DiNuzzo Private Wealth, Inc.
All 13F Filings
- Location
- Beaver, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,010,885
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 1,347 | 1,010,885 | 13F-HR | DiNuzzo Private Wealth, Inc. |
| Q1 2026 | 4/8/2026 | 1,345 | 928,117 | 13F-HR | DiNuzzo Private Wealth, Inc. |
| Q4 2025 | 1/16/2026 | 1,367 | 919,224 | 13F-HR | DiNuzzo Private Wealth, Inc. |
| Q3 2025 | 10/14/2025 | 1,369 | 881,923 | 13F-HR | DiNuzzo Private Wealth, Inc. |
| Q2 2025 | 7/17/2025 | 1,365 | 842,401 | 13F-HR | DiNuzzo Private Wealth, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.5 K | 2.8% | 638 | 0 | 638 |
| ETFs | 982.4 K | 97.2% | 82.13 K | 0 | 82.13 K |
| Other | 4 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
1,010,885
Holdings
1347
QoQ value change ($000)
82,768
(8.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.