DiNuzzo Private Wealth, Inc.
All 13F Filings
- Location
- Beaver, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 928,117
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 27.87 K | 3.0% | 0 | 793.4 K | -793.4 K |
| ETFs | 900.2 K | 97.0% | 802.3 K | 0 | 802.3 K |
| Other | 3 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
928,117
Holdings
1345
QoQ value change ($000)
8,893
(1.0%)
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.