Pinney & Scofield, Inc. Top Holdings and 13F Report (2026)

About Pinney & Scofield, Inc.

Investment Activity

Pinney & Scofield, Inc. has $185.44 million in total holdings as of March 31, 2026.
Pinney & Scofield, Inc. owns shares of 243 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 4.19% of the portfolio was purchased this quarter.
About 0.65% of the portfolio was sold this quarter.
This quarter, Pinney & Scofield, Inc. has purchased 212 new stocks and bought additional shares in 41 stocks.
Pinney & Scofield, Inc. sold shares of 21 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Dimensional Inflation-Protected Securities ETF: $23,567,074
Dimensional International Value ETF: $22,422,707
Dimensional U.S. Small Cap ETF: $20,796,430
Dimensional US Marketwide Value ETF: $15,383,559
Dimensional U.S. Targeted Value ETF: $11,231,872

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $718,140 Holding
12572Q105 - CME Group: $147,084 Holding
464287226 - iShares Core U.S. Aggregate Bond ETF: $118,330 Holding
922908629 - Vanguard Mid-Cap ETF: $56,287 Holding
14149Y108 - Cardinal Health: $42,262 Holding

Largest Purchases this Quarter

Dimensional Inflation-Protected Securities ETF: 44,443 shares (about $1.85M)
Dimensional US Real Estate ETF: 57,931 shares (about $1.37M)
Berkshire Hathaway: 1 shares (about $718.14K)
Vanguard Growth ETF: 1,232 shares (about $538.18K)
Dimensional US Small Cap Value ETF: 12,106 shares (about $424.20K)

Largest Sales this Quarter

Dimensional International Value ETF: 8,417 shares (about $444.25K)
Dimensional US Marketwide Value ETF: 2,050 shares (about $99.34K)
iShares MSCI EAFE Small-Cap ETF: 1,081 shares (about $84.76K)
Dimensional International Small Cap Value ETF: 1,751 shares (about $69.06K)
Tesla: 175 shares (about $65.06K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFIP Dimensional Inflation-Protected Securities ETF	$23,567,074	$1,854,161 â–²	8.5%	564,887	12.7%	ETF
DFIV Dimensional International Value ETF	$22,422,707	$444,250 â–¼	-1.9%	424,833	12.1%	ETF
DFAS Dimensional U.S. Small Cap ETF	$20,796,430	$286,583 â–²	1.4%	292,372	11.2%	ETF
DFUV Dimensional US Marketwide Value ETF	$15,383,559	$99,343 â–¼	-0.6%	317,449	8.3%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$11,231,872	$48,773 â–¼	-0.4%	179,854	6.1%	ETF
DFAR Dimensional US Real Estate ETF	$10,200,793	$1,370,069 â–²	15.5%	431,323	5.5%	ETF
DISV Dimensional International Small Cap Value ETF	$9,629,777	$69,059 â–¼	-0.7%	244,163	5.2%	ETF
DFSV Dimensional US Small Cap Value ETF	$7,287,811	$424,195 â–²	6.2%	207,985	3.9%	ETF
LLY Eli Lilly and Company	$6,786,983		0.0%	7,379	3.7%	Medical
AAPL Apple	$5,703,109	$57,102 â–¼	-1.0%	22,472	3.1%	Computer and Technology
DFLV Dimensional US Large Cap Value ETF	$5,336,968	$181,907 â–²	3.5%	149,453	2.9%	ETF
DFIS Dimensional International Small Cap ETF	$4,473,075	$18,754 â–²	0.4%	132,850	2.4%	ETF
DIHP Dimensional International High Profitability ETF	$3,592,805	$297,003 â–²	9.0%	111,509	1.9%	ETF
NVDA NVIDIA	$3,233,046	$4,360 â–¼	-0.1%	18,538	1.7%	Computer and Technology
BLV Vanguard Long-Term Bond ETF	$3,171,975	$13,618 â–²	0.4%	46,118	1.7%	ETF
VPL Vanguard FTSE Pacific ETF	$2,129,611	$109,554 â–²	5.4%	21,791	1.1%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$1,794,154	$9,467 â–²	0.5%	51,929	1.0%	ETF
DFEV Dimensional Emerging Markets Value ETF	$1,685,149	$84,404 â–²	5.3%	47,098	0.9%	ETF
DFCF Dimensional Core Fixed Income ETF	$1,582,098	$300,393 â–²	23.4%	37,473	0.9%	ETF
VUG Vanguard Growth ETF	$1,514,946	$538,182 â–²	55.1%	3,468	0.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,186,202		0.0%	13,103	0.6%	ETF
SUB iShares Short-Term National Muni Bond ETF	$1,169,903		0.0%	10,985	0.6%	ETF
IWR iShares Russell Mid-Cap ETF	$1,046,195	$15,557 â–²	1.5%	10,760	0.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$863,033		0.0%	12,780	0.5%	ETF
DEHP Dimensional Emerging Markets High Profitability ETF	$841,353	$5,508 â–²	0.7%	24,899	0.5%	ETF
IVV iShares Core S&P 500 ETF	$823,698	$82,958 â–²	11.2%	1,261	0.4%	ETF
BRK.A Berkshire Hathaway	$718,140	$718,140 â–²	New Holding	1	0.4%	Finance
GOOGL Alphabet	$699,921		0.0%	2,434	0.4%	Computer and Technology
XOM ExxonMobil	$586,175	$1,697 â–¼	-0.3%	3,455	0.3%	Energy
BRK.B Berkshire Hathaway	$480,158		0.0%	1,002	0.3%	Finance
AMZN Amazon.com	$470,690		0.0%	2,260	0.3%	Retail/Wholesale
IEMG iShares Core MSCI Emerging Markets ETF	$442,494	$3,488 â–²	0.8%	6,344	0.2%	ETF
GOOG Alphabet	$417,955		0.0%	1,457	0.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$416,185	$23,512 â–¼	-5.3%	7,700	0.2%	ETF
MSFT Microsoft	$374,222		0.0%	1,011	0.2%	Computer and Technology
COST Costco Wholesale	$362,701		0.0%	364	0.2%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$360,996		0.0%	2,904	0.2%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$357,544	$249,720 â–²	231.6%	4,785	0.2%	Manufacturing
JPM JPMorgan Chase & Co.	$355,345		0.0%	1,208	0.2%	Finance
VGLT Vanguard Long-Term Treasury ETF	$343,350	$227,941 â–²	197.5%	6,203	0.2%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$317,395	$30,642 â–²	10.7%	9,374	0.2%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$299,261		0.0%	3,186	0.2%	ETF
VNQ Vanguard Real Estate ETF	$289,835	$266 â–²	0.1%	3,268	0.2%	ETF
PG Procter & Gamble	$288,591		0.0%	1,998	0.2%	Consumer Staples
SCHX Schwab US Large-Cap ETF	$261,451		0.0%	10,197	0.1%	ETF
NEE NextEra Energy	$260,064		0.0%	2,800	0.1%	Utilities
GE GE Aerospace	$247,851		0.0%	873	0.1%	Aerospace
TSLA Tesla	$237,920	$65,056 â–¼	-21.5%	640	0.1%	Auto/Tires/Trucks
META Meta Platforms	$231,713		0.0%	405	0.1%	Computer and Technology
BMO Bank Of Montreal	$230,078		0.0%	1,700	0.1%	Finance
T AT&T	$222,244		0.0%	7,666	0.1%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$219,409	$43,749 â–²	24.9%	5,632	0.1%	ETF
UMBF UMB Financial	$207,677	$55,839 â–²	36.8%	1,841	0.1%	Finance
DFSD Dimensional Short-Duration Fixed Income ETF	$205,536	$20,443 â–²	11.0%	4,293	0.1%	ETF
IBM International Business Machines	$200,412	$242 â–²	0.1%	827	0.1%	Computer and Technology
BND Vanguard Total Bond Market ETF	$189,082	$31,882 â–²	20.3%	2,568	0.1%	ETF
BSV Vanguard Short-Term Bond ETF	$188,718	$4,077 â–²	2.2%	2,407	0.1%	ETF
VTV Vanguard Value ETF	$188,352	$30,411 â–¼	-13.9%	960	0.1%	ETF
GE VERNOVA INC	$187,674		0.0%	215	0.1%	COM
SCZ iShares MSCI EAFE Small-Cap ETF	$187,400	$84,761 â–¼	-31.1%	2,390	0.1%	ETF
V Visa	$178,019		0.0%	589	0.1%	Business Services
UNP Union Pacific	$174,178		0.0%	718	0.1%	Transportation
CSCO Cisco Systems	$158,827		0.0%	2,047	0.1%	Computer and Technology
IWN iShares Russell 2000 Value ETF	$153,568		0.0%	810	0.1%	ETF
PFE Pfizer	$149,414		0.0%	5,321	0.1%	Medical
CME CME Group	$147,084	$147,084 â–²	New Holding	498	0.1%	Finance
BP BP	$141,470		0.0%	3,010	0.1%	Energy
CGNX Cognex	$135,702		0.0%	2,770	0.1%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$130,954		0.0%	1,652	0.1%	ETF
SCHC Schwab International Small-Cap Equity ETF	$122,679	$28,275 â–¼	-18.7%	2,625	0.1%	ETF
CSX CSX	$120,071		0.0%	2,925	0.1%	Transportation
AGG iShares Core U.S. Aggregate Bond ETF	$118,330	$118,330 â–²	New Holding	1,192	0.1%	Finance
SYK Stryker	$118,292		0.0%	360	0.1%	Medical
DIS Walt Disney	$111,608		0.0%	1,158	0.1%	Consumer Discretionary
VOO Vanguard S&P 500 ETF	$110,865	$596 â–²	0.5%	186	0.1%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$109,529		0.0%	3,760	0.1%	ETF
CVS CVS Health	$108,233		0.0%	1,507	0.1%	Medical
ABBV AbbVie	$103,960		0.0%	478	0.1%	Medical
TIP iShares TIPS Bond ETF	$96,896		0.0%	878	0.1%	ETF
UNH UnitedHealth Group	$96,059		0.0%	355	0.1%	Medical
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$92,411	$42 â–²	0.0%	2,181	0.0%	ETF
ADP Automatic Data Processing	$91,431		0.0%	450	0.0%	Computer and Technology
DIMENSIONAL ETF TRUST	$89,232	$19,042 â–²	27.1%	1,209	0.0%	WORLD EQUITY ETF
VGK Vanguard FTSE Europe ETF	$85,999		0.0%	1,043	0.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$85,662		0.0%	1,514	0.0%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$82,646		0.0%	134	0.0%	ETF
IWB iShares Russell 1000 ETF	$80,226	$48,136 â–¼	-37.5%	225	0.0%	ETF
SCHF Schwab International Equity ETF	$78,657		0.0%	3,178	0.0%	ETF
ADI Analog Devices	$76,672		0.0%	241	0.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$76,090		0.0%	117	0.0%	Finance
DFSB Dimensional Global Sustainability Fixed Income ETF	$75,737	$8,536 â–²	12.7%	1,464	0.0%	ETF
MCD McDonald's	$74,279		0.0%	239	0.0%	Retail/Wholesale
BA Boeing	$73,044	$6,170 â–¼	-7.8%	367	0.0%	Aerospace
YUM Yum! Brands	$72,609		0.0%	467	0.0%	Retail/Wholesale
TXN Texas Instruments	$71,832		0.0%	370	0.0%	Computer and Technology
VZ Verizon Communications	$65,310		0.0%	1,301	0.0%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$65,213		0.0%	509	0.0%	ETF
DELL Dell Technologies	$62,534		0.0%	381	0.0%	Computer and Technology
TT Trane Technologies	$62,511		0.0%	150	0.0%	Construction
CEG Constellation Energy	$61,435		0.0%	220	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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Pinney & Scofield, Inc. Top Holdings and 13F Report (2026)

About Pinney & Scofield, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Pinney & Scofield, Inc. Top Holdings and 13F Report (2026)

About Pinney & Scofield, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPinney & Scofield, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools