Long-term investor
Pinnacle Wealth Planning Services, Inc. @pinnaclewealthplanningse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001726752).
Record
- Tracked since 2025-06-30 (450 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +31.7% · 1 year n/a · all +51.5%
- Max drawdown n/a · win rate 41% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78468R853 · 10.6% · long · since 2025-06-30
- 92189F486 · 7.7% · long · since 2025-06-30
- ET · 3.9% · long · since 2025-06-30
- 78464A508 · 3.6% · long · since 2025-06-30
- 78464A649 · 2.5% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- 78464A409 · 2.2% · long · since 2025-06-30
- 464288877 · 1.4% · long · since 2025-06-30
- 78464A854 · 1.4% · long · since 2025-06-30
- 464287234 · 1.3% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30