DiNuzzo Private Wealth, Inc.
RIA/Wealth
DiNuzzo Private Wealth, Inc. is a RIA/Wealth based in Beaver, PA led by Patrick Joseph Dinuzzo, reporting $1.0B in AUM as of Q3 2025 with 97% ETF concentration, 69% concentrated in top 10 holdings, and minimal technology exposure.
CEOPatrick Joseph Dinuzzo
- Portfolio Value
- $881.9M
- Positions
- 1,367
- Top Holding
- DFCF at 10.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DiNuzzo Private Wealth, Inc.'s portfolio (68.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $95.2M | 10.80% | +$3.4M Bought | — 2.2M shares | |
ETF ETF | $93.9M | 10.64% | +$2.4M Bought | — 1.9M shares | |
ETF ETF | $85.9M | 9.74% | -$93.1K Sold | — 1.2M shares | |
ETF ETF | $60.3M | 6.83% | +$911.6K Bought | — 1.8M shares | |
ETF ETF | $50.5M | 5.73% | +$620.8K Bought | — 739.5K shares | |
ETF ETF | $48.0M | 5.44% | -$638.0K Sold | — 1.5M shares | |
ETF ETF | $46.4M | 5.26% | +$1.1M Bought | — 1.7M shares | |
ETF ETF | $45.7M | 5.18% | +$248.6K Bought | — 1.2M shares | |
ETF ETF | $44.0M | 4.99% | +$784.9K Bought | — 1.4M shares | |
ETF ETF | $34.9M | 3.96% | +$122.7K Bought | — 924.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DiNuzzo Private Wealth, Inc.'s latest filing
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Market Value
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Net Flows % of MV
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Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for DiNuzzo Private Wealth, Inc.
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