DiNuzzo Private Wealth, Inc.

Q4 2025 13F-HR Holdings

Location
Beaver, PA
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
1,367
Total value ($000)
$919,224
Net value change ($000)
+37,301 (4.2%)
New positions
44
Sold out positions
46
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFCF 8,759 9.2%
DUSB 5,926 26.1%
DFSD 4,113 4.4%
DFGP 3,062 14.9%
NU 2,009 NEW
DFLV 1,854 3.1%
DFGR 1,601 3.5%
DFUS 1,461 1.7%
DFAC 1,061 3.0%
DFUV 764 3.7%
Top Reduces (Value $000, Stocks/ETFs)
DKNG -720 -99.9%
DISV -251 -1.0%
LLY -147 -50.7%
TJX -115 -76.2%
ORCL -105 -13.7%
BRK-B -101 -15.6%
MSFT -85 -4.1%
DGCB -53 -0.3%
HON -53 -11.1%
MCD -51 -2.2%
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