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DiPaolo Financial Group

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

Top 5 stock holdings are VUG, VEA, VTV, BNDX, BSV, and represent 60.67% of DiPaolo Financial Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$20M), MGK, BNDX, BSV, BLV, GBIL, DFCF, VMBS, VTV, SPY.
Started 3 new stock positions in GBIL, SPY, BAC.
Reduced shares in these 10 stocks: , VTI, VXUS, IVV, BND, GLD, ABBV, TRV, JPM, AMZN.
Sold out of its position in XOM.
DiPaolo Financial Group was a net buyer of stock by $24M.
DiPaolo Financial Group has $153M in assets under management (AUM), dropping by 11.40%.
Central Index Key (CIK): 0002111462

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Portfolio Holdings for DiPaolo Financial Group

DiPaolo Financial Group holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	15.5	$24M	+530%	276k	86.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	15.4	$24M		332k	71.25	View chart
Vanguard Index Fds Value Etf (VTV)	12.9	$20M		91k	217.93	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	8.8	$14M	+3%	278k	48.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	8.0	$12M	+4%	157k	77.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.2	$8.0M	+2%	134k	59.69	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.0	$6.0M	+4%	129k	46.81	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	3.8	$5.9M	+4%	139k	42.21	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	3.8	$5.8M	+5%	84k	68.93	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.5	$5.3M	+3%	65k	82.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.9	$4.4M	-2%	12k	370.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$3.3M	+3%	4.9k	686.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$2.3M		3.2k	736.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$2.1M		29k	73.41	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$1.6M		4.3k	368.38	View chart
Apple (AAPL)	1.0	$1.5M	+10%	5.2k	289.39	View chart
Tesla Motors (TSLA)	1.0	$1.5M		3.6k	420.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$1.5M	-5%	17k	85.49	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$965k	+3%	29k	33.29	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$858k	+386%	9.8k	87.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$795k	+3%	5.0k	158.03	View chart
Nextera Energy (NEE)	0.4	$570k		6.5k	87.77	View chart
Microsoft Corporation (MSFT)	0.3	$523k	+2%	1.4k	373.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$503k		1.0k	500.39	View chart
Ball Corporation (BALL)	0.3	$495k		7.9k	62.40	View chart
Amazon (AMZN)	0.2	$380k		1.6k	238.34	View chart
NVIDIA Corporation (NVDA)	0.2	$357k		1.8k	200.05	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$319k		7.2k	44.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$318k	+4%	891.00	357.34	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.2	$316k		12k	27.47	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.2	$308k		4.0k	76.81	View chart
Eli Lilly & Co. (LLY)	0.2	$306k		255.00	1199.12	View chart
Johnson & Johnson (JNJ)	0.2	$303k	+6%	1.2k	253.98	View chart
Home Depot (HD)	0.2	$300k		851.00	352.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$300k	-19%	400.00	748.89	View chart
Travelers Companies (TRV)	0.2	$294k	-3%	890.00	330.12	View chart
Abbvie (ABBV)	0.2	$294k	-4%	1.2k	251.67	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$278k	NEW	2.8k	100.16	View chart
Emerson Electric (EMR)	0.2	$273k		1.9k	143.16	View chart
Verizon Communications (VZ)	0.2	$268k	+9%	6.3k	42.34	View chart
JPMorgan Chase & Co. (JPM)	0.2	$260k	-2%	795.00	327.53	View chart
Meta Platforms Cl A (META)	0.2	$256k		454.00	563.37	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$250k		2.5k	98.19	View chart
Procter & Gamble Company (PG)	0.1	$224k		1.5k	146.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$214k	NEW	287.00	746.77	View chart
McDonald's Corporation (MCD)	0.1	$213k		786.00	270.36	View chart
Bank of America Corporation (BAC)	0.1	$209k	NEW	3.7k	56.98	View chart

Past Filings by DiPaolo Financial Group

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

DiPaolo Financial Group 2026 Q2 filed July 9, 2026
DiPaolo Financial Group 2026 Q1 filed April 24, 2026
DiPaolo Financial Group 2025 Q4 filed Feb. 24, 2026

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