Pinney & Scofield, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Pinney & Scofield, Inc. reported 219 stock positions worth $147.7 million. Its top holding was Dimensional International Va (DFIV) at 12.3% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 11.7%) and Dimensional Inflation-Protec (DFIP, 11.3%). Compared with Q1 2025, it opened 5 new positions, sold out of 2, added to 63 and reduced 13. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Dimensional Inflation-Protec (DFIP, shares −0%).

Most Recent 13F
Q2 2026
Location
CAMBRIDGE, MA
CIK
0002056763
Portfolio Value
$147.7M (Q2 2025)
SEC Filing
0002056763-25-000004 ↗ filed Aug 8, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $132.1M Q4 2024 Q1 2025: $138.1M Q1 2025 Q2 2025: $147.7M $147.7M Q2 2025 Q3 2025: $161.1M Q3 2025 Q4 2025: $176.2M Q4 2025 Q1 2026: $185.4M Q1 2026 Q2 2026: $204.5M Q2 2026

Holdings 219 stocks · $147.7M
DFIV Dimensional International Va 12.33% 425,181 $18.2M Add +0.0%
DFAS Dimensional US Small Cap ETF 11.74% 272,196 $17.3M Add +2.1%
DFIP Dimensional Inflation-Protec 11.33% 400,303 $16.7M Reduce -0.2%
DFUV Dimensional US Marketwide Va 9.37% 327,255 $13.8M Reduce -0.7%
DFAT Dimensional US Target Value 6.74% 184,480 $10.0M Reduce -0.6%
DISV Dimensional International SM 5.17% 232,039 $7.6M Add +0.4%
DFAR Dimensional US Real Est ETF 4.47% 281,747 $6.6M Add +9.6%
LLY Eli Lilly & Co. 3.90% 7,387 $5.8M Add +0.1%
AAPL Apple Inc. 3.34% 24,057 $4.9M Add +3.3%
DFSV Dimensional US Small Cap Val 3.19% 160,075 $4.7M Add +14.6%
DFIS Dimensional International SM 2.41% 119,197 $3.6M Add +10.9%
DFLV Dim US Large Cap Value ETF 2.29% 109,168 $3.4M Add +8.0%
NVDA Nvidia Corp. 1.97% 18,462 $2.9M Add +0.0%
DIHP Dimensional International Hi 1.64% 82,337 $2.4M Add +8.2%
BLV Vanguard Long-Term Bond ETF 1.35% 28,695 $2.0M Add +3.6%
VPL Vanguard Ftse Pacific ETF 1.21% 21,713 $1.8M Add +1.1%
DFEM Dimensional Emrg MRKT Core 1.00% 49,840 $1.5M Add +2.5%
MUB iShares National Muni Bond E 0.98% 13,830 $1.4M No change
DFEV Dimensional Emrg MRKT Val 0.90% 44,174 $1.3M Reduce -0.1%
SUB iShares Short-Term National 0.82% 11,450 $1.2M No change
IEFA iShares Core MSCI Eafe ETF 0.76% 13,426 $1.1M Add +6.6%
IWR iShares Russell Mid-Cap ETF 0.66% 10,600 $975K No change
DFCF Dimensional Core Fixed Inc. 0.61% 21,411 $905K Add +4.7%
IJH iShares Core S&P Midcap ETF 0.54% 12,780 $793K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.53% 1,774 $778K Reduce -3.2%
IVV iShares Core S&P 500 ETF 0.48% 1,134 $704K No change
MSFT Microsoft Corp. 0.35% 1,042 $518K Add +7.0%
AMZN Amazon.com Inc. 0.34% 2,283 $501K Add +3.2%
BRK.B Berkshire Hathaway Inc. Class B 0.30% 918 $446K Reduce -17.0%
DEHP Dimensional Emrg MRK Hi Prof 0.29% 15,385 $431K Reduce -2.2%
GOOGL Alphabet Inc. Class A 0.29% 2,434 $429K No change
VWO Vanguard Ftse Emerging Marke 0.27% 8,135 $402K No change
IEMG iShares Core MSCI Emerging 0.26% 6,279 $377K No change
XOM Exxon Mobil Corp. 0.25% 3,465 $374K No change
COST Costco Wholesale Corp. 0.24% 364 $360K No change
EMB iShares JP Morgan Usd Emergi 0.22% 3,558 $330K Add +18.6%
PG The Procter & Gamble Co. 0.22% 1,998 $318K No change
IJR iShares Core S&P Small-Cap E 0.21% 2,904 $317K No change
JPM JPMorgan Chase & Co. 0.21% 1,059 $307K Add +4.8%
META Meta Platforms Inc. Class A 0.21% 415 $306K Add +7.0%
VNQ Vanguard Real Estate ETF 0.20% 3,259 $290K Add +0.1%
TSLA Tesla Inc. 0.19% 900 $286K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.17% 4,000 $253K No change
SCZ iShares MSCI Eafe Small-Cap 0.17% 3,471 $252K No change
SCHX Schwab US Large-Cap ETF 0.17% 10,197 $249K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 825 $243K No change
DFAE Dimensional Emerging Core Eq 0.16% 8,166 $236K Add +24.4%
GE General Electric filed as GE AEROSPACE 0.15% 871 $224K Add +0.1%
T AT&T Inc. 0.15% 7,666 $222K No change
V Visa Inc. Class A 0.14% 597 $212K Add +4.0%
NEE Nextera Energy Inc. 0.13% 2,800 $194K Add +3.7%
GOOG Alphabet Inc. Class C 0.13% 1,093 $194K Add +12.8%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.13% 1,700 $188K No change
UNP Union Pacific Corp. 0.11% 724 $167K Add +2.8%
DFAI Dimensional International Co. 0.10% 4,474 $155K Add +1.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 1,158 $144K Add +19.4%
SYK Stryker Corp. 0.10% 360 $142K No change
UMBF Umb Financial Corp. 0.10% 1,346 $142K No change
ADP Automatic Data Processing 0.09% 450 $139K No change
BND Vanguard Total Bond Market 0.09% 1,884 $139K Add +10.0%
SCHC Schwab Intl Small-Cap Equity 0.09% 3,224 $137K No change
DFSD Dimensional Short Duration 0.09% 2,853 $137K Add +1.1%
CVS CVS Health Corp. 0.09% 1,982 $137K Reduce -9.2%
BSV Vanguard Short-Term Bond ETF 0.09% 1,704 $134K Add +0.5%
PFE Pfizer Inc. 0.09% 5,321 $129K No change
IWN iShares Russell 2000 Value E 0.09% 810 $128K No change
KR Kroger Co. 0.08% 1,748 $125K Reduce -46.9%
AMT American Tower Corp. 0.08% 557 $123K No change
IWB iShares Russell 1000 ETF 0.08% 360 $122K No change
GEV GE Vernova Inc. 0.08% 215 $114K No change
UNH Unitedhealth Group Inc. 0.08% 362 $113K Add +4.9%
SCHG Schwab US Large-Cap Growth 0.07% 3,760 $110K No change
CSCO Cisco Systems Inc. 0.07% 1,580 $110K Add +6.8%
CGNX Cognex Corp. 0.07% 3,452 $109K No change
VOO Vanguard S&P 500 ETF 0.07% 183 $104K No change
TIP iShares Tips Bond ETF 0.07% 878 $97K No change
CSX CSX Corp. 0.06% 2,925 $95K No change
ABBV Abbvie Inc. 0.06% 488 $91K Add +144.0%
BP BP PLC-Spons ADR 0.06% 3,010 $90K No change
BA The Boeing Co. 0.06% 409 $86K Reduce -8.9%
ESRT Empire State Realty Trust-A 0.05% 10,000 $81K No change
VGK Vanguard Ftse Europe ETF 0.05% 1,042 $81K No change
SPYV SS SPDR P S&P 500 Value ETF 0.05% 1,514 $79K No change
TXN Texas Instruments Inc. 0.05% 370 $77K No change
MDY State Street SPDR S&P Midcap 0.05% 134 $76K No change
MCD McDonald's Corp. 0.05% 250 $73K Add +7.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.05% 117 $72K No change
ICFI Icf International Inc. 0.05% 852 $72K No change
CEG Constellation Energy 0.05% 220 $71K No change
IWP iShares Russell Mid-Cap Grow 0.05% 509 $71K No change
VCSH Vanguard S/T Corp. Bond ETF 0.05% 875 $70K No change
YUM Yum! Brands Inc. 0.05% 467 $69K No change
TT Trane Technologies PLC 0.04% 150 $66K No change
ADI Analog Devices Inc. 0.04% 254 $60K Add +8.6%
PM Philip Morris International 0.04% 330 $60K No change
CTSH Cognizant Tech Solutions-A 0.04% 761 $59K Add +5.7%
SCHF Schwab Intl Equity ETF 0.04% 2,664 $59K Add +6.3%
DE Deere & Co. 0.04% 115 $58K No change
TFC Truist Financial Corp. 0.04% 1,310 $56K No change
VZ Verizon Communications Inc. 0.04% 1,301 $56K No change

Show all 219 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $62 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 3$62No change

Total filed on the 13F, all lines: $147.7M.

Portfolio Sells Q1 2025 → Q2 2025
DFIP Dimensional Inflation-Protec Reduce -0.2% 11.33% −0.90
DFUV Dimensional US Marketwide Va Reduce -0.7% 9.37% −0.46
DFAT Dimensional US Target Value Reduce -0.6% 6.74% −0.18
BRK.B Berkshire Hathaway Inc. Class B Reduce -17.0% 0.30% −0.12
KR Kroger Co. Reduce -46.9% 0.08% −0.08
VOOV Vanguard S&P 500 Value ETF Reduce -57.9% 0.03% −0.05
FNDC Schwab Fndmnt Intl SM Eq ETF Reduce -77.6% 0.01% −0.03
CVS CVS Health Corp. Reduce -9.2% 0.09% −0.01
IVE iShares S&P 500 Value ETF Reduce -2.9% 0.02% −0.00
TSLT T-Rex 2X LNG Tesla DLY TRGT Sold out 0.00% −0.00
LXRX Lexicon Pharmaceuticals Inc. Sold out 0.00% −0.00
BA The Boeing Co. Reduce -8.9% 0.06% +0.00
DEHP Dimensional Emrg MRK Hi Prof Reduce -2.2% 0.29% +0.00
DFEV Dimensional Emrg MRKT Val Reduce -0.1% 0.90% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.2% 0.53% +0.03

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +0.0% 1.97% +0.53
DFIS Dimensional International SM Add +10.9% 2.41% +0.40
DFSV Dimensional US Small Cap Val Add +14.6% 3.19% +0.34
DISV Dimensional International SM Add +0.4% 5.17% +0.30
DFIV Dimensional International Va Add +0.0% 12.33% +0.21
DFAS Dimensional US Small Cap ETF Add +2.1% 11.74% +0.21
DIHP Dimensional International Hi Add +8.2% 1.64% +0.16
MSFT Microsoft Corp. Add +7.0% 0.35% +0.09
VPL Vanguard Ftse Pacific ETF Add +1.1% 1.21% +0.08
DFEM Dimensional Emrg MRKT Core Add +2.5% 1.00% +0.07
IEFA iShares Core MSCI Eafe ETF Add +6.6% 0.76% +0.07
DFLV Dim US Large Cap Value ETF Add +8.0% 2.29% +0.06
DFAR Dimensional US Real Est ETF Add +9.6% 4.47% +0.05
META Meta Platforms Inc. Class A Add +7.0% 0.21% +0.05
DFAE Dimensional Emerging Core Eq Add +24.4% 0.16% +0.04
AMZN Amazon.com Inc. Add +3.2% 0.34% +0.03
ABBV Abbvie Inc. Add +144.0% 0.06% +0.03
JPM JPMorgan Chase & Co. Add +4.8% 0.21% +0.03
DIS The Walt Disney Co. Add +19.4% 0.10% +0.03
EMB iShares JP Morgan Usd Emergi Add +18.6% 0.22% +0.03
GE General Electric Add +0.1% 0.15% +0.03
GOOG Alphabet Inc. Class C Add +12.8% 0.13% +0.02
LIFE BANC & SPLIT-PERF NAV New 0.02% +0.02
AMD Advanced Micro Devices Add +81.0% 0.02% +0.01
CLS Celestica Inc. Add +50.0% 0.02% +0.01
CSCO Cisco Systems Inc. Add +6.8% 0.07% +0.01
ADI Analog Devices Inc. Add +8.6% 0.04% +0.01
ETN Eaton Corp. PLC New 0.01% +0.01
RTX RTX Corp. Add +27.8% 0.02% +0.01
KHC The Kraft Heinz Co. Add +48.2% 0.03% +0.00
DFAI Dimensional International Co. Add +1.2% 0.10% +0.00
SCHF Schwab Intl Equity ETF Add +6.3% 0.04% +0.00
DFAW Dimensional World Eqty ETF Add +20.9% 0.02% +0.00
MFC Manulife Financial Corp. Add +27.6% 0.02% +0.00
HD Home Depot Inc. New 0.00% +0.00
BND Vanguard Total Bond Market Add +10.0% 0.09% +0.00
AKAM Akamai Technologies Inc. Add +1114.3% 0.00% +0.00
ADBE Adobe Inc. New 0.00% +0.00
SMCI Super Micro Computer Inc. New 0.00% +0.00
MDLZ Mondelez International Inc. Class A Add +19.6% 0.02% +0.00
FENI Fidelity Enhanced Intl ETF Add +1.0% 0.02% +0.00
FNDF Schwab Fndmn Intl LRG Co. ETF Add +0.6% 0.01% +0.00
MRK Merck & Co. Inc. Add +26.0% 0.01% +0.00
SCHA Schwab US Small-Cap ETF Add +0.2% 0.03% +0.00
CTSH Cognizant Tech Solutions-A Add +5.7% 0.04% +0.00
DFSU Dimensional US Sus CORE1 ETF Add +0.2% 0.01% +0.00
SCHB Schwab US Broad Market ETF Add +0.3% 0.01% +0.00
GSEW Goldman Sachs Eql WGHT Large Add +0.6% 0.02% +0.00
SCHV Schwab US Large-Cap Value Add +0.5% 0.01% −0.00
BBT Beacon Financial Corp. Add +0.5% 0.00% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 231$204.5MDFIP, DFAS, DFIV, DFUV, DFAT
Q1 2026 242$185.4MDFIP, DFIV, DFAS, DFUV, DFAT
Q4 2025 211$176.2MDFIP, DFIV, DFAS, DFUV, DFAT
Q3 2025 216$161.1MDFIV, DFAS, DFIP, DFUV, DFAT
Q2 2025 219$147.7MDFIV, DFAS, DFIP, DFUV, DFAT
Q1 2025 216$138.1MDFIP, DFIV, DFAS, DFUV, DFAT
Q4 2024 224$132.1MDFAS, DFIV, DFIP, DFUV, DFAT