Pinnacle Wealth Planning Services, Inc. has filed its Form 13F-HR report for the period ending September 30, 2026. The filing details the firm's equity holdings as of the specified date.
The report lists a total of 2847 individual equity securities held by the firm. The total number of shares reported across all holdings is 1,026,285,448. The filing was signed by Kory Wiita, the Chief Compliance Officer for Pinnacle Wealth Planning.
The portfolio includes a diverse range of common stocks. Notable positions include Apple Inc., with 88,530,000 shares; Amazon.com Inc., with 52,879,000 shares; and Alphabet Inc. Class A, with 32,739,000 shares. Other significant holdings include Applied Materials Inc., with 6,428,000 shares; Broadcom Inc., with 5,287,000 shares; and Eli Lilly and Company, with 5,025,000 shares.
The filing also lists several exchange-traded funds and other investment vehicles. Examples include the ARK Innovation ETF, the ALPS Sector Dividend Dogs ETF, and various Aberdeen Standard Investments funds focused on income and healthcare sectors.
