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Portfolio (Quarterly) Guide ↗

DiNuzzo Private Wealth, Inc.

· CIK 0001994563
13F Portfolio $919M AUM 1,371 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 44 New 289 Added 360 Reduced 46 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 HILLENBRAND INC 2 $51.0 SOLD
42 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 2 $46.0 SOLD
43 AGIO AGIOS PHARMACEUTICALS INC Healthcare 1 $38.0 SOLD
44 ASTRANA HEALTH INC 1 $32.0 SOLD
45 LUCID GROUP INC 16 $32.0 SOLD
46 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 1 $18.0 SOLD
Page 3 of 3  ·  46 positions
Sector Allocation
Technology 35.4%
Financial Services 24.6%
Consumer Cyclical 12.9%
Industrials 7.7%
Energy 5.2%
Communication Services 4.5%
Healthcare 3.2%
Utilities 3.2%
Consumer Defensive 1.7%
Basic Materials 0.9%