account_balance

Investment manager · 13F filer · SEC CIK 2056763

Pinney & Scofield, Inc.

Reported value$220Mas of Sep 30, 2026
Positions244 14 new, 2 sold out
Top 10 weight67.8%DFIP alone is 11%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFIP Dimensional ETF Trust 11.2% Added +3%
DFIV Dimensional ETF Trust 11.2% Added +4%
DFAS Dimensional ETF Trust 10.6% Added +3%
DFUV Dimensional ETF Trust 7.8% Held
DFAT Dimensional ETF Trust 5.4% Held
DFAR Dfa Invt Dimensions Group In 5.3% Added +9%
DISV Dimensional ETF Trust 5.3% Added +9%
LLY ELI Lilly & Co 3.9% Held
DFSV Dfa Invt Dimensions Group In 3.8% Added +8%
AAPL Apple Inc. 3.4% Held
DFLV Dimensional ETF Trust 3.1% Added +8%
DFIS Dimensional ETF Trust 2.6% Added +17%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • DFAC $829K
  • HELO $754K
  • JPIE $446K
  • VGIT $227K
arrow_upwardAdded
  • VCHY +19267%
  • VCSH +754%
  • VTI +584%
  • VGLT +203%
arrow_downwardTrimmed
  • BLV −17%
remove_circleSold out
  • LQD $10.1K
  • CE $506

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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