DOSSIER · 13F-HR · Q2 2026

PINNEY & SCOFIELD, INC.

$205M in tracked AUM across 232 positions as of Q2 2026.

P&
CIK 0002056763 · last filed Jun 30, 2026
Total AUM
$205M
as of Q2 2026
Holdings
232
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PINNEY & SCOFIELD, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFIP
DIMENSIONAL ETF TRUST
$25M616K12.4%
02
DFAS
DIMENSIONAL ETF TRUST
$24M291K11.7%
03
DFIV
DIMENSIONAL ETF TRUST
$23M424K11.2%
04
DFUV
DIMENSIONAL ETF TRUST
$17M312K8.4%
05
DFAT
DIMENSIONAL ETF TRUST
$12M178K6.1%
06
DFAR
DIMENSIONAL ETF TRUST
$11M440K5.6%
07
DISV
DIMENSIONAL ETF TRUST
$10M245K4.8%
08
LLY
ELI LILLY & CO
$9M7K4.3%
09
DFSV
DIMENSIONAL ETF TRUST
$8M206K3.9%
10
AAPL
APPLE INC
$7M23K3.2%

Filing history

2026Q2Jun 30
$205M 10.3%
232 positionsView →
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