DiNuzzo Private Wealth, Inc.
13F Reported Value
ⓘ$1.0B
Holdings
1,347
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
DiNuzzo Private Wealth, Inc. disclosed 1,347 positions worth $1.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 38 new positions and exited 34 — including a new stake in $HONA and a full exit from $NU. The portfolio is most concentrated in Other (97.1% of disclosed assets). All figures are sourced directly from DiNuzzo Private Wealth, Inc.’s Form 13F-HR filing with the SEC under CIK 1994563.
AI Fund Analysis
Stable
$BNY
$SLBSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
—Quality
$116.4M2,757,601 shDIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
—Quality
$99.3M2,080,578 shDIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$95.9M1,169,867 shDIMENSIONAL ETF TRUST - US LARG VALU ETF
—Quality
$69.5M1,758,222 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$59.2M719,169 shDIMENSIONAL ETF TRUST - GLOBAL REAL EST
—Quality
$53.4M1,844,046 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$51.7M1,387,635 shDIMENSIONAL ETF TRUST - US HIGH PROF ETF
—Quality
$51.6M1,236,979 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$50.5M1,300,634 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$40.7M917,087 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $116.4M | 2,757,601 |
| DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $99.3M | 2,080,578 |
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $95.9M | 1,169,867 |
| DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $69.5M | 1,758,222 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $59.2M | 719,169 |
| DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $53.4M | 1,844,046 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $51.7M | 1,387,635 |
| DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $51.6M | 1,236,979 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $50.5M | 1,300,634 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $40.7M | 917,087 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DiNuzzo Private Wealth, Inc.'s 1,347 positions.
Showing top 10 of 1,347 holdings.
Sector Allocation
Other
$981.2M
Technology
$11.3M
Financials
$5.5M
Industrials
$4.1M
Consumer Discretionary
$3.2M
Energy
$1.8M
Utilities
$1.1M
Healthcare
$1.0M
Top Holdings — DiNuzzo Private Wealth, Inc. (Q2 2026)
Top 150 of 1,347 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $116.4M | 11.5% | +9% | — |
| 2 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $99.3M | 9.8% | +2% | — |
| 3 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $95.9M | 9.5% | -1% | — |
| 4 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $69.5M | 6.9% | -3% | — |
| 5 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $59.2M | 5.9% | -2% | — |
| 6 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $53.4M | 5.3% | +0% | — |
| 7 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $51.7M | 5.1% | +0% | — |
| 8 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $51.6M | 5.1% | +1% | — |
| 9 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $50.5M | 5.0% | -3% | — |
| 10 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $40.7M | 4.0% | -0% | — |
| 11 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $31.7M | 3.1% | +10% | — |
| 12 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $29.1M | 2.9% | -3% | — |
| 13 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $27.4M | 2.7% | +9% | — |
| 14 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $25.8M | 2.5% | -1% | — |
| 15 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $24.9M | 2.5% | -1% | — |
| 16 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $21.9M | 2.2% | +0% | — |
| 17 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $20.0M | 2.0% | +4% | — |
| 18 | — | DIMENSIONAL ETF TRUST - GLOBAL CR ETF | $17.6M | 1.7% | -1% | — |
| 19 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $16.1M | 1.6% | -6% | — |
| 20 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $12.7M | 1.3% | -1% | — |
| 21 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $9.2M | 0.9% | -2% | — |
| 22 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HI | $8.4M | 0.8% | -8% | — |
| 23 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $8.2M | 0.8% | -6% | — |
| 24 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $6.6M | 0.7% | -3% | — |
| 25 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | $5.7M | 0.6% | +2% | — |
| 26 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $4.3M | 0.4% | +3% | — |
| 27 |  $AAPL | Apple Inc. | $3.3M | 0.3% | -2% | 76.4 |
| 28 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $2.6M | 0.3% | +0% | — |
| 29 |  $MCD | MCDONALDS CORP | $2.1M | 0.2% | +0% | 69 |
| 30 |  $NVDA | NVIDIA CORP | $1.8M | 0.2% | +0% | 85.9 |
| 31 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.7M | 0.2% | -0% | 70 |
| 32 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | $1.6M | 0.2% | -2% | — |
| 33 |  $MSFT | MICROSOFT CORP | $1.5M | 0.1% | -0% | 79.8 |
| 34 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $1.3M | 0.1% | -0% | — |
| 35 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $1.2M | 0.1% | +0% | — |
| 36 |  $OUNZ | VanEck Merk Gold ETF | $1.1M | 0.1% | -1% | 33.6 |
| 37 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.1M | 0.1% | +500% | — |
| 38 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.1M | 0.1% | +5% | — |
| 39 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.0M | 0.1% | +0% | — |
| 40 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $984,398 | 0.1% | +1% | — |
| 41 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $972,946 | 0.1% | +0% | — |
| 42 | — | ISHARES TR - RUS 1000 VAL ETF | $959,648 | 0.1% | +0% | — |
| 43 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $946,603 | 0.1% | +0% | — |
| 44 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $915,349 | 0.1% | +5062% | — |
| 45 |  $WSBC | WESBANCO INC | $888,296 | 0.1% | +0% | 75.2 |
| 46 |  $AMD | ADVANCED MICRO DEVICES INC | $848,710 | 0.1% | +0% | 79.8 |
| 47 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $801,455 | 0.1% | -8% | — |
| 48 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $797,306 | 0.1% | -1% | — |
| 49 |  $EQT | EQT Corp | $724,451 | 0.1% | -0% | 83.7 |
| 50 | — | DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA | $684,101 | 0.1% | +24% | — |
| 51 |  $D | DOMINION ENERGY, INC | $613,038 | 0.1% | +1% | 69.9 |
| 52 | $BNY | Bank of New York Mellon Corp | $608,872 | 0.1% | +0% | 74.1 |
| 53 | — | ISHARES TR - CORE S&P500 ETF | $557,924 | 0.1% | -1% | — |
| 54 |  $BRK.B | BERKSHIRE HATHAWAY INC | $542,423 | 0.1% | +0% | 73.8 |
| 55 | — | VANGUARD WORLD FD - UTILITIES ETF | $536,658 | 0.1% | +1% | — |
| 56 |  $ORCL | ORACLE CORP | $494,946 | 0.1% | -0% | 66.2 |
| 57 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $470,274 | 0.1% | +0% | — |
| 58 |  $AMZN | AMAZON COM INC | $469,054 | 0.1% | +0% | 68.7 |
| 59 | — | VANGUARD INDEX FDS - VALUE ETF | $420,242 | 0.0% | -23% | — |
| 60 |  $TSLA | Tesla, Inc. | $409,665 | 0.0% | +0% | 53.9 |
| 61 | — | ISHARES TR - RUSSELL 2000 ETF | $390,757 | 0.0% | +0% | — |
| 62 |  $GOOG | Alphabet Inc. | $389,534 | 0.0% | +0% | 78.2 |
| 63 |  $USB | US BANCORP \DE\ | $374,063 | 0.0% | +0% | 65.3 |
| 64 | — | ISHARES TR - RUS 2000 VAL ETF | $368,201 | 0.0% | +0% | — |
| 65 |  $NEE | NEXTERA ENERGY INC | $363,368 | 0.0% | +0% | 64.6 |
| 66 |  $XOM.R34088 | EXXON MOBIL CORP | $325,630 | 0.0% | +0% | 57.9 |
| 67 | — | ISHARES TR - CORE S&P MCP ETF | $305,742 | 0.0% | +0% | — |
| 68 |  $INTC | INTEL CORP | $272,000 | 0.0% | -2% | 45.6 |
| 69 | — | ISHARES TR - S&P 500 GRWT ETF | $266,809 | 0.0% | +0% | — |
| 70 |  $MA | Mastercard Inc | $266,045 | 0.0% | -0% | 85.1 |
| 71 | — | ISHARES TR - RUS MID CAP ETF | $256,494 | 0.0% | +0% | — |
| 72 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $245,123 | 0.0% | +0% | — |
| 73 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | $241,514 | 0.0% | -1% | — |
| 74 |  $HONA | Honeywell Aerospace Inc. | $240,093 | 0.0% | NEW | — |
| 75 |  $ROK | ROCKWELL AUTOMATION, INC | $234,668 | 0.0% | +0% | 63.6 |
| 76 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $233,255 | 0.0% | +0% | — |
| 77 |  $FDX | FEDEX CORP | $224,828 | 0.0% | +0% | 60.3 |
| 78 | — | SPDR INDEX SHS FDS - ST STR SP N AM | $217,440 | 0.0% | +0% | — |
| 79 |  $UPS | UNITED PARCEL SERVICE INC | $205,863 | 0.0% | +1% | 58.6 |
| 80 | — | VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF | $200,677 | 0.0% | +0% | — |
| 81 |  $AVGO | Broadcom Inc. | $194,164 | 0.0% | +1% | 84.5 |
| 82 |  $MPC | Marathon Petroleum Corp | $191,753 | 0.0% | +0% | 61 |
| 83 |  $VZ | VERIZON COMMUNICATIONS INC | $186,635 | 0.0% | +0% | 65.8 |
| 84 |  $T | AT&T INC. | $184,995 | 0.0% | -0% | 65.7 |
| 85 |  $LOW | LOWES COMPANIES INC | $183,424 | 0.0% | +0% | 60.8 |
| 86 |  $GOOGL | Alphabet Inc. | $181,259 | 0.0% | -0% | 78.2 |
| 87 |  $META | Meta Platforms, Inc. | $171,242 | 0.0% | +0% | 79.6 |
| 88 |  $WT | WisdomTree, Inc. | $161,855 | 0.0% | +0% | 59.9 |
| 89 |  $LLY | ELI LILLY & Co | $159,525 | 0.0% | -1% | 87.5 |
| 90 |  $TT | Trane Technologies plc | $159,136 | 0.0% | +0% | — |
| 91 |  $CSX | CSX CORP | $141,592 | 0.0% | +0% | 65.2 |
| 92 |  $JPM | JPMORGAN CHASE & CO | $138,461 | 0.0% | +0% | 70.7 |
| 93 |  $NOV | NOV Inc. | $128,573 | 0.0% | +0% | 47.8 |
| 94 |  $EMR | EMERSON ELECTRIC CO | $124,684 | 0.0% | +0% | 65.3 |
| 95 |  $ABBV | AbbVie Inc. | $123,155 | 0.0% | -0% | 72.6 |
| 96 | — | VANGUARD WORLD FD - INF TECH ETF | $119,520 | 0.0% | +700% | — |
| 97 |  $MRK | Merck & Co., Inc. | $119,505 | 0.0% | +1% | 59.9 |
| 98 |  $BAC | BANK OF AMERICA CORP /DE/ | $118,562 | 0.0% | +0% | 67.6 |
| 99 | — | ISHARES TR - CORE S&P SCP ETF | $115,682 | 0.0% | +0% | — |
| 100 |  $V | VISA INC. | $113,563 | 0.0% | -0% | 82.9 |
| 101 |  $GD | GENERAL DYNAMICS CORP | $112,649 | 0.0% | +0% | 68.7 |
| 102 |  $PG | PROCTER & GAMBLE Co | $109,980 | 0.0% | +0% | 64.6 |
| 103 |  $JNJ | JOHNSON & JOHNSON | $108,582 | 0.0% | +0% | 69 |
| 104 |  $EXR | Extra Space Storage Inc. | $103,890 | 0.0% | +0% | 64.3 |
| 105 |  $MU | MICRON TECHNOLOGY INC | $102,732 | 0.0% | +3% | 86.2 |
| 106 |  $KLAC | KLA CORP | $99,565 | 0.0% | +900% | 78.6 |
| 107 |  $NOW | ServiceNow, Inc. | $99,280 | 0.0% | -2% | 72.9 |
| 108 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $99,071 | 0.0% | +0% | — |
| 109 |  $AMAT | APPLIED MATERIALS INC /DE | $95,436 | 0.0% | +1% | 72.3 |
| 110 |  $DKS | DICK'S SPORTING GOODS, INC. | $94,580 | 0.0% | +0% | 63 |
| 111 |  $PEP | PEPSICO INC | $93,833 | 0.0% | +0% | 63.4 |
| 112 |  $STX | Seagate Technology Holdings plc | $93,605 | 0.0% | +0% | — |
| 113 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $92,127 | 0.0% | +0% | — |
| 114 |  $ADP | AUTOMATIC DATA PROCESSING INC | $91,596 | 0.0% | -0% | 69.8 |
| 115 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $89,871 | 0.0% | +0% | 73.7 |
| 116 |  $MS | MORGAN STANLEY | $87,797 | 0.0% | +0% | 75.8 |
| 117 | — | SPDR SERIES TRUST - ST STR SP RETAIL | $87,740 | 0.0% | +0% | — |
| 118 |  $RPM | RPM INTERNATIONAL INC/DE/ | $86,697 | 0.0% | +0% | 59.6 |
| 119 |  $CVX | CHEVRON CORP | $85,201 | 0.0% | +0% | 62.8 |
| 120 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $83,980 | 0.0% | +0% | — |
| 121 |  $KMB | KIMBERLY CLARK CORP | $83,755 | 0.0% | +0% | 58.7 |
| 122 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $76,269 | 0.0% | +0% | — |
| 123 |  $CSCO | CISCO SYSTEMS, INC. | $70,946 | 0.0% | +0% | 70.3 |
| 124 |  $DOV | DOVER Corp | $66,704 | 0.0% | +0% | 58.1 |
| 125 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $65,210 | 0.0% | +0% | — |
| 126 |  $CMI | CUMMINS INC | $64,903 | 0.0% | -31% | 58.1 |
| 127 |  $PHYS | Sprott Physical Gold Trust | $64,413 | 0.0% | +0% | — |
| 128 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $64,125 | 0.0% | +0% | — |
| 129 |  $IVZ | Invesco Ltd. | $63,624 | 0.0% | +180% | — |
| 130 |  $GE | GENERAL ELECTRIC CO | $59,424 | 0.0% | +0% | 73.8 |
| 131 |  $ELV | Elevance Health, Inc. | $58,783 | 0.0% | +3% | 59 |
| 132 |  $FDXF | FedEx Freight Holding Company, Inc. | $54,058 | 0.0% | NEW | — |
| 133 |  $CCZ | COMCAST CORP | $53,923 | 0.0% | -20% | 59.5 |
| 134 |  $UNH | UNITEDHEALTH GROUP INC | $53,617 | 0.0% | +39% | 62.7 |
| 135 |  $GEV | GE Vernova Inc. | $52,869 | 0.0% | +0% | 81.1 |
| 136 |  $LRCX | LAM RESEARCH CORP | $52,000 | 0.0% | +2% | 79.4 |
| 137 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $51,742 | 0.0% | +1% | — |
| 138 |  $PPG | PPG INDUSTRIES INC | $49,444 | 0.0% | +0% | 59.1 |
| 139 |  $GLW | CORNING INC /NY | $48,788 | 0.0% | +1% | 73.7 |
| 140 |  $WBD | Warner Bros. Discovery, Inc. | $48,442 | 0.0% | +0% | 41.4 |
| 141 |  $SOLS | Solstice Advanced Materials Inc. | $48,022 | 0.0% | +0% | 61.6 |
| 142 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $47,537 | 0.0% | +0% | — |
| 143 | — | WEDBUSH SER TR - DAN IVE REVO ETF | $46,673 | 0.0% | +0% | — |
| 144 |  $TOL | Toll Brothers, Inc. | $46,130 | 0.0% | +0% | 58.1 |
| 145 |  $KO | COCA COLA CO | $46,127 | 0.0% | +0% | 69.5 |
| 146 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $44,796 | 0.0% | +0% | — |
| 147 |  $CAT | CATERPILLAR INC | $43,661 | 0.0% | +0% | 66.5 |
| 148 |  $COF | CAPITAL ONE FINANCIAL CORP | $43,535 | 0.0% | +0% | 62.4 |
| 149 |  $ALAB | Astera Labs, Inc. | $42,506 | 0.0% | +6% | 75.1 |
| 150 |  $TER | TERADYNE, INC | $42,095 | 0.0% | +4% | 77.3 |
New Positions (38)
$HONA Honeywell Aerospace Inc.$240,093$FDXF FedEx Freight Holding Company, Inc.$54,058
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$24,092
$PIPR PIPER SANDLER COMPANIES$6,945
$MTD METTLER TOLEDO INTERNATIONAL INC/$6,388
$AMCR Amcor plc$3,338
$POWL POWELL INDUSTRIES INC$1,719
$ARWR ARROWHEAD PHARMACEUTICALS, INC.$979
$RDDT Reddit, Inc.$868
$OPEN Opendoor Technologies Inc.$569
$CZR Caesars Entertainment, Inc.$393
$PENN PENN Entertainment, Inc.$385Exited Positions (34)
$NU Nu Holdings Ltd.
$HON HONEYWELL INTERNATIONAL INC
$CRCL Circle Internet Group, Inc.
$CTRA Coterra Energy Inc.
$HOLX HOLOGIC INC
$BLD QXO Insulation, LLC
$AL AIR LEASE CORP
$TPH Tri Pointe Homes, Inc.
$MASI MASIMO CORP
$GPOR GULFPORT ENERGY CORP
$SDA SunCar Technology Group Inc.
$RH RH
$SMCI Super Micro Computer, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for DiNuzzo Private Wealth, Inc. including:
Track DiNuzzo Private Wealth, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for DiNuzzo Private Wealth, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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 a 32-signal AI quality ranking (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.