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Asset Manager ← All Institutions

Pinnacle Wealth Management, LLC

2999 DOUGLAS BLVD SUITE 180, ROSEVILLE, CA 95661 • 916-772-0807

Q4 2025 · Filed 2026-01-15
Market Value
$148M
+0.2%
Holdings
42
-5
New Purchases
5
Added To
20
Closed
3
Reduced
14
Top 10 Concentration
61.1%
Turnover
19.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GRNJ 1.97% 0.00% +1.97% $3M
CAT 1.30% 0.00% +1.30% $2M
SOFI 1.25% 0.00% +1.25% $2M
DE 1.24% 0.00% +1.24% $2M
RKLB 2.89% 2.01% +0.88% $4M
BMNR 0.73% 0.00% +0.73% $1M
GOOG 2.39% 1.97% +0.42% $4M
GS 1.49% 1.22% +0.27% $2M
GRNY 13.55% 13.32% +0.23% $20M
AXP 1.98% 1.76% +0.22% $3M
AMZN 1.94% 1.75% +0.20% $3M
GEV 1.21% 1.06% +0.14% $2M
JBND 9.81% 9.70% +0.11% $15M
PYLD 11.79% 11.70% +0.09% $18M
AAPL 1.84% 1.77% +0.08% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHA 0.00% 3.43% -3.43% $0
EME 0.00% 1.38% -1.38% $0
HIMS 0.87% 1.54% -0.67% $1M
MSTR 0.71% 1.36% -0.64% $1M
SPSM 0.00% 0.48% -0.48% $0
KTOS 1.11% 1.56% -0.45% $2M
HOOD 1.70% 2.04% -0.34% $3M
NFLX 1.20% 1.53% -0.33% $2M
ANET 2.50% 2.83% -0.32% $4M
AXON 1.45% 1.68% -0.24% $2M
SPOT 0.92% 1.15% -0.23% $1M
VST 0.99% 1.21% -0.23% $1M
MSFT 1.55% 1.77% -0.21% $2M
APP 2.76% 2.95% -0.18% $4M
PLTR 2.90% 2.99% -0.09% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 84.0%
Technology 8.5%
Communication Services 2.9%
Consumer Cyclical 2.4%
Industrials 2.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 14 $39M 26.4%
Large Cap 22 $69M 46.8%
Mid Cap 5 $37M 24.8%
Small Cap 1 $3M 2.0%

Portfolio Analytics

Avg Market Cap
$657.7B
Median Market Cap
$76.3B
Avg P/E
63.8
Median P/E
32.1
Avg Dividend Yield
0.00%
Avg Beta
1.47
# Stocks
30
# ETFs / Funds
12

Top Holdings (42 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GRNY 13.55% 812,731 $20M $24.76 $383K +22,811 +2.9%
2 PYLD 11.79% 656,093 $18M $26.68 $175K +10,436 +1.6%
3 JBND 9.81% 269,526 $15M $54.07 $199K +4,128 +1.6%
4 JEPI 6.36% 165,043 $9M $57.24 $77K +943 +0.6%
5 SPHY 5.74% 360,211 $9M $23.67 $23K +5,018 +1.4%
6 PLTR 2.90% 24,193 $4M $177.75 -$129K -87 -0.4%
7 RKLB 2.89% 61,447 $4M $69.76 $1M -564 -0.9%
8 NVDA 2.82% 22,428 $4M $186.50 $44K +243 +1.1%
9 APP 2.76% 6,090 $4M $673.82 -$261K +16 +0.3%
10 ANET 2.50% 28,357 $4M $131.03 -$472K -379 -1.3%
11 GOOG 2.39% 11,315 $4M $313.79 $630K -677 -5.7%
12 SPYG 2.25% 31,282 $3M $106.70 $62K -67 -0.2%
13 TSLA 2.05% 6,759 $3M $449.72 -$67K -226 -3.2%
14 AXP 1.98% 7,966 $3M $369.95 $338K +110 +1.4%
15 GRNJ 1.97% 114,500 $3M $25.55 +114,500 NEW
16 AMZN 1.94% 12,509 $3M $230.81 $295K +704 +6.0%
17 META 1.89% 4,250 $3M $660.09 -$66K +340 +8.7%
18 JPM 1.87% 8,626 $3M $322.22 $77K +57 +0.7%
19 AAPL 1.84% 10,058 $3M $271.86 $117K -220 -2.1%
20 HOOD 1.70% 22,315 $3M $113.10 -$502K +1,184 +5.6%
21 CVNA 1.58% 5,574 $2M $422.02 $92K -419 -7.0%
22 MSFT 1.55% 4,770 $2M $483.63 -$311K -285 -5.6%
23 GS 1.49% 2,518 $2M $879.03 $402K +244 +10.7%
24 AXON 1.45% 3,782 $2M $567.93 -$347K +306 +8.8%
25 CAT 1.30% 3,375 $2M $572.87 +3,375 NEW
26 SOFI 1.25% 71,127 $2M $26.18 +71,127 NEW
27 DE 1.24% 3,970 $2M $465.57 +3,970 NEW
28 GEV 1.21% 2,741 $2M $653.57 $219K +183 +7.2%
29 NFLX 1.20% 18,985 $2M $93.76 -$491K +17,091 +902.4%
30 KTOS 1.11% 21,657 $2M $75.91 -$671K -3,675 -14.5%
31 VST 0.99% 9,066 $1M $161.33 -$332K -94 -1.0%
32 SPOT 0.92% 2,361 $1M $580.71 -$333K -81 -3.3%
33 HIMS 0.87% 39,641 $1M $32.47 -$992K -549 -1.4%
34 BMNR 0.73% 40,010 $1M $27.15 +40,010 NEW
35 MSTR 0.71% 6,982 $1M $151.95 -$950K +740 +11.9%
36 IBKR 0.59% 13,526 $870K $64.31 -$40K +300 +2.3%
37 BKLC 0.42% 4,820 $630K $130.80 -$2K -105 -2.1%
38 XLK 0.19% 1,914 $276K $143.97 $6K +957 +100.0%
39 FNDE 0.18% 7,307 $263K $36.06 $7K +222 +3.1%
40 SCHA —% -$5M -181,986 -100.0% SOLD
41 SPSM —% -$718K -15,498 -100.0% SOLD
42 EME —% -$2M -3,141 -100.0% SOLD

New Positions

SymbolValue% Port
GRNJ $3M 1.97%
CAT $2M 1.30%
SOFI $2M 1.25%
DE $2M 1.24%
BMNR $1M 0.73%

Sold Out Positions

SymbolValue% Port
EME —%
SCHA —%
SPSM —%
View SEC EDGAR Filings for Pinnacle Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms