Pinnacle Wealth Management: Q2 2026 Portfolio Shifts Highlight Technology Buys and ETF Additions

According to data filed on Insiderset, Pinnacle Wealth Management Advisory Group, Llc's portfolio saw substantial changes during the second quarter of 2026. The firm demonstrated a clear focus on growth and diversification by increasing allocations in several areas while exiting older positions.

Prominent Purchases This Quarter

In its most significant buying activity, Pinnacle Wealth Management invested heavily in KLA Corp (KLAC), acquiring shares at a value that now represents approximately 0.56% of the portfolio (link). This semiconductor equipment manufacturer, categorized under Technology, saw an enormous increase in its holdings percentage.

Additionally, Pinnacle Wealth Management significantly boosted its exposure to Vanguard Mid-Cap ETF (VO), adding shares worth about 0.3% of the portfolio (Insiderset). The firm also increased positions in J P Morgan Exchange Traded Fund (JPST), Vanguard S&P 500 Growth ETF (VOOG), and First Trust Exchange-Traded Fund Vi (SDVY) by a considerable margin.

Furthermore, the investor added to its holdings of Vanguard High Dividend Yield ETF (VYM), increasing shares slightly (Insiderset). The firm also purchased Vanguard S&P 500 Growth ETF (VOOG) and iShares Core S&P 500 Growth ETF (VUG), though the latter's allocation is very small.

Notable Sales and Exits

Pinnacle Wealth Management Advisory Group, Llc also made significant adjustments by exiting several positions during Q2. The firm completely removed holdings from BELFB (link) and SYY (link), which were previously substantial allocations.

The investor also sold off positions in NOW (link) and VICR (link). These exits, along with the reduction in ALNT (link), signal a potential shift away from certain sectors or strategies.

Balanced Approach to Sector Diversification

The portfolio's overall structure remains diversified, with Technology being the largest sector allocation at 15.43% (Insiderset). This includes significant holdings in NVDA and KLAC.

Financial Services holds a substantial portion of assets (6.18%), while Healthcare, Communication Services, and Industrials also contribute significantly to the portfolio's allocation (Insiderset). The firm maintains considerable exposure across various asset classes.

Focus on Exchange-Traded Funds Continues

Pinnacle Wealth Management continues to favor ETFs, with Vanguard products making up a large part of the portfolio. Holdings like VYM (1.17%), BND (link), and VEU (2.75%) provide broad market exposure.

The investor also holds other Vanguard ETFs, including the highly liquid SPY (2.23%), IVV (2.35%), and QQQ (link) at relatively high percentages.

Conclusion: Strategic Adjustments in a Dynamic Market

The second quarter activity suggests Pinnacle Wealth Management is actively managing its client portfolios, making strategic additions to growth-oriented and quality-focused ETFs while reducing exposure to older holdings like BELFB.