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Kory Wiita

Pinnacle Wealth Planning Services, Inc.

Assets Managed
$968.023M
Holdings
2737
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
1.08%(2Q avg: 6.65%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Wealth Planning Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2737 positions.

Assets under management

The assets under management (AUM) of Pinnacle Wealth Planning Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 968.023M in assets, with a quarterly growth rate of 1.08% and a 2-quarter average growth rate of 6.65%. The portfolio is managed by Kory Wiita, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
Decreased -0.56%
10.58%
$102.415M
4.019M shares@ $25.49 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 3.41%
9.34%
$90.409M
1.871M shares@ $48.32 avg price
ET
Energy Transfer Lp
Recent Activity
Decreased -19.84%
6.13%
$59.34M
3.075M shares@ $19.3 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 5.61%
3.63%
$35.085M
620,103 shares@ $56.59 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 1.08%
2.54%
$24.545M
958,023 shares@ $25.62 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.92%
2.42%
$23.365M
92,065 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.16%
2.18%
$21.071M
120,821 shares@ $174.4 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 5.17%
1.97%
$19.034M
194,405 shares@ $97.92 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 7.22%
1.46%
$14.052M
188,993 shares@ $74.36 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.58%
1.4%
$13.5M
36,471 shares@ $370.17 avg price

1-10 of 2737