DiNuzzo Private Wealth, Inc.
CIK
1994563
Location
BEAVER, PA
Portfolio Value
Mid
$1,011,033,233
Diversification
Highly concentrated
Filing Date
Global Rank
#2,501
/ 8,798
▼ 263
· as of Jun 2026
Top Industry
Semiconductors
11.8%
Period ended 3 months ago
Filed Jul 10, 2026 · 3mo
11 quarters · since Dec 2023
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
1,246 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
95.6%
−0.3 pts
Top 5
96.9%
−0.1 pts
Top 10
97.6%
−0.1 pts
HHI
9,133
Highly concentrated−52
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.2% | $982,696,024 |
| Technology | 1.1% | $11,537,532 |
| Financial Services | 0.4% | $4,127,741 |
| Consumer Cyclical | 0.4% | $3,710,000 |
| Industrials | 0.3% | $2,553,195 |
| Energy | 0.2% | $1,732,643 |
| Communication Services | 0.1% | $1,402,854 |
| Utilities | 0.1% | $1,098,204 |
| Healthcare | 0.1% | $1,009,700 |
| Consumer Defensive | 0.1% | $556,480 |
| Basic Materials | 0.0% | $336,526 |
| Real Estate | 0.0% | $272,334 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DCOR | Dimensional US Core Equity 1 ETF | +190,178 | 21,059,316 | $966,190,429 | |
| VCHY | Vanguard U.S. High-Yield Corporate Bond Index ETF | +17,870 | 18,223 | $915,341 | |
| VB | Vanguard Morningstar Small-Cap ETF | +10,346 | 23,374 | $4,778,958 | |
| EDV | Vanguard World Funds Extended Duration ETF | +893 | 3,768 | $663,985 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +866 | 11,267 | $465,250 | |
| KLAC | Kla Corp | +297 | 330 | $99,564 | |
| — | +228 | 456 | $25,608 | ||
| VEU | Vanguard FTSE All-World Ex-US ETF | +159 | 12,534 | $1,073,732 | |
| IVZ | Invesco Ltd. | +135 | 683 | $87,345 | |
| D | Dominion Energy, Inc | +84 | 8,977 | $613,039 | |
| HPQ | Hp Inc | +75 | 90 | $1,974 | |
| CRBG | Corebridge Financial, Inc. | +62 | 144 | $4,122 | |
| DVN | Devon Energy Corp/De | +60 | 112 | $4,627 | |
| SKYD | Skydance Corp | +54 | 606 | $11,950 | |
| CVNA | Carvana Co. | +51 | 64 | $4,212 | |
| CNC | Centene Corp | +45 | 52 | $3,337 | |
| BKNG | Booking Holdings Inc. | +45 | 50 | $8,912 | |
| KHC | Kraft Heinz Co | +37 | 866 | $20,454 | |
| UNH | Unitedhealth Group Inc | +36 | 129 | $53,616 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +34 | 809 | $128,667 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +34 | 16,817 | $3,029,505 | |
| COMP | Compass, Inc. | +29 | 34 | $419 | |
| CNH | CNH Industrial N.V. | +27 | 182 | $2,043 | |
| HOG | Harley-Davidson, Inc. | +23 | 34 | $831 | |
| WSBC | Wesbanco Inc | +23 | 22,759 | $888,283 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BNDW | Vanguard Total World Bond ETF | −4,647 | 8,904 | $946,584 | |
| CMCSA | Comcast Corp | −539 | 2,196 | $53,911 | |
| MRVL | Marvell Technology, Inc. | −395 | 52 | $15,490 | |
| OUNZ | VanEck Merk Gold ETF | −350 | 28,240 | $1,089,781 | |
| AAPL | Apple Inc. | −257 | 11,394 | $3,296,967 | |
| BDX | Becton Dickinson & Co | −98 | 136 | $20,580 | |
| TSCO | Tractor Supply Co /De/ | −51 | 22 | $695 | |
| DXC | DXC Technology Co | −46 | 13 | $115 | |
| NKE | NIKE, Inc. | −44 | 21 | $862 | |
| CMI | Cummins Inc | −40 | 91 | $64,902 | |
| SMA | SmartStop Self Storage REIT, Inc. | −36 | 143 | $4,647 | |
| UAA | Under Armour, Inc. | −33 | 43 | $270 | |
| INTC | Intel Corp | −30 | 1,948 | $271,999 | |
| RKT | Rocket Companies, Inc. | −30 | 17 | $267 | |
| WU | Western Union CO | −26 | 40 | $308 | |
| GT | Goodyear Tire & Rubber Co /Oh/ | −26 | 9 | $59 | |
| GIS | General Mills Inc | −23 | 291 | $10,126 | |
| NOW | ServiceNow, Inc. | −23 | 1,000 | $99,280 | |
| CAG | Conagra Brands Inc. | −22 | 34 | $457 | |
| ABT | Abbott Laboratories | −22 | 122 | $11,070 | |
| CTSH | Cognizant Technology Solutions Corp | −19 | 23 | $890 | |
| RIG | Transocean Ltd. | −19 | 125 | $611 | |
| MKC | Mccormick & Co Inc | −18 | 13 | $655 | |
| CRM | Salesforce, Inc. | −16 | 72 | $11,279 | |
| PATH | UiPath, Inc. | −16 | 7 | $76 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 1,086 | $240,092 | |
| FDXF | FedEx Freight Holding Company, Inc. | 358 | $54,058 | |
| SPCX | Space Exploration Technologies Corp | 141 | $24,091 | |
| PIPR | Piper Sandler Companies | 96 | $6,944 | |
| MTD | Mettler Toledo International Inc/ | 5 | $6,387 | |
| JDVI | John Hancock Disciplined Value International Select ETF | 74 | $5,547 | |
| AMCR | Amcor plc | 77 | $3,337 | |
| POWL | Powell Industries Inc | 6 | $1,718 | |
| ARWR | Arrowhead Pharmaceuticals, Inc. | 12 | $978 | |
| RDDT | Reddit, Inc. | 5 | $867 | |
| OPEN | Opendoor Technologies Inc. | 123 | $568 | |
| CZR | Caesars Entertainment, Inc. | 13 | $392 | |
| PENN | PENN Entertainment, Inc. | 18 | $384 | |
| CORZ | Core Scientific, Inc./tx | 14 | $358 | |
| SARO | StandardAero, Inc. | 11 | $329 | |
| INDV | Indivior Pharmaceuticals, Inc. | 8 | $328 | |
| IBRX | ImmunityBio, Inc. | 36 | $315 | |
| SFD | Smithfield Foods Inc | 13 | $315 | |
| AZZ | Azz Inc | 2 | $310 | |
| SOLV | Solventum Corp | 4 | $308 | |
| CENX | Century Aluminum Co | 6 | $276 | |
| VGNT | Versigent PLC | 6 | $252 | |
| PLUG | Plug Power Inc | 83 | $224 | |
| PCVX | Vaxcyte, Inc. | 3 | $174 | |
| VNOM | Viper Energy, Inc. | 4 | $169 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NU | Nu Holdings Ltd. | 114,000 | $1,638,180 | |
| HON | Honeywell International Inc | 2,175 | $491,615 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 878 | $87,747 | |
| CRCL | Circle Internet Group, Inc. | 50 | $4,770 | |
| GPOR | Gulfport Energy Corp | 4 | $846 | |
| RH | Rh | 4 | $559 | |
| SMCI | Super Micro Computer, Inc. | 24 | $546 | |
| CACC | Credit Acceptance Corp | 1 | $423 | |
| SHAK | Shake Shack Inc. | 4 | $353 | |
| VRRM | VERRA MOBILITY Corp | 19 | $271 | |
| EOSE | Eos Energy Enterprises, Inc. | 40 | $198 | |
| GWRE | Guidewire Software, Inc. | 1 | $149 | |
| PRGS | Progress Software Corp /Ma | 5 | $128 | |
| ROCK | Gibraltar Industries, Inc. | 3 | $119 | |
| TCOM | Trip.com Group Ltd | 2 | $99 | |
| EFOR | Everforth Inc | 2 | $77 | |
| CELH | Celsius Holdings, Inc. | 2 | $70 | |
| PGNY | Progyny, Inc. | 4 | $67 | |
| SYM | Symbotic Inc. | 1 | $53 | |
| YELP | Yelp Inc | 2 | $49 | |
| WD | Walker & Dunlop, Inc. | 1 | $44 | |
| PRGO | PERRIGO Co plc | 4 | $42 | |
| PRKS | United Parks & Resorts Inc. | 1 | $32 | |
| SMPL | Simply Good Foods Co | 2 | $28 | |
| DV | DoubleVerify Holdings, Inc. | 1 | $9 | |
| No positions match the current search. | ||||
1,246 tracked positions ·
$1,011,033,233 total
· filing declares
1,351 positions · $1,010,884,503
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,246 positions by value
· page 1 of 25
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DCOR |
Dimensional US Core Equity 1 ETF
|
Added | 21,059,316 | $966,190,429 | 95.56% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 23,374 | $4,778,958 | 0.47% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,394 | $3,296,967 | 0.33% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 16,817 | $3,029,505 | 0.30% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 7,585 | $2,050,301 | 0.20% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 8,770 | $1,754,789 | 0.17% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 5,907 | $1,661,107 | 0.16% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,071 | $1,518,564 | 0.15% | |
| OUNZ |
VanEck Merk Gold ETF
|
Reduced | 28,240 | $1,089,781 | 0.11% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 12,534 | $1,073,732 | 0.11% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,321 | $972,784 | 0.10% | |
| BNDW |
Vanguard Total World Bond ETF
|
Reduced | 8,904 | $946,584 | 0.09% | |
| VCHY |
Vanguard U.S. High-Yield Corporate Bond Index ETF
|
Added | 18,223 | $915,341 | 0.09% | |
| WSBC |
Wesbanco Inc
Financial Services
|
Added | 22,759 | $888,283 | 0.09% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,461 | $848,709 | 0.08% | |
| EQT |
EQT Corp
Energy
|
Reduced | 13,625 | $724,441 | 0.07% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 3,768 | $663,985 | 0.07% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 8,977 | $613,039 | 0.06% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 4,210 | $608,808 | 0.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,603 | $570,791 | 0.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,084 | $542,422 | 0.05% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 3,377 | $494,899 | 0.05% | |
| AFK |
VanEck Africa Index ETF
|
Held | 717 | $470,273 | 0.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,968 | $469,053 | 0.05% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 11,267 | $465,250 | 0.05% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 974 | $409,664 | 0.04% | |
| USB |
US Bancorp De
Financial Services
|
Held | 6,193 | $374,057 | 0.04% | |
|
|
Held | 1,665 | $368,298 | 0.04% | ||
| NEE |
Nextera Energy Inc
Utilities
|
Held | 4,140 | $363,367 | 0.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,382 | $325,667 | 0.03% | |
| INTC |
Intel Corp
Technology
|
Reduced | 1,948 | $271,999 | 0.03% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 518 | $266,044 | 0.03% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 1,086 | $240,092 | 0.02% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Held | 474 | $234,667 | 0.02% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Held | 1,476 | $233,252 | 0.02% | |
| FDX |
Fedex Corp
Industrials
|
Held | 718 | $224,827 | 0.02% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Held | 2,880 | $217,440 | 0.02% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 1,915 | $205,862 | 0.02% | |
| VBIL |
Vanguard 0-3 Month Treasury Bill ETF
|
Held | 2,652 | $200,650 | 0.02% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 514 | $194,163 | 0.02% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 750 | $191,752 | 0.02% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 4,408 | $186,634 | 0.02% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 8,937 | $184,995 | 0.02% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 832 | $183,447 | 0.02% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 304 | $171,240 | 0.02% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Held | 3,090 | $161,854 | 0.02% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 133 | $159,524 | 0.02% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 324 | $159,135 | 0.02% | |
| CSX |
Csx Corp
Industrials
|
Added | 2,979 | $141,591 | 0.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 423 | $138,460 | 0.01% |
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.