Latest DiNuzzo Private Wealth, Inc. Stock Portfolio
DiNuzzo Private Wealth, Inc. Performance:
2025 Q3: 0.11%YTD: 0.33%2024: 0.14%
Performance for 2025 Q3 is 0.11%, and YTD is 0.33%, and 2024 is 0.14%.
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 $881.9 Millions as of 30 Sep, 2025.
The top stock holdings of DiNuzzo Private Wealth, Inc. are DFAC, DFAC, DFAC. The fund has invested 10.8% of it's portfolio in DIMENSIONAL ETF TRUST and 10.6% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off CLEARWATER ANALYTICS HLDGS I (CWAN), ANSYS INC (ANSS) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in TOAST INC (TOST), LUMEN TECHNOLOGIES INC (LUMN) and CENTENE CORP DEL (CNC). DiNuzzo Private Wealth, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), INVESCO EXCHANGE TRADED FD T (CSD) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to DRAFTKINGS INC NEW (DKNG), QUANTUMSCAPE CORP (QS) and LAUDER ESTEE COS INC (EL).
The top stock holdings of DiNuzzo Private Wealth, Inc. are DFAC, DFAC, DFAC. The fund has invested 10.8% of it's portfolio in DIMENSIONAL ETF TRUST and 10.6% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off CLEARWATER ANALYTICS HLDGS I (CWAN), ANSYS INC (ANSS) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in TOAST INC (TOST), LUMEN TECHNOLOGIES INC (LUMN) and CENTENE CORP DEL (CNC). DiNuzzo Private Wealth, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), INVESCO EXCHANGE TRADED FD T (CSD) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to DRAFTKINGS INC NEW (DKNG), QUANTUMSCAPE CORP (QS) and LAUDER ESTEE COS INC (EL).
DiNuzzo Private Wealth, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that DiNuzzo Private Wealth, Inc. made a return of 0.11% in the last quarter. In trailing 12 months, it's portfolio return was 0.36%.
New Buys
| Ticker | $ Bought |
|---|---|
| schwab strategic tr | 9,506 |
| schwab strategic tr | 8,494 |
| schwab strategic tr | 6,290 |
| schwab strategic tr | 4,615 |
| invesco exchange traded fd t | 3,884 |
| schwab strategic tr | 3,742 |
| vanguard intl equity index f | 3,086 |
New stocks bought by DiNuzzo Private Wealth, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| draftkings inc new | 65,243 |
| synopsys inc | 266 |
| coreweave inc | 92.86 |
| nike inc | 70.73 |
| schwab strategic tr | 61.21 |
| mettler toledo international | 50.00 |
| aon plc | 33.33 |
| roper technologies inc | 33.33 |
Additions to existing portfolio by DiNuzzo Private Wealth, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| caterpillar inc | -69.63 |
| alnylam pharmaceuticals inc | -33.33 |
| gartner inc | -33.33 |
| fair isaac corp | -16.67 |
| alphabet inc | -15.88 |
| duke energy corp new | -15.15 |
| chipotle mexican grill inc | -15.05 |
| fortinet inc | -13.11 |
DiNuzzo Private Wealth, Inc. reduced stake in above stock
Sold off
Sector Distribution
DiNuzzo Private Wealth, Inc. has about 97% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 97 |
| Technology | 1.2 |
Market Cap. Distribution
DiNuzzo Private Wealth, Inc. has about 2.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 97 |
| LARGE-CAP | 1.5 |
| 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.
| Index | % |
|---|---|
| Others | 97.2 |
| 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 1369 stocks in it's portfolio. About 68.6% of the portfolio is in top 10 stocks. IBM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for DiNuzzo Private Wealth, Inc. last quarter.
Last Reported on: 14 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.34 | 12,875 | 2,988,690 | reduced | -2.14 | ||
| AAXJ | ishares tr | 0.00 | 328 | 43,769 | reduced | -5.48 | ||
| AAXJ | ishares tr | 0.00 | 405 | 30,606 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 189 | 11,747 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 148 | 7,999 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.01 | 496 | 104,445 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.00 | 151 | 20,032 | reduced | -2.58 | ||
| ACGL | arch cap group ltd | 0.00 | 51.00 | 4,669 | added | 2.00 | ||
| ACM | aecom | 0.00 | 26.00 | 3,248 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.00 | 69.00 | 17,938 | reduced | -9.21 | ||
| ACWF | ishares tr | 0.00 | 316 | 21,150 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.00 | 25.00 | 8,918 | reduced | -10.71 | ||
| ADI | analog devices inc | 0.00 | 56.00 | 14,074 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.01 | 423 | 128,614 | unchanged | 0.00 | ||
| ADSK | autodesk inc | 0.00 | 19.00 | 5,980 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.02 | 717 | 208,138 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.00 | 68.00 | 7,267 | reduced | -5.56 | ||
| AGNG | global x fds | 0.00 | 77.00 | 3,836 | unchanged | 0.00 | ||
| AIG | american intl group inc | 0.00 | 76.00 | 6,181 | reduced | -1.3 | ||
| AJG | gallagher arthur j & co | 0.00 | 109 | 33,000 | unchanged | 0.00 | ||