Dipaolo Financial Group, Inc. Top Holdings and 13F Report (2026) About Dipaolo Financial Group, Inc.Investment ActivityDipaolo Financial Group, Inc. has $137.40 million in total holdings as of March 31, 2026.Dipaolo Financial Group, Inc. owns shares of 45 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 32.92% of the portfolio was purchased this quarter.About 0.02% of the portfolio was sold this quarter.This quarter, Dipaolo Financial Group, Inc. has purchased 31 new stocks and bought additional shares in 30 stocks.Dipaolo Financial Group, Inc. sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $21,146,173Vanguard Growth ETF $19,126,430Vanguard Value ETF $17,580,221Vanguard Total International Bond ETF $12,873,627Vanguard Short-Term Bond ETF $11,815,415 Largest New Holdings this Quarter 92203J407 - Vanguard Total International Bond ETF $12,873,627 Holding25434V872 - Dimensional Core Fixed Income ETF $5,598,907 Holding023135106 - Amazon.com $333,649 Holding14020Y201 - Capital Group Municipal Income ETF $312,252 Holding67066G104 - NVIDIA $310,553 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 267,921 shares (about $12.87M)Dimensional Core Fixed Income ETF 132,613 shares (about $5.60M)Vanguard Growth ETF 9,146 shares (about $3.99M)Vanguard Value ETF 16,543 shares (about $3.25M)Vanguard FTSE Developed Markets ETF 50,181 shares (about $3.22M) Largest Sales this Quarter Travelers Companies 85 shares (about $24.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDipaolo Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$21,146,173$3,215,603 ▲17.9%329,99615.4%ETFVUGVanguard Growth ETF$19,126,430$3,994,846 ▲26.4%43,78913.9%ETFVTVVanguard Value ETF$17,580,221$3,245,721 ▲22.6%89,60412.8%ETFBNDXVanguard Total International Bond ETF$12,873,627$12,873,627 ▲New Holding267,9219.4%ETFBSVVanguard Short-Term Bond ETF$11,815,415$2,958,402 ▲33.4%150,6888.6%ETFVWOVanguard FTSE Emerging Markets ETF$7,041,402$1,110,076 ▲18.7%130,2765.1%ETFVMBSVanguard Mortgage-Backed Securities ETF$5,808,234$1,315,305 ▲29.3%123,7114.2%ETFDFCFDimensional Core Fixed Income ETF$5,598,907$5,598,907 ▲New Holding132,6134.1%ETFBLVVanguard Long-Term Bond ETF$5,482,942$1,256,268 ▲29.7%79,7174.0%ETFDFASDimensional U.S. Small Cap ETF$4,464,018$686,471 ▲18.2%62,7593.2%ETFVTIVanguard Total Stock Market ETF$3,917,064$1,109,033 ▲39.5%12,2102.9%ETFVOOVanguard S&P 500 ETF$2,805,786$656,177 ▲30.5%4,6952.0%ETFBNDVanguard Total Bond Market ETF$2,140,978$643,972 ▲43.0%29,0741.6%ETFGLDSPDR Gold Shares$1,887,682$589,067 ▲45.4%4,3871.4%FinanceQQQInvesco QQQ$1,810,256$618,812 ▲51.9%3,1361.3%FinanceVXUSVanguard Total International Stock ETF$1,391,679$460,886 ▲49.5%18,0481.0%ETFTSLATesla$1,305,958$459,111 ▲54.2%3,5131.0%Auto/Tires/TrucksAAPLApple$1,183,756$328,172 ▲38.4%4,6640.9%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,072,110$350,851 ▲48.6%27,9050.8%SHS BEN INTMGKVanguard Mega Cap Growth ETF$737,867$367 ▲0.0%2,0080.5%ETFVYMVanguard High Dividend Yield ETF$721,380$14,662 ▲2.1%4,8710.5%ETFNEENextEra Energy$602,763$93 ▲0.0%6,4900.4%UtilitiesMSFTMicrosoft$504,783$84,747 ▲20.2%1,3640.4%Computer and TechnologyBRK.BBerkshire Hathaway$482,075$57,504 ▲13.5%1,0060.4%FinanceBALLBall$467,325$31,683 ▲7.3%7,9060.3%IndustrialsAMZNAmazon.com$333,649$333,649 ▲New Holding1,6020.2%Retail/WholesaleIVViShares Core S&P 500 ETF$324,672$128,693 ▲65.7%4970.2%ETFCGMUCapital Group Municipal Income ETF$312,252$312,252 ▲New Holding11,5010.2%ETFNVDANVIDIA$310,553$310,553 ▲New Holding1,7810.2%Computer and TechnologyVTCVanguard Total Corporate Bond ETF$307,057$22,432 ▲7.9%3,9970.2%ETFVZVerizon Communications$291,152$291,152 ▲New Holding5,8000.2%Computer and TechnologyHDHome Depot$278,999$74,356 ▲36.3%8480.2%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$278,961$738 ▲0.3%7,1790.2%ETFJNJJohnson & Johnson$273,259$273,259 ▲New Holding1,1180.2%MedicalTRVTravelers Companies$269,221$24,793 ▼-8.4%9230.2%FinanceABBVAbbVie$266,652$266,652 ▲New Holding1,2260.2%MedicalMETAMeta Platforms$259,130$77,796 ▲42.9%4530.2%Computer and TechnologyEMREmerson Electric$250,031$250,031 ▲New Holding1,9080.2%IndustrialsXOMExxonMobil$247,856$247,856 ▲New Holding1,4610.2%EnergyMCDMcDonald's$244,310$244,310 ▲New Holding7860.2%Retail/WholesaleGOOGLAlphabet$244,069$244,069 ▲New Holding8490.2%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$240,940$21,484 ▲9.8%2,5570.2%ETFJPMJPMorgan Chase & Co.$240,388$240,388 ▲New Holding8170.2%FinanceLLYEli Lilly and Company$234,451$4,597 ▲2.0%2550.2%MedicalPGProcter & Gamble$222,043$222,043 ▲New Holding1,5370.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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