DiPaolo Financial Group, Inc. 13F Holdings · Q2 2026
DiPaolo Financial Group, Inc. reported 47 securities worth $153.07M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VUG (15.54%), VEA (15.43%), VTV (12.90%). Among its top 25 positions this quarter: 19 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $23.8M | 15.54% | 276,073 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $23.6M | 15.43% | 331,457 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $19.7M | 12.90% | 90,605 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $13.5M | 8.81% | 278,303 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $12.2M | 8.00% | 157,083 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $8.0M | 5.22% | 133,754 | Added |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $6.0M | 3.95% | 129,184 | Added |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $5.9M | 3.84% | 139,188 | Added |
| 9 | BLV | VANGUARD BD INDEX FDS | $5.8M | 3.78% | 83,990 | Added |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $5.3M | 3.49% | 64,953 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $4.4M | 2.87% | 11,891 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $3.3M | 2.19% | 4,874 | Added |
| 13 | QQQ | INVESCO QQQ TR | $2.3M | 1.52% | 3,155 | Added |
| 14 | BND | VANGUARD BD INDEX FDS | $2.1M | 1.38% | 28,707 | Trimmed |
| 15 | GLD | SPDR GOLD TR | $1.6M | 1.04% | 4,332 | Trimmed |
| 16 | AAPL | APPLE INC | $1.5M | 0.98% | 5,164 | Added |
| 17 | TSLA | TESLA INC | $1.5M | 0.98% | 3,552 | Added |
| 18 | VXUS | VANGUARD STAR FDS | $1.5M | 0.95% | 17,017 | Trimmed |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | $964,578 | 0.63% | 28,975 | Added |
| 20 | MGK | VANGUARD WORLD FD | $857,999 | 0.56% | 9,760 | Added |
| 21 | VYM | VANGUARD WHITEHALL FDS | $794,869 | 0.52% | 5,030 | Added |
| 22 | NEE | NEXTERA ENERGY INC | $569,624 | 0.37% | 6,490 | Hold |
| 23 | MSFT | MICROSOFT CORP | $522,634 | 0.34% | 1,401 | Added |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $503,392 | 0.33% | 1,006 | Hold |
| 25 | BALL | BALL CORP | $494,933 | 0.32% | 7,932 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR