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Pinnacle Wealth Management Advisory Group, LLC
Pinnacle Wealth Management Advisory Group, LLC is an independent investment adviser headquartered in Red Bank, New Jersey. Founded in 2011, the firm manages investment portfolios and provides financial advice primarily to high net worth individuals, as well as non-high-net-worth individuals, pension/profit-sharing plans, charitable organizations, and corporate clients. The firm has approximately 12 employees and manages assets totaling about $2 billion as of March 2025.
Investment Strategy
Pinnacle Wealth Management Advisory Group, LLC customizes investment strategies to client-specific financial goals, primarily focusing on discretionary portfolio management. Their accounts are predominantly for high net worth and individual investors, and their portfolio tends to have concentrated positions in large-cap equities like Apple, Microsoft, Nvidia, and diversified blue-chip holdings. The firm employs a long-term, growth-oriented approach, balancing risk and return according to client suitability, and emphasizing a disciplined investment process that aims to protect and grow client wealth over time.
Latest 13F Filing Activity
Pinnacle Wealth Management Advisory Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 388 equity positions with a total 13F market value of $1B. The fund increased holdings in Apple Inc., Invesco QQQ Trust Series I, Alphabet Inc. - Class A among other positions. Pinnacle Wealth Management Advisory Group, LLC reduced exposure to Schwab Us DVD Equity Etf, Ishares Russell 1000 Value Ind, Accenture PLC CL A among others.
Top Holdings
Equity Positions (388)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Inc | 4.37% | $58.2M | 228,541 | $119.13 | $254.63 | +$11.2M |
V VTI | Vanguard US Total Stock Market | 4.31% | $57.4M | 174,839 | $236.74 | $328.17 | +$4.7M |
Q QUAL | iShares MSCI USA Quality | 4.11% | $54.7M | 281,427 | $123.29 | $194.50 | +$3.7M |
M MSFT | Microsoft Corp | 3.28% | $43.7M | 84,352 | $251.69 | $517.95 | +$1.9M |
V VYM | Vanguard High Div Yield ETF | 3.19% | $42.5M | 301,424 | $96.80 | $140.95 | +$2.9M |
Industry Allocation
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