DiPaolo Financial Group, Inc.

CIK 0002111462 · LUTZ, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

DiPaolo Financial Group, Inc. reported 47 positions worth $153.1M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VUG (15.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$153.1M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.9%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$23.8M15.54%276,073
2VEAVANGUARD TAX-MANAGED FDSSH$23.6M15.43%331,457
3VTVVANGUARD INDEX FDSSH$19.7M12.90%90,605
4BNDXVANGUARD CHARLOTTE FDSSH$13.5M8.80%278,303
5BSVVANGUARD BD INDEX FDSSH$12.2M8.00%157,083
6VWOVANGUARD INTL EQUITY INDEX FSH$8.0M5.22%133,754
7VMBSVANGUARD SCOTTSDALE FDSSH$6.0M3.95%129,184
8DFCFDIMENSIONAL ETF TRUSTSH$5.9M3.84%139,188
9BLVVANGUARD BD INDEX FDSSH$5.8M3.78%83,990
10DFASDIMENSIONAL ETF TRUSTSH$5.3M3.49%64,953

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does DiPaolo Financial Group, Inc. hold as of Q2 2026?

DiPaolo Financial Group, Inc. reported 47 positions worth $153.1M in its Q2 2026 13F filing. Largest positions: VUG (15.5%), VEA (15.4%), VTV (12.9%), BNDX (8.8%) and BSV (8.0%).

What did DiPaolo Financial Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did DiPaolo Financial Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.