Pinney & Scofield, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Pinney & Scofield, Inc. reported 231 stock positions worth $204.5 million. Its top holding was Dimensional Inflation-Protec (DFIP) at 12.4% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 11.7%) and Dimensional International Va (DFIV, 11.2%). Compared with Q1 2026, it opened 1 new position, sold out of 12, added to 41 and reduced 43. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +10%) and the biggest sale Dimensional International Va (DFIV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0002056763
- Portfolio Value
- $204.5M (Q2 2026)
- SEC Filing
- 0002056763-26-000003 ↗ filed Aug 7, 2026
Holdings Value
Holdings 231 stocks · $204.5M
| DFIP Dimensional Inflation-Protec | 12.42% | 615,557 | $25.4M | Add +9.0% |
| DFAS Dimensional US Small Cap ETF | 11.71% | 290,953 | $24.0M | Reduce -0.5% |
| DFIV Dimensional International Va | 11.21% | 424,299 | $22.9M | Reduce -0.1% |
| DFUV Dimensional US Marketwide Va | 8.38% | 311,762 | $17.2M | Reduce -1.8% |
| DFAT Dimensional US Target Value | 6.07% | 177,700 | $12.4M | Reduce -1.2% |
| DFAR Dimensional US Real Est ETF | 5.62% | 439,581 | $11.5M | Add +1.9% |
| DISV Dimensional International SM | 4.81% | 245,067 | $9.8M | Add +0.4% |
| LLY Eli Lilly & Co. | 4.33% | 7,379 | $8.9M | No change |
| DFSV Dimensional US Small Cap Val | 3.90% | 205,689 | $8.0M | Reduce -1.1% |
| AAPL Apple Inc. | 3.19% | 22,530 | $6.5M | Add +0.3% |
| DFLV Dim US Large Cap Value ETF | 3.01% | 155,964 | $6.2M | Add +4.4% |
| DFIS Dimensional International SM | 2.33% | 136,162 | $4.8M | Add +2.5% |
| DIHP Dimensional International Hi | 1.97% | 118,359 | $4.0M | Add +6.1% |
| NVDA Nvidia Corp. | 1.81% | 18,513 | $3.7M | Reduce -0.1% |
| BLV Vanguard Long-Term Bond ETF | 1.59% | 47,237 | $3.3M | Add +2.4% |
| VPL Vanguard Ftse Pacific ETF | 1.14% | 20,117 | $2.3M | Reduce -7.7% |
| DFEM Dimensional Emrg MRKT Core | 1.10% | 55,200 | $2.2M | Add +6.3% |
| DFEV Dimensional Emrg MRKT Val | 0.98% | 46,990 | $2.0M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.97% | 22,919 | $2.0M | Add +10.2% |
| DFCF Dimensional Core Fixed Inc. | 0.77% | 37,475 | $1.6M | Add +0.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.61% | 12,827 | $1.2M | Reduce -2.1% |
| IWR iShares Russell Mid-Cap ETF | 0.58% | 10,760 | $1.2M | No change |
| SUB iShares Short-Term National | 0.57% | 10,985 | $1.2M | No change |
| DEHP Dimensional Emrg MRK Hi Prof | 0.49% | 23,602 | $1.0M | Reduce -5.2% |
| IJH iShares Core S&P Midcap ETF | 0.48% | 12,780 | $985K | No change |
| IVV iShares Core S&P 500 ETF | 0.45% | 1,223 | $916K | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 0.43% | 2,434 | $870K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.37% | 1 | $749K | No change |
| AMZN Amazon.com Inc. | 0.26% | 2,260 | $539K | No change |
| VCLT Vanguard Long-Term Corp. Bond | 0.26% | 6,996 | $526K | Add +46.2% |
| IEMG iShares Core MSCI Emerging | 0.26% | 6,344 | $526K | No change |
| GOOG Alphabet Inc. Class C | 0.25% | 1,457 | $515K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 1,002 | $501K | No change |
| XOM Exxonmobil Holdings Corp. | 0.23% | 3,445 | $471K | Reduce -0.3% |
| VGLT Vanguard Long-Term Treasury | 0.22% | 8,027 | $443K | Add +29.4% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 2,904 | $431K | No change |
| DFAE Dimensional Emerging Core Eq | 0.21% | 10,602 | $426K | Add +13.1% |
| JPM JPMorgan Chase & Co. | 0.19% | 1,208 | $395K | No change |
| MSFT Microsoft Corp. | 0.18% | 1,011 | $377K | No change |
| GE General Electric filed as GE AEROSPACE | 0.18% | 1,001 | $374K | Add +14.7% |
| COST Costco Wholesale Corp. | 0.17% | 364 | $341K | No change |
| BND Vanguard Total Bond Market | 0.16% | 4,519 | $332K | Add +76.0% |
| VNQ Vanguard Real Estate ETF | 0.15% | 3,270 | $315K | Add +0.1% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.15% | 1,700 | $300K | No change |
| SCHX Schwab US Large-Cap ETF | 0.14% | 10,024 | $295K | Reduce -1.7% |
| PG The Procter & Gamble Co. | 0.14% | 1,998 | $293K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.14% | 3,000 | $289K | Reduce -5.8% |
| GEV GE Vernova Inc. | 0.14% | 246 | $289K | Add +14.4% |
| UMBF Umb Financial Corp. | 0.13% | 1,841 | $263K | No change |
| DFSD Dimensional Short Duration | 0.12% | 5,184 | $248K | Add +20.8% |
| TSLA Tesla Inc. | 0.12% | 585 | $246K | Reduce -8.6% |
| NEE Nextera Energy Inc. | 0.12% | 2,800 | $246K | No change |
| CSCO Cisco Systems Inc. | 0.12% | 2,047 | $240K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 827 | $233K | No change |
| META Meta Platforms Inc. Class A | 0.11% | 405 | $228K | No change |
| DFAI Dimensional International Co. | 0.11% | 5,383 | $222K | Reduce -4.4% |
| V Visa Inc. Class A | 0.10% | 589 | $202K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.10% | 2,390 | $197K | No change |
| UNP Union Pacific Corp. | 0.10% | 718 | $195K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.09% | 2,414 | $188K | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 841 | $183K | Reduce -12.4% |
| IWN iShares Russell 2000 Value E | 0.09% | 810 | $179K | No change |
| DELL Dell Technologies -C | 0.08% | 381 | $164K | No change |
| T AT&T Inc. | 0.08% | 7,666 | $159K | No change |
| AMD Advanced Micro Devices | 0.07% | 262 | $152K | Reduce -1.9% |
| UNH Unitedhealth Group Inc. | 0.07% | 355 | $148K | No change |
| CVS CVS Health Corp. | 0.07% | 1,350 | $140K | Reduce -10.4% |
| CSX CSX Corp. | 0.07% | 2,925 | $139K | No change |
| CGNX Cognex Corp. | 0.07% | 1,882 | $136K | Reduce -32.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.06% | 1,652 | $131K | No change |
| PFE Pfizer Inc. | 0.06% | 5,321 | $128K | No change |
| VOO Vanguard S&P 500 ETF | 0.06% | 186 | $128K | No change |
| SCHG Schwab US Large-Cap Growth | 0.06% | 3,760 | $127K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.06% | 2,625 | $126K | No change |
| ABBV Abbvie Inc. | 0.06% | 478 | $120K | No change |
| AGG iShares Core U.S. Aggregate | 0.06% | 1,192 | $118K | No change |
| SYK Stryker Corp. | 0.06% | 360 | $113K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 1,158 | $111K | No change |
| TXN Texas Instruments Inc. | 0.05% | 370 | $110K | No change |
| CME Cme Group Inc. | 0.05% | 498 | $110K | No change |
| DFAW Dimensional World Eqty ETF | 0.05% | 1,287 | $107K | Add +6.5% |
| ADP Automatic Data Processing | 0.05% | 450 | $101K | No change |
| WDC Western Digital Corp. | 0.05% | 150 | $96K | No change |
| ADI Analog Devices Inc. | 0.05% | 241 | $96K | No change |
| MDY State Street SPDR S&P Midcap | 0.05% | 134 | $94K | No change |
| INTC Intel Corp. | 0.05% | 666 | $93K | No change |
| VGK Vanguard Ftse Europe ETF | 0.05% | 1,044 | $92K | Add +0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.04% | 1,514 | $92K | No change |
| SCHF Schwab Intl Equity ETF | 0.04% | 3,197 | $89K | Add +0.6% |
| BP BP PLC-Spons ADR | 0.04% | 2,368 | $87K | Reduce -21.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 117 | $87K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.04% | 1,771 | $87K | Reduce -18.8% |
| BA The Boeing Co. | 0.04% | 367 | $79K | No change |
| YUM Yum! Brands Inc. | 0.04% | 467 | $75K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 509 | $75K | No change |
| TT Trane Technologies PLC | 0.04% | 150 | $74K | No change |
| KHC The Kraft Heinz Co. | 0.04% | 3,103 | $73K | Add +34.5% |
| AMGN Amgen Inc. | 0.04% | 200 | $72K | Add +100.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 150 | $72K | No change |
| SCHA Schwab US Small-Cap ETF | 0.03% | 1,936 | $70K | Add +0.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $80 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 3 | $80 | No change |
Total filed on the 13F, all lines: $204.5M.
Portfolio Sells Q1 2026 → Q2 2026
| DFIV Dimensional International Va | Reduce -0.1% | 11.21% | −0.89 |
| VWO Vanguard Ftse Emerging Marke | Reduce -99.0% | 0.00% | −0.22 |
| XOM Exxonmobil Holdings Corp. | Reduce -0.3% | 0.23% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.1% | 0.61% | −0.03 |
| BP BP PLC-Spons ADR | Reduce -21.3% | 0.04% | −0.03 |
| DFSV Dimensional US Small Cap Val | Reduce -1.1% | 3.90% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -55.6% | 0.02% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -37.0% | 0.03% | −0.02 |
| MCD McDonald's Corp. | Reduce -44.8% | 0.02% | −0.02 |
| EMB iShares JP Morgan Usd Emergi | Reduce -5.8% | 0.14% | −0.02 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.02 |
| ICFI Icf International Inc. | Reduce -51.5% | 0.01% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.01 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.01 |
| MFC Manulife Financial Corp. | Reduce -84.4% | 0.00% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -12.4% | 0.09% | −0.01 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -22.1% | 0.03% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Reduce -1.7% | 0.01% | −0.01 |
| VPL Vanguard Ftse Pacific ETF | Reduce -7.7% | 1.14% | −0.01 |
| DFAI Dimensional International Co. | Reduce -4.4% | 0.11% | −0.01 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.01 |
| TSLA Tesla Inc. | Reduce -8.6% | 0.12% | −0.01 |
| USHY iShares Broad Usd High Yield | Reduce -49.9% | 0.01% | −0.01 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -18.8% | 0.04% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -23.9% | 0.02% | −0.01 |
| CGNX Cognex Corp. | Reduce -32.1% | 0.07% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -50.0% | 0.01% | −0.01 |
| NVDL Granitesh 2X LNG Nvda ETF | Sold out | 0.00% | −0.01 |
| FTGC First Trust Global Tactical | Reduce -33.3% | 0.01% | −0.01 |
| AMBA Ambarella Inc. | Sold out | 0.00% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -30.4% | 0.01% | −0.00 |
| DAC Danaos Corp. | Reduce -21.6% | 0.01% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -13.8% | 0.02% | −0.00 |
| RIVN Rivian Automotive Inc. Class A | Reduce -85.7% | 0.00% | −0.00 |
| ATZAF Aritzia Inc.-Subordinate Voti | Sold out | 0.00% | −0.00 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Reduce -15.7% | 0.02% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -0.2% | 0.01% | −0.00 |
| BYDDY BYD Co. Ltd.-Unsponsored ADR | Sold out | 0.00% | −0.00 |
| UPS United Parcel Service Class B | Reduce -3.3% | 0.02% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -4.4% | 0.01% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.4% | 0.03% | −0.00 |
| NVRI Enviri Corp. | Sold out | 0.00% | −0.00 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.7% | 0.14% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -3.0% | 0.45% | +0.00 |
| CVS CVS Health Corp. | Reduce -10.4% | 0.07% | +0.01 |
| DFAT Dimensional US Target Value | Reduce -1.2% | 6.07% | +0.02 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -5.2% | 0.49% | +0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.2% | 0.97% | +0.15 |
| DFLV Dim US Large Cap Value ETF | Add +4.4% | 3.01% | +0.14 |
| DFEM Dimensional Emrg MRKT Core | Add +6.3% | 1.10% | +0.13 |
| DFAR Dimensional US Real Est ETF | Add +1.9% | 5.62% | +0.12 |
| AAPL Apple Inc. | Add +0.3% | 3.19% | +0.11 |
| VCLT Vanguard Long-Term Corp. Bond | Add +46.2% | 0.26% | +0.06 |
| BND Vanguard Total Bond Market | Add +76.0% | 0.16% | +0.06 |
| GE General Electric | Add +14.7% | 0.18% | +0.05 |
| GEV GE Vernova Inc. | Add +14.4% | 0.14% | +0.04 |
| DFAE Dimensional Emerging Core Eq | Add +13.1% | 0.21% | +0.04 |
| DIHP Dimensional International Hi | Add +6.1% | 1.97% | +0.04 |
| VGLT Vanguard Long-Term Treasury | Add +29.4% | 0.22% | +0.03 |
| AMGN Amgen Inc. | Add +100.0% | 0.04% | +0.02 |
| DFSD Dimensional Short Duration | Add +20.8% | 0.12% | +0.01 |
| KHC The Kraft Heinz Co. | Add +34.5% | 0.04% | +0.01 |
| VCHY Vanguard US High-Yield Index | New | 0.01% | +0.01 |
| AKAM Akamai Technologies Inc. | Add +61.9% | 0.01% | +0.00 |
| DFAW Dimensional World Eqty ETF | Add +6.5% | 0.05% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +0.2% | 0.03% | +0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.1% | 0.03% | +0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +0.3% | 0.01% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.6% | 0.04% | +0.00 |
| DUSB Dimension Ultrashort Fi ETF | Add +68.2% | 0.00% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.01% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.01% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.3% | 0.02% | +0.00 |
| GSEW Goldman Sachs Eql WGHT Large | Add +0.3% | 0.01% | +0.00 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Add +0.7% | 0.01% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.5% | 0.01% | −0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Add +1.1% | 0.02% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Add +1.2% | 0.01% | −0.00 |
| GEHC GE Healthcare Technology | Add +14.6% | 0.01% | −0.00 |
| PYPL PayPal Holdings Inc. | Add +0.3% | 0.01% | −0.00 |
| VGK Vanguard Ftse Europe ETF | Add +0.1% | 0.05% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.15% | −0.00 |
| HON Honeywell International Inc. | Add +1.3% | 0.00% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +0.3% | 0.09% | −0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +0.0% | 0.77% | −0.08 |
| DFIS Dimensional International SM | Add +2.5% | 2.33% | −0.08 |
| BLV Vanguard Long-Term Bond ETF | Add +2.4% | 1.59% | −0.12 |
| DFIP Dimensional Inflation-Protec | Add +9.0% | 12.42% | −0.29 |
| DISV Dimensional International SM | Add +0.4% | 4.81% | −0.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 231 | $204.5M | DFIP, DFAS, DFIV, DFUV, DFAT |
| Q1 2026 | 242 | $185.4M | DFIP, DFIV, DFAS, DFUV, DFAT |
| Q4 2025 | 211 | $176.2M | DFIP, DFIV, DFAS, DFUV, DFAT |
| Q3 2025 | 216 | $161.1M | DFIV, DFAS, DFIP, DFUV, DFAT |
| Q2 2025 | 219 | $147.7M | DFIV, DFAS, DFIP, DFUV, DFAT |
| Q1 2025 | 216 | $138.1M | DFIP, DFIV, DFAS, DFUV, DFAT |
| Q4 2024 | 224 | $132.1M | DFAS, DFIV, DFIP, DFUV, DFAT |