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Kenyon Lederer

Pinnacle Wealth Management, Llc

Assets Managed
$148.463M
Holdings
25
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-0.01%(2Q avg: 0.11%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Pinnacle Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 148.463M in assets, with a quarterly growth rate of -0.01% and a 2-quarter average growth rate of 0.11%. The portfolio is managed by Kenyon Lederer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Decreased -5.39%
12.37%
$18.354M
768,919 shares@ $23.88 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 5.87%
12.26%
$18.197M
694,545 shares@ $26.21 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 5.87%
10.34%
$15.343M
285,338 shares@ $53.77 avg price
IEQ
Lazard Intl Dynamic Eqy Etf
Recent Activity
New Position
9.69%
$14.38M
452,901 shares@ $31.76 avg price
ALLW
Spdr Bridgewater All Weather
Recent Activity
New Position
9%
$13.36M
463,091 shares@ $28.85 avg price
CGDV
Cap Group Dividend Value
Recent Activity
New Position
8.62%
$12.796M
300,803 shares@ $42.55 avg price
GRNJ
Fundstr Gran Sh Us Sm & Mid
Recent Activity
Increased 272.17%
7.18%
$10.658M
426,134 shares@ $25.01 avg price
SPHY
Spdr Portfolio High Yield Bo
Recent Activity
Increased 5.99%
6%
$8.903M
381,762 shares@ $23.33 avg price
FNDE
Schwab Fndmntl Em Mrk Eq Etf
Recent Activity
Increased 2337.05%
4.59%
$6.813M
178,075 shares@ $38.27 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -0.06%
2.07%
$3.061M
31,262 shares@ $97.91 avg price

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