DiNuzzo Private Wealth, Inc.

Q2 2026 13F-HR Holdings

Location
Beaver, PA
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
1,347
Total value ($000)
$1,010,885
Net value change ($000)
+82,768 (8.9%)
New positions
39
Sold out positions
37
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFUS 12,429 14.9%
DFCF 9,937 9.3%
DFAS 6,897 13.2%
DUHP 6,587 14.6%
DFLV 5,085 7.9%
DFAC 5,034 14.1%
DFGR 4,528 9.3%
DFEM 3,559 13.9%
DFSV 3,233 6.8%
DUSB 2,861 9.9%
Top Reduces (Value $000, Stocks/ETFs)
NU -1,638 -100.0%
HON -492 -100.0%
VCSH -368 -100.0%
MCD -303 -12.9%
OUNZ -198 -15.4%
EQT -143 -16.5%
VTEI -88 -100.0%
XOM -78 -19.3%
T -74 -28.6%
VTV -69 -14.1%
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