DiNuzzo Private Wealth, Inc.
Sector Allocation
- Other96.9%$974.9M
- Technology1.4%$13.8M
- Financials0.6%$5.6M
- Consumer Discretionary0.3%$3.1M
- Industrials0.2%$2.4M
- Energy0.2%$2.1M
- Healthcare0.1%$1.5M
- Utilities0.1%$1.0M
- Communication Services0.1%$644,447
- Consumer Staples0.1%$543,906
AUM History
13fpro.ai/research/fund/dinuzzo-private-wealth-inc-1994563
Conviction and streaks
Stable · top 10 = 68.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$117.6M
- DIMENSIONAL$98.7M
- DIMENSIONAL$97.5M
- DIMENSIONAL$70.3M
- DIMENSIONAL$55.6M
- DIMENSIONAL$52.8M
- DFA$52.5M
- DIMENSIONAL$50.9M
- DFA$48.6M
- DIMENSIONAL$40.4M
- DIMENSIONAL$31.9M
- DIMENSIONAL$28.0M
- DIMENSIONAL$28.0M
- DIMENSIONAL$27.3M
- DIMENSIONAL$24.6M
- DIMENSIONAL$22.0M
- DIMENSIONAL$18.6M
- DIMENSIONAL$16.7M
- DIMENSIONAL$15.7M
- DIMENSIONAL$12.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/dinuzzo-private-wealth-inc-1994563
DiNuzzo Private Wealth, Inc. 13F holdings — Q3 2026
$1.0B portfolio (-0.5% QoQ) · 1,368 holdings · Q3 2026 13F · top 10 are 68% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$117.6M
11.7% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
$98.7M
9.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$97.5M
9.7% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - US LARG VALU ETF
$70.3M
7.0% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$55.6M
5.5% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$52.8M
5.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI
$52.5M
5.2% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - GLOBAL REAL EST
$50.9M
5.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL
$48.6M
4.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$40.4M
4.0% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $117.6M | 11.7% | +6% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $98.7M | 9.8% | +2% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $97.5M | 9.7% | +0.4% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $70.3M | 7.0% | -0.5% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $55.6M | 5.5% | -0.2% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $52.8M | 5.3% | +1% | — | — | — | — | |
| 7 | DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI | $52.5M | 5.2% | New | — | New this quarter | — | — | |
| 8 | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $50.9M | 5.1% | +2% | — | — | — | — | |
| 9 | DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL | $48.6M | 4.8% | New | — | New this quarter | — | — | |
| 10 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $40.4M | 4.0% | -0.8% | — | — | — | — |
All holdings — DiNuzzo Private Wealth, Inc. (Q3 2026)
1,368 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETFetf/fund | — | $31.9M | 3.2% | 632K | +1% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund | — | $28.0M | 2.8% | 705K | -2% | — | — | 13F |
| 13 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP Vetf/fund | — | $28.0M | 2.8% | 646K | +0.6% | — | — | 13F |
| 14 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETFetf/fund | — | $27.3M | 2.7% | 527K | +5% | — | — | 13F |
| 15 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUEetf/fund | — | $24.6M | 2.4% | 446K | -1% | — | — | 13F |
| 16 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFITetf/fund | — | $22.0M | 2.2% | 654K | +2% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETFetf/fund | — | $18.6M | 1.9% | 226K | -6% | — | — | 13F |
| 18 | — | DIMENSIONAL ETF TRUST - GLOBAL CR ETFetf/fund | — | $16.7M | 1.7% | 321K | -0.4% | — | — | 13F |
| 19 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $15.7M | 1.6% | 400K | +0.3% | — | — | 13F |
| 20 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VALetf/fund | — | $12.8M | 1.3% | 229K | -2% | — | — | 13F |
| 21 | — | DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund | — | $8.4M | 0.8% | 127K | -4% | — | — | 13F |
| 22 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VAetf/fund | — | $8.2M | 0.8% | 194K | +0.6% | — | — | 13F |
| 23 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HIetf/fund | — | $8.1M | 0.8% | 196K | +0.1% | — | — | 13F |
| 24 | — | DIMENSIONAL ETF TRUST - WORLD EX US COREetf/fund | — | $6.4M | 0.6% | 172K | -4% | — | — | 13F |
| 25 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETFetf/fund | — | $5.3M | 0.5% | 104K | -3% | — | — | 13F |
| 26 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | — | $4.5M | 0.5% | 99K | +12% | |||
| 27 | $AAPL | Apple Inc. | Technology | $3.6M | 0.4% | 11K | -5% | |||
| 28 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | — | $2.6M | 0.3% | 56K | +0.3% | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $2.1M | 0.2% | 4,173 | +3% | |||
| 30 | $NVDA | NVIDIA CORP | Technology | $2.0M | 0.2% | 8,720 | -0.6% | |||
| 31 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.8M | 0.2% | 7,601 | +0.2% | |||
| 32 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $1.7M | 0.2% | 47K | -0.5% | |||
| 33 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.3M | 0.1% | 5,907 | — | |||
| 34 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | — | $1.3M | 0.1% | 29K | +0.6% | |||
| 35 | $OUNZ | VanEck Merk Gold ETF | Financials | $1.2M | 0.1% | 31K | +10% | |||
| 36 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $1.1M | 0.1% | 13K | — | |||
| 37 | — | DFA INVT DIMENSIONS GROUP IN - REAL ESTATE SECU | — | $1.1M | 0.1% | 46K | New | |||
| 38 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.1M | 0.1% | 1,551 | — | |||
| 39 | — | ISHARES TR - RUS 1000 VAL ETF | — | $998K | 0.1% | 4,025 | +2% | |||
| 40 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $989K | 0.1% | 3,875 | — | |||
| 41 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $978K | 0.1% | 1,321 | — | |||
| 42 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $975K | 0.1% | 12K | — | |||
| 43 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $968K | 0.1% | 8,904 | — | |||
| 44 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $951K | 0.1% | 1,555 | +6% | |||
| 45 | $WSBC | WESBANCO INC | Financials | $852K | 0.1% | 23K | +0.1% | |||
| 46 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $814K | 0.1% | 17K | -9% | |||
| 47 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $810K | 0.1% | 20K | +0.7% | |||
| 48 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $808K | 0.1% | 2,160 | +0.2% | |||
| 49 | — | DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA | — | $667K | 0.1% | 13K | +2% | |||
| 50 | $EQT | EQT Corp | Energy | $662K | 0.1% | 14K | — | |||
| 51 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $590K | 0.1% | 1,184 | +9% | |||
| 52 | $BNY | Bank of New York Mellon Corp | Financials | $566K | 0.1% | 3,913 | -7% | |||
| 53 | — | ISHARES TR - CORE S&P500 ETF | — | $559K | 0.1% | 730 | -2% | |||
| 54 | $D | DOMINION ENERGY, INC | Utilities | $549K | 0.1% | 9,069 | +1% | |||
| 55 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $472K | 0.1% | 2,762 | +0.7% | |||
| 56 | $ORCL | ORACLE CORP | Technology | $463K | 0.1% | 3,374 | -0.1% | |||
| 57 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $463K | 0.1% | 2,842 | +19% | |||
| 58 | $AMZN | AMAZON COM INC | Consumer Discretionary | $460K | 0.1% | 1,848 | -6% | |||
| 59 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $437K | 0.0% | 717 | — | |||
| 60 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $417K | 0.0% | 1,929 | +0.1% | |||
| 61 | $MPC | Marathon Petroleum Corp | Energy | $376K | 0.0% | 950 | +27% | |||
| 62 | $GOOGL | Alphabet Inc. | Technology | $375K | 0.0% | 1,089 | -0.1% | |||
| 63 | — | ISHARES TR - RUSSELL 2000 ETF | — | $363K | 0.0% | 1,307 | +0.5% | |||
| 64 | $USB | US BANCORP DE | Financials | $358K | 0.0% | 6,193 | — | |||
| 65 | — | ISHARES TR - RUS 2000 VAL ETF | — | $349K | 0.0% | 1,665 | — | |||
| 66 | $TSLA | Tesla, Inc. | Consumer Discretionary | $345K | 0.0% | 973 | -0.1% | |||
| 67 | $NEE | NEXTERA ENERGY INC | Utilities | $314K | 0.0% | 4,140 | — | |||
| 68 | $MA | Mastercard Inc | Financials | $286K | 0.0% | 518 | — | |||
| 69 | — | ISHARES TR - CORE S&P MCP ETF | — | $285K | 0.0% | 3,965 | — | |||
| 70 | — | ISHARES TR - S&P 500 GRWT ETF | — | $276K | 0.0% | 1,940 | — | |||
| 71 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $272K | 0.0% | 532 | +303% | |||
| 72 | $GOOG | Alphabet Inc. | Technology | $253K | 0.0% | 743 | +45% | |||
| 73 | — | ISHARES TR - RUS MID CAP ETF | — | $252K | 0.0% | 2,358 | +1% | |||
| 74 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $250K | 0.0% | 4,646 | — | |||
| 75 | — | SPDR INDEX SHS FDS - ST STR SP N AM | — | $241K | 0.0% | 2,880 | — | |||
| 76 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | — | $239K | 0.0% | 4,941 | — | |||
| 77 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $237K | 0.0% | 1,122 | New | |||
| 78 | $INTC | INTEL CORP | Technology | $234K | 0.0% | 1,948 | — | |||
| 79 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $229K | 0.0% | 1,476 | — | |||
| 80 | $META | Meta Platforms, Inc. | Technology | $221K | 0.0% | 304 | — | |||
| 81 | $T | AT&T INC. | Communication Services | $218K | 0.0% | 8,937 | — | |||
| 82 | $JNJ | JOHNSON & JOHNSON | Healthcare | $218K | 0.0% | 823 | +92% | |||
| 83 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $206K | 0.0% | 474 | — | |||
| 84 | $FDX | FEDEX CORP | Industrials | $205K | 0.0% | 718 | — | |||
| 85 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $202K | 0.0% | 4,405 | -0.1% | |||
| 86 | — | VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF | — | $201K | 0.0% | 2,652 | — | |||
| 87 | $SYK | STRYKER CORP | Healthcare | $187K | 0.0% | 680 | +3900% | |||
| 88 | $AVGO | Broadcom Inc. | Technology | $180K | 0.0% | 513 | -0.2% | |||
| 89 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $179K | 0.0% | 1,921 | +0.3% | |||
| 90 | $MU | MICRON TECHNOLOGY INC | Technology | $175K | 0.0% | 164 | +84% | |||
| 91 | $HONA | Honeywell Aerospace Inc. | Industrials | $174K | 0.0% | 1,124 | +3% | |||
| 92 | $MRK | Merck & Co., Inc. | Healthcare | $164K | 0.0% | 1,130 | +22% | |||
| 93 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $162K | 0.0% | 878 | +6% | |||
| 94 | $WT | WisdomTree, Inc. | Financials | $160K | 0.0% | 3,090 | — | |||
| 95 | $JPM | JPMORGAN CHASE & CO | Financials | $160K | 0.0% | 483 | +14% | |||
| 96 | $ABBV | AbbVie Inc. | Healthcare | $154K | 0.0% | 589 | +20% | |||
| 97 | $LLY | ELI LILLY & Co | Healthcare | $154K | 0.0% | 133 | — | |||
| 98 | $TT | Trane Technologies plc | Technology | $146K | 0.0% | 324 | — | |||
| 99 | $CSX | CSX CORP | Industrials | $139K | 0.0% | 2,982 | +0.1% | |||
| 100 | $EMR | EMERSON ELECTRIC CO | Industrials | $135K | 0.0% | 871 | — | |||
| 101 | $NOW | ServiceNow, Inc. | Technology | $134K | 0.0% | 1,000 | — | |||
| 102 | $NOV | NOV Inc. | Energy | $130K | 0.0% | 6,931 | — | |||
| 103 | — | VANGUARD WORLD FD - INF TECH ETF | — | $126K | 0.0% | 1,000 | — | |||
| 104 | $TXN | TEXAS INSTRUMENTS INC | Technology | $125K | 0.0% | 448 | +833% | |||
| 105 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $122K | 0.0% | 471 | +15% | |||
| 106 | $V | VISA INC. | Financials | $119K | 0.0% | 331 | — | |||
| 107 | $CVX | CHEVRON CORP | Energy | $114K | 0.0% | 558 | +9% | |||
| 108 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $111K | 0.0% | 2,043 | -2% | |||
| 109 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $109K | 0.0% | 747 | -0.4% | |||
| 110 | — | ISHARES TR - CORE S&P SCP ETF | — | $106K | 0.0% | 780 | — | |||
| 111 | $GD | GENERAL DYNAMICS CORP | Industrials | $106K | 0.0% | 318 | — | |||
| 112 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $102K | 0.0% | 520 | — | |||
| 113 | $EXR | Extra Space Storage Inc. | Real Estate | $94K | 0.0% | 715 | — | |||
| 114 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $91K | 0.0% | 1,293 | — | |||
| 115 | $STX | Seagate Technology Holdings plc | Technology | $89K | 0.0% | 97 | — | |||
| 116 | $PEP | PEPSICO INC | Consumer Staples | $87K | 0.0% | 688 | -0.7% | |||
| 117 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $83K | 0.0% | 425 | — | |||
| 118 | — | SPDR SERIES TRUST - ST STR SP RETAIL | — | $82K | 0.0% | 1,000 | — | |||
| 119 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $81K | 0.0% | 364 | -0.3% | |||
| 120 | $MS | MORGAN STANLEY | Financials | $79K | 0.0% | 420 | — | |||
| 121 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $77K | 0.0% | 779 | -0.1% | |||
| 122 | $KMB | KIMBERLY CLARK CORP | Materials | $74K | 0.0% | 764 | +0.1% | |||
| 123 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $73K | 0.0% | 249 | — | |||
| 124 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $69K | 0.0% | 1,927 | — | |||
| 125 | $DOV | DOVER Corp | Industrials | $67K | 0.0% | 425 | — | |||
| 126 | $PHYS | Sprott Physical Gold Trust | Financials | $67K | 0.0% | 2,135 | — | |||
| 127 | $CSCO | CISCO SYSTEMS, INC. | Technology | $65K | 0.0% | 603 | -0.2% | |||
| 128 | $KLAC | KLA CORP | Technology | $64K | 0.0% | 330 | — | |||
| 129 | $IVZ | Invesco Ltd. | Financials | $64K | 0.0% | 210 | — | |||
| 130 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $63K | 0.0% | 271 | — | |||
| 131 | $KO | COCA COLA CO | Consumer Staples | $61K | 0.0% | 708 | +25% | |||
| 132 | $ELV | Elevance Health, Inc. | Healthcare | $59K | 0.0% | 152 | — | |||
| 133 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $56K | 0.0% | 1,817 | — | |||
| 134 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $56K | 0.0% | 414 | -0.7% | |||
| 135 | $CCZ | COMCAST CORP | Communication Services | $50K | 0.0% | 2,320 | +6% | |||
| 136 | — | WEDBUSH SER TR - DAN IVE REVO ETF | — | $50K | 0.0% | 1,225 | — | |||
| 137 | $COP | CONOCOPHILLIPS | Energy | $50K | 0.0% | 399 | +15% | |||
| 138 | $GE | GENERAL ELECTRIC CO | Industrials | $50K | 0.0% | 159 | — | |||
| 139 | $RTX | RTX Corp | Industrials | $47K | 0.0% | 254 | +125% | |||
| 140 | $CMI | CUMMINS INC | Industrials | $47K | 0.0% | 91 | — | |||
| 141 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $46K | 0.0% | 125 | -3% | |||
| 142 | $IBIT | iShares Bitcoin Trust ETF | Financials | $45K | 0.0% | 944 | — | |||
| 143 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $45K | 0.0% | 1,123 | — | |||
| 144 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $44K | 0.0% | 909 | — | |||
| 145 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $43K | 0.0% | 164 | +0.6% | |||
| 146 | $PLTR | Palantir Technologies Inc. | Technology | $43K | 0.0% | 230 | -2% | |||
| 147 | $GEV | GE Vernova Inc. | Industrials | $43K | 0.0% | 45 | — | |||
| 148 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $43K | 0.0% | 1,200 | +20% | |||
| 149 | $PPG | PPG INDUSTRIES INC | Materials | $43K | 0.0% | 408 | — | |||
| 150 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $42K | 0.0% | 217 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 52 new, 232 added to, 238 trimmed, 30 sold out. Share-count changes; largest moves by dollar size first.
New positions (52)
- DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$52.5M
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL$48.6M
first bought this quarter
- DFA INVT DIMENSIONS GROUP IN - REAL ESTATE SECU$1.1M
first bought this quarter
$HONHONEYWELL INTERNATIONAL INC$237K
first bought this quarter
- ISHARES TR - RUS 1000 GRW ETF$16K
first bought this quarter
$STMSTMicroelectronics N.V.$15K
first bought this quarter
+46 more in the Excel export
Added to (232)
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+6%
now $117.6M
- DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF+2%
now $98.7M
- DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF+5%
now $27.3M
- DIMENSIONAL ETF TRUST - GLOBAL REAL EST+2%
now $50.9M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+1%
now $52.8M
- DIMENSIONAL ETF TRUST - NATL MUN BD ETF+12%
now $4.5M
+226 more in the Excel export
Trimmed (238)
- DIMENSIONAL ETF TRUST - WORLD EQUITY ETF-6%
now $18.6M
- DIMENSIONAL ETF TRUST - EMERGING MKTS CO-2%
now $28.0M
- DIMENSIONAL ETF TRUST - US MKTWIDE VALUE-1%
now $24.6M
- DIMENSIONAL ETF TRUST - US TARGETED VLU-4%
now $8.4M
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-0.8%
now $40.4M
- DIMENSIONAL ETF TRUST - US LARG VALU ETF-0.5%
now $70.3M
+232 more in the Excel export
Sold out (30)
- DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $51.6M
- DIMENSIONAL ETF TRUST - US REAL ESTA ETFwas $1.2M
$BFSSAUL CENTERS, INC.was $22K
held 7+ qtrs
$SILASila Realty Trust, Inc.was $22K
- JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MIwas $6K
- ISHARES TR - EAFE GRWTH ETFwas $5K
+24 more in the Excel export
Holdings by quarter
Every 13F DiNuzzo Private Wealth, Inc. has filed, 11 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of DiNuzzo Private Wealth's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+1.4%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter
Top 10 weight
68%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
DiNuzzo Private Wealth, Inc. disclosed 1,368 positions worth $1.0B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 52 new positions and exited 30. The portfolio is most concentrated in Other (96.9% of disclosed assets). All figures are sourced directly from DiNuzzo Private Wealth, Inc.’s Form 13F-HR filing with the SEC under CIK 1994563.
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AI-Powered Hedge Fund Analysis: DiNuzzo Private Wealth, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For DiNuzzo Private Wealth, Inc. (SEC CIK: 1994563), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in DiNuzzo Private Wealth, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.