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DiNuzzo Private Wealth, Inc.

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.

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Portfolio Concentration

1,246 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
95.6%
−0.3 pts
Top 5
96.9%
−0.1 pts
Top 10
97.6%
−0.1 pts
HHI
9,133
Dec 2023 → Jun 2026 · range 9,133 – 9,640
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

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
— +228 456 $25,608

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

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1,246 tracked positions · $1,011,033,233 total · filing declares 1,351 positions · $1,010,884,503 · as of Jun 30, 2026
Showing 1–50 of 1,246 positions by value · page 1 of 25
Ticker Company Shares Value (USD) % of Portfolio History
1,665 $368,298 0.04%

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.