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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63,000 0.01% of portfolio
2,135
Q4 2023 New
$16.8M
$2,000 0.0% of portfolio
1,000
Q4 2024 New
$0
$4,000 0.0% of portfolio
230
Q4 2023 New
$0
$12,000 0.0% of portfolio
1,222
Q3 2024 New
$0
$18,000 0.0% of portfolio
1,297
Q1 2025 New
$0
$21,000 0.0% of portfolio
1,000
Q3 2024 New
$0
$0 0.0% of portfolio
8
Q3 2025 Added 700.0%
$0
$4,000 0.0% of portfolio
1,000
Q4 2024 Reduced 40.01%

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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