Pinnacle Wealth Planning Services, Inc. has recently submitted its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the firm’s asset management strategies and investment preferences.

The report indicates that Pinnacle Wealth Planning Services has a total value of $1,026,285,448 in assets under management. This figure underscores the firm's significant presence in the wealth management sector, showcasing its ability to attract and manage substantial investments.

Background

Pinnacle Wealth Planning Services, Inc. is a wealth management firm based in Mansfield, Ohio. The company focuses on providing investment advisory services and financial planning to its clients. According to its recent filings, Pinnacle operates under the SEC File Number 028-18382 and is incorporated in the state of Ohio. The firm has been active in filing various forms, including its quarterly 13F-HR reports, which detail its investment holdings and strategies.

What the Filing Says

The filing, dated October 27, 2026, includes a summary page indicating a total of 2,847 entries in its investment portfolio. The report highlights the firm’s investment discretion, with all holdings categorized under sole investment discretion, indicating that Pinnacle makes independent investment decisions for its clients.

Impact

This filing may impact various stakeholders, including clients, competitors, and industry analysts. Clients can gain insights into the firm’s investment strategies, while competitors may analyze the holdings to understand market trends and shifts in investment strategies within the wealth management sector.

What's Next

The filing does not specify what happens next, but it is expected that Pinnacle will continue to monitor its investment portfolio and adjust its strategies based on market conditions and client needs.