Pinnacle Wealth Management, LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$148.5M
Holdings
25
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GRNY
TIDAL TRUST I
Q4 2025: Increased +2.9% (789.9k → 812.7k shares)
12.4%
02
$PYLD
PIMCO ETF TR
Q4 2025: Increased +1.6% (645.7k → 656.1k shares)
12.3%
03
$JBND
J P MORGAN EXCHANGE TRADED F
Q4 2025: Increased +1.6% (265.4k → 269.5k shares)
10.3%
04
$IDEQ
LAZARD ACTIVE ETF TR
Held since at least Q1 2024
9.7%
05
$ALLW
SSGA ACTIVE TR
Held since at least Q1 2024
9.0%
06
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
8.6%
07
$GRNJ
TIDAL TRUST III
Q4 2025: New position (114.5k shares)
7.2%
08
$SPHY
SPDR SERIES TRUST
Q4 2025: Increased +1.4% (355.2k → 360.2k shares)
6.0%
09
$FNDE
SCHWAB STRATEGIC TR
Q4 2025: Increased +3.1% (7.1k → 7.3k shares)
4.6%
10
$SPYG
SPDR SERIES TRUST
Q3 2025: Sold 1.1% (31.7k → 31.3k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:30 UTC.