Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc. is a registered investment adviser headquartered in Canton, Ohio. The firm specializes in offering comprehensive wealth management, financial planning, and investment advisory solutions for individuals, families, trusts, retirement plans, and institutions. Founded in the late 1990s, Pinnacle Wealth Planning Services is known for its personalized approach, professional staff, and commitment to fiduciary standards. The firm serves clients primarily across the United States and employs a team of certified financial planners and investment professionals.
Investment Strategy
Pinnacle Wealth Planning Services employs a diversified investment strategy focused on long-term asset growth and preservation. The firm tailors portfolios to each client based on risk tolerance, investment objectives, and financial circumstances. Utilizing a blend of equity, fixed income, and alternative investments, they pursue disciplined asset allocation, periodic rebalancing, and a focus on tax efficiency. The firm emphasizes evidence-based investment decisions, ongoing monitoring, and transparent communication with clients.
Top Holdings
Equity Positions (450)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FLTR | VANECK IG FLOATING RATE ETF | 14.33% | $108.9M | 4,272,209 | $25.02 | $25.50 | +$2.9M |
S SPSM | SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 9.30% | $70.7M | 1,660,231 | $38.06 | $42.60 | +$4.9M |
E ET | ENERGY TRANSFER L P LP | 9.27% | $70.5M | 3,887,215 | $8.96 | $18.13 | +$2.5M |
S SPYV | SPDR S&P 500 VALUE ETF | 3.45% | $26.2M | 500,570 | $35.41 | $52.34 | +$2.6M |
S SPAB | SPDR AGGREGATE BOND ETF | 2.67% | $20.3M | 791,983 | $26.86 | $25.60 | +$524.6K |