PINNEY & SCOFIELD, INC. — 13F Holdings & Portfolio
CIK 2056763 · latest 13F-HR filed 2026-05-15
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.
Loading holdings…
AUM
$185.4M
Long-equity book
Holdings
243
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+34 / −3 / ↑73 / ↓61
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$1.9M +9.0%
- DIMENSIONAL ETF TRUST$1.6M +19.3%
- DIMENSIONAL ETF TRUST$845.4K +13.1%
- VANGUARD INDEX FDS$423.9K +38.9%
- DIMENSIONAL ETF TRUST$398.4K +8.1%
Top Trims
- ELI LILLY & CO-$1.1M -14.4%
- APPLE INC-$467.2K -7.6%
- NVIDIA CORPORATION-$229.0K -6.6%
- TESLA INC-$128.6K -35.1%
- MICROSOFT CORP-$114.7K -23.5%
New Positions
- BERKSHIRE HATHAWAY INC DEL$718.1K
- CME GROUP INC$147.1K
- ISHARES TR$118.3K
- VANGUARD INDEX FDS$56.3K
- CARDINAL HEALTH INC$42.3K
All Holdings
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 | DFIP | 25434V856 | $23.6M | 12.71% | 564,887 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $22.4M | 12.09% | 424,833 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $20.8M | 11.21% | 292,372 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $15.4M | 8.30% | 317,449 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $11.2M | 6.06% | 179,854 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAR | 25434V823 | $10.2M | 5.50% | 431,323 | SH |
| 7 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $9.6M | 5.19% | 244,163 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $7.3M | 3.93% | 207,985 | SH |
| 9 | ELI LILLY & CO | LLY | 532457108 | $6.8M | 3.66% | 7,379 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $5.7M | 3.08% | 22,472 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $5.3M | 2.88% | 149,453 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $4.5M | 2.41% | 132,850 | SH |
| 13 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $3.6M | 1.94% | 111,509 | SH |
| 14 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.2M | 1.74% | 18,538 | SH |
| 15 | VANGUARD BD INDEX FDS | BLV | 921937793 | $3.2M | 1.71% | 46,118 | SH |
| 16 | VANGUARD INTL EQUITY INDEX F | VPL | 922042866 | $2.1M | 1.15% | 21,791 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $1.8M | 0.97% | 51,929 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $1.7M | 0.91% | 47,098 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $1.6M | 0.85% | 37,473 | SH |
| 20 | VANGUARD INDEX FDS | VUG | 922908736 | $1.5M | 0.82% | 3,468 | SH |
| 21 | ISHARES TR | IEFA | 46432F842 | $1.2M | 0.64% | 13,103 | SH |
| 22 | ISHARES TR | SUB | 464288158 | $1.2M | 0.63% | 10,985 | SH |
| 23 | ISHARES TR | IWR | 464287499 | $1.0M | 0.56% | 10,760 | SH |
| 24 | ISHARES TR | IJH | 464287507 | $863.0K | 0.47% | 12,780 | SH |
| 25 | DIMENSIONAL ETF TRUST | DEHP | 25434V757 | $841.4K | 0.45% | 24,899 | SH |
| 26 | ISHARES TR | IVV | 464287200 | $823.7K | 0.44% | 1,261 | SH |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.39% | 1 | SH |
| 28 | ALPHABET INC | GOOGL | 02079K305 | $699.9K | 0.38% | 2,434 | SH |
| 29 | EXXON MOBIL CORP | XOM | 30231G102 | $586.2K | 0.32% | 3,455 | SH |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $480.2K | 0.26% | 1,002 | SH |
| 31 | AMAZON COM INC | AMZN | 023135106 | $470.7K | 0.25% | 2,260 | SH |
| 32 | ISHARES INC | IEMG | 46434G103 | $442.5K | 0.24% | 6,344 | SH |
| 33 | ALPHABET INC | GOOG | 02079K107 | $418.0K | 0.23% | 1,457 | SH |
| 34 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $416.2K | 0.22% | 7,700 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $374.2K | 0.20% | 1,011 | SH |
| 36 | COSTCO WHSL CORP NEW | COST | 22160K105 | $362.7K | 0.20% | 364 | SH |
| 37 | ISHARES TR | IJR | 464287804 | $361.0K | 0.19% | 2,904 | SH |
| 38 | VANGUARD SCOTTSDALE FDS | VCLT | 92206C813 | $357.5K | 0.19% | 4,785 | SH |
| 39 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $355.3K | 0.19% | 1,208 | SH |
| 40 | VANGUARD SCOTTSDALE FDS | VGLT | 92206C847 | $343.4K | 0.19% | 6,203 | SH |
| 41 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $317.4K | 0.17% | 9,374 | SH |
| 42 | ISHARES TR | EMB | 464288281 | $299.3K | 0.16% | 3,186 | SH |
| 43 | VANGUARD INDEX FUNDS | VNQ | 922908553 | $289.8K | 0.16% | 3,268 | SH |
| 44 | PROCTER AND GAMBLE CO | PG | 742718109 | $288.6K | 0.16% | 1,998 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $261.5K | 0.14% | 10,197 | SH |
| 46 | NEXTERA ENERGY INC | NEE | 65339F101 | $260.1K | 0.14% | 2,800 | SH |
| 47 | GE AEROSPACE | GE | 369604301 | $247.9K | 0.13% | 873 | SH |
| 48 | TESLA INC | TSLA | 88160R101 | $237.9K | 0.13% | 640 | SH |
| 49 | META PLATFORMS INC | META | 30303M102 | $231.7K | 0.12% | 405 | SH |
| 50 | BANK MONTREAL QUE | BMO | 063671101 | $230.1K | 0.12% | 1,700 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $185.4M | 243 | 0002056763-26-000002 |
| 2025-12-31 | 2026-02-13 | $176.2M | 212 | 0002056763-26-000001 |
| 2025-09-30 | 2025-11-13 | $161.1M | 217 | 0002056763-25-000005 |