DOSSIER · 13F-HR · Q3 2026
DiNuzzo Private Wealth, Inc.
$1.0B in tracked AUM across 1,372 positions as of Q3 2026.
DP
CIK 0001994563 · last filed Sep 30, 2026
AI Analysis · Q3 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 ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.