Q2 2026 13F · SEC CIK 2056763

Pinney & Scofield, Inc.

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $204.5M
Reported positions: 232
Holdings vs S&P 500, 3 yrs: —
Assets under management: $858.7M

Pinney & Scofield, Inc. is a wealth manager that reported 232 positions worth $204.5M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Dimensional ETF Trust (DFIP, 12.4%), Dimensional ETF Trust (DFAS, 11.7%), Dimensional ETF Trust (DFIV, 11.2%).

Pinney & Scofield, Inc. holdings largest 50 of 232 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pinney & Scofield, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFIPDimensional ETF Trust	12.4%	12.7%	615,557	+9.0%	$25.4M
DFASDimensional ETF Trust	11.7%	11.2%	290,953	-0.5%	$24.0M
DFIVDimensional ETF Trust	11.2%	12.1%	424,299	-0.1%	$22.9M
DFUVDimensional ETF Trust	8.4%	8.3%	311,762	-1.8%	$17.2M
DFATDimensional ETF Trust	6.1%	6.1%	177,700	-1.2%	$12.4M
DFARDimensional US Real	5.6%	5.5%	439,581	+1.9%	$11.5M
DISVDimensional ETF Trust	4.8%	5.2%	245,067	+0.4%	$9.8M
LLYEli Lilly & Co	4.3%	3.7%	7,379	+0.0%	$8.9M
DFSVDimensional US Small Cap	3.9%	3.9%	205,689	-1.1%	$8.0M
AAPLApple Inc	3.2%	3.1%	22,530	+0.3%	$6.5M
DFLVDimensional ETF Trust	3.0%	2.9%	155,964	+4.4%	$6.2M
DFISDimensional ETF Trust	2.3%	2.4%	136,162	+2.5%	$4.8M
DIHPDimensional International High Profitabi	2.0%	1.9%	118,359	+6.1%	$4.0M
NVDANvidia Corporation	1.8%	1.7%	18,513	-0.1%	$3.7M
BLVVanguard Bd Index Fds	1.6%	1.7%	47,237	+2.4%	$3.3M
VPLVanguard Intl Equity Index F	1.1%	1.1%	20,117	-7.7%	$2.3M
DFEMDimensional ETF Trust	1.1%	1.0%	55,200	+6.3%	$2.2M
DFEVDimensional ETF Trust	1.0%	0.9%	46,990	-0.2%	$2.0M
VUGVanguard Index Fds	1.0%	0.8%	22,919	+560.9%	$2.0M
DFCFDimensional ETF Trust	0.8%	0.9%	37,475	+0.0%	$1.6M
IEFAIshares Tr	0.6%	0.6%	12,827	-2.1%	$1.2M
IWRIshares Tr	0.6%	0.6%	10,760	+0.0%	$1.2M
SUBIshares Tr	0.6%	0.6%	10,985	+0.0%	$1.2M
DEHPDimensional ETF Trust	0.5%	0.5%	23,602	-5.2%	$1.0M
IJHIshares Tr	0.5%	0.5%	12,780	+0.0%	$985K
IVVIshares Tr	0.4%	0.4%	1,223	-3.0%	$916K
GOOGLAlphabet Inc	0.4%	0.4%	2,434	+0.0%	$870K
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	1	+0.0%	$749K
AMZNAmazon Com Inc	0.3%	0.3%	2,260	+0.0%	$539K
VCLTVanguard Long-Term Corporate Bond ETF	0.3%	0.2%	6,996	+46.2%	$526K
IEMGIshares Inc	0.3%	0.2%	6,344	+0.0%	$526K
GOOGAlphabet Inc	0.3%	0.2%	1,457	+0.0%	$515K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	1,002	+0.0%	$501K
XOMExxonmobil Holdings Corp	0.2%	—	3,445	—	$471K
VGLTVanguard Scottsdale Fds	0.2%	0.2%	8,027	+29.4%	$443K
IJRIshares Tr	0.2%	0.2%	2,904	+0.0%	$431K
DFAEDimensional ETF Trust	0.2%	0.2%	10,602	+13.1%	$426K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,208	+0.0%	$395K
MSFTMicrosoft Corp	0.2%	0.2%	1,011	+0.0%	$377K
GEGe Aerospace	0.2%	0.1%	1,001	+14.7%	$374K
COSTCostco Wholesale Corporation	0.2%	0.2%	364	+0.0%	$341K
BNDVanguard Bd Index Fds	0.2%	—	4,519	—	$332K
VNQVanguard Index Fds	0.2%	0.2%	3,270	+0.1%	$315K
BMOBank of Montreal	0.1%	0.1%	1,700	+0.0%	$300K
SCHXSchwab Strategic Tr	0.1%	0.1%	10,024	-1.7%	$295K
PGProcter & Gamble Co	0.1%	0.2%	1,998	+0.0%	$293K
EMBIshares Tr	0.1%	0.2%	3,000	-5.8%	$289K
GEVGe Vernova Inc	0.1%	—	246	—	$289K
UMBFUmb Finl Corp	0.1%	—	1,841	—	$263K
DFSDDimensional Short-Duration Fixed Income	0.1%	—	5,184	—	$248K

What Pinney & Scofield, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.7% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$204.5M	232
Q1 2026	$185.4M	243
Q4 2025	$176.2M	212
Q3 2025	$161.1M	217
Q2 2025	$147.7M	220
Q1 2025	$138.1M	217
Q4 2024	$132.1M	225

Questions about Pinney & Scofield, Inc.'s portfolio

What stocks does Pinney & Scofield, Inc. own?

Pinney & Scofield, Inc.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 232 positions worth $204.5M. The largest are Dimensional ETF Trust (DFIP) at 12.4%, Dimensional ETF Trust (DFAS) at 11.7%, Dimensional ETF Trust (DFIV) at 11.2%, Dimensional ETF Trust (DFUV) at 8.4% and Dimensional ETF Trust (DFAT) at 6.1%.

What did Pinney & Scofield, Inc. buy last quarter?

In Q2 2026, Pinney & Scofield, Inc. added Vanguard Index Fds (VUG) (+560.9% shares), Vanguard Long-Term Corporate Bond ETF (VCLT) (+46.2% shares) and Vanguard Scottsdale Fds (VGLT) (+29.4% shares), compared with its Q1 2026 filing.

What did Pinney & Scofield, Inc. sell last quarter?

In Q2 2026, Pinney & Scofield, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard Intl Equity Index F (VWO), cut from its top 50 Nextera Energy Inc (NEE), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Meta Platforms Inc (META), Vanguard Intl Equity Index F (VPL) (-7.7% shares), Ishares Tr (EMB) (-5.8% shares) and Dimensional ETF Trust (DEHP) (-5.2% shares), compared with its Q1 2026 filing.

When is Pinney & Scofield, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Pinney & Scofield, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pinney & Scofield, Inc. manage?

Pinney & Scofield, Inc. reported $858.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $204.5M.