DOSSIER · 13F-HR · Q1 2026

PINNEY & SCOFIELD, INC.

$185M in tracked AUM across 243 positions as of Q1 2026.

P&
CIK 0002056763 · last filed Mar 31, 2026
Total AUM
$185M
as of Q1 2026
Holdings
243
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

PINNEY & SCOFIELD, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
DFIP
DIMENSIONAL ETF TRUST
$24M565K12.7%
02
DFIV
DIMENSIONAL ETF TRUST
$22M425K12.1%
03
DFAS
DIMENSIONAL ETF TRUST
$21M292K11.2%
04
DFUV
DIMENSIONAL ETF TRUST
$15M317K8.3%
05
DFAT
DIMENSIONAL ETF TRUST
$11M180K6.1%
06
DFAR
DIMENSIONAL ETF TRUST
$10M431K5.5%
07
DISV
DIMENSIONAL ETF TRUST
$10M244K5.2%
08
DFSV
DIMENSIONAL ETF TRUST
$7M208K3.9%
09
LLY
ELI LILLY & CO
$7M7K3.7%
10
AAPL
APPLE INC
$6M22K3.1%

Filing history

2026Q1Mar 31
$185M 5.2%
243 positionsView →
2025Q4Dec 31
$176M 9.4%
212 positionsView →
2025Q3Sep 30
$161M 9.0%
217 positionsView →
2025Q2Jun 30
$148M 7.0%
220 positionsLocked
2025Q1Mar 31
$138M 4.6%
217 positionsLocked
2024Q4Dec 31
$132M
225 positionsLocked