DiNuzzo Private Wealth, Inc.

Q1 2026 13F-HR Holdings

Location
Beaver, PA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
1,345
Total value ($000)
$928,117
Net value change ($000)
+8,893 (1.0%)
New positions
21
Sold out positions
44
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 2,755 6.2%
DFCF 2,472 2.4%
DFLV 2,330 3.8%
DFIC 1,261 2.6%
DFGP 1,251 5.3%
DFEM 1,246 5.1%
DFAS 1,084 2.1%
DFGR 917 1.9%
DFIV 564 4.7%
DISV 418 1.7%
Top Reduces (Value $000, Stocks/ETFs)
DFUS -3,908 -4.5%
DUHP -1,348 -2.9%
MSFT -474 -23.9%
NU -371 -18.5%
AAPL -350 -10.6%
RKT -325 -99.7%
IBM -318 -18.2%
DFAC -299 -0.8%
DFSD -260 -0.3%
DGCB -244 -1.4%
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