Pinnacle Wealth Planning Services, Inc.
Follow13F filer, CIK 1726752, MANSFIELD, OH
Pinnacle Wealth Planning Services, Inc. reported $1,049,893,926 across 2,749 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 37.94% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001726752-26-000004
- Period
- 2026-06-30
- Reported value
- $1.05B
- Holdings
- 2,749
- Top 10 weight
- 37.94%
- New
- 118
- Sold out
- 106
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IWFadded | +38,271 | $4.75M |
| SPSMadded | +49,667 | $2.86M |
| NKEadded | +66,561 | $2.73M |
| FSKnew | +234,924 | $2.47M |
| LULUadded | +20,048 | $2.29M |
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 |
|---|---|---|
| FLTRreduced | -865,790 | -$22.2M |
| ETreduced | -927,632 | -$17.7M |
| SNDKreduced | -921 | -$2.09M |
| NVDAreduced | -7,757 | -$1.55M |
| DAUGexited | -35,000 | -$1.52M |
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 2,749 share positions
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| DAUGFIRST TR EXCHNG TRADED FD VI | 35,000 | $1.52M | shares |
| HONHONEYWELL INTL INC | 1,817 | $411K | shares |
| CCLCARNIVAL CORP | 12,320 | $319K | shares |
| SIVRABRDN SILVER ETF TRUST | 2,835 | $203K | shares |
| CSGSCSG SYS INTL INC | 2,205 | $176K | shares |
| TPHTRI POINTE HOMES INC | 3,209 | $150K | shares |
| ALAIR LEASE CORP | 2,137 | $139K | shares |
| SEESEALED AIR CORP NEW | 3,097 | $130K | shares |
| DDDUPONT DE NEMOURS INC | 2,803 | $128K | shares |
| GDENGOLDEN ENTMT INC | 2,344 | $62.6K | shares |
| LMBLIMBACH HLDGS INC | 788 | $61.5K | shares |
| SFEBFIRST TR EXCHNG TRADED FD VI | 2,521 | $59.9K | shares |
| CWENACLEARWAY ENERGY INC | 1,483 | $58.1K | shares |
| CTRACOTERRA ENERGY INC | 1,446 | $50.8K | shares |
| CCBCOASTAL FINL CORP WA | 661 | $50.3K | shares |
| HOLXHOLOGIC INC | 657 | $49.7K | shares |
| WIXWIX COM LTD | 408 | $36.7K | shares |
| KWKENNEDY-WILSON HOLDINGS INC | 3,204 | $34.7K | shares |
| NVRIENVIRI CORP | 1,741 | $34.2K | shares |
| VREVERIS RESIDENTIAL INC | 1,767 | $33.3K | shares |
| MMSMAXIMUS INC | 451 | $28.9K | shares |
| DBEFDBX ETF TR | 491 | $24.3K | shares |
| PRAPROASSURANCE CORP | 971 | $24K | shares |
| TRITHOMSON REUTERS CORP | 252 | $22.7K | shares |
| ADXADAMS DIVERSIFIED EQUITY FD | 1,026 | $22.5K | shares |
| XMCRXMFS CHARTER INCOME TR | 3,662 | $22.2K | shares |
| SILASILA REALTY TRUST INC | 837 | $19.8K | shares |
| MCWMISTER CAR WASH INC | 2,841 | $19.8K | shares |
| CTKBCYTEK BIOSCIENCES INC | 4,313 | $18.8K | shares |
| SNCYSUN CTRY AIRLS HLDGS INC | 1,056 | $17.4K | shares |
| GOGOGOGO INC | 3,961 | $15.9K | shares |
| SITCSITE CTRS CORP | 2,692 | $14.5K | shares |
| CABOCABLE ONE INC | 159 | $14.5K | shares |
| FOLDAMICUS THERAPEUTIC | 994 | $14.4K | shares |
| XNXJXNUVEEN NEW JERSEY | 1,133 | $13.9K | shares |
| STKLSUNOPTA INC | 2,054 | $13.3K | shares |
| BLFYBLUE FOUNDRY BANCORP | 998 | $13.2K | shares |
| IMXIINTERNATIONAL MONEY EXPRESS | 702 | $11.1K | shares |
| CWANCLEARWATER ANALYTICS HLDGS I | 440 | $10.4K | shares |
| HTBKHERITAGE COMM CORP | 806 | $10.1K | shares |
| OFIXORTHOFIX MED INC | 779 | $8.94K | shares |
| KBHKB HOME | 166 | $8.59K | shares |
| CLPRCLIPPER RLTY INC | 2,646 | $7.99K | shares |
| APLSAPELLIS PHARMACEUTICALS INC | 192 | $7.72K | shares |
| OGSONE GAS INC | 79 | $6.8K | shares |
| GSMFERROGLOBE PLC | 1,577 | $6.5K | shares |
| PCYOPURE CYCLE CORP | 639 | $6.43K | shares |
| MQMARQETA INC | 1,520 | $6.2K | shares |
| KROSKEROS THERAPEUTICS INC | 541 | $5.97K | shares |
| TERNTERNS PHARMACEUTICALS INC | 100 | $5.27K | shares |
| GMARFIRST TR EXCHNG TRADED FD VI | 118 | $4.92K | shares |
| GAPRFIRST TR EXCHNG TRADED FD VI | 117 | $4.74K | shares |
| NXDRNEXTDOOR HOLDINGS INC | 3,328 | $4.66K | shares |
| YORWYORK WTR CO | 152 | $4.63K | shares |
| MASIMASIMO CORP | 25 | $4.45K | shares |
| HTZWWHERTZ GLOBAL HLDGS INC | 1,831 | $4.17K | shares |
| RXRXRECURSION PHARMACEUTICALS IN | 1,196 | $3.67K | shares |
| TWITITAN INTL INC ILL | 508 | $3.51K | shares |
| WNCWABASH NATL CORP | 387 | $3.34K | shares |
| AMWDAMERICAN WOODMARK CORP | 81 | $3.23K | shares |
| BLSHBULLISH | 86 | $3.07K | shares |
| FWRDFORWARD AIR CORP | 176 | $2.94K | shares |
| MYGNMYRIAD GENETICS INC | 604 | $2.72K | shares |
| CTLPCANTALOUPE INC | 249 | $2.69K | shares |
| EHEHANG HLDGS LTD | 274 | $2.66K | shares |
| CPRICAPRI HOLDINGS LIMITED | 130 | $2.29K | shares |
| DLYDOUBLELINE YIELD OPPORTUNITI | 158 | $2.2K | shares |
| ABVXABIVAX SA | 15 | $1.67K | shares |
| GRSDGRANDSTAND LTD | 427 | $1.66K | shares |
| NNOXNANO X IMAGING LTD | 602 | $1.37K | shares |
| FFICFLUSHING FINL CORP | 89 | $1.37K | shares |
| CVGWCALAVO GROWERS INC | 50 | $1.29K | shares |
| PTLOPORTILLOS INC | 243 | $1.28K | shares |
| RGPRESOURCES CONNECTION INC | 326 | $1.22K | shares |
| AIREREALPHA TECH CORP | 5,000 | $1.22K | shares |
| RXSTRXSIGHT INC | 187 | $1.15K | shares |
| XRPIVOLATILITY SHS TR | 150 | $1.14K | shares |
| GGALGRUPO FINANCIERO GALICIA S.A | 23 | $1.07K | shares |
| EMBCEMBECTA CORP | 111 | $981 | shares |
| AHRTAH RLTY TR INC | 162 | $891 | shares |
| MBRXMOLECULIN BIOTECH INC | 281 | $643 | shares |
| PLAYDAVE & BUSTERS ENTMT INC | 57 | $617 | shares |
| BARKBARK INC | 1,000 | $507 | shares |
| FIGRFIGURE TECHNOLOGY SOLUTIO | 14 | $475 | shares |
| FSLYFASTLY INC | 16 | $465 | shares |
| SNAPSNAP INC | 97 | $446 | shares |
| PRAAPRA GROUP INC | 24 | $420 | shares |
| DAWNDAY ONE BIOPHARMACEUTICALS I | 19 | $407 | shares |
| TLNTALEN ENERGY CORP | 1 | $319 | shares |
| BXCBLUELINX HLDGS INC | 5 | $271 | shares |
| BDCBELDEN INC | 2 | $230 | shares |
| ONTFON24 INC | 22 | $178 | shares |
| DHILDIAMOND HILL INVT GROUP INC | 1 | $172 | shares |
| AIFAALLIED GAMING & ENTRTNMNT IN | 595 | $163 | shares |
| ERIIENERGY RECOVERY INC | 16 | $161 | shares |
| BZAIBLAIZE HLDGS INC | 88 | $160 | shares |
| SPRYARS PHARMACEUTICALS INC | 17 | $137 | shares |
| SERVSERVE ROBOTICS INC | 14 | $118 | shares |
| WGSGENEDX HOLDINGS CORP | 1 | $64 | shares |
| AMCAMC ENTMT HLDGS INC | 61 | $60 | shares |
| INKTMINK THERAPEUTICS INC | 5 | $53 | shares |
| GMEWSGAMESTOP CORP NEW | 4 | $15 | shares |
| XRXDWXEROX HOLDINGS CORP | 106 | $10 | shares |
| OPENWOPENDOOR TECHNOLOGIES INC | 4 | $2 | shares |
| OPENLOPENDOOR TECHNOLOGIES INC | 4 | $1 | shares |
| OPENZOPENDOOR TECHNOLOGIES INC | 4 | $1 | shares |
How Q2 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 0001726752-26-000004 | base | 2026-08-07 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001726752-26-000004 | Quarter ended 2026-06-30 | 2026-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-26-000003 | Quarter ended 2026-03-31 | 2026-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-26-000001 | Quarter ended 2025-12-31 | 2026-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-25-000007 | Quarter ended 2025-09-30 | 2025-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-25-000006 | Quarter ended 2025-06-30 | 2025-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-25-000004 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001726752-25-000002 | Quarter ended 2024-12-31 | 2025-02-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-25-000001 | Quarter ended 2024-12-31 | 2025-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-24-000004 | Quarter ended 2024-09-30 | 2024-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-24-000003 | Quarter ended 2024-06-30 | 2024-08-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-24-000001 | Quarter ended 2024-03-31 | 2024-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001844201-24-000003 | Quarter ended 2023-12-31 | 2024-02-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-23-000004 | Quarter ended 2023-09-30 | 2023-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-23-000003 | Quarter ended 2023-06-30 | 2023-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-23-000002 | Quarter ended 2023-03-31 | 2023-05-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-23-000001 | Quarter ended 2022-12-31 | 2023-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-22-000004 | Quarter ended 2022-09-30 | 2022-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-22-000003 | Quarter ended 2022-06-30 | 2022-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-22-000002 | Quarter ended 2022-03-31 | 2022-04-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-22-000001 | Quarter ended 2021-12-31 | 2022-01-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-21-000004 | Quarter ended 2021-09-30 | 2021-10-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-21-000003 | Quarter ended 2021-06-30 | 2021-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-21-000002 | Quarter ended 2021-03-31 | 2021-04-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-21-000001 | Quarter ended 2020-12-31 | 2021-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-20-000004 | Quarter ended 2020-09-30 | 2020-11-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-20-000003 | Quarter ended 2020-06-30 | 2020-07-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-20-000002 | Quarter ended 2020-03-31 | 2020-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-20-000001 | Quarter ended 2019-12-31 | 2020-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-19-000007 | Quarter ended 2019-09-30 | 2019-10-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-19-000006 | Quarter ended 2019-06-30 | 2019-08-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-19-000005 | Quarter ended 2019-03-31 | 2019-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-19-000004 | Quarter ended 2018-12-31 | 2019-03-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-19-000003 | Quarter ended 2018-09-30 | 2019-02-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-19-000001 | Quarter ended 2018-03-31 | 2019-02-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-19-000002 | Quarter ended 2018-06-30 | 2019-02-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001726752-18-000001 | Quarter ended 2017-12-31 | 2018-02-12 | acceptance time not in the bulk data set |