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Home > Institutional Investor > Pinnacle Wealth Management, Llc > Profile

Instuitional Investor - Pinnacle Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Pinnacle Wealth Management, Llc
Portfolio Value $119,577,102
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 582,073 $15,448,217 12.92%
2.
J P Morgan Exchange Traded F - ACTIVE BOND ETF
 236,927 $12,696,918 10.62%
3.
J P Morgan Exchange Traded F
 110,394 $6,275,899 5.25%
4.
Nvidia Corp
 NVDA 35,643 $5,631,250 4.71%
5.
Palantir Technologies Inc.
 PLTR 38,804 $5,289,761 4.42%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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