DiNuzzo Private Wealth, Inc.

Q3 2025 13F-HR Holdings

Location
Beaver, PA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
1,369
Total value ($000)
$881,923
Net value change ($000)
+39,522 (4.7%)
New positions
38
Sold out positions
34
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFSV 4,696 12.0%
DFAS 3,995 8.6%
DFLV 3,839 6.8%
DFCF 3,792 4.1%
DFUS 3,778 4.6%
DFSD 2,751 3.0%
DUSB 2,191 10.7%
DFGR 2,138 4.8%
DFAC 1,882 5.7%
DUHP 1,802 4.1%
Top Reduces (Value $000, Stocks/ETFs)
CWAN -1,250 -100.0%
TOST -664 -99.7%
IBM -303 -17.4%
EQT -89 -11.2%
AKX -62 -100.0%
DFSB -59 -9.9%
DFGX -50 -0.9%
CAT -35 -67.3%
HON -30 -5.9%
UPS -26 -13.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type