Pinnacle Wealth Management Group, Inc.
RIA/Wealth
Pinnacle Wealth Management Group, Inc. is a RIA/Wealth based in Rochester, NY led by Adam Michael Mark, managing $193.3M across 128 long positions as of Q3 2025 with 70% ETF concentration.
PresidentAdam Michael Mark
- Portfolio Value
- $193.3M
- Positions
- 128
- Top Holding
- UITB at 4.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pinnacle Wealth Management Group, Inc.'s portfolio (37.2% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $8.7M | 4.48% | +$303.1K Bought | — 182.3K shares | |
ETF ETF | $8.3M | 4.29% | +$375.6K Bought | — 176.4K shares | |
ETF ETF | $8.2M | 4.26% | +$430.8K Bought | — 164.7K shares | |
ETF ETF | $7.8M | 4.01% | +$333.1K Bought | — 152.1K shares | |
ETF ETF | $7.4M | 3.83% | +$423.3K Bought | — 12.3K shares | |
Software - Infrastructure Technology | $7.0M | 3.64% | -$125.3K Sold | 0.00% 13.6K shares | |
ETF ETF | $6.5M | 3.34% | +$181.0K Bought | — 194.8K shares | |
ETF ETF | $6.4M | 3.34% | +$59.1K Bought | — 84.4K shares | |
ETF ETF | $5.9M | 3.05% | +$380.9K Bought | — 163.5K shares | |
ETF ETF | $5.7M | 2.97% | +$196.5K Bought | — 30.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pinnacle Wealth Management Group, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-68.14% | |
-26.36% | |
-19.67% |
Analytics
Portfolio insights and performance metrics for Pinnacle Wealth Management Group, Inc.
GthenA