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Pinnacle Wealth Management Group, Inc.
Pinnacle Wealth Management Group, Inc. is a Michigan-based SEC-registered investment advisory firm founded in 2003. The firm provides comprehensive wealth management, financial planning, and investment advisory services for individuals, high-net-worth families, and other retail clients. With a philosophy centered on independence and client-first service, their team delivers customized strategies for each client’s unique needs. Employee count is estimated at 4.
Investment Strategy
Pinnacle Wealth Management Group, Inc. prioritizes independence by offering no proprietary products, ensuring client objectives remain at the center of each advisory relationship. Their investment approach is holistic and client-specific, focusing on comprehensive financial planning and customized portfolio management. The firm manages accounts both on a discretionary and non-discretionary basis, utilizing a broad array of investment vehicles tailored to each individual's circumstances while maintaining quarterly account monitoring and robust client communication.
Latest 13F Filing Activity
Pinnacle Wealth Management Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 126 equity positions with a total 13F market value of $195M. The fund increased holdings in Vanguard Index FDS, Vaneck Etf Trust, Agnico Eagle Mines LTD among other positions. Pinnacle Wealth Management Group, Inc. reduced exposure to Pacer FDS TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (126)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UITB | VICTORY PORTFOLIOS II | 4.44% | $8.7M | 182,341 | $47.70 | $47.52 | +$382.3K |
V VMBS | VANGUARD SCOTTSDALE FDS | 4.25% | $8.3M | 176,446 | $47.00 | $46.96 | +$480.0K |
T TBIL | RBB FD INC | 4.22% | $8.2M | 164,683 | $50.03 | $50.00 | +$431.6K |
U USTB | VICTORY PORTFOLIOS II | 3.98% | $7.8M | 152,074 | $50.78 | $50.99 | +$357.9K |
Q QQQ | INVESCO QQQ TR | 3.79% | $7.4M | 12,318 | $554.43 | $600.37 | +$989.2K |
Industry Allocation
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