Latest DiNuzzo Private Wealth, Inc. Stock Portfolio
DiNuzzo Private Wealth, Inc. Performance:
2025 Q4: 2.83%YTD: 12.14%2024: 6.27%
Performance for 2025 Q4 is 2.83%, and YTD is 12.14%, and 2024 is 6.27%.
About DiNuzzo Private Wealth, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, DiNuzzo Private Wealth, Inc. reported an equity portfolio of $919.2 Millions as of 31 Dec, 2025.
The top stock holdings of DiNuzzo Private Wealth, Inc. are DFAC, DFAC, DFAC. The fund has invested 11.3% of it's portfolio in DIMENSIONAL ETF TRUST and 10.7% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), KELLANOVA (K) and INTERPUBLIC GROUP COS INC (IPG) stocks. They significantly reduced their stock positions in DRAFTKINGS INC NEW (DKNG), PAYONEER GLOBAL INC (PAYO) and CARMAX INC (KMX). DiNuzzo Private Wealth, Inc. opened new stock positions in NU HLDGS LTD (NU), ROCKET COS INC (RKT) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to LUMEN TECHNOLOGIES INC (LUMN), POLARIS INC (PII) and NETFLIX INC (NFLX).
The top stock holdings of DiNuzzo Private Wealth, Inc. are DFAC, DFAC, DFAC. The fund has invested 11.3% of it's portfolio in DIMENSIONAL ETF TRUST and 10.7% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), KELLANOVA (K) and INTERPUBLIC GROUP COS INC (IPG) stocks. They significantly reduced their stock positions in DRAFTKINGS INC NEW (DKNG), PAYONEER GLOBAL INC (PAYO) and CARMAX INC (KMX). DiNuzzo Private Wealth, Inc. opened new stock positions in NU HLDGS LTD (NU), ROCKET COS INC (RKT) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to LUMEN TECHNOLOGIES INC (LUMN), POLARIS INC (PII) and NETFLIX INC (NFLX).
DiNuzzo Private Wealth, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that DiNuzzo Private Wealth, Inc. made a return of 2.83% in the last quarter. In trailing 12 months, it's portfolio return was 12.14%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| nu hldgs ltd | 2,008,800 |
| rocket cos inc | 325,655 |
| vanguard scottsdale fds | 316,052 |
| vanguard instl index fd | 200,160 |
| bluerock pvt real estate fd | 81,660 |
| solstice advanced matls inc | 26,234 |
| vanguard malvern fds | 8,650 |
| paramount skydance corp | 7,571 |
New stocks bought by DiNuzzo Private Wealth, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 885 |
| millrose pptys inc | 714 |
| servicenow inc | 409 |
| select sector spdr tr | 100 |
| iqvia hldgs inc | 90.91 |
| ecolab inc | 75.00 |
| crowdstrike hldgs inc | 66.67 |
| global x fds | 51.95 |
Additions to existing portfolio by DiNuzzo Private Wealth, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| vertiv holdings co | -83.9 |
| tjx cos inc new | -78.91 |
| eli lilly & co | -66.41 |
| blackstone inc | -61.42 |
| unitedhealth group inc | -53.5 |
| morgan stanley | -37.98 |
| thermo fisher scientific inc | -30.26 |
| nike inc | -28.57 |
DiNuzzo Private Wealth, Inc. reduced stake in above stock
Sold off
Sector Distribution
DiNuzzo Private Wealth, Inc. has about 97.1% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 97.1 |
| Technology | 1.2 |
Market Cap. Distribution
DiNuzzo Private Wealth, Inc. has about 2.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 97.1 |
| LARGE-CAP | 1.4 |
| MEGA-CAP | 1.3 |
Stocks belong to which Index?
About 2.6% of the stocks held by DiNuzzo Private Wealth, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 97.3 |
| S&P 500 | 2.6 |
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 1367 stocks in it's portfolio. About 68% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for DiNuzzo Private Wealth, Inc. last quarter.
Last Reported on: 16 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.00 | 25.00 | 3,402 | added | 4.17 | ||
| AAPL | apple inc | 0.36 | 12,165 | 3,307,040 | reduced | -5.51 | ||
| AAXJ | ishares tr | 0.00 | 325 | 45,985 | reduced | -0.91 | ||
| AAXJ | ishares tr | 0.00 | 405 | 31,400 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 189 | 11,747 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 148 | 8,152 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.01 | 490 | 112,054 | reduced | -1.21 | ||
| ABT | abbott labs | 0.00 | 150 | 18,794 | reduced | -0.66 | ||
| ACGL | arch cap group ltd | 0.00 | 50.00 | 4,796 | reduced | -1.96 | ||
| ACN | accenture plc ireland | 0.00 | 64.00 | 17,172 | reduced | -7.25 | ||
| ACWF | ishares tr | 0.00 | 316 | 21,937 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.00 | 21.00 | 7,350 | reduced | -16.00 | ||
| ADI | analog devices inc | 0.00 | 56.00 | 15,188 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.01 | 421 | 108,294 | reduced | -0.47 | ||
| ADSK | autodesk inc | 0.00 | 20.00 | 5,921 | added | 5.26 | ||
| AFK | vaneck etf trust | 0.03 | 717 | 258,214 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.00 | 68.00 | 7,499 | unchanged | 0.00 | ||
| AGNG | global x fds | 0.00 | 117 | 8,400 | added | 51.95 | ||
| AIG | american intl group inc | 0.00 | 76.00 | 6,502 | unchanged | 0.00 | ||
| AIZ | assurant inc | 0.00 | 13.00 | 3,132 | unchanged | 0.00 | ||