13F filer

Pinnacle Wealth Planning Services

As of Sep 30, 2026 Filed Oct 27, 2026 CIK 1726752 SEC filings ↗

13F Value

$1.03B

Positions

2,847

Top Position

SPSM9.7%

Top 5

27.2%

Latest filing changes

vs Jun 30, 2026

1 SPCX Space Exploration Techn +459.7%+$4.9M

2 GOOG Alphabet Class C +41.0%+$2.5M

3 LEN Lennar >999%+$1.7M

4 LOW Lowe's +121.6%+$1.6M

5 IVV iShares Core S&P 500 ETF +12.2%+$810K

Holdings2,847

#
1	SPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF	9.7%	$99.1M	-2.4%	1.87M	10.6%	ETF
2	FLTR VanEck IG Floating Rate ETF	7.7%	$78.8M	-2.3%	3.08M	7.7%	ETF
3	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	3.7%	$37.9M	-1.1%	620.0K	3.6%	ETF
4	ET Energy Transfer	3.3%	$34.0M	-20.0%	1.72M	3.9%	Partnership Unit
5	AAPL Apple	2.9%	$29.5M	-1.5%	88.5K	2.5%	Common Stock
6	NVDA NVIDIA	2.5%	$25.6M	-0.9%	112.1K	2.2%	Common Stock
7	SPAB State Street SPDR Portfolio Aggregate Bond ETF	2.5%	$25.5M	+0.6%	1.05M	2.5%	ETF
8	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	2.3%	$23.2M	-0.6%	188.9K	2.2%	ETF
9	MSFT Microsoft	1.7%	$17.9M	-1.4%	34.9K	1.3%	Common Stock
10	EFV iShares MSCI EAFE Value ETF	1.5%	$15.6M	+0.6%	196.8K	1.4%	ETF
11	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.5%	$15.6M	+2.7%	173.3K	1.4%	ETF
12	EEM iShares MSCI Emerging Markets ETF	1.3%	$13.7M	+2.5%	204.4K	1.3%	ETF
13	AMZN Amazon	1.3%	$13.2M	+0.5%	52.9K	1.2%	Common Stock
14	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 32,739 reported quantity $11,264,692 reported value	1.1%	$11.3M	+0.2%	32.7K	1.1%	Common Stock
15	EFG iShares MSCI EAFE Growth ETF	0.9%	$8.8M	+1.1%	73.7K	0.9%	ETF
16	META Meta Platforms	0.9%	$8.7M	-5.2%	12.1K	0.7%	Common Stock
17	SPY State Str SPDR S&P 500 ETF T — Tr Unit	0.8%	$8.7M	-4.7%	11.3K	0.8%	ETF
18	GOOG Alphabet Class C	0.8%	$8.5M	+41.0%	24.9K	0.6%	Common Stock
19	JPM JPMorgan Chase	0.8%	$8.5M	-1.1%	25.6K	0.8%	Common Stock
20	EMLP First Trust North American Energy Infrastructure Fund	0.8%	$8.2M	+0.8%	199.2K	0.8%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing100

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.