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Latest DiNuzzo Private Wealth, Inc. Stock Portfolio

$1.01Billion | No. of Holdings #1346

DiNuzzo Private Wealth, Inc. Performance

2026 Q2+7.57%
YTD+8.26%
2025+12.24%

About DiNuzzo Private Wealth, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, DiNuzzo Private Wealth, Inc. reported an equity portfolio of $1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of DiNuzzo Private Wealth, Inc. are DFAC, DFAC, DFAC. The fund has invested 11.5% of it's portfolio in DIMENSIONAL ETF TRUST and 9.8% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off NLIGHT INC (LASR), NU HLDGS LTD (NU) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in MARVELL TECHNOLOGY INC (MRVL), INSULET CORP (PODD) and MARKETAXESS HLDGS INC (MKTX). DiNuzzo Private Wealth, Inc. opened new stock positions in HONEYWELL AEROSPACE INC, SCHWAB STRATEGIC TR (FNDA) and PIPER SANDLER COMPANIES (PIPR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MALVERN FDS (VTIP), TPG INC (TPG) and RUBRIK INC..
DiNuzzo Private Wealth, Inc. Equity Portfolio Value
Last Reported on: 10 Jul, 2026
$1.01Billion
  as of Jul 10, 2026

DiNuzzo Private Wealth, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that DiNuzzo Private Wealth, Inc. made a return of 7.57% in the last quarter. In trailing 12 months, it's portfolio return was 15.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell aerospace inc240,093
fedex fght hldg co inc54,058
schwab strategic tr27,461
space exploration techn corp24,092
carnival corp ltd9,287
piper sandler companies6,945
mettler toledo international6,388
john hancock exchange traded5,548
New stocks bought by DiNuzzo Private Wealth, Inc.

Additions

Ticker% Inc.
vanguard malvern fds5,062
vanguard world fd700
vanguard index fds500
carvana co392
vanguard index fds300
invesco exch traded fd tr ii180
devon energy corp new115
proshares tr100
Additions to existing portfolio by DiNuzzo Private Wealth, Inc.

Reductions

Ticker% Reduced
marvell technology inc-88.37
booking holdings inc-60.00
becton dickinson & co-41.88
crowdstrike hldgs inc-40.00
cummins inc-30.53
waters corp-25.00
vanguard index fds-22.66
intuit-21.43
DiNuzzo Private Wealth, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by DiNuzzo Private Wealth, Inc.

Sector Distribution

DiNuzzo Private Wealth, Inc. has about 97.3% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others97.3
Technology1.1

Market Cap. Distribution

DiNuzzo Private Wealth, Inc. has about 1.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED97.3
MEGA-CAP1.6

Stocks belong to which Index?

About 2.4% of the stocks held by DiNuzzo Private Wealth, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.5
S&P 5002.4
Top 5 Winners (%)%
astera labs inc
301.8 %
MU
micron technology inc
228.3 %
INTC
intel corp
214.8 %
VSH
vishay intertechnology inc
198.8 %
AMD
advanced micro devices inc
185.4 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
12.9 M
DFAC
dimensional etf trust
8.2 M
DFAC
dimensional etf trust
6.8 M
DFAC
dimensional etf trust
6.1 M
DFAC
dimensional etf trust
5.0 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
CVNA
carvana co
-69.4 %
EMBC
embecta corp
-63.1 %
VB
vanguard index fds
-61.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.6 M
VAW
vanguard world fd
-0.3 M
MCD
mcdonalds corp
-0.3 M
DFAC
dimensional etf trust
-0.3 M
OUNZ
vaneck merk gold etf
-0.2 M

DiNuzzo Private Wealth, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of DiNuzzo Private Wealth, Inc.

DiNuzzo Private Wealth, Inc. has 1346 stocks in it's portfolio. About 68.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for DiNuzzo Private Wealth, Inc. last quarter.

$1.01BTotal Value
500Positions
10 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of DiNuzzo Private Wealth, Inc., last reported on 10 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DiNuzzo Private Wealth, Inc.'s holding in Ishares Tr over time
0%243
$38.1K
0%
increased 0.41 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DiNuzzo Private Wealth, Inc.'s holding in Ishares Tr over time
0%405
$33.3K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DiNuzzo Private Wealth, Inc.'s holding in Ishares Tr over time
0%189
$9.3K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DiNuzzo Private Wealth, Inc.'s holding in Ishares Tr over time
0%148
$9.2K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DiNuzzo Private Wealth, Inc.'s holding in Ishares Tr over time
0%44.00
$5.5K
0%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
DiNuzzo Private Wealth, Inc.'s holding in Ishares Tr over time
0%316
$23.9K
0%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
DiNuzzo Private Wealth, Inc.'s holding in Vaneck Etf Trust over time
0.05%717
$470.3K
0.05%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
DiNuzzo Private Wealth, Inc.'s holding in Global X Fds over time
0%128
$9.9K
0%
increased 9.4 percentadded