Arkolith/Funds/DiNuzzo Private Wealth, Inc.

DiNuzzo Private Wealth, Inc.

CIK 1994563Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

DiNuzzo Private Wealth, Inc. holds a focused book of 1346 stocks worth $1.0B as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Aerospace Inc and trimmed Dimensional US Eq MKT ETF. Their largest long position is Dimensional Core Fixed Inc at 12% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what DiNuzzo Private Wealth, Inc. owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1994563/holdings"
Ask your agent
Use Arkolith to show DiNuzzo Private Wealth, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
39
new positions
Added to
272
existing
Trimmed
290
reduced
Sold out
37
exited

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
68%
Top 20 holdings
91%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Information Technology
1%
Financials
1%
Consumer Discretionary
0%
Industrials
0%
Energy
0%
Utilities
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,346 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
CORE FIXE IN ETF
$116.4M2.76M
11.5%
+9.4%
Added · +236K sh
2Dimensional ETF Trust
SHOR DUR FIX ETF
$99.3M2.08M
9.8%
+1.9%
Added · +39K sh
3Dimensional ETF Trust
US EQUI MARK ETF
$95.9M1.17M
9.5%
−0.6%
Reduced · −7K sh
4Dimensional ETF Trust
US LARG VALU ETF
$69.5M1.76M
6.9%
−2.5%
Reduced · −46K sh
5Dimensional ETF Trust
US SMALL CAP ETF
$59.2M719.2K
5.9%
−2.2%
Reduced · −16K sh
6Dimensional ETF Trust
GLOBAL REAL EST
$53.4M1.84M
5.3%
+0.2%
Added · +5K sh
7Dimensional ETF Trust
INTL CORE EQUITY
$51.7M1.39M
5.1%
+0.2%
Added · +3K sh
8Dimensional ETF Trust
US HIGH PROF ETF
$51.6M1.24M
5.1%
+1.0%
Added · +12K sh
9Dimensional ETF Trust
US SMALL CAP ETF
$50.5M1.30M
5.0%
−3.5%
Reduced · −47K sh
10Dimensional ETF Trust
US COR EQU 2 ETF
$40.7M917.1K
4.0%
~0%
Reduced · −264 sh
11Dimensional ETF Trust
ULTR FIX INC ETF
$31.7M623.8K
3.1%
+9.8%
Added · +56K sh
12Dimensional ETF Trust
EMERGING MKTS CO
$29.1M716.8K
2.9%
−3.1%
Reduced · −23K sh
13Dimensional ETF Trust
GLOB CO PLUS ETF
$27.4M502.7K
2.7%
+9.2%
Added · +42K sh
14Dimensional ETF Trust
INTL SMALL CAP V
$25.8M641.9K
2.5%
−0.7%
Reduced · −5K sh
15Dimensional ETF Trust
US MKTWIDE VALUE
$24.9M452.7K
2.5%
−0.6%
Reduced · −3K sh
16Dimensional ETF Trust
INTL HIGH PROFIT
$21.9M642.8K
2.2%
+0.5%
Added · +3K sh
17Dimensional ETF Trust
WORLD EQUITY ETF
$20.0M241.4K
2.0%
+3.5%
Added · +8K sh
18Dimensional ETF Trust
GLOBAL CR ETF
$17.6M322.4K
1.7%
−0.9%
Reduced · −3K sh
19Dimensional ETF Trust
EMGR CRE EQT MNG
$16.1M399.2K
1.6%
−6.1%
Reduced · −26K sh
20Dimensional ETF Trust
INTERNATNAL VAL
$12.7M234.7K
1.3%
−1.2%
Reduced · −3K sh
21Dimensional ETF Trust
US TARGETED VLU
$9.2M131.7K
0.9%
−1.7%
Reduced · −2K sh
22Dimensional ETF Trust
EMERGING MKTS HI
$8.4M195.8K
0.8%
−8.2%
Reduced · −18K sh
23Dimensional ETF Trust
EMERGING MKTS VA
$8.2M192.6K
0.8%
−6.2%
Reduced · −13K sh
24Dimensional ETF Trust
WORLD EX US CORE
$6.6M179.3K
0.7%
−2.8%
Reduced · −5K sh
25Dimensional ETF Trust
INTL COR FIX ETF
$5.7M106.9K
0.6%
+1.5%
Added · +2K sh
26Dimensional ETF Trust
NATL MUN BD ETF
$4.3M88.2K
0.4%
+2.5%
Added · +2K sh
27Apple Inc
COM
$3.3M11.4K
0.3%
−2.2%
Reduced · −257 sh
28Dimensional ETF Trust
US SUSTAINABILTY
$2.6M55.5K
0.3%
+0.2%
Added · +119 sh
29McDonalds Corp
COM
$2.1M7.6K
0.2%
+0.2%
Added · +15 sh
30Nvidia Corporation
COM
$1.8M8.8K
0.2%
+0.1%
Added · +7 sh
31International Business Machs
COM
$1.7M5.9K
0.2%
~0%
Reduced · −1 sh
32Dimensional ETF Trust
INTL SMALL CAP E
$1.6M47.0K
0.2%
−2.0%
Reduced · −970 sh
33Microsoft Corp
COM
$1.5M4.1K
0.2%
−0.2%
Reduced · −7 sh
34Dimensional ETF Trust
INTERNATIONAL
$1.3M28.6K
0.1%
−0.1%
Reduced · −21 sh
35Dimensional ETF Trust
US REAL ESTA ETF
$1.2M46.1K
0.1%
+0.2%
Added · +78 sh
36Vaneck Merk Gold ETF
GOLD SHS
$1.1M28.2K
0.1%
−1.2%
Reduced · −350 sh
37Vanguard Index FDS
GROWTH ETF
$1.1M12.6K
0.1%
+500%
Added · +11K sh
38Vanguard Index FDS
S&P 500 ETF SHS
$1.1M1.6K
0.1%
+4.9%
Added · +73 sh
39Vanguard Index FDS
SMALL CP ETF
$1.0M3.9K
0.1%
Held
40Vanguard Intl Equity Index F
ALLWRLD EX US
$984K11.8K
0.1%
+1.4%
Added · +159 sh
41Invesco QQQ TR
UNIT SER 1
$973K1.3K
0.1%
Held
42Ishares TR
RUS 1000 VAL ETF
$960K4.0K
0.1%
Held
43Vanguard Scottsdale FDS
VNG RUS1000VAL
$947K8.9K
0.1%
Held
44Vanguard Malvern FDS
STRM INFPROIDX
$915K18.2K
0.1%
52×
Added · +18K sh
45Wesbanco Inc
COM
$888K22.8K
0.1%
+0.1%
Added · +23 sh
46Advanced Micro Devices Inc
COM
$849K1.5K
0.1%
+0.1%
Added · +1 sh
47Dimensional ETF Trust
INTL CORE EQT MK
$801K19.4K
0.1%
−8.2%
Reduced · −2K sh
48Vanguard Index FDS
TOTAL STK MKT
$797K2.2K
0.1%
−1.5%
Reduced · −32 sh
49Eqt Corp
COM
$724K13.6K
0.1%
~0%
Reduced · −1 sh
50Dimensional ETF Trust
GLOBAL SUSTAINA
$684K13.1K
0.1%
+24%
Added · +3K sh
Showing 50 of 1,346 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 20261,351$1.0B13F-HR
Q1 2026Mar 31, 2026Apr 8, 20261,349$928.1M13F-HR
Q4 2025Dec 31, 2025Jan 16, 20261,371$919.2M13F-HR
Q3 2025Sep 30, 2025Oct 14, 20251,373$881.9M13F-HR
Q2 2025Jun 30, 2025Jul 17, 20251,369$842.4M13F-HR
Q1 2025Mar 31, 2025Apr 25, 20251,386$794.4M13F-HR
Q4 2024Dec 31, 2024Jan 23, 20251,418$790.0M13F-HR
Q3 2024Sep 30, 2024Oct 17, 20241,441$810.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.