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DiNuzzo Private Wealth, Inc.

Location
BEAVER, PA
Portfolio Value
Micro $29,947,743
Diversification
Diversified
Filing Date
Global Rank
#7,483 / 8,517 ▲ 326
Top Industry
Semiconductors 12.0%
3Y Alpha vs SPY
+7.9%
Period ended 46 days ago
Filed Jul 10, 2026 · 36d
11 quarters · since Dec 2023

Portfolio Concentration

1,204 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
11.0%
+1.7 pts
Top 5
34.3%
+3.0 pts
Top 10
49.4%
+0.9 pts
HHI
341
Dec 2023 → Jun 2026 · range 317 – 539
Diversified+24

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 38.5% $11,517,190
Financial Services 13.5% $4,042,497
Consumer Cyclical 12.4% $3,711,146
Industrials 7.6% $2,285,736
Unclassified 7.3% $2,172,764
Energy 5.8% $1,732,643
Communication Services 4.1% $1,213,646
Utilities 3.7% $1,098,204
Healthcare 3.4% $1,009,793
Consumer Defensive 1.9% $555,264
Basic Materials 1.1% $336,526
Real Estate 0.9% $272,334

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
1,204 tracked positions · $29,947,743 total · as of Jun 30, 2026
Showing 1–50 of 1,204 positions by value · page 1 of 25
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.