Daniel A Cesta

Pinnacle Wealth Management Group, Inc.

Assets Managed

$214.353M

Holdings

128

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

5.23%(2Q avg: 3.5%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Wealth Management Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Pinnacle Wealth Management Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 214.353M in assets, with a quarterly growth rate of 5.23% and a 2-quarter average growth rate of 3.5%. The portfolio is managed by Daniel A Cesta, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VXUS Vanguard Total Intl Stock Recent Activity Increased 1.31%	5.37%	$11.503M 134,548 shares@ $85.5 avg price	Increased 1.31%
SFLR Innovator Eqty Mgd Floor Etf Recent Activity Increased 1.41%	4.46%	$9.547M 247,451 shares@ $38.59 avg price	Increased 1.41%
QFLR Innovator Nasdaq-100 Mf Etf Recent Activity Increased 1.23%	4.32%	$9.253M 253,635 shares@ $36.49 avg price	Increased 1.23%
USTB Victoryshares Short-term Bon Recent Activity Increased 1%	4.27%	$9.14M 180,560 shares@ $50.62 avg price	Increased 1%
VMBS Vanguard Mortgage-backed Sec Recent Activity Increased 0.68%	3.47%	$7.427M 158,658 shares@ $46.81 avg price	Increased 0.68%
UITB Victoryshares Core Intermedi Recent Activity Increased 0.59%	3.41%	$7.29M 155,645 shares@ $46.84 avg price	Increased 0.59%
IWM Ishares Russell 2000 Etf Recent Activity Decreased -0.2%	3.15%	$6.737M 22,424 shares@ $300.46 avg price	Decreased -0.2%
GDX Vaneck Gold Miners Etf Recent Activity Increased 1.84%	3.06%	$6.556M 86,889 shares@ $75.46 avg price	Increased 1.84%
QQQ Invesco Qqq Trust Series 1 Recent Activity Decreased -2.48%	3%	$6.428M 8,729 shares@ $736.4 avg price	Decreased -2.48%
VO Vanguard Mid-cap Etf Recent Activity Increased 298.94%	2.92%	$6.243M 77,490 shares@ $80.58 avg price	Increased 298.94%

1-10 of 128