DiNuzzo Private Wealth, Inc.

CIK

1994563

Location

BEAVER, PA

Portfolio Value

Micro $29,610,114

Diversification

Diversified

Filing Date

Global Rank

#7,058 / 8,232 ▲ 184

Top Industry

Consumer Electronics 10.8%

3Y Alpha vs SPY

-5.3%

Period ended 2 months ago

Filed Apr 8, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+37.5%

SPY

+52.9%

Annualised alpha

-5.3%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,204 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.0%

−0.6 pts

Top 5

33.7%

−2.6 pts

Top 10

51.1%

−1.3 pts

HHI

345

Diversified−25

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.1%	$9,494,240	187
Financial Services	17.7%	$5,252,228	213
Consumer Cyclical	13.1%	$3,888,015	165
Industrials	8.4%	$2,476,278	207
Unclassified	7.3%	$2,172,868	10
Energy	6.7%	$1,997,832	63
Communication Services	4.2%	$1,257,661	47
Utilities	3.6%	$1,056,716	51
Healthcare	3.1%	$906,338	122
Consumer Defensive	1.9%	$554,028	62
Basic Materials	1.0%	$307,567	56
Real Estate	0.8%	$246,343	21

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OUNZ	VanEck Merk Gold ETF	+1,430	28,590	$1,287,979
IBIT	iShares Bitcoin Trust ETF	+752	944	$36,268
CMCSA	Comcast Corp	+97	2,735	$78,521
D	Dominion Energy, Inc	+95	8,893	$549,765
QQQ	Invesco Qqq Trust, Series 1	+59	1,321	$762,454
RIG	Transocean Ltd.	+55	144	$954
CAG	Conagra Brands Inc.	+41	56	$880
TGT	Target Corp	+38	49	$5,938
RIVN	Rivian Automotive, Inc. / DE	+33	107	$1,610
CNH	CNH Industrial N.V.	+33	155	$1,705
DXC	DXC Technology Co	+31	59	$741
MRK	Merck & Co., Inc.	+31	921	$110,787
WAT	Waters Corp /De/	+27	36	$10,720
RIOT	Riot Platforms, Inc.	+25	48	$593
HRL	Hormel Foods Corp /De/	+24	42	$951
WSBC	Wesbanco Inc	+24	22,736	$784,164
AMKR	Amkor Technology, Inc.	+21	73	$3,287
BBWI	Bath & Body Works, Inc.	+20	29	$541
MCHP	Microchip Technology Inc	+19	54	$3,488
CNK	Cinemark Holdings, Inc.	+16	25	$713
BMY	Bristol Myers Squibb Co	+16	215	$13,039
CCL	Carnival Corp Ltd.	+15	314	$8,126
STZ	Constellation Brands, Inc.	+15	17	$2,550
LKQ	Lkq Corp	+15	41	$1,204
NKE	NIKE, Inc.	+15	65	$3,433
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	−16,774	47	$669
NU	Nu Holdings Ltd.	−6,000	114,000	$1,638,180
AAPL	Apple Inc.	−514	11,651	$2,956,907
XOM	Exxon Mobil Corp	−214	2,381	$403,960
JNJ	Johnson & Johnson	−200	428	$104,620
BAC	Bank Of America Corp /De/	−103	2,080	$101,400
PNC	Pnc Financial Services Group, Inc.	−99	364	$75,744
COP	Conocophillips	−76	347	$45,804
APO	Apollo Global Management, Inc.	−52	41	$4,568
TMO	Thermo Fisher Scientific Inc.	−39	14	$6,881
HPQ	Hp Inc	−36	15	$288
PYPL	PayPal Holdings, Inc.	−30	27	$1,221
QS	QuantumScape Corp	−28	1	$6
VYX	NCR Voyix Corp	−28	465	$2,943
PINS	Pinterest, Inc.	−25	11	$201
MSFT	Microsoft Corp	−24	4,078	$1,509,553
MRP	Millrose Properties, Inc.	−24	90	$2,520
FIS	Fidelity National Information Services, Inc.	−21	18	$844
PATH	UiPath, Inc.	−18	23	$255
CPNG	Coupang, Inc.	−18	35	$660
CSGP	Costar Group, Inc.	−18	10	$403
GEN	Gen Digital Inc.	−16	87	$1,638
GPK	Graphic Packaging Holding Co	−16	5	$49
UEC	Uranium Energy Corp	−16	30	$405
KD	Kyndryl Holdings, Inc.	−16	15	$196
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
NBIS	Nebius Group N.V.	138	$14,318
ALAB	Astera Labs, Inc.	83	$9,096
TLSA	Tiziana Life Sciences Ltd	5,000	$5,850
VSNT	Versant Media Group, Inc.	79	$2,924
PNFP	Pinnacle Financial Partners, Inc.	18	$1,550
MRNA	Moderna, Inc.	23	$1,168
RH	Rh	4	$559
VICR	Vicor Corp	3	$483
TPC	Tutor Perini Corp	5	$385
SHAK	Shake Shack Inc.	4	$353
PACS	PACS Group, Inc.	9	$289
GME	GameStop Corp.	11	$253
UAA	Under Armour, Inc.	15	$88
CYTK	Cytokinetics Inc	1	$65
LOAR	Loar Holdings Inc.	1	$57
DNLI	Denali Therapeutics Inc.	2	$38
AMTM	Amentum Holdings, Inc.	1	$26
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BPRE	Bluerock Private Real Estate Fund	5,444	$81,660
MTD	Mettler Toledo International Inc/	3	$4,182
PIPR	Piper Sandler Companies	25	$2,123
NEU	Newmarket Corp	2	$1,374
EXAS	EXACT SCIENCES CORP	13	$1,320
FLUT	Flutter Entertainment plc	6	$1,290
RGEN	Repligen Corp	6	$983
TEAM	Atlassian Corp	5	$810
QLYS	Qualys, Inc.	6	$797
WDFC	Wd 40 Co	3	$590
CHE	Chemed Corp	1	$427
TGNA	TEGNA INC	20	$388
CVLT	Commvault Systems Inc	3	$376
ADUS	Addus HomeCare Corp	3	$322
STEP	StepStone Group Inc.	5	$320
IONQ	IonQ, Inc.	6	$269
CALX	Calix, Inc	5	$264
CBZ	CBIZ, Inc.	4	$201
ENOV	Enovis CORP	5	$133
CHDN	Churchill Downs Inc	1	$113
PTON	Peloton Interactive, Inc.	18	$110
DRVN	Driven Brands Holdings Inc.	6	$88
COTY	Coty Inc.	18	$55
CLVT	Clarivate PLC	14	$46
FA	First Advantage Corp	3	$43
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,204 positions · $29,610,114 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,204 positions by value · page 1 of 25

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	11,651	-514	$2,956,907	−10.6%	9.99%
MCD	Mcdonalds Corp Consumer Cyclical	Added	7,570	+13	$2,352,680	+1.9%	7.95%
NU	Nu Holdings Ltd. Financial Services	Reduced	114,000	-6,000	$1,638,180	−18.4%	5.53%
NVDA	Nvidia Corp Technology	Added	8,763	+6	$1,528,267	−6.4%	5.16%
MSFT	Microsoft Corp Technology	Reduced	4,078	-24	$1,509,553	−23.9%	5.10%
IBM	International Business Machines Corp Technology	Held	5,908	0	$1,432,040	−18.2%	4.84%
OUNZ	VanEck Merk Gold ETF	Added	28,590	+1,430	$1,287,979	+14.3%	4.35%
EQT	EQT Corp Energy	Held	13,626	0	$867,158	+18.7%	2.93%
WSBC	Wesbanco Inc Financial Services	Added	22,736	+24	$784,164	+3.9%	2.65%
QQQ	Invesco Qqq Trust, Series 1	Added	1,321	+59	$762,454	−1.7%	2.57%
D	Dominion Energy, Inc Utilities	Added	8,893	+95	$549,765	+6.7%	1.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,084	0	$519,452	−4.7%	1.75%
BNY	Bank of New York Mellon Corp Financial Services	Added	4,209	+2	$499,313	+2.2%	1.69%
ORCL	Oracle Corp Technology	Reduced	3,387	-5	$498,261	−24.6%	1.68%
HON	Honeywell International Inc Industrials	Held	2,175	0	$491,615	+15.9%	1.66%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,967	+4	$409,667	−9.6%	1.38%
XOM	Exxon Mobil Corp Energy	Reduced	2,381	-214	$403,960	+29.4%	1.36%
NEE	Nextera Energy Inc Utilities	Reduced	4,140	-1	$384,523	+15.7%	1.30%
TSLA	Tesla, Inc. Consumer Cyclical	Held	974	0	$362,084	−17.3%	1.22%
USB	US Bancorp De Financial Services	Held	6,193	0	$322,097	−2.5%	1.09%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,090	-2	$313,440	−8.3%	1.06%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,460	-1	$297,007	−5.1%	1.00%
MA	Mastercard Inc Financial Services	Held	519	0	$259,323	−12.5%	0.88%
T	At&T Inc. Communication Services	Held	8,938	0	$259,112	+16.7%	0.88%
FDX	Fedex Corp Industrials	Held	718	0	$255,737	+23.3%	0.86%
VZ	Verizon Communications Inc Communication Services	Reduced	4,406	-7	$221,181	+23.1%	0.75%
LOW	Lowes Companies Inc Consumer Cyclical	Held	832	0	$196,584	−2.0%	0.66%
UPS	United Parcel Service Inc Industrials	Added	1,901	+4	$187,020	−0.6%	0.63%
MPC	Marathon Petroleum Corp Energy	Reduced	750	-1	$183,135	+49.9%	0.62%
META	Meta Platforms, Inc. Communication Services	Added	304	+1	$173,927	−13.0%	0.59%
ROK	Rockwell Automation, Inc Industrials	Held	474	0	$170,109	−7.8%	0.57%
AVGO	Broadcom Inc. Technology	Reduced	511	-2	$158,159	−10.9%	0.53%
TT	Trane Technologies plc Industrials	Held	324	0	$135,023	+7.1%	0.46%
NOV	NOV Inc. Energy	Held	6,931	0	$130,372	+20.3%	0.44%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	423	-1	$124,429	−8.9%	0.42%
LLY	ELI LILLY & Co Healthcare	Added	134	+1	$123,249	−13.8%	0.42%
CSX	Csx Corp Industrials	Held	2,976	0	$122,164	+13.2%	0.41%
EMR	Emerson Electric Co Industrials	Held	868	0	$113,725	−1.3%	0.38%
MRK	Merck & Co., Inc. Healthcare	Added	921	+31	$110,787	+18.3%	0.37%
GD	General Dynamics Corp Industrials	Held	318	0	$109,143	+1.9%	0.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	748	-5	$108,041	+0.1%	0.36%
PEP	Pepsico Inc Consumer Defensive	Reduced	693	-2	$107,615	+7.9%	0.36%
NOW	ServiceNow, Inc. Technology	Reduced	1,023	-7	$106,954	−32.2%	0.36%
ABBV	AbbVie Inc. Healthcare	Held	490	0	$106,570	−4.8%	0.36%
CVX	Chevron Corp Energy	Reduced	514	-10	$106,346	+33.2%	0.36%
JNJ	Johnson & Johnson Healthcare	Reduced	428	-200	$104,620	−19.5%	0.35%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	2,080	-103	$101,400	−15.5%	0.34%
V	Visa Inc. Financial Services	Reduced	332	-1	$100,343	−14.1%	0.34%
EXR	Extra Space Storage Inc. Real Estate	Held	715	0	$93,757	+0.7%	0.32%
INTC	Intel Corp Technology	Added	1,978	+3	$87,289	+19.8%	0.29%