DOSSIER · 13F-HR · Q1 2026
DiNuzzo Private Wealth, Inc.
DiNuzzo Private Wealth's family office based in San Francisco, CA — $928M in tracked AUM across 1,349 positions as of Q1 2026.
DP
DiNuzzo Private Wealth·San Francisco, CA·Family Office
CIK 0001994563 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
SEC 13F Filing Analysis: DiNuzzo Private Wealth, Inc.
1. Portfolio Overview
DiNuzzo Private Wealth, Inc. manages a portfolio with a total value of approximately $919.22 million as of the reporting period. This represents a positive growth of +7.6% compared to the previous quarter's value of $854.66 million. The portfolio is highly diversified, comprising 1,371 total holdings.
The structure of the portfolio indicates a "Core-Satellite" or "Overlay" strategy. The vast majority ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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