Di Nuzzo Private Wealth, Inc. Portfolio Holdings

Di Nuzzo Private Wealth, Inc.

  • $697 Million
  • Q3 2025

Di Nuzzo Private Wealth, Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $697 Million distributed in 1373 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 $96M, Dimensional ETF Tr Short Durat with a value of $93.9M, Dimensional ETF Tr U S Equity with a value of $88.6M, Dimensional ETF Tr U S Small C with a value of $50.6M, and Dimensional ETF Tr Dimensional with a value of $48.8M.

Examining the 13F form we can see an increase of $39.4M in the current position value, from $658M to 697M.

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 $697 Million
ETFs: $664 Million
Technology: $10.9 Million
Consumer Cyclical: $4.6 Million
Financial Services: $3.71 Million
Industrials: $2.18 Million
Energy: $1.59 Million
Communication Services: $1.31 Million
Healthcare: $1.06 Million
Other: $1.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$96 Million 13.77% of portfolio
2,244,402
Q3 2025 Added 3.73%
$0
$93.9 Million 13.47% of portfolio
1,948,094
Q3 2025 Added 2.63%
$0
$88.6 Million 12.72% of portfolio
1,223,673
Q3 2025 Reduced 0.11%
$0
$50.6 Million 7.26% of portfolio
739,532
Q3 2025 Added 1.24%
$0
$48.8 Million 7.0% of portfolio
1,487,702
Q3 2025 Reduced 1.31%
$0
$46.8 Million 6.72% of portfolio
1,240,006
Q3 2025 Added 0.55%
$0
$43.3 Million 6.21% of portfolio
1,359,377
Q3 2025 Added 1.82%
$0
$35.6 Million 5.11% of portfolio
924,122
Q3 2025 Added 0.35%
$0
$26 Million 3.74% of portfolio
729,618
Q3 2025 Reduced 2.41%
$0
$24.6 Million 3.53% of portfolio
767,262
Q3 2025 Reduced 0.74%
$0
$21 Million 3.02% of portfolio
470,667
Q3 2025 Reduced 0.32%
$0
$20.2 Million 2.9% of portfolio
666,194
Q3 2025 Reduced 0.09%
$0
$14.5 Million 2.07% of portfolio
458,370
Q3 2025 Reduced 1.06%
$0
$11.4 Million 1.64% of portfolio
247,799
Q3 2025 Reduced 1.14%
$0
$7.98 Million 1.14% of portfolio
137,046
Q3 2025 Reduced 0.94%
$0
$7.22 Million 1.04% of portfolio
236,259
Q3 2025 Added 0.22%
$0
$6.15 Million 0.88% of portfolio
195,896
Q3 2025 Reduced 2.29%
$0
$3.56 Million 0.51% of portfolio
74,108
Q3 2025 Added 4.93%
$4.35T
$3.28 Million 0.47% of portfolio
12,875
Q3 2025 Reduced 2.14%
$220B
$2.29 Million 0.33% of portfolio
7,529
Q2 2025 Added 0.19%
$3.86T
$2.12 Million 0.3% of portfolio
4,084
Q3 2025 Added 0.12%
$276B
$1.67 Million 0.24% of portfolio
5,908
Q3 2025 Reduced 0.03%
$0
$1.62 Million 0.23% of portfolio
51,341
Q3 2025 Reduced 1.96%
$505B
$1.6 Million 0.23% of portfolio
8,555
Q3 2025 Added 0.46%
$0
$971,000 0.14% of portfolio
40,737
Q2 2025 Reduced 25.59%
$708B
$951,000 0.14% of portfolio
3,385
Q2 2025 Added 0.21%
$1.41B
$944,000 0.14% of portfolio
25,390
Q3 2025 Reduced 0.35%
$0
$1.01 Million 0.14% of portfolio
2,102
Q4 2023 New
$0
$985,000 0.14% of portfolio
3,875
Q3 2025 Added 0.28%
$0
$805,000 0.12% of portfolio
3,958
Q3 2024 Added 80.4%
$0
$817,000 0.12% of portfolio
1,335
Q2 2025 Reduced 9.06%
$0
$827,000 0.12% of portfolio
11,595
Q3 2024 New
$0
$767,000 0.11% of portfolio
21,124
Q2 2025 Added 1.04%
$19.7B
$741,000 0.11% of portfolio
13,627
Q3 2025 Added 0.01%
$0
$757,000 0.11% of portfolio
1,262
Q3 2025 Reduced 2.55%
$0
$795,000 0.11% of portfolio
8,904
Q3 2024 New
$1.79B
$729,000 0.1% of portfolio
22,837
Q3 2025 Added 0.1%
$646B
$645,000 0.09% of portfolio
1,284
Q3 2025 Reduced 0.08%
$0
$660,000 0.09% of portfolio
2,014
Q3 2025 Added 0.3%
$48.9B
$526,000 0.08% of portfolio
8,604
Q3 2025 Reduced 0.01%
$13.7B
$562,000 0.08% of portfolio
15,029
Q3 2025 Added 65,243.48%
$87.2B
$458,000 0.07% of portfolio
4,206
Q3 2025 Added 0.05%
$135B
$457,000 0.07% of portfolio
2,175
Q2 2025 Reduced 0.05%
$0
$519,000 0.07% of portfolio
776
Q2 2025 Reduced 0.64%
$1.44T
$455,000 0.07% of portfolio
1,024
Q3 2025 Reduced 0.29%
$0
$464,000 0.07% of portfolio
2,489
Q3 2025 Added 0.16%
$0
$505,000 0.07% of portfolio
2,669
Q2 2025 Added 0.68%
$2.49T
$425,000 0.06% of portfolio
1,938
Q3 2025 Reduced 0.21%
$0
$314,000 0.05% of portfolio
1,301
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,373
  • Current Value $697 Million
  • Prior Value $658 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 38 stocks
  • Additional Purchases 258 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 345 stocks
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