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DiNuzzo Private Wealth, Inc. — 13F Holdings & Portfolio

CIK 1994563 · latest 13F-HR filed 2026-10-16

Backtest portfolio

DiNuzzo Private Wealth, Inc. manages $1.01B in 13F-reported U.S. long-equity assets across 1,372 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are DFCF (11.69%), DFSD (9.81%), DFUS (9.69%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 55 new positions and exited 34; 357 existing positions rose in reported value and 627 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.01B

Long-equity book

Holdings
1,372

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+55 / −34 / ↑357 / ↓627

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
DFCF11.7% · +6%DFSD9.8% · +2%DFUS9.7% · +0%DFLV7.0% · -0%DFAS5.5% · -0%DFIC5.3% · +1%DUHP5.2% · +1%DFGR5.1% · +2%DFSV4.8% · -0%DFAC4.0% · -1%DUSB3.2% · +1%DFEM2.8% · -2%DISV2.8% · +1%DFGP2.7% · +5%DFUV2.4% · -1%DIHP2.2% · +2%DFAW1.9% · -6%DGCB1.7% · -0%DFAE1.6% · +0%DFIV1.3% · -2%DFAT0.8% · -4%DFEV0.8% · +1%DEHP0.8% · +0%DFAX0.6% · -4%DFGX0.5% · -3%DFNM0.5% · +12%AAPL0.4% · -5%DFSU0.3% · +0%MSFT0.2% · +2%NVDA0.2% · -1%MCD0.2% · +0%DFIS0.2% · -0%IBM0.1% · 0%DFSI0.1% · +1%OUNZ0.1% · +10%VUG0.1% · 0%DFAR0.1% · +0%VOO0.1% · 0%IWD0.1% · +2%VB0.1% · 0%QQQ0.1% · 0%VEU0.1% · 0%VONV0.1% · 0%AMD0.1% · +6%WSBC0.1% · +0%VTIP0.1% · -9%DFAI0.1% · +1%VTI0.1% · +0%DFSB0.1% · +2%EQT0.1% · 0%BRK.B0.1% · +9%BNY0.1% · newIVV0.1% · -2%D0.1% · +1%VPU0.0% · +1%ORCL0.0% · -0%XOM0.0% · +19%AMZN0.0% · -6%SMH0.0% · 0%VTV0.0% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 68.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 14, 2026.

Assets Under Management
$1.18B
Discretionary
$1.18B
Employees
19
Accounts
2,592
Address
1501 3RD ST.
BEAVER, PA 15009
Phone
(724) 728-6564
Website
Name Title / Status Ownership Type
DINUZZO, MARK, SAMUEL ControlCO-MANAGING DIRECTOR, EXECUTIVE VICE-PRESIDENT, RISK MANAGEMENT TEAM LEADER
since Dec 1997
25–50%Individual
DINUZZO, MICHAEL, VINCENT ControlCO-MANAGING DIRECTOR, SENIOR VICE PRESIDENT, RISK MANAGEMENT TEAM CO-LEADER
since Mar 2010
5–10%Individual
DINUZZO, PATRICK, JOSEPH ControlCO-MANAGING DIRECTOR, CEO, PRESIDENT, DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER
since Sep 1989
50–75%Individual
Potts, Jacob, Raymond ControlCHIEF OPERATING OFFICER
since Mar 2026
Less than 5%Individual
Ownership & leadership changes · 4 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2026 filing
  • AddedPotts, Jacob, Raymond · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ChangedDINUZZO, MARK, SAMUEL · title EXECUTIVE VICE PRESIDENT, RISK MANAGEMENT TEAM LEADER → CO-MANAGING DIRECTOR, EXECUTIVE VICE-PRESIDENT, RISK MANAGEMENT TEAM LEADER
  • ChangedDINUZZO, MICHAEL, VINCENT · title SENIOR VP, RISK MANAGEMENT TEAM CO-LEADER → CO-MANAGING DIRECTOR, SENIOR VICE PRESIDENT, RISK MANAGEMENT TEAM CO-LEADER; now a control person
  • ChangedDINUZZO, PATRICK, JOSEPH · title CEO, PRESIDENT, DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER → CO-MANAGING DIRECTOR, CEO, PRESIDENT, DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER
Mar 19, 2025 filing
  • No longer listedHARTMAN, CARL, JOSEPH · SENIOR VP, SENIOR INVESTMENT OFFICER · Less than 5% · listed since Mar 2007
Mar 22, 2023 filing
  • ChangedDINUZZO, MICHAEL, VINCENT · ownership Less than 5% → 5–10%
Mar 26, 2020 filing
  • AddedDINUZZO, MICHAEL, VINCENT · SENIOR VP, RISK MANAGEMENT TEAM CO-LEADER · Less than 5%
  • ChangedDINUZZO, MARK, SAMUEL · title EXECUTIVE VICE PRESIDENT, DIRECTOR OF FINANCIAL PLANNING → EXECUTIVE VICE PRESIDENT, RISK MANAGEMENT TEAM LEADER
Mar 30, 2012 filing (earliest on record)
  • ListedDINUZZO, MARK, SAMUEL · EXECUTIVE VICE PRESIDENT, DIRECTOR OF FINANCIAL PLANNING · 25–50% · control person
  • ListedDINUZZO, PATRICK, JOSEPH · CEO, PRESIDENT, DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedHARTMAN, CARL, JOSEPH · SENIOR VP, SENIOR INVESTMENT OFFICER · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

DiNuzzo Private Wealth, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFCF 25434V872 $117.6M 11.69% 2,932,332 SH
2 DIMENSIONAL ETF TRUST DFSD 25434V864 $98.7M 9.81% 2,124,507 SH
3 DIMENSIONAL ETF TRUST DFUS 25434V401 $97.5M 9.69% 1,174,418 SH
4 DIMENSIONAL ETF TRUST DFLV 25434V666 $70.3M 6.99% 1,750,198 SH
5 DIMENSIONAL ETF TRUST DFAS 25434V500 $55.6M 5.52% 717,924 SH
6 DIMENSIONAL ETF TRUST DFIC 25434V799 $52.8M 5.25% 1,405,022 SH
7 DFA INVT DIMENSIONS GROUP IN DUHP 25239Y196 $52.5M 5.22% 1,252,931 SH
8 DIMENSIONAL ETF TRUST DFGR 25434V658 $50.9M 5.06% 1,881,608 SH
9 DFA INVT DIMENSIONS GROUP IN DFSV 25239Y170 $48.6M 4.83% 1,297,318 SH
10 DIMENSIONAL ETF TRUST DFAC 25434V708 $40.4M 4.02% 909,704 SH
11 DIMENSIONAL ETF TRUST DUSB 25434V591 $31.9M 3.17% 632,046 SH
12 DIMENSIONAL ETF TRUST DFEM 25434V732 $28.0M 2.78% 705,445 SH
13 DIMENSIONAL ETF TRUST DISV 25434V781 $28.0M 2.78% 645,733 SH
14 DIMENSIONAL ETF TRUST DFGP 25434V583 $27.3M 2.72% 526,634 SH
15 DIMENSIONAL ETF TRUST DFUV 25434V724 $24.6M 2.44% 446,378 SH
16 DIMENSIONAL ETF TRUST DIHP 25434V765 $22.0M 2.19% 653,738 SH
17 DIMENSIONAL ETF TRUST DFAW 25434V617 $18.6M 1.85% 226,256 SH
18 DIMENSIONAL ETF TRUST DGCB 25434V567 $16.7M 1.66% 321,181 SH
19 DIMENSIONAL ETF TRUST DFAE 25434V302 $15.7M 1.56% 400,367 SH
20 DIMENSIONAL ETF TRUST DFIV 25434V807 $12.8M 1.27% 229,387 SH
21 DIMENSIONAL ETF TRUST DFAT 25434V609 $8.4M 0.84% 126,664 SH
22 DIMENSIONAL ETF TRUST DFEV 25434V740 $8.2M 0.82% 193,811 SH
23 DIMENSIONAL ETF TRUST DEHP 25434V757 $8.1M 0.80% 196,062 SH
24 DIMENSIONAL ETF TRUST DFAX 25434V880 $6.4M 0.63% 172,439 SH
25 DIMENSIONAL ETF TRUST DFGX 25434V575 $5.3M 0.53% 103,647 SH
26 DIMENSIONAL ETF TRUST DFNM 25434V849 $4.5M 0.45% 98,704 SH
27 APPLE INC AAPL 037833100 $3.6M 0.36% 10,836 SH
28 DIMENSIONAL ETF TRUST DFSU 25434V716 $2.6M 0.26% 55,626 SH
29 MICROSOFT CORP MSFT 594918104 $2.1M 0.21% 4,173 SH
30 NVIDIA CORPORATION NVDA 67066G104 $2.0M 0.20% 8,720 SH
31 MCDONALDS CORP MCD 580135101 $1.8M 0.17% 7,601 SH
32 DIMENSIONAL ETF TRUST DFIS 25434V773 $1.7M 0.17% 46,780 SH
33 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.3M 0.13% 5,907 SH
34 DIMENSIONAL ETF TRUST DFSI 25434V690 $1.3M 0.13% 28,734 SH
35 VANECK MERK GOLD ETF OUNZ 921078101 $1.2M 0.12% 31,140 SH
36 VANGUARD INDEX FDS VUG 922908736 $1.1M 0.11% 12,612 SH
37 DFA INVT DIMENSIONS GROUP IN DFAR 25239Y147 $1.1M 0.11% 46,244 SH
38 VANGUARD INDEX FDS VOO 922908363 $1.1M 0.11% 1,551 SH
39 ISHARES TR IWD 464287598 $998.0K 0.10% 4,025 SH
40 INVESCO QQQ TR QQQ 46090E103 $977.5K 0.10% 1,321 SH
41 VANGUARD INTL EQUITY INDEX F VEU 922042775 $975.2K 0.10% 11,754 SH
42 VANGUARD SCOTTSDALE FDS VONV 92206C714 $967.9K 0.10% 8,904 SH
43 ADVANCED MICRO DEVICES INC AMD 007903107 $951.3K 0.09% 1,555 SH
44 WESBANCO INC WSBC 950810101 $852.4K 0.08% 22,780 SH
45 VANGUARD MALVERN FDS VTIP 922020805 $814.3K 0.08% 16,545 SH
46 DIMENSIONAL ETF TRUST DFAI 25434V203 $810.2K 0.08% 19,557 SH
47 VANGUARD INDEX FDS VTI 922908769 $808.2K 0.08% 2,160 SH
48 DIMENSIONAL ETF TRUST DFSB 25434V674 $666.6K 0.07% 13,453 SH
49 EQT CORP EQT 26884L109 $661.7K 0.07% 13,625 SH
50 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $589.6K 0.06% 1,184 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $1.01B 1,372 0001994563-26-000005
2026-06-30 2026-07-10 $1.01B 1,351 0001994563-26-000003
2026-03-31 2026-04-08 $928.1M 1,349 0001994563-26-000002
2025-12-31 2026-01-16 $919.2M 1,371 0001994563-26-000001
Filer Information
Address
1501 3RD STREET
BEAVER, PA 15009
Phone
(724) 728-6564
Filing Manager
DiNuzzo Private Wealth, Inc.
BEAVER, PA
Signatory
Patrick J. DiNuzzo
Chief Compliance Officer