Long-term investor

Pinnacle Wealth Management Advisory Group, LLC @pinnaclewealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001631864).

Record

  • Tracked since 2025-06-30 (431 days), 27 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.7% · 6 months +11.4% · 1 year +19.7% · all +19.7%
  • Max drawdown -1.6% · Sharpe 1.22 · win rate 23% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908769 · 4.1% · long · since 2025-06-30
  • AAPL · 3.8% · long · since 2025-06-30
  • 46432F339 · 3.8% · long · since 2025-06-30
  • 922908751 · 3.1% · long · since 2025-06-30
  • QQQ · 3.0% · long · since 2025-06-30
  • 921946406 · 2.9% · long · since 2025-06-30
  • 922042775 · 2.8% · long · since 2025-06-30
  • 464287200 · 2.3% · long · since 2025-06-30
  • NVDA · 2.2% · long · since 2025-06-30
  • 78462F103 · 2.2% · long · since 2025-06-30
  • MSFT · 2.0% · long · since 2025-06-30
  • GOOGL · 1.9% · long · since 2025-06-30

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