Pinnacle Wealth Management Advisory Group, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$1.5B
Holdings
545
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$NSC
NORFOLK SOUTHN CORP
Held since at least Q1 2024
11.0%
02
$VTI
Vanguard Index Fds Vanguard To
Held since at least Q1 2024
4.0%
03
$AAPL
Apple Inc
Held since at least Q1 2024
3.8%
04
$QUAL
iShares MSCI USA Quality
Held since at least Q1 2024
3.7%
05
$VYM
Vanguard High Div Yield ETF
Held since at least Q1 2024
3.1%
06
$VB
Vanguard Small-Cap ETF
Held since at least Q1 2024
2.9%
07
$VEU
Vanguard FTSE All World Ex US
Held since at least Q1 2024
2.7%
08
$NDQ
Invesco QQQ Trust Series I
Q1 2026: Sold 48.6% (457.0k → 235.0k shares)
2.6%
09
$IVV
Ishares Core S&P 500 ETF
Held since at least Q1 2024
2.4%
10
$SPY
State Street SPDR S&P 500 ETF
Q1 2026: Sold 61.1% (1.02M → 397.0k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 06:08 UTC.