13F Filings History of Pinnacle Wealth Management, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$148,481,153
Signature - Title
Kenyon Lederer - Chief Compliance Officer
Location
Roseville, CA
Summary
This page shows a list of all the recent 13F filings made by Pinnacle Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle Wealth Management, LLC reported 39 stock holdings with total value $148,481,153 as of Q4 2025. Top holdings included GRNY, PYLD, JBND, JEPI, and SPHY.

Notify me when Pinnacle Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $148,481,153 +$13,918,633 -$9,008,370 +$4,910,263 GRNY, PYLD, JBND, JEPI, SPHY 13F-HR 15 Jan 2026, 17:22
Q3 2025 37 $148,166,070 +$49,295,678 -$32,918,444 +$16,377,234 GRNY, PYLD, JBND, JEPI, SPHY 13F-HR 10 Nov 2025, 21:13
Q2 2025 39 $119,577,102 +$44,671,335 -$24,202,346 +$20,468,989 PYLD, JBND, JEPI, NVDA, PLTR 13F-HR 29 Jul 2025, 16:23
Q1 2025 62 $88,770,822 +$60,156,776 -$55,666,238 +$4,490,538 PYLD, JBND, JEPI, NVDA, PLTR 13F-HR 13 May 2025, 14:19
Q4 2024 35 $89,848,850 +$19,495,364 -$20,293,321 -$797,957 IWM, PLTR, NVDA, AMZN, TSLA 13F-HR 18 Feb 2025, 11:41
Q3 2024 36 $83,634,123 +$29,611,733 -$27,056,731 +$2,555,002 IWM, NVDA, AXON, AMZN, META 13F-HR 12 Nov 2024, 18:58
Q2 2024 41 $79,964,812 +$17,462,675 -$32,006,503 -$14,543,828 NVDA, ANET, META, AMZN, GOOG 13F-HR 30 Jul 2024, 17:19
Q1 2024 43 $95,917,749 +$28,206,472 -$29,084,896 -$878,424 SCHZ, VGLT, NVDA, META, AMZN 13F-HR 03 May 2024, 20:03
Q4 2023 32 $87,482,950 +$25,219,071 -$27,473,277 -$2,254,206 SCHZ, SCHA, VGLT, ANET, AMD 13F-HR 23 Jan 2024, 18:33
Q3 2023 39 $82,408,358 +$25,602,361 -$40,270,113 -$14,667,752 SCHZ, VGLT, VGK, FNDE, GOOG 13F-HR 19 Oct 2023, 11:29
Q2 2023 45 $99,105,431 +$43,662,781 -$39,505,008 +$4,157,773 JEPI, DBND, JPST, VGLT, VGK 13F-HR 10 Aug 2023, 17:10
Q4 2022 47 $83,008,565 +$25,668,207 -$26,557,164 -$888,957 JEPI, JPST, VGLT, META, KLAC 13F-HR 27 Jan 2023, 18:02
Q3 2022 48 $82,377,000 +$30,957,049 -$14,765,772 +$16,191,277 JEPI, BOND, JPST, BLV, TSLA 13F-HR 24 Oct 2022, 16:22
Q2 2022 40 $71,141,000 +$21,342,734 -$22,356,344 -$1,013,610 TLT, JPST, BOND, MNST, BFB 13F-HR 28 Jul 2022, 17:24
Q1 2022 41 $85,588,000 +$38,373,730 -$67,050,932 -$28,677,202 JPST, BOND, PYPL, CF, TSLA 13F-HR 29 Apr 2022, 08:03
Q4 2021 43 $116,881,000 $0 $0 $0 BOND, KAPR, EAPR, JPST, PFFD 13F-HR 18 Feb 2022, 17:59