SEC 13F Intelligence

Managers / Q4 2024 · view latest →

DiNuzzo Private Wealth, Inc.

CIK 0001994563 · 1501 3RD STREET, BEAVER, PA, 15009 · 724-728-6564

Reported Value
$790M
Q4 2024
Positions
1,418
Filings on Record
11
2019–present window
Filed
Jan 23, 2025
original filing

Summary

Dinuzzo Private Wealth, Inc. reported $790M in U.S.-listed holdings across 1,418 positions for Q4 2024.

Its largest position, DFSD, represents 11.6% of the portfolio.

Compared with Q3 2024, the fund opened 45 new positions and exited 68.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $704MQ4 ’23Q1 ’24: $704MQ2 ’24: $741MQ2 ’24Q3 ’24: $811MQ4 ’24: $790MQ4 ’24Q1 ’25: $794MQ2 ’25: $842MQ2 ’25Q3 ’25: $882MQ4 ’25: $919MQ4 ’25Q1 ’26: $928Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$928M1,349Apr 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$919M1,371Jan 16, 202613F-HRchanges · EDGAR ↗
Q3 2025$882M1,373Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$842M1,369Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$794M1,386Apr 25, 202513F-HRchanges · EDGAR ↗
Q4 2024$790M1,418Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$811M1,441Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$741M1,415Jul 30, 202413F-HRchanges · EDGAR ↗
Q1 2024$704M1,418May 6, 2024RESTATEMENTchanges · EDGAR ↗
Q4 2023$704M1,418Feb 6, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.