# DiNuzzo Private Wealth, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1994563. Source: https://holderbook.com/funds/1994563-dinuzzo-private-wealth-inc/

- Reported value: $1.0B
- Positions: 1,347
- Weight of the ten largest: 68.1%
- Filed: 2026-07-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $116.4M | 2,757,601 | 11.5% | 11 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $99.3M | 2,080,578 | 9.8% | 11 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $95.9M | 1,169,867 | 9.5% | 11 |
| DIMENSIONAL ETF TRUST | [DFLV](https://holderbook.com/stocks/DFLV/) | $69.5M | 1,758,222 | 6.9% | 11 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $59.2M | 719,169 | 5.9% | 11 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $53.4M | 1,844,046 | 5.3% | 11 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $51.7M | 1,387,635 | 5.1% | 11 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $51.6M | 1,236,979 | 5.1% | 11 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $50.5M | 1,300,634 | 5.0% | 11 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $40.7M | 917,087 | 4.0% | 11 |
| DIMENSIONAL ETF TRUST | [DUSB](https://holderbook.com/stocks/DUSB/) | $31.7M | 623,822 | 3.1% | 11 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $29.1M | 716,843 | 2.9% | 11 |
| DIMENSIONAL ETF TRUST | [DFGP](https://holderbook.com/stocks/DFGP/) | $27.4M | 502,670 | 2.7% | 11 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $25.8M | 641,920 | 2.5% | 11 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $24.9M | 452,669 | 2.5% | 11 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $21.9M | 642,789 | 2.2% | 11 |
| DIMENSIONAL ETF TRUST | [DFAW](https://holderbook.com/stocks/DFAW/) | $20.0M | 241,364 | 2.0% | 11 |
| DIMENSIONAL ETF TRUST | [DGCB](https://holderbook.com/stocks/DGCB/) | $17.6M | 322,435 | 1.7% | 11 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $16.1M | 399,164 | 1.6% | 11 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $12.7M | 234,686 | 1.3% | 11 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $9.2M | 131,670 | 0.9% | 11 |
| DIMENSIONAL ETF TRUST | [DEHP](https://holderbook.com/stocks/DEHP/) | $8.4M | 195,801 | 0.8% | 11 |
| DIMENSIONAL ETF TRUST | [DFEV](https://holderbook.com/stocks/DFEV/) | $8.2M | 192,576 | 0.8% | 11 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $6.6M | 179,273 | 0.7% | 11 |
| DIMENSIONAL ETF TRUST | [DFGX](https://holderbook.com/stocks/DFGX/) | $5.7M | 106,944 | 0.6% | 11 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $4.3M | 88,249 | 0.4% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.3M | 11,394 | 0.3% | 11 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $2.6M | 55,471 | 0.3% | 11 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.1M | 7,585 | 0.2% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.8M | 8,770 | 0.2% | 11 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.7M | 5,907 | 0.2% | 11 |
| DIMENSIONAL ETF TRUST | [DFIS](https://holderbook.com/stocks/DFIS/) | $1.6M | 47,037 | 0.2% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.5M | 4,071 | 0.2% | 11 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $1.3M | 28,558 | 0.1% | 11 |
| DIMENSIONAL ETF TRUST | [DFAR](https://holderbook.com/stocks/DFAR/) | $1.2M | 46,059 | 0.1% | 11 |
| VANECK MERK GOLD ETF | [OUNZ](https://holderbook.com/stocks/OUNZ/) | $1.1M | 28,240 | 0.1% | 9 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $1.1M | 12,612 | 0.1% | 11 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.1M | 1,551 | 0.1% | 11 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.0M | 3,875 | 0.1% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $984.4K | 11,754 | 0.1% | 8 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $972.9K | 1,321 | 0.1% | 11 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $959.6K | 3,958 | 0.1% | 11 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $946.6K | 8,904 | 0.1% | 8 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $915.3K | 18,223 | 0.1% | 3 |
| WESBANCO INC | [WSBC](https://holderbook.com/stocks/WSBC/) | $888.3K | 22,759 | 0.1% | 11 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $848.7K | 1,461 | 0.1% | 11 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $801.5K | 19,429 | 0.1% | 11 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $797.3K | 2,155 | 0.1% | 8 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $724.5K | 13,625 | 0.1% | 11 |
| DIMENSIONAL ETF TRUST | [DFSB](https://holderbook.com/stocks/DFSB/) | $684.1K | 13,128 | 0.1% | 11 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $613.0K | 8,977 | 0.1% | 11 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $608.9K | 4,210 | 0.1% | 11 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $557.9K | 745 | 0.1% | 11 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $542.4K | 1,084 | 0.1% | 11 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $536.7K | 2,742 | 0.1% | 8 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $494.9K | 3,377 | 0.0% | 11 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $470.3K | 717 | 0.0% | 10 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $469.1K | 1,968 | 0.0% | 11 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $420.2K | 1,928 | 0.0% | 11 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $409.7K | 974 | 0.0% | 11 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $390.8K | 1,301 | 0.0% | 8 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $389.5K | 1,090 | 0.0% | 11 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $374.1K | 6,193 | 0.0% | 11 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $368.2K | 1,665 | 0.0% | 11 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $363.4K | 4,140 | 0.0% | 11 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $325.6K | 2,382 | 0.0% | 11 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $305.7K | 3,965 | 0.0% | 11 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $272.0K | 1,948 | 0.0% | 11 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $266.8K | 1,940 | 0.0% | 6 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $266.0K | 518 | 0.0% | 11 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $256.5K | 2,325 | 0.0% | 11 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $245.1K | 4,646 | 0.0% | 9 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $241.5K | 4,941 | 0.0% | 11 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $240.1K | 1,086 | 0.0% | 1 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $234.7K | 474 | 0.0% | 11 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $233.3K | 1,476 | 0.0% | 11 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $224.8K | 718 | 0.0% | 11 |
| SPDR INDEX SHS FDS | [NANR](https://holderbook.com/stocks/NANR/) | $217.4K | 2,880 | 0.0% | 11 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $205.9K | 1,915 | 0.0% | 11 |
| VANGUARD INSTL INDEX FD | [VGUS](https://holderbook.com/stocks/VGUS/) | $200.7K | 2,652 | 0.0% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $194.2K | 514 | 0.0% | 11 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $191.8K | 750 | 0.0% | 11 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $186.6K | 4,408 | 0.0% | 11 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $185.0K | 8,937 | 0.0% | 11 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $183.4K | 832 | 0.0% | 11 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $181.3K | 513 | 0.0% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $171.2K | 304 | 0.0% | 11 |
| WISDOMTREE TR | [IHDG](https://holderbook.com/stocks/IHDG/) | $161.9K | 3,090 | 0.0% | 9 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $159.5K | 133 | 0.0% | 11 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $159.1K | 324 | 0.0% | 11 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $141.6K | 2,979 | 0.0% | 11 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $138.5K | 423 | 0.0% | 11 |
| NOV INC | [NOV](https://holderbook.com/stocks/NOV/) | $128.6K | 6,931 | 0.0% | 11 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $124.7K | 871 | 0.0% | 11 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $123.2K | 489 | 0.0% | 11 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $119.5K | 1,000 | 0.0% | 11 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $119.5K | 930 | 0.0% | 11 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $118.6K | 2,081 | 0.0% | 11 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $115.7K | 780 | 0.0% | 11 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $113.6K | 331 | 0.0% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.1% | +14.8% | -6.7% | 100% |
| Q1 2026 | +0.6% | -4.6% | +5.3% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.7% | 101% |
| Q3 2025 | +4.9% | +7.8% | -2.9% | 100% |
| Q2 2025 | +5.6% | +10.5% | -4.9% | 100% |
| Q1 2025 | -0.2% | -4.6% | +4.4% | 100% |
| Q4 2024 | -3.0% | +2.1% | -5.1% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.0B | 1,347 |
| Q1 2026 | $928.1M | 1,345 |
| Q4 2025 | $919.2M | 1,367 |
| Q3 2025 | $881.9M | 1,369 |
| Q2 2025 | $842.4M | 1,365 |
| Q1 2025 | $794.4M | 1,381 |
| Q4 2024 | $790.0M | 1,413 |
| Q3 2024 | $810.9M | 1,436 |
| Q2 2024 | $740.9M | 1,410 |
| Q1 2024 | $741.1M | 1,364 |
| Q4 2023 | $704.4M | 1,389 |