Pinney & Scofield, Inc. Portfolio Stock Holdings
Pinney & Scofield, Inc. disclosed 243 stock positions valued at approximately $185.4 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 243
- Portfolio Value
- $185.4M
Holdings by Sector
Pinney & Scofield, Inc. Portfolio Holdings in Q1 2026
235 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFIP | Other | 12.71% | 564,887 | +44,443 | +8.54% | $23,567,074 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 12.09% | 424,833 | -8,417 | -1.94% | $22,422,707 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 11.21% | 292,372 | +4,029 | +1.40% | $20,796,430 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 8.30% | 317,449 | -2,050 | -0.64% | $15,383,559 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 6.06% | 179,854 | -781 | -0.43% | $11,231,872 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 5.50% | 431,323 | +57,931 | +15.51% | $10,200,793 |
| DIMENSIONAL ETF TRUST | DISV | Other | 5.19% | 244,163 | -1,751 | -0.71% | $9,629,777 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 3.93% | 207,985 | +12,106 | +6.18% | $7,287,811 |
| ELI LILLY & CO | LLY | Healthcare | 3.66% | 7,379 | - | - | $6,786,983 |
| APPLE INC | AAPL | Technology | 3.08% | 22,472 | -225 | -0.99% | $5,703,109 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 2.88% | 149,453 | +5,094 | +3.53% | $5,336,968 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 2.41% | 132,850 | +557 | +0.42% | $4,473,075 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 1.94% | 111,509 | +9,218 | +9.01% | $3,592,805 |
| NVIDIA CORPORATION | NVDA | Technology | 1.74% | 18,538 | -25 | -0.13% | $3,233,046 |
| VANGUARD BD INDEX FDS | BLV | Other | 1.71% | 46,118 | +198 | +0.43% | $3,171,975 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 1.15% | 21,791 | +1,121 | +5.42% | $2,129,611 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.97% | 51,929 | +274 | +0.53% | $1,794,154 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.91% | 47,098 | +2,359 | +5.27% | $1,685,149 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.85% | 37,473 | +7,115 | +23.44% | $1,582,098 |
| VANGUARD INDEX FDS | VUG | Other | 0.82% | 3,468 | +1,232 | +55.10% | $1,514,946 |
| ISHARES TR | IEFA | Other | 0.64% | 13,103 | - | - | $1,186,202 |
| ISHARES TR | SUB | Other | 0.63% | 10,985 | - | - | $1,169,903 |
| ISHARES TR | IWR | Other | 0.56% | 10,760 | +160 | +1.51% | $1,046,195 |
| ISHARES TR | IJH | Other | 0.47% | 12,780 | - | - | $863,033 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 0.45% | 24,899 | +163 | +0.66% | $841,353 |
| ISHARES TR | IVV | Other | 0.44% | 1,261 | +127 | +11.20% | $823,698 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.39% | 1 | +1 | +100.00% | $718,140 |
| ALPHABET INC | GOOGL | Communication Services | 0.38% | 2,434 | - | - | $699,921 |
| EXXON MOBIL CORP | XOM | Energy | 0.32% | 3,455 | -10 | -0.29% | $586,175 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.26% | 1,002 | - | - | $480,158 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.25% | 2,260 | - | - | $470,690 |
| ISHARES INC | IEMG | Other | 0.24% | 6,344 | +50 | +0.79% | $442,494 |
| ALPHABET INC | GOOG | Communication Services | 0.23% | 1,457 | - | - | $417,955 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.22% | 7,700 | -435 | -5.35% | $416,185 |
| MICROSOFT CORP | MSFT | Technology | 0.20% | 1,011 | - | - | $374,222 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.20% | 364 | - | - | $362,701 |
| ISHARES TR | IJR | Other | 0.19% | 2,904 | - | - | $360,996 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 0.19% | 4,785 | +3,342 | +231.60% | $357,544 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.19% | 1,208 | - | - | $355,345 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.19% | 6,203 | +4,118 | +197.51% | $343,350 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.17% | 9,374 | +905 | +10.69% | $317,395 |
| ISHARES TR | EMB | Other | 0.16% | 3,186 | - | - | $299,261 |
| VANGUARD INDEX FUNDS | VNQ | Other | 0.16% | 3,268 | +3 | +0.09% | $289,835 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.16% | 1,998 | - | - | $288,591 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.14% | 10,197 | - | - | $261,451 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.14% | 2,800 | - | - | $260,064 |
| GE AEROSPACE | GE | Industrials | 0.13% | 873 | - | - | $247,851 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 640 | -175 | -21.47% | $237,920 |
| META PLATFORMS INC | META | Communication Services | 0.12% | 405 | - | - | $231,713 |
| BANK MONTREAL QUE | BMO | Financial Services | 0.12% | 1,700 | - | - | $230,078 |
| AT&T INC | T | Communication Services | 0.12% | 7,666 | - | - | $222,244 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.12% | 5,632 | +1,123 | +24.91% | $219,409 |
| UMB FINL CORP | UMBF | Financial Services | 0.11% | 1,841 | +495 | +36.78% | $207,677 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.11% | 4,293 | +427 | +11.05% | $205,536 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.11% | 827 | +1 | +0.12% | $200,412 |
| VANGUARD BD INDEX FDS | BND | Other | 0.10% | 2,568 | +433 | +20.28% | $189,082 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.10% | 2,407 | +52 | +2.21% | $188,718 |
| VANGUARD INDEX FDS | VTV | Other | 0.10% | 960 | -155 | -13.90% | $188,352 |
| GE VERNOVA INC | GEV | Utilities | 0.10% | 215 | - | - | $187,674 |
| ISHARES TR | SCZ | Other | 0.10% | 2,390 | -1,081 | -31.14% | $187,400 |
| VISA INC | V | Financial Services | 0.10% | 589 | - | - | $178,019 |
| UNION PAC CORP | UNP | Industrials | 0.09% | 718 | - | - | $174,178 |
| CISCO SYS INC | CSCO | Technology | 0.09% | 2,047 | - | - | $158,827 |
| ISHARES TR | IWN | Other | 0.08% | 810 | - | - | $153,568 |
| PFIZER INC | PFE | Healthcare | 0.08% | 5,321 | - | - | $149,414 |
| CME GROUP INC | CME | Financial Services | 0.08% | 498 | +498 | +100.00% | $147,084 |
| BP PLC | BP | Energy | 0.08% | 3,010 | - | - | $141,470 |
| COGNEX CORP | CGNX | Technology | 0.07% | 2,770 | - | - | $135,702 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.07% | 1,652 | - | - | $130,954 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.07% | 2,625 | -605 | -18.73% | $122,679 |
| CSX CORP | CSX | Industrials | 0.06% | 2,925 | - | - | $120,071 |
| ISHARES TR | AGG | Other | 0.06% | 1,192 | +1,192 | +100.00% | $118,330 |
| STRYKER CORPORATION | SYK | Healthcare | 0.06% | 360 | - | - | $118,292 |
| DISNEY WALT CO | DIS | Communication Services | 0.06% | 1,158 | - | - | $111,608 |
| VANGUARD INDEX FDS | VOO | Other | 0.06% | 186 | +1 | +0.54% | $110,865 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.06% | 3,760 | - | - | $109,529 |
| CVS HEALTH CORP | CVS | Healthcare | 0.06% | 1,507 | - | - | $108,233 |
| ABBVIE INC | ABBV | Healthcare | 0.06% | 478 | - | - | $103,960 |
| ISHARES TR | TIP | Other | 0.05% | 878 | - | - | $96,896 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.05% | 355 | - | - | $96,059 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.05% | 2,181 | +1 | +0.05% | $92,411 |
| AUTOMATIC DATA PROCESSING INC | ADP | Technology | 0.05% | 450 | - | - | $91,431 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.05% | 1,209 | +258 | +27.13% | $89,232 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.05% | 1,043 | - | - | $85,999 |
| SPDR SER TR | SPYV | Other | 0.05% | 1,514 | - | - | $85,662 |
| SPDR S&P MIDCAP 400 ETF TR | MDY | Other | 0.04% | 134 | - | - | $82,646 |
| ISHARES TR | IWB | Other | 0.04% | 225 | -135 | -37.50% | $80,226 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.04% | 3,178 | - | - | $78,657 |
| ANALOG DEVICES INC | ADI | Technology | 0.04% | 241 | - | - | $76,672 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.04% | 117 | - | - | $76,090 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 0.04% | 1,464 | +165 | +12.70% | $75,737 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.04% | 239 | - | - | $74,279 |
| BOEING CO | BA | Industrials | 0.04% | 367 | -31 | -7.79% | $73,044 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.04% | 467 | - | - | $72,609 |
| TEXAS INSTRS INC | TXN | Technology | 0.04% | 370 | - | - | $71,832 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.04% | 1,301 | - | - | $65,310 |
| ISHARES TR | IWP | Other | 0.04% | 509 | - | - | $65,213 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.03% | 381 | - | - | $62,534 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.03% | 150 | - | - | $62,511 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.03% | 220 | - | - | $61,435 |