Institutional Investor · CIK 0001994563
DINUZZO PRIVATE WEALTH, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
1,442
Total Value
$923.17M
Total Shares
18.79M
Latest Filing
Jul 10, 2026
CIK
0001994563
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 2,757,601 | $116.40M | 1.0529% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 2,080,578 | $99.35M | 1.4208% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,169,867 | $95.86M | 0.4537% | SH | — | View | |
Dimensional - US Large…(DFLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,758,222 | $69.52M | 1.1137% | SH | — | View |
Dimensional - US Small…(DFAS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 719,169 | $59.22M | 0.3823% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,844,046 | $53.42M | 1.4785% | SH | — | View | |
Dimensional - US High…(DUHP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,236,979 | $51.62M | 0.4132% | SH | — | View |
Dimensional - US Small…(DFSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,300,634 | $50.45M | 0.6511% | SH | — | View |
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 917,087 | $40.68M | 0.0860% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 623,822 | $31.68M | 1.4774% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 716,843 | $29.13M | 0.2962% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 502,670 | $27.38M | 1.0180% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 452,669 | $24.90M | 0.1642% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 241,364 | $19.98M | 1.3836% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 322,435 | $17.63M | 1.6064% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 399,164 | $16.05M | 0.1569% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 234,686 | $12.68M | 0.0676% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 131,670 | $9.20M | 0.0650% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 195,801 | $8.37M | 1.7344% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 192,576 | $8.22M | 0.3863% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 179,273 | $6.60M | 0.0551% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 106,944 | $5.73M | 0.3329% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 88,249 | $4.27M | 0.1884% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 11,394 | $3.30M | 0.0001% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 11,394 | $3.30M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 55,471 | $2.59M | 0.1183% | SH | — | View | |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 7,585 | $2.05M | 0.0011% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 7,585 | $2.05M | 0.0011% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 8,770 | $1.75M | 0.0000% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 8,770 | $1.75M | 0.0000% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-10 | 5,907 | $1.66M | 0.0006% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 4,071 | $1.52M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 28,558 | $1.29M | 0.1186% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 46,059 | $1.20M | 0.0713% | SH | — | View | |
VanEck Merk Gold ETF(OUNZ) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 28,240 | $1.09M | 0.0433% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 12,612 | $1.09M | 0.0003% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,551 | $1.07M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,875 | $1.05M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 11,754 | $984.40K | 0.0010% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,321 | $972.95K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,321 | $972.95K | 0.1356% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 3,958 | $959.65K | 0.0013% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 8,904 | $946.60K | 0.0046% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 18,223 | $915.35K | 0.0013% | SH | — | View | |
WesBanco, Inc.(WSBC) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-10 | 22,759 | $888.30K | 0.0237% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,461 | $848.71K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 19,429 | $801.46K | 0.0049% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 2,155 | $797.31K | 0.0000% | SH | — | View | |
EQT Corporation(EQT) | Energy | Oil & Gas Exploration & Production | 2026-06-30 | 2026-07-10 | 13,625 | $724.45K | 0.0022% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 13,128 | $684.10K | 0.0934% | SH | — | View | |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 8,977 | $613.04K | 0.0010% | SH | — | View | |
Bank of New York…(BNY) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-10 | 4,210 | $608.87K | 0.0006% | SH | — | View |
The Bank of New…(BK) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-10 | 4,210 | $608.87K | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 745 | $557.92K | 0.0001% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 1,084 | $542.42K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,742 | $536.66K | 0.0049% | SH | — | View | |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 3,377 | $494.95K | 0.0001% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 3,377 | $494.95K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 717 | $470.27K | 0.0006% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 1,968 | $469.05K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 1,968 | $469.05K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,928 | $420.24K | 0.0002% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 974 | $409.67K | 0.0000% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 974 | $409.67K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,301 | $390.76K | 0.0005% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 1,090 | $389.53K | 0.0000% | SH | — | View |
U.S. Bancorp(USB) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 6,193 | $374.06K | 0.0004% | SH | — | View |
U.s. Bancorp R(UB5.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 6,193 | $374.06K | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,665 | $368.20K | 0.0026% | SH | — | View | |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 4,140 | $363.37K | 0.0002% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 2,382 | $325.63K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,965 | $305.74K | 0.0002% | SH | — | View | |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,948 | $272.00K | 0.0000% | SH | — | View |
Intel Corporation(4335.HK) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,948 | $272.00K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,940 | $266.81K | 0.0004% | SH | — | View | |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 518 | $266.05K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 2,325 | $256.49K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 4,646 | $245.12K | 0.0011% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,941 | $241.51K | 0.0373% | SH | — | View | |
Honeywell Aerospace Inc(HONA) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 1,086 | $240.09K | 0.0003% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 1,086 | $240.09K | 0.0003% | SH | — | View | |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 474 | $234.67K | 0.0004% | SH | — | View | |
Rockwell Automation, Inc.(RWL.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 474 | $234.67K | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 1,476 | $233.25K | 0.0002% | SH | — | View | |
FedEx Corporation(FDX) | Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-10 | 718 | $224.83K | 0.0003% | SH | — | View |
State Street SPDR S&P…(NANR) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,880 | $217.44K | 0.0314% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-10 | 1,915 | $205.86K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 2,652 | $200.68K | 0.0200% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 514 | $194.16K | 0.0000% | SH | — | View |
| Energy | Oil & Gas Refining & Marketing | 2026-06-30 | 2026-07-10 | 750 | $191.75K | 0.0003% | SH | — | View | |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 4,408 | $186.63K | 0.0001% | SH | — | View |
AT&T Inc.(SOBA.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 8,937 | $185.00K | 0.0001% | SH | — | View |
AT&T Inc.(T) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 8,937 | $185.00K | 0.0001% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-10 | 832 | $183.42K | 0.0001% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 513 | $181.26K | 0.0000% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 304 | $171.24K | 0.0000% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 304 | $171.24K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 3,090 | $161.85K | 0.0074% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 133 | $159.53K | 0.0000% | SH | — | View |
CSX Corporation(CSX) | Industrials | Railroads | 2026-06-30 | 2026-07-10 | 2,979 | $141.59K | 0.0002% | SH | — | View |
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