Pinnacle Wealth Planning Services, Inc.
Follow13F filer, CIK 1726752, MANSFIELD, OH
Pinnacle Wealth Planning Services, Inc. reported $968,023,241 across 2,737 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 41.61% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001726752-26-000003
- Period
- 2026-03-31
- Reported value
- $968M
- Holdings
- 2,737
- Top 10 weight
- 41.61%
- New
- 140
- Sold out
- 154
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| EEMadded | +179,920 | $10.2M |
| SPSMadded | +61,540 | $2.97M |
| NKEadded | +39,388 | $2.08M |
| AZNnew | +9,781 | $1.93M |
| SPYVadded | +32,912 | $1.86M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ETreduced | -760,993 | -$14.7M |
| INTCreduced | -47,607 | -$2.1M |
| AZNexited | -21,313 | -$1.96M |
| MSFTreduced | -2,156 | -$798K |
| IWMreduced | -2,983 | -$740K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 2,737 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| AZNASTRAZENECA PLC-SPONS ADR | 21,313 | $1.96M | shares |
| CMACOMERICA INC | 3,473 | $302K | shares |
| SCHHSCHWAB STRATEGIC TR | 12,658 | $264K | shares |
| PIPRPIPER SANDLER COS | 449 | $153K | shares |
| CIOCITY OFFICE REIT INC | 20,257 | $142K | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 294 | $131K | shares |
| WRBYWARBY PARKER INC | 5,475 | $119K | shares |
| DFPFLAHERTY & CRUMRINE DYNAMIC | 5,307 | $110K | shares |
| LOANMANHATTAN BRDG CAP INC | 103,083 | $103K | shares |
| TNGXTANGO THERAPEUTICS INC | 10,782 | $95.5K | shares |
| FRDMEA SERIES TRUST | 1,653 | $84.7K | shares |
| GLDDGREAT LAKES DREDGE & DOCK CO | 5,911 | $77.6K | shares |
| ARRYARRAY TECHNOLOGIES INC | 8,247 | $76K | shares |
| THSTREEHOUSE FOODS INC | 3,169 | $74.8K | shares |
| ELMEELME COMMUNITIES | 4,210 | $73.3K | shares |
| QIAGEN N.V.QIAGEN N.V. | 1,478 | $66.5K | shares |
| DVAXDYNAVAX TECHNOLOGIES CORP | 3,807 | $58.6K | shares |
| USRTISHARES TR | 1,024 | $58.3K | shares |
| HIHILLENBRAND INC | 1,813 | $57.5K | shares |
| DIAXNUVEEN DOW 30SM DYNAMIC OVERWR | 3,584 | $54.7K | shares |
| DAYDAYFORCE INC | 784 | $54.2K | shares |
| TGNATEGNA INC | 2,741 | $53.2K | shares |
| ALEXALEXANDER & BALDWIN INC | 2,538 | $52.4K | shares |
| INDIVIOR PLCINDIVIOR PLC | 1,430 | $51.3K | shares |
| HNRGHALLADOR ENERGY COMPANY | 2,660 | $50.6K | shares |
| IBTGISHARES TR | 1,989 | $45.5K | shares |
| FENIFIDELITY COVINGTON TRUST | 1,222 | $44.7K | shares |
| TOUST ROWE PRICE EXCHANGE-TRADED | 1,282 | $44.2K | shares |
| FNYFIRST TR EXCHANGE-TRADED ALP | 463 | $42.2K | shares |
| PCHPOTLATCHDELTIC CORP | 1,021 | $40.6K | shares |
| GJUNFIRST TR EXCHNG TRADED FD VI | 1,000 | $39.6K | shares |
| PFDFLAHERTY & CRUMRINE PFD INCO | 3,000 | $35.6K | shares |
| SLABSILICON LABORATORIES INC | 264 | $34.5K | shares |
| PACBPACIFIC BIOSCIENCES CALIF IN | 17,849 | $33.4K | shares |
| NZFNUVEEN MUN CR INCOME FD | 2,644 | $33.3K | shares |
| BBAIBIGBEAR AI HLDGS INC | 5,835 | $31.5K | shares |
| BXMXNUVEEN S&P 500 BUY-WRITE INCOM | 2,027 | $29.8K | shares |
| SHPROSHARES TR | 827 | $29.8K | shares |
| HGERHARBOR ETF TRUST | 1,121 | $27.8K | shares |
| CARSCARS COM INC | 2,146 | $26.2K | shares |
| ZIMZIM INTEGRATED SHIPPING SERV | 1,226 | $26K | shares |
| TELFYTELEFONICA SA-SPON ADR | 6,349 | $25.7K | shares |
| SXCSUNCOKE ENERGY INC | 3,326 | $23.9K | shares |
| XMYDXBLACKROCK MUNIYIELD FUND | 2,151 | $22.6K | shares |
| HAEHAEMONETICS CORP MASS | 276 | $22.1K | shares |
| CIVICIVITAS RESOURCES INC | 791 | $21.4K | shares |
| RNAMAVIDITY BIOSCIENCES INC | 297 | $21.4K | shares |
| FWRGFIRST WATCH RESTAURANT GROUP | 1,395 | $21K | shares |
| ICFIICF INTL INC | 242 | $20.6K | shares |
| BBUCBROOKFIELD BUSINESS HOLDINGS | 553 | $19.8K | shares |
| IBDRISHARES TR | 729 | $17.7K | shares |
| PMAYINNOVATOR ETFS TRUST | 427 | $16.9K | shares |
| CRMDCORMEDIX INC | 1,430 | $16.6K | shares |
| ZETAZETA GLOBAL HOLDINGS CORP | 796 | $16.2K | shares |
| XAWPXABRDN GLOBAL PREMIER PROPERT | 4,106 | $15.8K | shares |
| XFLTXAI OCTAGON FLOATING RATE & AL | 3,237 | $15.5K | shares |
| HFROHIGHLAND OPPS & INCOME FD | 2,520 | $15.1K | shares |
| BLACKROCK MUNIHOLDINGS QUAL…BLACKROCK MUNIHOLDINGS QUALITY | 1,500 | $15K | shares |
| OTEXOPEN TEXT CORP | 444 | $14.5K | shares |
| CADECADENCE BANK | 333 | $14.3K | shares |
| FYCFIRST TR EXCHANGE-TRADED ALP | 134 | $12.9K | shares |
| BTBTBIT DIGITAL INC | 6,661 | $12.6K | shares |
| MOFGMIDWESTONE FINANCIAL GROUP I | 315 | $12.1K | shares |
| AMCOR PLCAMCOR PLC | 1,408 | $11.7K | shares |
| ASCARDMORE SHIPPING CORP | 1,104 | $11.7K | shares |
| ZEUSOLYMPIC STEEL INC | 252 | $10.8K | shares |
| ACLXARCELLX INC | 160 | $10.4K | shares |
| JAMFJAMF HOLDING CORP | 784 | $10.2K | shares |
| SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC | 608 | $9.3K | shares |
| BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II | 846 | $8.83K | shares |
| BOWBOWHEAD SPECIALTY HLDGS INC | 304 | $8.68K | shares |
| EXASEXACT SCIENCES CORP | 79 | $8.02K | shares |
| HOFTHOOKER FURNISHINGS CORPORATI | 702 | $7.93K | shares |
| VRAVERA BRADLEY INC | 3,208 | $7.76K | shares |
| STHOSTAR HLDGS | 937 | $7.71K | shares |
| REAXTHE REAL BROKERAGE INC | 2,055 | $7.5K | shares |
| DGICADONEGAL GROUP INC | 362 | $7.23K | shares |
| GUESS? INCGUESS? INC | 421 | $7.05K | shares |
| CRNCCERENCE INC | 656 | $7.01K | shares |
| GENIGENIUS SPORTS LIMITED | 625 | $6.89K | shares |
| MKTWMARKETWISE INC | 436 | $6.55K | shares |
| BTDRBITDEER TECHNOLOGIES GROUP | 579 | $6.49K | shares |
| FYBRFRONTIER COMMUNICATIONS PARE | 169 | $6.43K | shares |
| VVRINVESCO SR INCOME TR | 1,957 | $6.4K | shares |
| RVTROYCE SMALL CAP TRUST INC | 397 | $6.39K | shares |
| HNSTHONEST CO INC | 2,454 | $6.33K | shares |
| MNSOMINISO GROUP HLDG LTD | 336 | $6.3K | shares |
| NEONNEONODE INC | 3,557 | $6.19K | shares |
| BMEZBLACKROCK HEALTH SCIENCES TE | 409 | $6.16K | shares |
| FLXSFLEXSTEEL INDS INC | 155 | $6.12K | shares |
| TNXPTONIX PHARMACEUTICALS HLDG C | 342 | $5.34K | shares |
| SLNOSOLENO THERAPEUTICS INC | 104 | $4.82K | shares |
| SNVSYNOVUS FINANCIAL CORP | 90 | $4.5K | shares |
| RZLVREZOLVE AI PLC | 1,694 | $4.35K | shares |
| RRRICHTECH ROBOTICS INC | 1,343 | $4.34K | shares |
| CCRNCROSS CTRY HEALTHCARE INC | 510 | $4.13K | shares |
| BMEABIOMEA FUSION INC | 3,330 | $4.13K | shares |
| IIMINVESCO VALUE MUN INCOME TR | 300 | $3.7K | shares |
| ISDPGIM HIGH YIELD BOND FUND IN | 247 | $3.57K | shares |
| ZLABZAI LAB LTD | 201 | $3.55K | shares |
| NIQNIQ GLOBAL INTELLIGENCE PLC | 206 | $3.4K | shares |
| BYNDBEYOND MEAT INC | 3,976 | $3.26K | shares |
| EARNELLINGTON CREDIT COMPANY | 611 | $3.22K | shares |
| XNROXNEUBERGER R/EST SECS INC FD | 1,036 | $3.15K | shares |
| TGLSTECNOGLASS INC | 59 | $2.97K | shares |
| NUKZEXCHANGE TRADED CONCEPTS TRU | 45 | $2.86K | shares |
| SABASABA CAPITAL INCOME & OPPORT | 339 | $2.8K | shares |
| ZALTINNOVATOR ETFS TRUST | 79 | $2.57K | shares |
| RPTRITHM PPTY TR INC | 153 | $2.53K | shares |
| QFINQFIN HOLDINGS INC | 122 | $2.35K | shares |
| PWPPERELLA WEINBERG PARTNERS | 128 | $2.21K | shares |
| WPPWPP PLC NEW | 94 | $2.11K | shares |
| MGPIMGP INGREDIENTS INC NEW | 86 | $2.09K | shares |
| GAMGENERAL AMERN INVS CO INC | 35 | $2.06K | shares |
| FUBOFUBOTV INC | 800 | $2.02K | shares |
| YMMFULL TRUCK ALLIANCE CO LTD | 172 | $1.85K | shares |
| FCFRANKLIN COVEY CO | 110 | $1.85K | shares |
| VTEXVTEX | 466 | $1.75K | shares |
| HOUSANYWHERE REAL ESTATE INC | 119 | $1.69K | shares |
| NLNLI HOLDINGS INC | 284 | $1.55K | shares |
| FLGTFULGENT GENETICS INC | 59 | $1.55K | shares |
| LUNGPULMONX CORP | 695 | $1.54K | shares |
| CFLTCONFLUENT INC-CLASS A | 50 | $1.51K | shares |
| HELEHELEN OF TROY LTD | 66 | $1.4K | shares |
| XMVTXBLACKROCK MUNIVEST FUND II | 128 | $1.38K | shares |
| REPLREPLIMUNE GROUP INC | 137 | $1.33K | shares |
| AVDAMERICAN VANGUARD CORP | 340 | $1.3K | shares |
| ATKRATKORE INC | 19 | $1.2K | shares |
| CORZCORE SCIENTIFIC INC NEW | 76 | $1.11K | shares |
| CPTCAMDEN PPTY TR | 9 | $991 | shares |
| WBWEIBO CORP | 96 | $981 | shares |
| MINABERDEEN INTER INCOME FD | 335 | $874 | shares |
| CMDBCOSTAMARE BULKERS HLDGS LTD | 50 | $771 | shares |
| TVGRUPO TELEVISA S A B | 240 | $698 | shares |
| CCIFCARLYLE CREDIT INCOME FUND | 142 | $666 | shares |
| NCNONCINO INC | 23 | $590 | shares |
| JGHNUVEEN GLOBAL HIGH INCOME FD | 46 | $580 | shares |
| ULCCFRONTIER GROUP HLDGS INC | 117 | $551 | shares |
| KBRKBR INC | 12 | $482 | shares |
| XWIAXWESTERN ASSET INFLT LNK INC | 55 | $455 | shares |
| VTSVITESSE ENERGY INC | 21 | $404 | shares |
| CPZCALAMOS LNG SHR EQT DYNAMIC | 26 | $380 | shares |
| AGMFEDERAL AGRIC MTG CORP | 2 | $351 | shares |
| MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC | 25 | $335 | shares |
| LOPEGRAND CANYON ED INC | 2 | $333 | shares |
| PLYMPLYMOUTH INDUSTRIAL REIT INC | 14 | $306 | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 3 | $286 | shares |
| NGVCNATURAL GROCERS BY VITAMIN | 10 | $251 | shares |
| CXTCRANE NXT CO | 5 | $235 | shares |
| TBLDTHORNBURG INCM BUILDER OPP T | 9 | $181 | shares |
| AVXLANAVEX LIFE SCIENCES CORP | 43 | $153 | shares |
| INDIINDIE SEMICONDUCTOR INC | 41 | $145 | shares |
| TEMTEMPUS AI INC | 2 | $118 | shares |
| LFMDLIFEMD INC | 26 | $89 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001726752-26-000003 | base | 2026-05-11 | acceptance time not in the bulk data set |