DiPaolo Financial Group
Latest statistics and disclosures from DiPaolo Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VUG, VTV, BNDX, BSV, and represent 60.07% of DiPaolo Financial Group's stock portfolio.
- Added to shares of these 10 stocks: BNDX (+$13M), DFCF (+$5.6M), VUG, VTV, VEA, BSV, VMBS, BLV, VWO, VTI.
- Started 14 new stock positions in JPM, ABBV, EMR, JNJ, PG, MCD, NVDA, XOM, AMZN, VZ. DFCF, CGMU, BNDX, GOOGL.
- Reduced shares in these 1 stock: TRV.
- DiPaolo Financial Group was a net buyer of stock by $45M.
- DiPaolo Financial Group has $137M in assets under management (AUM), dropping by 46.25%.
- Central Index Key (CIK): 0002111462
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Portfolio Holdings for DiPaolo Financial Group
DiPaolo Financial Group holds 45 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 | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 15.4 | $21M | +17% | 330k | 64.08 |
|
| Vanguard Index Fds Growth Etf (VUG) | 13.9 | $19M | +26% | 44k | 436.79 |
|
| Vanguard Index Fds Value Etf (VTV) | 12.8 | $18M | +22% | 90k | 196.20 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 9.4 | $13M | NEW | 268k | 48.05 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 8.6 | $12M | +33% | 151k | 78.41 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.1 | $7.0M | +18% | 130k | 54.05 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 4.2 | $5.8M | +29% | 124k | 46.95 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 4.1 | $5.6M | NEW | 133k | 42.22 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 4.0 | $5.5M | +29% | 80k | 68.78 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.2 | $4.5M | +18% | 63k | 71.13 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.9 | $3.9M | +39% | 12k | 320.81 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $2.8M | +30% | 4.7k | 597.61 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.6 | $2.1M | +43% | 29k | 73.64 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $1.9M | +45% | 4.4k | 430.29 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $1.8M | +51% | 3.1k | 577.25 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $1.4M | +49% | 18k | 77.11 |
|
| Tesla Motors (TSLA) | 1.0 | $1.3M | +54% | 3.5k | 371.75 |
|
| Apple (AAPL) | 0.9 | $1.2M | +38% | 4.7k | 253.81 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.8 | $1.1M | +48% | 28k | 38.42 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $738k | 2.0k | 367.46 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $721k | +2% | 4.9k | 148.10 |
|
| Nextera Energy (NEE) | 0.4 | $603k | 6.5k | 92.88 |
|
|
| Microsoft Corporation (MSFT) | 0.4 | $505k | +20% | 1.4k | 370.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $482k | +13% | 1.0k | 479.20 |
|
| Ball Corporation (BALL) | 0.3 | $467k | +7% | 7.9k | 59.11 |
|
| Amazon (AMZN) | 0.2 | $334k | NEW | 1.6k | 208.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $325k | +65% | 497.00 | 653.26 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.2 | $312k | NEW | 12k | 27.15 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $311k | NEW | 1.8k | 174.37 |
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.2 | $307k | +7% | 4.0k | 76.82 |
|
| Verizon Communications (VZ) | 0.2 | $291k | NEW | 5.8k | 50.20 |
|
| Home Depot (HD) | 0.2 | $279k | +36% | 848.00 | 329.01 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $279k | 7.2k | 38.86 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $273k | NEW | 1.1k | 244.42 |
|
| Travelers Companies (TRV) | 0.2 | $269k | -8% | 923.00 | 291.68 |
|
| Abbvie (ABBV) | 0.2 | $267k | NEW | 1.2k | 217.50 |
|
| Meta Platforms Cl A (META) | 0.2 | $259k | +42% | 453.00 | 572.03 |
|
| Emerson Electric (EMR) | 0.2 | $250k | NEW | 1.9k | 131.04 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $248k | NEW | 1.5k | 169.65 |
|
| McDonald's Corporation (MCD) | 0.2 | $244k | NEW | 786.00 | 310.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $244k | NEW | 849.00 | 287.48 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $241k | +9% | 2.6k | 94.23 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $240k | NEW | 817.00 | 294.23 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $235k | +2% | 255.00 | 919.42 |
|
| Procter & Gamble Company (PG) | 0.2 | $222k | NEW | 1.5k | 144.47 |
|
Past Filings by DiPaolo Financial Group
SEC 13F filings are viewable for DiPaolo Financial Group going back to 2025
- DiPaolo Financial Group 2026 Q1 filed April 24, 2026
- DiPaolo Financial Group 2025 Q4 filed Feb. 24, 2026