PWM
ALLW

Pinnacle Wealth Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Pinnacle Wealth Management’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6M Buy
463,515
+424
+0.1% +$12.6K 8.4% 5
2026
Q1 		$13.4M Buy
+463,091
New +$13.4M 9% 5

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Pinnacle Wealth Management's ALLW Position: Q2 2026 in Review

Pinnacle Wealth Management increased its State Street Bridgewater All Weather ETF (ALLW) stake by 0.09% in Q2 2026, buying an estimated $12.6K and bringing the position to 463,515 shares worth $13.6M. The position accounts for 8.4% of the portfolio, ranked #5.

Pinnacle Wealth Management first reported a position in ALLW in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Pinnacle Wealth Management held 463,515 shares of State Street Bridgewater All Weather ETF worth $13.6M as of Q2 2026.
  • Pinnacle Wealth Management bought 424 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $12.6K.
  • State Street Bridgewater All Weather ETF made up 8.4% of Pinnacle Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Pinnacle Wealth Management first reported a position in State Street Bridgewater All Weather ETF in Q1 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.