- Pinnacle Wealth Planning Services, Inc. reports $665.5M of long US-equity positions across 390 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Pinnacle Wealth Planning Services, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Pinnacle Wealth Planning Services, Inc. ranks #83 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Pinnacle Wealth Planning Services, Inc.'s largest position?
- Pinnacle Wealth Planning Services, Inc.'s largest reported position is VANECK IG FLOATING RATE ETF at $98.2M, about 14.8% of its reported book as of Q4 2024.
- What did Pinnacle Wealth Planning Services, Inc. trade last quarter?
- In its Q4 2024 filing, Pinnacle Wealth Planning Services, Inc. opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Pinnacle Wealth Planning Services, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($665.5M here).
Similar holding count
Nearest filers by number of disclosed positions (390 here).
Using this filing
- The rankings sort every tracked filer the same way Pinnacle Wealth Planning Services, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- SILVERBACK ASSET MANAGEMENT LLC reported the nearest book value ($666.5M) this quarter, a useful scale comparison for Pinnacle Wealth Planning Services, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.