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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001631864

Pinnacle Wealth Management Advisory Group, LLC

RED BANK, NJ · File #028-16366

Latest AUM
$1.45B
Positions
528
Top-10 Concentration
45.3%
Filings
12

Sector Allocation

Technology
14.1%$205.5M
Financials
8.7%$126.9M
Healthcare
4.5%$64.9M
Industrials
2.9%$42.1M
Energy
0.9%$13.0M
Utilities
0.4%$5.8M
Real Estate
0.4%$5.6M
Materials
0.2%$3.3M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Apple IncAAPL229,235$62.3M6.29%
2Vanguard US Total Stock Market922908769172,387$57.8M5.83%
3iShares MSCI USA Quality46432F339281,667$55.9M5.64%
4Vanguard High Div Yield ETF921946406304,969$43.8M4.41%
5Microsoft CorpMSFT86,219$41.7M4.21%
6Vanguard Small-Cap ETF922908751158,310$40.8M4.12%
7Invesco QQQ Trust Series IIVZ64,746$39.8M4.01%
8Vanguard FTSE All World Ex US922042775495,262$36.4M3.67%
9SPDR S&P 500 ETF TrSPY51,781$35.3M3.56%
10iShares Core S&P 500 Index Fun46428720050,875$34.8M3.51%
11NVIDIA CorpNVDA169,404$31.6M3.19%
12Vanguard FTSE Developed Market921943858438,733$27.4M2.76%
13Alphabet Inc - Class AGOOG83,311$26.1M2.63%
14JPMorgan Equity Premium ETF46641Q332381,952$21.9M2.21%
15iShares Core S&P S/C ETF464287804178,061$21.4M2.16%
16Broadcom LtdAVGO60,994$21.1M2.13%
17iShares Tr S&P Midcap 400464287507315,635$20.8M2.10%
18Berkshire Hathaway Inc-CL BBRK-A39,752$20.0M2.02%
19Amazon.Com IncAMZN81,293$18.8M1.89%
20Johnson & JohnsonJNJ86,222$17.8M1.80%