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The Analysis of Pinnacle Wealth Management, LLC's Holdings & P&L

Currently, Pinnacle Wealth Management, LLC holds 25 types of securities in its portfolio with a total value $148.5M. In the most recent quarter, they have increased their positions in IDEQ (+452.9K shares, valued at $14.4M), ALLW (+463.1K shares, valued at $13.4M), CGDV (+300.8K shares, valued at $12.8M); decreased their positions in JEPI (-149.9K shares, valued at $8.5M), N/A (-39.3K shares, valued at $2.5M), N/A (-10.9K shares, valued at $1.3M); initiated new positions in IDEQ (+452.9K shares, valued at $14.4M), ALLW (+463.1K shares, valued at $13.4M), CGDV (+300.8K shares, valued at $12.8M).

1M P&L

+2.8M+1.98%

3M P&L

+4.5M+3.23%

HY P&L

+7.4M+5.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A112.3M

85.2%

2Software - Infrastructure3.9M

3.0%

3Semiconductors3.0M

2.3%

Top Industries by Stock Count

1N/A11 stocks

52.4%

2Software - Infrastructure2 stocks

9.5%

3Internet Retail1 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GRNY TIDAL TRUST I768.9K shares-5.39%2026-03-312026-04-21

PYLD PIMCO ETF TR694.5K shares5.86%2026-03-312026-04-21

JBND J P MORGAN EXCHANGE TRADED F285.3K shares5.87%2026-03-312026-04-21

IDEQ LAZARD ACTIVE ETF TR452.9K sharesnew addition2026-03-312026-04-21

ALLW SSGA ACTIVE TR463.1K sharesnew addition2026-03-312026-04-21

CGDV CAPITAL GROUP DIVIDEND VALUE300.8K sharesnew addition2026-03-312026-04-21

TIDAL TRUST III TIDAL TRUST III426.1K shares272.17%2026-03-312026-04-21

SPHY SPDR SERIES TRUST381.8K shares5.98%2026-03-312026-04-21

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FNDE SCHWAB STRATEGIC TR178.1K shares2337.05%2026-03-312026-04-21

SPYG SPDR SERIES TRUST31.3K shares-0.06%2026-03-312026-04-21

NVDA NVIDIA CORPORATION17.4K shares-22.54%2026-03-312026-04-21

ALPHABET INC ALPHABET INC8.6K shares-23.70%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC16.9K shares-30.12%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC17.4K shares-38.57%2026-03-312026-04-21

AAPL APPLE INC7.4K shares-25.96%2026-03-312026-04-21

CAT CATERPILLAR INC2.7K shares-21.45%2026-03-312026-04-21

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META META PLATFORMS INC3.2K shares-24.31%2026-03-312026-04-21

AMZN AMAZON COM INC8.5K shares-31.87%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO5.9K shares-31.87%2026-03-312026-04-21

TSLA TESLA INC4.6K shares-31.74%2026-03-312026-04-21

APP APPLOVIN CORP4.2K shares-31.20%2026-03-312026-04-21

MSFT MICROSOFT CORP3.9K shares-17.88%2026-03-312026-04-21

ROCKET LAB CORP ROCKET LAB CORP22.2K shares-63.93%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F15.1K shares-90.84%2026-03-312026-04-21

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XLK SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-21

GRNY

TIDAL TRUST I

-5.39%

Shares768.9K

Event2026-03-31

Filed2026-04-21

PYLD

PIMCO ETF TR

5.86%

Shares694.5K

Event2026-03-31

Filed2026-04-21

JBND

J P MORGAN EXCHANGE TRADED F

5.87%

Shares285.3K

Event2026-03-31

Filed2026-04-21

IDEQ

LAZARD ACTIVE ETF TR

New

Shares452.9K

Event2026-03-31

Filed2026-04-21

ALLW

SSGA ACTIVE TR

New

Shares463.1K

Event2026-03-31

Filed2026-04-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares300.8K

Event2026-03-31

Filed2026-04-21

TIDAL TRUST III

272.17%

Shares426.1K

Event2026-03-31

Filed2026-04-21

SPHY

SPDR SERIES TRUST

5.98%

Shares381.8K

Event2026-03-31

Filed2026-04-21

FNDE

SCHWAB STRATEGIC TR

2337.05%

Shares178.1K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

-0.06%

Shares31.3K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-22.54%

Shares17.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-23.70%

Shares8.6K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

-30.12%

Shares16.9K

Event2026-03-31

Filed2026-04-21

ARISTA NETWORKS INC

-38.57%

Shares17.4K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-25.96%

Shares7.4K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

-21.45%

Shares2.7K

Event2026-03-31

Filed2026-04-21