Pinney & Scofield, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Pinney & Scofield, Inc. reported 211 stock positions worth $176.2 million. Its top holding was Dimensional Inflation-Protec (DFIP) at 12.3% of the portfolio, followed by Dimensional International Va (DFIV, 12.3%) and Dimensional US Small Cap ETF (DFAS, 11.4%). Compared with Q3 2025, it opened 3 new positions, sold out of 8, added to 49 and reduced 35. The biggest buy was Dimensional Inflation-Protec (DFIP, shares +18%) and the biggest sale Dimensional US Marketwide Va (DFUV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0002056763
- Portfolio Value
- $176.2M (Q4 2025)
- SEC Filing
- 0002056763-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 211 stocks · $176.2M
| DFIP Dimensional Inflation-Protec | 12.27% | 520,444 | $21.6M | Add +17.6% |
| DFIV Dimensional International Va | 12.27% | 433,250 | $21.6M | Add +0.6% |
| DFAS Dimensional US Small Cap ETF | 11.40% | 288,343 | $20.1M | Add +4.2% |
| DFUV Dimensional US Marketwide Va | 8.45% | 319,499 | $14.9M | Reduce -1.8% |
| DFAT Dimensional US Target Value | 6.10% | 180,635 | $10.8M | Reduce -1.9% |
| DISV Dimensional International SM | 5.30% | 245,914 | $9.3M | Add +4.3% |
| DFAR Dimensional US Real Est ETF | 4.85% | 373,392 | $8.6M | Add +12.0% |
| LLY Eli Lilly & Co. | 4.50% | 7,379 | $7.9M | Reduce -0.1% |
| DFSV Dimensional US Small Cap Val | 3.66% | 195,879 | $6.4M | Add +3.5% |
| AAPL Apple Inc. | 3.50% | 22,697 | $6.2M | Add +3.0% |
| DFLV Dim US Large Cap Value ETF | 2.80% | 144,359 | $4.9M | Add +22.6% |
| DFIS Dimensional International SM | 2.47% | 132,293 | $4.4M | Add +8.8% |
| NVDA Nvidia Corp. | 1.96% | 18,563 | $3.5M | Reduce -0.5% |
| DIHP Dimensional International Hi | 1.84% | 102,291 | $3.2M | Add +14.4% |
| BLV Vanguard Long-Term Bond ETF | 1.81% | 45,920 | $3.2M | Add +16.0% |
| VPL Vanguard Ftse Pacific ETF | 1.06% | 20,670 | $1.9M | Reduce -4.2% |
| DFEM Dimensional Emrg MRKT Core | 0.97% | 51,655 | $1.7M | Reduce -0.1% |
| DFEV Dimensional Emrg MRKT Val | 0.86% | 44,739 | $1.5M | Reduce -0.1% |
| DFCF Dimensional Core Fixed Inc. | 0.73% | 30,358 | $1.3M | Add +15.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.67% | 13,103 | $1.2M | Reduce -2.1% |
| SUB iShares Short-Term National | 0.67% | 10,985 | $1.2M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.62% | 2,236 | $1.1M | Add +28.5% |
| IWR iShares Russell Mid-Cap ETF | 0.58% | 10,600 | $1.0M | No change |
| IJH iShares Core S&P Midcap ETF | 0.48% | 12,780 | $843K | No change |
| DEHP Dimensional Emrg MRK Hi Prof | 0.45% | 24,736 | $798K | Add +52.3% |
| IVV iShares Core S&P 500 ETF | 0.44% | 1,134 | $777K | No change |
| GOOGL Alphabet Inc. Class A | 0.43% | 2,434 | $762K | No change |
| AMZN Amazon.com Inc. | 0.30% | 2,260 | $522K | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,002 | $504K | Add +9.2% |
| MSFT Microsoft Corp. | 0.28% | 1,011 | $489K | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.26% | 1,457 | $457K | Add +33.3% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 8,135 | $437K | No change |
| IEMG iShares Core MSCI Emerging | 0.24% | 6,294 | $423K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.24% | 3,465 | $417K | No change |
| JPM JPMorgan Chase & Co. | 0.22% | 1,208 | $389K | Add +14.1% |
| TSLA Tesla Inc. | 0.21% | 815 | $367K | Reduce -10.9% |
| IJR iShares Core S&P Small-Cap E | 0.20% | 2,904 | $349K | No change |
| COST Costco Wholesale Corp. | 0.18% | 364 | $314K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.17% | 3,186 | $307K | Reduce -10.5% |
| VNQ Vanguard Real Estate ETF | 0.16% | 3,265 | $289K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.16% | 1,998 | $286K | No change |
| DFAE Dimensional Emerging Core Eq | 0.16% | 8,469 | $276K | Add +3.0% |
| SCHX Schwab US Large-Cap ETF | 0.16% | 10,197 | $274K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.15% | 3,471 | $269K | No change |
| GE General Electric filed as GE AEROSPACE | 0.15% | 873 | $269K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.15% | 405 | $267K | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 826 | $245K | No change |
| NEE Nextera Energy Inc. | 0.13% | 2,800 | $225K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.13% | 1,700 | $221K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,115 | $213K | New |
| V Visa Inc. Class A | 0.12% | 589 | $207K | Reduce -1.3% |
| T AT&T Inc. | 0.11% | 7,666 | $190K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.11% | 2,355 | $186K | Add +37.6% |
| DFSD Dimensional Short Duration | 0.11% | 3,866 | $185K | Add +3.8% |
| DFAI Dimensional International Co. | 0.10% | 4,509 | $172K | Add +0.5% |
| UNP Union Pacific Corp. | 0.09% | 718 | $166K | Reduce -0.8% |
| BND Vanguard Total Bond Market | 0.09% | 2,135 | $158K | Add +1.3% |
| CSCO Cisco Systems Inc. | 0.09% | 2,047 | $158K | Add +29.6% |
| UMBF Umb Financial Corp. | 0.09% | 1,346 | $155K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.08% | 3,230 | $147K | Add +0.2% |
| IWN iShares Russell 2000 Value E | 0.08% | 810 | $147K | No change |
| GEV GE Vernova Inc. | 0.08% | 215 | $141K | No change |
| IWB iShares Russell 1000 ETF | 0.08% | 360 | $134K | No change |
| PFE Pfizer Inc. | 0.08% | 5,321 | $132K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 1,158 | $132K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 1,652 | $132K | Add +18.7% |
| SYK Stryker Corp. | 0.07% | 360 | $127K | No change |
| SCHG Schwab US Large-Cap Growth | 0.07% | 3,760 | $123K | No change |
| CVS CVS Health Corp. | 0.07% | 1,507 | $120K | Reduce -9.1% |
| UNH Unitedhealth Group Inc. | 0.07% | 355 | $117K | Reduce -1.9% |
| VGLT Vanguard Long-Term Treasury | 0.07% | 2,085 | $116K | Add +159.3% |
| VOO Vanguard S&P 500 ETF | 0.07% | 185 | $116K | Add +0.5% |
| ADP Automatic Data Processing | 0.07% | 450 | $116K | No change |
| VCLT Vanguard Long-Term Corp. Bond | 0.06% | 1,443 | $109K | Add +134.3% |
| ABBV Abbvie Inc. | 0.06% | 478 | $109K | Reduce -2.0% |
| CSX CSX Corp. | 0.06% | 2,925 | $106K | No change |
| BP BP PLC-Spons ADR | 0.06% | 3,010 | $105K | No change |
| CGNX Cognex Corp. | 0.06% | 2,770 | $100K | No change |
| TIP iShares Tips Bond ETF | 0.05% | 878 | $97K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.05% | 2,180 | $90K | Add +111.5% |
| VGK Vanguard Ftse Europe ETF | 0.05% | 1,043 | $87K | No change |
| BA The Boeing Co. | 0.05% | 398 | $86K | Reduce -2.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.05% | 1,514 | $86K | No change |
| MDY State Street SPDR S&P Midcap | 0.05% | 134 | $81K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 117 | $80K | No change |
| CEG Constellation Energy | 0.04% | 220 | $78K | No change |
| SCHF Schwab Intl Equity ETF | 0.04% | 3,178 | $76K | Add +10.2% |
| MCD McDonald's Corp. | 0.04% | 239 | $73K | Reduce -2.5% |
| ICFI Icf International Inc. | 0.04% | 852 | $73K | No change |
| YUM Yum! Brands Inc. | 0.04% | 467 | $71K | No change |
| DFAW Dimensional World Eqty ETF | 0.04% | 951 | $70K | Add +63.1% |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 509 | $70K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.04% | 1,590 | $69K | Add +257.3% |
| AMD Advanced Micro Devices | 0.04% | 317 | $68K | Reduce -3.9% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.04% | 1,299 | $67K | New |
| ADI Analog Devices Inc. | 0.04% | 241 | $65K | Reduce -2.8% |
| ESRT Empire State Realty Trust-A | 0.04% | 10,000 | $65K | No change |
| TFC Truist Financial Corp. | 0.04% | 1,310 | $64K | No change |
| TXN Texas Instruments Inc. | 0.04% | 370 | $64K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 187 | $63K | Reduce -1.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $58 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 3 | $58 | No change |
Total filed on the 13F, all lines: $176.2M.
Portfolio Sells Q3 2025 → Q4 2025
| DFUV Dimensional US Marketwide Va | Reduce -1.8% | 8.45% | −0.58 |
| DFAT Dimensional US Target Value | Reduce -1.9% | 6.10% | −0.55 |
| NVDA Nvidia Corp. | Reduce -0.5% | 1.96% | −0.20 |
| VPL Vanguard Ftse Pacific ETF | Reduce -4.2% | 1.06% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.1% | 0.67% | −0.06 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.1% | 0.97% | −0.06 |
| MSFT Microsoft Corp. | Reduce -3.0% | 0.28% | −0.06 |
| TSLA Tesla Inc. | Reduce -10.9% | 0.21% | −0.04 |
| AMT American Tower Corp. | Reduce -52.4% | 0.03% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 0.15% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Reduce -10.5% | 0.17% | −0.04 |
| DFEV Dimensional Emrg MRKT Val | Reduce -0.1% | 0.86% | −0.03 |
| FENI Fidelity Enhanced Intl ETF | Sold out | 0.00% | −0.02 |
| ES Eversource Energy | Sold out | 0.00% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 0.30% | −0.02 |
| UNP Union Pacific Corp. | Reduce -0.8% | 0.09% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 0.07% | −0.01 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.01 |
| UPS United Parcel Service Class B | Reduce -36.3% | 0.02% | −0.01 |
| CVS CVS Health Corp. | Reduce -9.1% | 0.07% | −0.01 |
| V Visa Inc. Class A | Reduce -1.3% | 0.12% | −0.01 |
| CNC Centene Corp. | Sold out | 0.00% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.06% | −0.01 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.01 |
| HUM Humana Inc. | Sold out | 0.00% | −0.01 |
| RTX RTX Corp. | Reduce -33.8% | 0.02% | −0.01 |
| BA The Boeing Co. | Reduce -2.7% | 0.05% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -27.1% | 0.01% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.04% | −0.00 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.1% | 0.04% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -30.4% | 0.00% | −0.00 |
| HD Home Depot Inc. | Reduce -38.5% | 0.00% | −0.00 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.00 |
| DOW Dow Inc. | Reduce -9.5% | 0.01% | −0.00 |
| ADBE Adobe Inc. | Reduce -42.9% | 0.00% | −0.00 |
| ADI Analog Devices Inc. | Reduce -2.8% | 0.04% | −0.00 |
| OGN Organon & Co. | Reduce -64.3% | 0.00% | −0.00 |
| MFC Manulife Financial Corp. | Reduce -7.2% | 0.02% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -6.8% | 0.01% | +0.00 |
| CTSH Cognizant Tech Solutions-A | Reduce -1.8% | 0.04% | +0.00 |
| AMD Advanced Micro Devices | Reduce -3.9% | 0.04% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 4.50% | +1.00 |
Portfolio Buys Q3 2025 → Q4 2025
| DFIP Dimensional Inflation-Protec | Add +17.6% | 12.27% | +0.67 |
| DFLV Dim US Large Cap Value ETF | Add +22.6% | 2.80% | +0.40 |
| DIHP Dimensional International Hi | Add +14.4% | 1.84% | +0.15 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +52.3% | 0.45% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.12% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +28.5% | 0.62% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +33.3% | 0.26% | +0.09 |
| DFIS Dimensional International SM | Add +8.8% | 2.47% | +0.09 |
| DISV Dimensional International SM | Add +4.3% | 5.30% | +0.08 |
| BLV Vanguard Long-Term Bond ETF | Add +16.0% | 1.81% | +0.07 |
| DFSB Dim GLB Sustain Fix Inc. ETF | New | 0.04% | +0.04 |
| VGLT Vanguard Long-Term Treasury | Add +159.3% | 0.07% | +0.04 |
| DFCF Dimensional Core Fixed Inc. | Add +15.4% | 0.73% | +0.03 |
| VCLT Vanguard Long-Term Corp. Bond | Add +134.3% | 0.06% | +0.03 |
| DFSU Dimensional US Sus CORE1 ETF | Add +257.3% | 0.04% | +0.03 |
| DFSI Dimensional Int Sus COR1 ETF | New | 0.03% | +0.03 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +111.5% | 0.05% | +0.03 |
| CSCO Cisco Systems Inc. | Add +29.6% | 0.09% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +37.6% | 0.11% | +0.02 |
| AAPL Apple Inc. | Add +3.0% | 3.50% | +0.02 |
| DFAW Dimensional World Eqty ETF | Add +63.1% | 0.04% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +14.1% | 0.22% | +0.01 |
| NVDY Yieldmax Nvda Option Inc. ETF | Add +760.5% | 0.01% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +18.7% | 0.07% | +0.01 |
| AKAM Akamai Technologies Inc. | Add +25.0% | 0.01% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +10.2% | 0.04% | +0.00 |
| DUSB Dimension Ultrashort Fi ETF | Add +2.3% | 0.00% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +2.6% | 0.01% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Add +24.5% | 0.01% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.5% | 0.01% | −0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.01% | −0.00 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Add +3.1% | 0.01% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Add +1.8% | 0.01% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.2% | 0.29% | −0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +0.4% | 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% | 0.02% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Add +0.2% | 0.03% | −0.00 |
| PYPL PayPal Holdings Inc. | Add +0.3% | 0.01% | −0.00 |
| DFAI Dimensional International Co. | Add +0.5% | 0.10% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 0.07% | −0.00 |
| DFAE Dimensional Emerging Core Eq | Add +3.0% | 0.16% | −0.00 |
| DFSD Dimensional Short Duration | Add +3.8% | 0.11% | −0.01 |
| BND Vanguard Total Bond Market | Add +1.3% | 0.09% | −0.01 |
| SCHC Schwab Intl Small-Cap Equity | Add +0.2% | 0.08% | −0.01 |
| GE General Electric | Add +0.1% | 0.15% | −0.01 |
| IEMG iShares Core MSCI Emerging | Add +0.2% | 0.24% | −0.02 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.16% | −0.02 |
| DFIV Dimensional International Va | Add +0.6% | 12.27% | −0.06 |
| DFAR Dimensional US Real Est ETF | Add +12.0% | 4.85% | −0.09 |
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 |