Pinney & Scofield

Pinney & Scofield as of March 31, 2026

Portfolio Holdings for Pinney & Scofield

Pinney & Scofield holds 243 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Inflation Prote (DFIP) 12.7 $24M 565k 41.72
Dimensional Etf Trust Internatnal Val (DFIV) 12.1 $22M 425k 52.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 11.2 $21M 292k 71.13
Dimensional Etf Trust Us Mktwide Value (DFUV) 8.3 $15M 317k 48.46
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.1 $11M 180k 62.45
Dimensional Etf Trust Us Real Estate E (DFAR) 5.5 $10M 431k 23.65
Dimensional Etf Trust Intl Small Cap V (DISV) 5.2 $9.6M 244k 39.44
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.9 $7.3M 208k 35.04
Eli Lilly & Co. (LLY) 3.7 $6.8M 7.4k 919.77
Apple (AAPL) 3.1 $5.7M 23k 253.79
Dimensional Etf Trust Us Large Cap Val (DFLV) 2.9 $5.3M 150k 35.71
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.4 $4.5M 133k 33.67
Dimensional Etf Trust Intl High Profit (DIHP) 1.9 $3.6M 112k 32.22
NVIDIA Corporation (NVDA) 1.7 $3.2M 19k 174.40
Vanguard Bd Index Fds Long Term Bond (BLV) 1.7 $3.2M 46k 68.78
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.1 $2.1M 22k 97.73
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $1.8M 52k 34.55
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.9 $1.7M 47k 35.78
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.9 $1.6M 38k 42.22
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.5M 3.5k 436.84
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.2M 13k 90.53
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.2M 11k 106.50
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $1.0M 11k 97.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $863k 13k 67.53
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.5 $841k 25k 33.79
Ishares Tr Core S&p500 Etf (IVV) 0.4 $824k 1.3k 653.21
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $718k 1.00 718140.00
Alphabet Cap Stk Cl A (GOOGL) 0.4 $700k 2.4k 287.56
Exxon Mobil Corporation (XOM) 0.3 $586k 3.5k 169.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $480k 1.0k 479.20
Amazon (AMZN) 0.3 $471k 2.3k 208.27
Ishares Core Msci Emkt (IEMG) 0.2 $443k 6.3k 69.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $418k 1.5k 286.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $416k 7.7k 54.05
Microsoft Corporation (MSFT) 0.2 $374k 1.0k 370.15
Costco Wholesale Corporation (COST) 0.2 $363k 364.00 996.43
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $361k 2.9k 124.31
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $358k 4.8k 74.72
JPMorgan Chase & Co. (JPM) 0.2 $355k 1.2k 294.16
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $343k 6.2k 55.35
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $317k 9.4k 33.86
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $299k 3.2k 93.93
Vanguard Index Funds Real Estate Etf (VNQ) 0.2 $290k 3.3k 88.69
Procter & Gamble Company (PG) 0.2 $289k 2.0k 144.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $262k 10k 25.64
Nextera Energy (NEE) 0.1 $260k 2.8k 92.88
Ge Aerospace Com New (GE) 0.1 $248k 873.00 283.91
Tesla Motors (TSLA) 0.1 $238k 640.00 371.75
Meta Platforms Cl A (META) 0.1 $232k 405.00 572.13
Bank Of Montreal Cadcom (BMO) 0.1 $230k 1.7k 135.34
At&t (T) 0.1 $222k 7.7k 28.99
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $219k 5.6k 38.96
UMB Financial Corporation (UMBF) 0.1 $208k 1.8k 112.81
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $206k 4.3k 47.88
International Business Machines (IBM) 0.1 $200k 827.00 242.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $189k 2.6k 73.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $189k 2.4k 78.40
Vanguard Index Fds Value Etf (VTV) 0.1 $188k 960.00 196.20
Ge Vernova (GEV) 0.1 $188k 215.00 872.90
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $187k 2.4k 78.41
Visa Com Cl A (V) 0.1 $178k 589.00 302.24
Union Pacific Corporation (UNP) 0.1 $174k 718.00 242.59
Cisco Systems (CSCO) 0.1 $159k 2.0k 77.59
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $154k 810.00 189.59
Pfizer (PFE) 0.1 $149k 5.3k 28.08
Cme (CME) 0.1 $147k 498.00 295.35
BP Sponsored Adr (BP) 0.1 $142k 3.0k 47.00
Cognex Corporation (CGNX) 0.1 $136k 2.8k 48.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $131k 1.7k 79.27
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $123k 2.6k 46.73
CSX Corporation (CSX) 0.1 $120k 2.9k 41.05
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $118k 1.2k 99.27
Stryker Corporation (SYK) 0.1 $118k 360.00 328.59
Walt Disney Company (DIS) 0.1 $112k 1.2k 96.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $111k 186.00 596.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $110k 3.8k 29.13
CVS Caremark Corporation (CVS) 0.1 $108k 1.5k 71.82
Abbvie (ABBV) 0.1 $104k 478.00 217.49
Ishares Tr Tips Bd Etf (TIP) 0.1 $97k 878.00 110.36
UnitedHealth (UNH) 0.1 $96k 355.00 270.59
Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $92k 2.2k 42.37
Automatic Data Processing (ADP) 0.0 $91k 450.00 203.18
Dimensional Etf Trust World Equity Etf (DFAW) 0.0 $89k 1.2k 73.81
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $86k 1.0k 82.45
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $86k 1.5k 56.58
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $83k 134.00 616.76
Ishares Tr Rus 1000 Etf (IWB) 0.0 $80k 225.00 356.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $79k 3.2k 24.75
Analog Devices (ADI) 0.0 $77k 241.00 318.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $76k 117.00 650.34
Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $76k 1.5k 51.73
McDonald's Corporation (MCD) 0.0 $74k 239.00 310.79
Boeing Company (BA) 0.0 $73k 367.00 199.03
Yum! Brands (YUM) 0.0 $73k 467.00 155.48
Texas Instruments Incorporated (TXN) 0.0 $72k 370.00 194.14
Verizon Communications (VZ) 0.0 $65k 1.3k 50.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $65k 509.00 128.12
Dell Technologies CL C (DELL) 0.0 $63k 381.00 164.13
Trane Technologies SHS (TT) 0.0 $63k 150.00 416.74
Constellation Energy (CEG) 0.0 $61k 220.00 279.25
Truist Financial Corp equities (TFC) 0.0 $60k 1.3k 45.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $60k 187.00 320.45
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $56k 196.00 287.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $56k 1.9k 29.09
ICF International (ICFI) 0.0 $56k 852.00 65.29
Philip Morris International (PM) 0.0 $55k 330.00 165.34
Advanced Micro Devices (AMD) 0.0 $54k 267.00 203.43
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $53k 1.3k 41.08
Empire St Rlty Tr Empire (ESRT) 0.0 $52k 10k 5.20
Kraft Heinz (KHC) 0.0 $52k 2.3k 22.49
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $51k 250.00 203.79
Celestica (CLS) 0.0 $51k 180.00 281.68
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $51k 150.00 337.95
Warner Bros Discovery Com Ser A (WBD) 0.0 $48k 1.8k 27.46
Cognizant Technology Solutio Cl A (CTSH) 0.0 $46k 747.00 61.35
American Tower Reit (AMT) 0.0 $46k 265.00 172.58
eBay (EBAY) 0.0 $45k 493.00 91.02
Berkshire Hills Ban (BBT) 0.0 $43k 1.4k 29.99
Cardinal Health (CAH) 0.0 $42k 200.00 211.31
Deere & Company (DE) 0.0 $42k 75.00 563.31
Altria (MO) 0.0 $42k 631.00 65.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $42k 648.00 64.08
Western Digital (WDC) 0.0 $41k 150.00 270.49
Spdr Series Trust State Street Spd (JNK) 0.0 $40k 420.00 95.72
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $40k 1.4k 27.86
Corteva (CTVA) 0.0 $40k 472.00 83.71
United Parcel Service CL B (UPS) 0.0 $39k 392.00 98.38
Metropcs Communications (TMUS) 0.0 $37k 175.00 210.03
Marathon Petroleum Corp (MPC) 0.0 $37k 150.00 244.18
Ptc (PTC) 0.0 $37k 256.00 142.49
Archer Daniels Midland Company (ADM) 0.0 $36k 500.00 72.69
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $35k 470.00 75.10
Amgen (AMGN) 0.0 $35k 100.00 351.85
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $33k 331.00 100.17
Dimensional Etf Trust International (DFSI) 0.0 $31k 741.00 42.38
Equinix (EQIX) 0.0 $29k 30.00 980.23
Intel Corporation (INTC) 0.0 $29k 666.00 44.13
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $29k 200.00 146.61
Raytheon Technologies Corp (RTX) 0.0 $29k 149.00 193.32
Danaos Corporation SHS (DAC) 0.0 $29k 255.00 112.64
Chesapeake Energy Corp (EXE) 0.0 $29k 260.00 109.78
Merck & Co (MRK) 0.0 $28k 235.00 120.29
Manulife Finl Corp (MFC) 0.0 $28k 810.00 34.44
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $27k 593.00 46.19
Bristol Myers Squibb (BMY) 0.0 $27k 450.00 60.65
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $27k 555.00 48.95
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $27k 320.00 84.73
Regeneron Pharmaceuticals (REGN) 0.0 $27k 35.00 772.63
Ishares Tr Broad Usd High (USHY) 0.0 $27k 723.00 36.84
Life & Banc Split Corp Preferred Shares 0.0 $27k 2.5k 10.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $26k 102.00 257.67
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $25k 583.00 43.13
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $25k 768.00 32.44
Valero Energy Corporation (VLO) 0.0 $25k 100.00 247.08
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $25k 859.00 28.71
Mondelez Intl Cl A (MDLZ) 0.0 $24k 417.00 57.64
Vanguard Index Fds Small Cp Etf (VB) 0.0 $24k 91.00 261.92
Ishares Tr Expanded Tech (IGV) 0.0 $22k 280.00 80.05
Sempra Energy (SRE) 0.0 $22k 226.00 97.17
Dupont De Nemours (DD) 0.0 $22k 472.00 45.80
Ge Healthcare Technologies Common Stock (GEHC) 0.0 $21k 288.00 71.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $20k 186.00 108.99
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $20k 135.00 145.94
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $19k 91.00 211.15
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $19k 415.00 45.12
Dow (DOW) 0.0 $18k 427.00 41.65
Spdr Gold Tr Gold Shs (GLD) 0.0 $18k 41.00 430.29
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $18k 1.0k 17.32
Broadcom (AVGO) 0.0 $17k 55.00 309.51
Honeywell International (HON) 0.0 $17k 75.00 226.03
Las Vegas Sands (LVS) 0.0 $16k 300.00 53.88
Akamai Technologies (AKAM) 0.0 $16k 139.00 114.97
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $15k 100.00 148.10
Paypal Holdings (PYPL) 0.0 $14k 311.00 45.18
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $14k 301.00 46.40
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $14k 515.00 26.59
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $14k 446.00 30.51
Abbott Laboratories (ABT) 0.0 $14k 132.00 102.67
Emerson Electric (EMR) 0.0 $12k 95.00 131.02
Shell Spon Ads (SHEL) 0.0 $12k 130.00 93.00
Linde SHS (LIN) 0.0 $11k 23.00 495.74
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $11k 53.00 213.09
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.0 $11k 150.00 72.57
Ingersoll Rand (IR) 0.0 $11k 132.00 80.12
Ambarella SHS (AMBA) 0.0 $10k 200.00 51.48
Kenvue (KVUE) 0.0 $9.8k 570.00 17.24
Schwab Strategic Tr Fundamental Us B (FNDB) 0.0 $9.8k 360.00 27.20
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $9.8k 390.00 25.08
Ishares Tr Russell 2000 Etf (IWM) 0.0 $9.4k 38.00 248.00
Citigroup Com New (C) 0.0 $8.3k 73.00 113.41
Marriott Vacations Wrldwde Cp (VAC) 0.0 $7.8k 120.00 65.12
Veralto Corp Com Shs (VLTO) 0.0 $7.6k 86.00 88.42
Entergy Corporation (ETR) 0.0 $7.4k 66.00 112.36
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $7.0k 86.00 81.50
Asml Holding N V N Y Registry Shs (ASML) 0.0 $6.6k 5.00 1320.80
Wells Fargo & Company (WFC) 0.0 $6.5k 82.00 79.61
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $6.2k 131.00 46.95
Arm Holdings Sponsored Ads (ARM) 0.0 $6.1k 40.00 151.28
Eaton Corp SHS (ETN) 0.0 $5.7k 16.00 357.69
Ishares Silver Tr Ishares (SLV) 0.0 $5.5k 80.00 68.14
Rivian Automotive Com Cl A (RIVN) 0.0 $5.3k 350.00 15.05
Aegon Amer Reg 1 Cert (AEG) 0.0 $5.2k 714.00 7.26
Progressive Corporation (PGR) 0.0 $5.2k 26.00 198.23
Ishares Tr Cohen Steer Reit (ICF) 0.0 $4.8k 78.00 61.88
Chemours (CC) 0.0 $4.4k 200.00 22.03
Aritzia (ATZAF) 0.0 $4.1k 50.00 81.60
Blackrock (BLK) 0.0 $3.8k 4.00 961.75
Arista Networks Com Shs (ANET) 0.0 $3.7k 30.00 122.77
Crispr Therapeutics Namen Akt (CRSP) 0.0 $3.6k 75.00 47.57
Blackstone Group Inc Com Cl A (BX) 0.0 $3.3k 29.00 115.00
Microstrategy Cl A New (MSTR) 0.0 $3.1k 25.00 124.80
Carrier Global Corporation (CARR) 0.0 $3.1k 54.00 56.78
Quantum Si Com Cl A (QSI) 0.0 $2.8k 3.7k 0.77
Northern Trust Corporation (NTRS) 0.0 $2.8k 20.00 139.55
Ishares Tr Copper & Metals (ICOP) 0.0 $2.8k 58.00 47.60
Home Depot (HD) 0.0 $2.6k 8.00 328.88
Coreweave Com Cl A (CRWV) 0.0 $2.3k 30.00 77.47
Wabtec Corporation (WAB) 0.0 $2.2k 9.00 249.89
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.0 $2.2k 44.00 50.95
Otis Worldwide Corp (OTIS) 0.0 $2.1k 27.00 78.00
Byd Co Ltd-un Sponsored Adr (BYDDY) 0.0 $2.0k 150.00 13.63
Occidental Petroleum Corporation (OXY) 0.0 $2.0k 31.00 65.00
EQT Corporation (EQT) 0.0 $1.6k 25.00 63.64
D-wave Quantum (QBTS) 0.0 $1.4k 100.00 14.43
Aeva Technologies Com New (AEVA) 0.0 $1.3k 100.00 13.16
Aurora Cannabis (ACB) 0.0 $1.3k 400.00 3.27
Cerence (CRNC) 0.0 $1.3k 200.00 6.31
Kyndryl Hldgs Common Stock (KD) 0.0 $1.2k 92.00 13.12
Diageo Spon Adr New (DEO) 0.0 $1.2k 16.00 74.44
Dentsply Sirona (XRAY) 0.0 $1.2k 100.00 11.60
Harsco Corporation (NVRI) 0.0 $1.1k 56.00 19.62
Viatris (VTRS) 0.0 $999.999000 74.00 13.51
Adobe Systems Incorporated (ADBE) 0.0 $972.000000 4.00 243.00
Amplify Etf Tr Altrntv Harv Etf (MJ) 0.0 $782.999600 34.00 23.03
Celanese Corporation (CE) 0.0 $723.000300 11.00 65.73
Beyond Meat (BYND) 0.0 $560.960000 800.00 0.70
Dimensional Etf Trust Global Cr Etf (DGCB) 0.0 $532.000000 10.00 53.20
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $475.000000 2.00 237.50
Allogene Therapeutics (ALLO) 0.0 $468.000000 192.00 2.44
Canopy Growth Corp Com New (CGC) 0.0 $380.000000 400.00 0.95
Now (DNOW) 0.0 $368.999200 31.00 11.90
Occidental Pete Corp W Exp 08/03/202 (OXY.WS) 0.0 $129.000000 3.00 43.00
Organon & Co Common Stock (OGN) 0.0 $120.000000 20.00 6.00