Di Nuzzo Private Wealth, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $700 Million distributed in 1371 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $104M, Dimensional ETF Tr Short Durat with a value of $98.5M, Dimensional ETF Tr U S Equity with a value of $85.9M, Dimensional ETF Tr U S Small C with a value of $49.4M, and Dimensional ETF Tr Dimensional with a value of $46.4M.

Examining the 13F form we can see an increase of $3.03M in the current position value, from $697M to 700M.

Di Nuzzo Private Wealth, Inc. is based out at Beaver, PA

Below you can find more details about Di Nuzzo Private Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $700 Million
ETFs: $665 Million
Technology: $11.6 Million
Financial Services: $5.63 Million
Consumer Cyclical: $3.84 Million
Industrials: $2.2 Million
Energy: $1.68 Million
Communication Services: $1.27 Million
Utilities: $979,000
Other: $1.82 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,371
  • Current Value $700 Million
  • Prior Value $697 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 44 stocks
  • Additional Purchases 308 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 370 stocks
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