Pinney & Scofield, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Pinney & Scofield, Inc. disclosed 232 stock positions valued at approximately $204.55M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 232
- Portfolio Value
- $204.55M
Holdings by Sector
Pinney & Scofield, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFIP | Other | 12.42% | 615,557 | +50,670 | +8.97% | $25,394,808 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 11.71% | 290,953 | -1,419 | -0.49% | $23,957,061 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 11.21% | 424,299 | -534 | -0.13% | $22,920,623 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 8.38% | 311,762 | -5,687 | -1.79% | $17,150,013 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 6.07% | 177,700 | -2,154 | -1.20% | $12,421,219 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 5.62% | 439,581 | +8,258 | +1.91% | $11,499,441 |
| DIMENSIONAL ETF TRUST | DISV | Other | 4.81% | 245,067 | +904 | +0.37% | $9,834,544 |
| ELI LILLY & CO | LLY | Healthcare | 4.33% | 7,379 | - | - | $8,850,594 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 3.90% | 205,689 | -2,296 | -1.10% | $7,978,692 |
| APPLE INC | AAPL | Technology | 3.19% | 22,530 | +58 | +0.26% | $6,519,312 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 3.01% | 155,964 | +6,511 | +4.36% | $6,166,820 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 2.33% | 136,162 | +3,312 | +2.49% | $4,769,745 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 1.97% | 118,359 | +6,850 | +6.14% | $4,039,000 |
| NVIDIA CORPORATION | NVDA | Technology | 1.81% | 18,513 | -25 | -0.13% | $3,704,312 |
| VANGUARD BD INDEX FDS | BLV | Other | 1.59% | 47,237 | +1,119 | +2.43% | $3,256,055 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 1.14% | 20,117 | -1,674 | -7.68% | $2,327,308 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.10% | 55,200 | +3,271 | +6.30% | $2,243,324 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.98% | 46,990 | -108 | -0.23% | $2,004,918 |
| VANGUARD INDEX FDS | VUG | Other | 0.97% | 22,919 | +19,451 | +560.87% | $1,974,219 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.77% | 37,475 | +2 | +0.01% | $1,581,812 |
| ISHARES TR | IEFA | Other | 0.61% | 12,827 | -276 | -2.11% | $1,238,818 |
| ISHARES TR | IWR | Other | 0.58% | 10,760 | - | - | $1,187,043 |
| ISHARES TR | SUB | Other | 0.57% | 10,985 | - | - | $1,169,573 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 0.49% | 23,602 | -1,297 | -5.21% | $1,009,479 |
| ISHARES TR | IJH | Other | 0.48% | 12,780 | - | - | $985,466 |
| ISHARES TR | IVV | Other | 0.45% | 1,223 | -38 | -3.01% | $915,892 |
| ALPHABET INC | GOOGL | Communication Services | 0.43% | 2,434 | - | - | $869,839 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.37% | 1 | - | - | $748,850 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.26% | 2,260 | - | - | $538,648 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 0.26% | 6,996 | +2,211 | +46.21% | $526,437 |
Showing 30 of 232 holdings in the latest reporting period.