Latest DiNuzzo Private Wealth, Inc. Stock Portfolio
DiNuzzo Private Wealth, Inc. Performance:
2026 Q1: 0.64%YTD: 0.64%2025: 12.24%
Performance for 2026 Q1 is 0.64%, and YTD is 0.64%, and 2025 is 12.24%.
About DiNuzzo Private Wealth, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, DiNuzzo Private Wealth, Inc. reported an equity portfolio of $928.1 Millions as of 31 Mar, 2026.
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 10.5% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off BLUEROCK PVT REAL ESTATE FD, PIPER SANDLER COMPANIES (PIPR) and METTLER TOLEDO INTERNATIONAL (MTD) stocks. They significantly reduced their stock positions in ROCKET COS INC (RKT), QUANTUMSCAPE CORP (QS) and CORCEPT THERAPEUTICS INC (CORT). DiNuzzo Private Wealth, Inc. opened new stock positions in CAPITAL GROUP DIVIDEND VALUE (CGDV), CAPITAL GROUP GBL GROWTH EQT (CGGO) and WEDBUSH SER TR. The fund showed a lot of confidence in some stocks as they added substantially to BROWN FORMAN CORP, CELANESE CORP DEL (CE) and CONSTELLATION BRANDS INC (STZ).
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 10.5% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off BLUEROCK PVT REAL ESTATE FD, PIPER SANDLER COMPANIES (PIPR) and METTLER TOLEDO INTERNATIONAL (MTD) stocks. They significantly reduced their stock positions in ROCKET COS INC (RKT), QUANTUMSCAPE CORP (QS) and CORCEPT THERAPEUTICS INC (CORT). DiNuzzo Private Wealth, Inc. opened new stock positions in CAPITAL GROUP DIVIDEND VALUE (CGDV), CAPITAL GROUP GBL GROWTH EQT (CGGO) and WEDBUSH SER TR. The fund showed a lot of confidence in some stocks as they added substantially to BROWN FORMAN CORP, CELANESE CORP DEL (CE) and CONSTELLATION BRANDS INC (STZ).
DiNuzzo Private Wealth, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that DiNuzzo Private Wealth, Inc. made a return of 0.64% in the last quarter. In trailing 12 months, it's portfolio return was 13.07%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| capital group dividend value | 38,669 |
| capital group gbl growth eqt | 37,475 |
| wedbush ser tr | 34,754 |
| nebius group n.v. | 14,319 |
| astera labs inc | 9,097 |
| invesco exch trd slf idx fd | 6,956 |
| tiziana life sciences ltd | 5,850 |
New stocks bought by DiNuzzo Private Wealth, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares bitcoin trust etf | 391 |
| target corp | 345 |
| waters corp | 300 |
| vanguard specialized funds | 171 |
| vanguard malvern fds | 101 |
| select sector spdr tr | 81.82 |
| microchip technology inc. | 54.29 |
| amkor technology inc | 40.38 |
Additions to existing portfolio by DiNuzzo Private Wealth, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| thermo fisher scientific inc | -73.58 |
| apollo global mgmt inc | -55.91 |
| johnson & johnson | -31.85 |
| vertiv holdings co | -25.58 |
| ishares tr | -25.54 |
| adobe inc | -23.81 |
| pnc finl svcs group inc | -21.38 |
| accenture plc ireland | -20.31 |
DiNuzzo Private Wealth, Inc. reduced stake in above stock
Sold off
Sector Distribution
DiNuzzo Private Wealth, Inc. has about 97.3% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 97.3 |
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 | % |
|---|---|
| UNALLOCATED | 97.3 |
| MEGA-CAP | 1.6 |
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 | % |
|---|---|
| Others | 97.4 |
| S&P 500 | 2.4 |
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 1345 stocks in it's portfolio. About 67.9% 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: 08 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.32 | 11,651 | 2,956,780 | reduced | -4.23 | ||
| AAXJ | ishares tr | 0.00 | 242 | 33,486 | reduced | -25.54 | ||
| AAXJ | ishares tr | 0.00 | 405 | 31,757 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 189 | 10,084 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 148 | 7,959 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.01 | 490 | 106,659 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.00 | 144 | 14,785 | reduced | -4.00 | ||
| ACGL | arch cap group ltd | 0.00 | 50.00 | 4,800 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.00 | 51.00 | 10,113 | reduced | -20.31 | ||
| ACWF | ishares tr | 0.00 | 316 | 22,177 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.00 | 16.00 | 3,890 | reduced | -23.81 | ||
| ADI | analog devices inc | 0.00 | 56.00 | 17,816 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.01 | 411 | 83,507 | reduced | -2.38 | ||
| ADSK | autodesk inc | 0.00 | 18.00 | 4,310 | reduced | -10.00 | ||
| AEE | ameren corp | 0.00 | 29.00 | 3,188 | added | 26.09 | ||
| AFK | vaneck etf trust | 0.03 | 717 | 274,898 | unchanged | 0.00 | ||
| AFL | aflac inc | 0.00 | 68.00 | 7,461 | unchanged | 0.00 | ||
| AGNG | global x fds | 0.00 | 117 | 8,933 | unchanged | 0.00 | ||
| AIG | american intl group inc | 0.00 | 75.00 | 5,644 | reduced | -1.32 | ||
| AJG | gallagher arthur j & co | 0.00 | 107 | 23,175 | reduced | -0.93 | ||