PINNEY & SCOFIELD, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, PINNEY & SCOFIELD, INC. held in its portfolio 211 assets valued at $176,231,468 (i.e. $176.23M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($21.63M), DIMENSIONAL ETF TRUST ($21.62M), and DIMENSIONAL ETF TRUST ($20.09M).
The chart below shows the top 10 valuable assets, and the table below shows the top 211 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PINNEY & SCOFIELD, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 520444 | 21627039 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 433250 | 21619180 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 288343 | 20088885 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 319499 | 14885446 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 180635 | 10754999 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 245914 | 9344739 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 373392 | 8551127 | US REAL ESTATE E |
| ELI LILLY & CO | 7379 | 7930064 | COM |
| DIMENSIONAL ETF TRUST | 195879 | 6442448 | US SMALL CAP VAL |
| APPLE INC | 22697 | 6170350 | COM |
| DIMENSIONAL ETF TRUST | 144359 | 4938533 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 132293 | 4357734 | INTL SMALL CAP E |
| NVIDIA CORPORATION | 18563 | 3462019 | COM |
| DIMENSIONAL ETF TRUST | 102291 | 3239035 | INTL HIGH PROFIT |
| VANGUARD BD INDEX FDS | 45920 | 3192345 | LONG TERM BOND |
| VANGUARD INTL EQUITY INDEX F | 20670 | 1868546 | FTSE PACIFIC ETF |
| DIMENSIONAL ETF TRUST | 51655 | 1708763 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 44739 | 1509497 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 30358 | 1292031 | CORE FIXED INCOM |
| ISHARES TR | 13103 | 1172181 | CORE MSCI EAFE |
| ISHARES TR | 10985 | 1172100 | SHRT NAT MUN ETF |
| VANGUARD INDEX FDS | 2236 | 1091004 | GROWTH ETF |
| ISHARES TR | 10600 | 1020462 | RUS MID CAP ETF |
| ISHARES TR | 12780 | 843480 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 24736 | 797739 | EMERGING MKTS HI |
| ISHARES TR | 1134 | 776722 | CORE S&P500 ETF |
| ALPHABET INC | 2434 | 761842 | CAP STK CL A |
| AMAZON COM INC | 2260 | 521653 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1002 | 503655 | CL B NEW |
| MICROSOFT CORP | 1011 | 488914 | COM |
| ALPHABET INC | 1457 | 457207 | CAP STK CL C |
| VANGUARD INTL EQUITY INDEX F | 8135 | 437338 | FTSE EMR MKT ETF |
| ISHARES INC | 6294 | 423083 | CORE MSCI EMKT |
| EXXON MOBIL CORP | 3465 | 416978 | COM |
| JPMORGAN CHASE & CO. | 1208 | 389242 | COM |
| TESLA INC | 815 | 366522 | COM |
| ISHARES TR | 2904 | 349003 | CORE S&P SCP ETF |
| COSTCO WHSL CORP NEW | 364 | 313892 | COM |
| ISHARES TR | 3186 | 306748 | JPMORGAN USD EMG |
| VANGUARD INDEX FUNDS | 3265 | 288877 | REAL ESTATE ETF |
| PROCTER AND GAMBLE CO | 1998 | 286333 | COM |
| DIMENSIONAL ETF TRUST | 8469 | 275829 | EMGR CRE EQT MNG |
| SCHWAB STRATEGIC TR | 10197 | 274401 | US LRG CAP ETF |
| ISHARES TR | 3471 | 269107 | EAFE SML CP ETF |
| GE AEROSPACE | 873 | 268827 | COM NEW |
| META PLATFORMS INC | 405 | 267336 | CL A |
| INTERNATIONAL BUSINESS MACHS | 826 | 244734 | COM |
| NEXTERA ENERGY INC | 2800 | 224784 | COM |
| BANK MONTREAL QUE | 1700 | 220643 | COM |
| VANGUARD INDEX FDS | 1115 | 212954 | VALUE ETF |
| VISA INC | 589 | 206568 | COM CL A |
| AT&T INC | 7666 | 190429 | COM |
| VANGUARD BD INDEX FDS | 2355 | 185562 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 3866 | 185356 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 4509 | 171833 | INTL CORE EQT MK |
| UNION PAC CORP | 718 | 166066 | COM |
| VANGUARD BD INDEX FDS | 2135 | 158140 | TOTAL BND MRKT |
| CISCO SYS INC | 2047 | 157680 | COM |
| UMB FINL CORP | 1346 | 154875 | COM |
| SCHWAB STRATEGIC TR | 3230 | 147049 | INTL SCEQT ETF |
| ISHARES TR | 810 | 146780 | RUS 2000 VAL ETF |
| GE VERNOVA INC | 215 | 140518 | COM |
| ISHARES TR | 360 | 134438 | RUS 1000 ETF |
| PFIZER INC | 5321 | 132493 | COM |
| DISNEY WALT CO | 1158 | 131746 | COM |
| VANGUARD SCOTTSDALE FDS | 1652 | 131714 | SHRT TRM CORP BD |
| STRYKER CORPORATION | 360 | 126529 | COM |
| SCHWAB STRATEGIC TR | 3760 | 122651 | US LCAP GR ETF |
| CVS HEALTH CORP | 1507 | 119596 | COM |
| UNITEDHEALTH GROUP INC | 355 | 117189 | COM |
| VANGUARD SCOTTSDALE FDS | 2085 | 116345 | LONG TERM TREAS |
| VANGUARD INDEX FDS | 185 | 115985 | S&P 500 ETF SHS |
| AUTOMATIC DATA PROCESSING INC | 450 | 115754 | COM |
| VANGUARD SCOTTSDALE FDS | 1443 | 109485 | LG-TERM COR BD |
| ABBVIE INC | 478 | 109218 | COM |
| CSX CORP | 2925 | 106031 | COM |
| BP PLC | 3010 | 104537 | SPONSORED ADR |
| COGNEX CORP | 2770 | 99665 | COM |
| ISHARES TR | 878 | 96501 | TIPS BD ETF |
| DIMENSIONAL ETF TRUST | 2180 | 90431 | EMERGING MARKETS |
| VANGUARD INTL EQUITY INDEX F | 1043 | 87209 | FTSE EUROPE ETF |
| BOEING CO | 398 | 86414 | COM |
| SPDR SER TR | 1514 | 86010 | PRTFLO S&P500 VL |
| SPDR S&P MIDCAP 400 ETF TR | 134 | 80840 | UTSER1 S&PDCRP |
| SPDR S&P 500 ETF TR | 117 | 79785 | TR UNIT |
| CONSTELLATION ENERGY CORP | 220 | 77719 | COM |
| SCHWAB STRATEGIC TR | 3178 | 76400 | INTL EQTY ETF |
| MCDONALDS CORP | 239 | 73046 | COM |
| ICF INTL INC | 852 | 72676 | COM |
| YUM BRANDS INC | 467 | 70648 | COM |
| DIMENSIONAL ETF TRUST | 951 | 70335 | WORLD EQUITY ETF |
| ISHARES TR | 509 | 69702 | RUS MD CP GR ETF |
| DIMENSIONAL ETF TRUST | 1590 | 69037 | US SUSTAINABILTY |
| ADVANCED MICRO DEVICES INC | 317 | 67889 | COM |
| DIMENSIONAL ETF TRUST | 1299 | 67274 | GLOBAL SUSTAINA |
| ANALOG DEVICES INC | 241 | 65359 | COM |
| EMPIRE ST RLTY TR INC | 10000 | 65200 | EMPIRE |
| TRUIST FINL CORP | 1310 | 64465 | COM |
| TEXAS INSTRS INC | 370 | 64191 | COM |
| VANGUARD INDEX FDS | 187 | 62625 | TOTAL STK MKT |
| COGNIZANT TECHNOLOGY SOLUTIO | 747 | 62001 | CL A |
| TRANE TECHNOLOGIES PLC | 150 | 58380 | SHS |
| SCHWAB STRATEGIC TR | 1932 | 55028 | US SML CAP ETF |
| KROGER CO | 874 | 54608 | COM |
| DEERE & CO | 115 | 53541 | COM |
| CELESTICA INC | 180 | 53210 | COM |
| VERIZON COMMUNICATIONS INC | 1301 | 52990 | COM |
| PHILIP MORRIS INTL INC | 330 | 52932 | COM |
| VANGUARD ADMIRAL FDS INC | 250 | 51213 | 500 VAL IDX FD |
| WARNER BROS DISCOVERY INC | 1761 | 50752 | COM SER A |
| DELL TECHNOLOGIES INC | 381 | 47960 | CL C |
| DIMENSIONAL ETF TRUST | 1113 | 47678 | INTERNATIONAL |
| AMERICAN TOWER CORP NEW | 265 | 46526 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 150 | 45584 | SPONSORED ADS |
| KRAFT HEINZ CO | 1851 | 44887 | COM |
| PTC INC | 256 | 44598 | COM |
| EBAY INC. | 493 | 42940 | COM |
| VANGUARD INDEX FDS | 192 | 40664 | SM CP VAL ETF |
| UNITED PARCEL SERVICE INC | 392 | 38882 | CL B |
| SCHWAB STRATEGIC TR | 1416 | 38538 | FUNDAMENTAL US L |
| SCHWAB STRATEGIC TR | 856 | 38520 | FUNDAMENTAL INTL |
| BERKSHIRE HILLS BANCORP INC | 1447 | 38148 | COM |
| ALTRIA GROUP INC | 631 | 36380 | COM |
| T-MOBILE US INC | 175 | 35532 | COM |
| VANGUARD INTL EQUITY INDEX F | 470 | 34573 | ALLWRLD EX US |
| AMGEN INC | 100 | 32731 | COM |
| CORTEVA INC | 472 | 31638 | COM |
| SELECT SECTOR SPDR TR | 200 | 30960 | SBI HEALTHCARE |
| VANGUARD TAX-MANAGED FDS | 490 | 30610 | VAN FTSE DEV MKT |
| ISHARES TR | 280 | 29593 | EXPANDED TECH |
| MANULIFE FINL CORP | 810 | 29387 | COM |
| EXPAND ENERGY CORPORATION | 260 | 28694 | COM |
| VANGUARD INDEX FDS | 102 | 28451 | MCAP GR IDXVIP |
| RTX CORPORATION | 149 | 27387 | COM |
| GOLDMAN SACHS ETF TR | 319 | 27173 | EQUAL WEIGHT US |
| REGENERON PHARMACEUTICALS | 35 | 27015 | COM |
| Life & Banc Split Corp | 2500 | 26750 | Preferred Shares |
| WESTERN DIGITAL CORP | 150 | 25841 | COM |
| TIDAL TR II | 1721 | 25144 | YIELDMAX NVDA |
| MERCK & CO INC | 235 | 24736 | COM |
| INTEL CORP | 666 | 24575 | COM |
| MARATHON PETE CORP | 150 | 24395 | COM |
| BRISTOL-MYERS SQUIBB CO | 450 | 24273 | COM |
| SCHWAB STRATEGIC TR | 767 | 24163 | FUNDAMENTAL US S |
| DANAOS CORPORATION | 255 | 24016 | SHS |
| GE HEALTHCARE TECHNOLOGIES | 288 | 23607 | COMMON STOCK |
| EQUINIX INC | 30 | 22985 | COM |
| MONDELEZ INTL INC | 417 | 22447 | CL A |
| SEMPRA | 226 | 19954 | COM |
| ISHARES TR | 94 | 19935 | S&P 500 VAL ETF |
| LAS VEGAS SANDS CORP | 300 | 19527 | COM |
| DIMENSIONAL ETF TRUST | 415 | 19422 | US CORE EQT MKT |
| DUPONT DE NEMOURS INC | 472 | 18974 | COM |
| SPDR SER TR | 135 | 18787 | S&P DIVID ETF |
| PAYPAL HLDGS INC | 310 | 18081 | COM |
| WELLS FARGO CO NEW | 181 | 16869 | COM |
| VALERO ENERGY CORP | 100 | 16279 | COM |
| SPDR GOLD TR | 41 | 16249 | GOLD SHS |
| AKAMAI TECHNOLOGIES INC | 170 | 14857 | COM |
| HONEYWELL INTL INC | 75 | 14632 | COM |
| VANGUARD WHITEHALL FDS | 100 | 14352 | HIGH DIV YLD |
| SCHWAB STRATEGIC TR | 515 | 13633 | US TIPS ETF |
| GRANITESHARES ETF TR | 150 | 13202 | 2X LONG NVDA DAI |
| SCHWAB STRATEGIC TR | 444 | 13148 | US LCAP VA ETF |
| EMERSON ELEC CO | 95 | 12608 | COM |
| VANGUARD SPECIALIZED FUNDS | 52 | 11497 | DIV APP ETF |
| INGERSOLL RAND INC | 132 | 10457 | COM |
| SCHWAB STRATEGIC TR | 389 | 10192 | US BRD MKT ETF |
| DOW INC | 427 | 9983 | COM |
| KENVUE INC | 570 | 9833 | COM |
| LINDE PLC | 23 | 9807 | SHS |
| SCHWAB STRATEGIC TR | 360 | 9565 | FUNDAMENTAL US B |
| SHELL PLC | 130 | 9552 | SPON ADS |
| ISHARES TR | 38 | 9354 | RUSSELL 2000 ETF |
| VERALTO CORP | 86 | 8581 | COM SHS |
| WISDOMTREE TR | 86 | 6967 | INTL SMCAP DIV |
| MARRIOTT VACATIONS WORLDWIDE | 120 | 6923 | COM |
| RIVIAN AUTOMOTIVE INC | 350 | 6899 | COM CL A |
| ENTERGY CORP NEW | 66 | 6100 | COM |
| PROGRESSIVE CORP | 26 | 5921 | COM |
| AEGON LTD | 714 | 5505 | AMER REG 1 CERT |
| ASML HOLDING N V | 5 | 5349 | N Y REGISTRY SHS |
| EATON CORP PLC | 16 | 5096 | SHS |
| ISHARES TR | 78 | 4654 | COHEN STEER REIT |
| QUANTUM SI INC | 3680 | 4048 | COM CL A |
| MICROSTRATEGY INC | 25 | 3799 | CL A NEW |
| CARRIER GLOBAL CORPORATION | 54 | 2877 | COM |
| HOME DEPOT INC | 8 | 2753 | COM |
| NORTHERN TR CORP | 20 | 2732 | COM |
| KYNDRYL HLDGS INC | 92 | 2444 | COMMON STOCK |
| OTIS WORLDWIDE CORP | 27 | 2386 | COM |
| CHEMOURS CO | 200 | 2358 | COM |
| DIMENSIONAL ETF TRUST | 44 | 2222 | ULTRASHORT FIXED |
| WABTEC | 9 | 1921 | COM |
| AURORA CANNABIS INC | 400 | 1688 | COM |
| ADOBE INC | 4 | 1400 | COM |
| DIAGEO PLC | 16 | 1380 | SPON ADR NEW |
| EQT CORP | 25 | 1340 | COM |
| OCCIDENTAL PETE CORP | 31 | 1275 | COM |
| DENTSPLY SIRONA INC | 100 | 1143 | COM |
| AMPLIFY ETF TR | 34 | 1013 | ALTRNTV HARV ETF |
| ENVIRI CORP | 56 | 1004 | COM |
| VIATRIS INC | 74 | 921 | COM |
| BEYOND MEAT INC | 800 | 656 | COM |
| DIMENSIONAL ETF TRUST | 10 | 533 | GLOBAL CR ETF |
| INVESCO EXCH TRADED FD TR II | 2 | 506 | NASDAQ 100 ETF |
| CANOPY GROWTH CORP | 400 | 456 | COM NEW |
| DNOW INC | 31 | 411 | COM |
| ALLOGENE THERAPEUTICS INC | 192 | 263 | COM |
| ORGANON & CO | 20 | 143 | COMMON STOCK |
| OCCIDENTAL PETE CORP | 3 | 58 | W EXP 08/03/202 |
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