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Carmine D'Avino

Pinnacle Wealth Management Advisory Group, Llc

Assets Managed
$1.463B
Holdings
550
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
0.73%(2Q avg: 4.9%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Wealth Management Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 550 positions.

Assets under management

The assets under management (AUM) of Pinnacle Wealth Management Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.463B in assets, with a quarterly growth rate of 0.73% and a 2-quarter average growth rate of 4.9%. The portfolio is managed by Carmine D'Avino, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 6.51%
4.03%
$58.9M
183,598 shares@ $320.82 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.18%
3.77%
$55.163M
217,355 shares@ $253.8 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 0.53%
3.72%
$54.308M
283,133 shares@ $191.81 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.64%
3.11%
$45.453M
306,905 shares@ $148.1 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 3.4%
2.93%
$42.873M
163,687 shares@ $261.93 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 6.2%
2.7%
$39.499M
525,948 shares@ $75.11 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.55%
2.6%
$37.946M
65,744 shares@ $577.18 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.66%
2.36%
$34.447M
52,734 shares@ $653.22 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.27%
2.23%
$32.572M
50,085 shares@ $650.35 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.06%
2.13%
$31.037M
177,964 shares@ $174.41 avg price

1-10 of 550