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Pinnacle Wealth Management, LLC
RIA/Wealth
Pinnacle Wealth Management, LLC is a RIA/Wealth based in Brighton, MI led by Kenyon Lloyd Lederer, reporting $181.7M in AUM as of Q3 2025 with 47% ETF concentration and 58% concentrated in top 10 holdings.
PresidentKenyon Lloyd Lederer
- Portfolio Value
- $128.4M
- Positions
- 36
- Top Holding
- PYLD at 13.49%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pinnacle Wealth Management, LLC's portfolio (58.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.3M | 13.49% | +$1.7M Bought | — 645.7K shares | |
ETF ETF | $14.4M | 11.19% | +$1.5M Bought | — 265.4K shares | |
ETF ETF | $9.4M | 7.30% | +$3.1M Bought | — 164.1K shares | |
ETF ETF | $8.5M | 6.62% | +$8.5M New | — 355.2K shares | |
ETF ETF | $5.1M | 3.95% | +$5.1M Bought | — 182.0K shares | |
Software - Infrastructure Technology | $4.4M | 3.45% | -$2.6M Sold | 0.00% 24.3K shares | |
Software - Application Technology | $4.4M | 3.40% | -$1.6M Sold | 0.00% 6.1K shares | |
Computer Hardware Technology | $4.2M | 3.26% | -$357.1K Sold | 0.00% 28.7K shares | |
Semiconductors Technology | $4.1M | 3.22% | -$2.5M Sold | 0.00% 22.2K shares | |
ETF ETF | $3.3M | 2.55% | -$35.2K Sold | — 31.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pinnacle Wealth Management, LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Pinnacle Wealth Management, LLC
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