PINNACLE WEALTH PLANNING SERVICES, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 3.07M | $59.34M |
 | NVDA | 121K | $21.07M |
 | AAPL | 92K | $23.37M |
 | WIT | 66K | $140.22K |
 | SAN | 64K | $718.03K |
 | LYG | 59K | $299.16K |
 | AMZN | 54K | $11.31M |
 | NKE | 54K | $2.84M |
 | MFG | 51K | $403.09K |
 | STLA | 50K | $354.97K |
 | BAC | 50K | $2.43M |
 | T | 40K | $1.17M |
 | HBAN | 40K | $631.26K |
 | CSCO | 40K | $3.12M |
 | BCS | 40K | $843.75K |
 | INTC | 40K | $1.76M |
 | NFLX | 39K | $3.78M |
 | MSFT | 36K | $13.50M |
 | WMT | 35K | $4.41M |
 | SMFG | 33K | $657.75K |
Energy Transfer LP
ET
Shares Held
3.07M
Value
$59.34M
NVIDIA Corporation
NVDA
Shares Held
121K
Value
$21.07M
Apple Inc.
AAPL
Shares Held
92K
Value
$23.37M
Wipro Limited
WIT
Shares Held
66K
Value
$140.22K
Banco Santander, S.A.
SAN
Shares Held
64K
Value
$718.03K
Lloyds Banking Group plc
LYG
Shares Held
59K
Value
$299.16K
Amazon.com, Inc.
AMZN
Shares Held
54K
Value
$11.31M
NIKE, Inc.
NKE
Shares Held
54K
Value
$2.84M
Mizuho Financial Group, Inc.
MFG
Shares Held
51K
Value
$403.09K
Stellantis N.V.
STLA
Shares Held
50K
Value
$354.97K
Bank of America Corporation
BAC
Shares Held
50K
Value
$2.43M
AT&T Inc.
T
Shares Held
40K
Value
$1.17M
Huntington Bancshares Incorporated
HBAN
Shares Held
40K
Value
$631.26K
Cisco Systems, Inc.
CSCO
Shares Held
40K
Value
$3.12M
Barclays PLC
BCS
Shares Held
40K
Value
$843.75K
Intel Corp.
INTC
Shares Held
40K
Value
$1.76M
Netflix, Inc.
NFLX
Shares Held
39K
Value
$3.78M
Microsoft Corporation
MSFT
Shares Held
36K
Value
$13.50M
Walmart Inc.
WMT
Shares Held
35K
Value
$4.41M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
33K
Value
$657.75K