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DiPaolo Financial Group

Latest statistics and disclosures from DiPaolo Financial Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111462

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Positions held by DiPaolo Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for DiPaolo Financial Group

DiPaolo Financial Group holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	18.6	$18M	280k	62.47	View chart
Vanguard Index Fds Growth Etf (VUG)	18.0	$17M	35k	487.85	View chart
Vanguard Index Fds Value Etf (VTV)	14.9	$14M	73k	190.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	9.5	$8.9M	113k	78.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.3	$5.9M	110k	53.76	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.8	$4.5M	96k	47.08	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	4.5	$4.3M	62k	69.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.9	$3.7M	53k	69.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.1	$2.9M	8.8k	335.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$2.3M	3.6k	627.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$1.5M	20k	74.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$1.3M	2.1k	614.22	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$1.2M	3.0k	396.31	View chart
Tesla Motors (TSLA)	1.1	$1.0M	2.3k	449.72	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.0	$932k	19k	49.65	View chart
Apple (AAPL)	1.0	$916k	3.4k	271.82	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$911k	12k	75.44	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$829k	2.0k	412.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$685k	4.8k	143.53	View chart
Microsoft Corporation (MSFT)	0.6	$549k	1.1k	483.43	View chart
Nextera Energy (NEE)	0.6	$521k	6.5k	80.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$445k	886.00	502.65	View chart
Ball Corporation (BALL)	0.4	$390k	7.4k	52.97	View chart
Travelers Companies (TRV)	0.3	$292k	1.0k	290.06	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.3	$288k	3.7k	77.63	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$284k	7.2k	39.59	View chart
Eli Lilly & Co. (LLY)	0.3	$269k	250.00	1074.10	View chart
Home Depot (HD)	0.2	$214k	622.00	344.13	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$210k	2.3k	90.00	View chart
Meta Platforms Cl A (META)	0.2	$209k	317.00	659.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$206k	300.00	684.94	View chart

Past Filings by DiPaolo Financial Group

SEC 13F filings are viewable for DiPaolo Financial Group going back to 2025

DiPaolo Financial Group 2025 Q4 filed Feb. 24, 2026

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