Pinnacle Wealth Management Advisory Group, LLC

CIK 0001631864 · Q2 2026

13F Equity AUM

$1.7B

+14.8% QoQ

Positions

572

-543 QoQ

AUM Rank

#2,555

Top 20%

Skill Alpha (FF)

-1.6%/yr

Underperformer

Rank #4,585 · Top 56%

vs S&P -3.1%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 17.7%Top 10: 30.2%Top 20: 45.0%

VTI4.1%

AAPL3.8%

QUAL3.8%

VB3.0%

NDQ3.0%

VYM2.9%

VEU2.8%

IVV2.4%

NVDA2.2%

SPY2.2%

Others (555)69.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 565Median: 0.03%Avg: 0.18%

0–0.5%

520(35.3%)

0.5–1%

19(12.9%)

1–3%

22(37.0%)

3–5%

4(14.8%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 565vs 20 funds

0%Low

565

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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