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Daniel Cesta

Pinnacle Wealth Management Group, Inc.

Assets Managed
$203.706M
Holdings
120
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
1.77%(2Q avg: 2.2%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Wealth Management Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 120 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 203.706M in assets, with a quarterly growth rate of 1.77% and a 2-quarter average growth rate of 2.2%. The portfolio is managed by Daniel Cesta, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 63.45%
5.03%
$10.241M
132,816 shares@ $77.12 avg price
USTB
Victoryshares Short-term Bon
Recent Activity
Increased 12.54%
4.44%
$9.042M
178,774 shares@ $50.59 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Increased 46.64%
4.25%
$8.641M
244,025 shares@ $35.42 avg price
QFLR
Innovator Nasdaq-100 Mf Etf
Recent Activity
Increased 26.35%
4.1%
$8.344M
250,577 shares@ $33.3 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Increased 4.21%
3.85%
$7.83M
85,324 shares@ $91.78 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Decreased -12.63%
3.64%
$7.399M
157,588 shares@ $46.95 avg price
UITB
Victoryshares Core Intermedi
Recent Activity
Decreased -19.08%
3.58%
$7.275M
154,735 shares@ $47.02 avg price
TBIL
Us Treasury 3 Month Bill Etf
Recent Activity
Decreased -26.07%
3.04%
$6.192M
124,179 shares@ $49.86 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 2.71%
2.74%
$5.578M
19,424 shares@ $287.18 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -0.72%
2.74%
$5.573M
22,471 shares@ $248.01 avg price

1-10 of 120