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Dipaolo Financial Group, Inc. Top Holdings and 13F Report (2026)

About Dipaolo Financial Group, Inc.

Investment Activity

  • Dipaolo Financial Group, Inc. has $153.07 million in total holdings as of June 30, 2026.
  • Dipaolo Financial Group, Inc. owns shares of 47 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 15.92% of the portfolio was purchased this quarter.
  • About 0.40% of the portfolio was sold this quarter.
  • This quarter, Dipaolo Financial Group, Inc. has purchased 45 new stocks and bought additional shares in 28 stocks.
  • Dipaolo Financial Group, Inc. sold shares of 11 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

381430529 - Goldman Sachs Access Treasury 0-1 Year ETF
$278,144 Holding
78462F103 - SPDR S&P 500 ETF Trust
$214,323 Holding
060505104 - Bank of America
$208,613 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
232,284 shares (about $20.01M)
Vanguard Mega Cap Growth ETF
7,752 shares (about $681.48K)
Vanguard Total International Bond ETF
10,382 shares (about $502.80K)
Vanguard Short-Term Bond ETF
6,395 shares (about $498.23K)
Vanguard Long-Term Bond ETF
4,273 shares (about $294.54K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
319 shares (about $118.05K)
Vanguard Total International Stock ETF
1,031 shares (about $88.14K)
iShares Core S&P 500 ETF
97 shares (about $72.64K)
Vanguard Total Bond Market ETF
367 shares (about $26.94K)
SPDR Gold Shares
55 shares (about $20.26K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDipaolo Financial Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$23,780,952$20,008,964 â–²530.5%276,07315.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$23,616,312$104,096 â–²0.4%331,45715.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$19,745,586$218,148 â–²1.1%90,60512.9%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$13,478,217$502,800 â–²3.9%278,3038.8%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,238,331$498,234 â–²4.2%157,0838.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,983,756$207,601 â–²2.7%133,7545.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$6,047,082$256,190 â–²4.4%129,1844.0%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$5,875,138$277,531 â–²5.0%139,1883.8%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$5,789,405$294,537 â–²5.4%83,9903.8%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$5,348,205$180,653 â–²3.5%64,9533.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,400,306$118,047 â–¼-2.6%11,8912.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,347,738$122,947 â–²3.8%4,8742.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,323,257$13,991 â–²0.6%3,1551.5%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,107,414$26,942 â–¼-1.3%28,7071.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,595,822$20,261 â–¼-1.3%4,3321.0%Finance
Apple Inc. stock logo
AAPL
Apple
$1,494,398$144,694 â–²10.7%5,1641.0%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,493,818$16,402 â–²1.1%3,5521.0%Auto/Tires/Trucks
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,454,821$88,142 â–¼-5.7%17,0171.0%ETF
ISHARES BITCOIN TRUST ETF
$964,578$35,620 â–²3.8%28,9750.6%SHS BEN INT
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$857,999$681,476 â–²386.1%9,7600.6%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$794,869$25,126 â–²3.3%5,0300.5%Financial Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$569,6240.0%6,4900.4%Utilities
Microsoft Corporation stock logo
MSFT
Microsoft
$522,634$13,803 â–²2.7%1,4010.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$503,3920.0%1,0060.3%Finance
Ball Corporation stock logo
BALL
Ball
$494,933$1,622 â–²0.3%7,9320.3%Industrials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$380,152$1,668 â–¼-0.4%1,5950.2%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$356,697$400 â–²0.1%1,7830.2%Computer and Technology
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$319,225$754 â–²0.2%7,1960.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$318,388$15,008 â–²4.9%8910.2%Computer and Technology
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$315,9320.0%11,5010.2%ETF
Vanguard Total Corporate Bond ETF stock logo
VTC
Vanguard Total Corporate Bond ETF
$307,694$691 â–²0.2%4,0060.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$305,7760.0%2550.2%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$302,995$19,048 â–²6.7%1,1930.2%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$300,104$1,058 â–²0.4%8510.2%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$299,556$72,642 â–¼-19.5%4000.2%ETF
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$293,807$10,894 â–¼-3.6%8900.2%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$293,694$14,848 â–¼-4.8%1,1670.2%Medical
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$278,144$278,144 â–²New Holding2,7770.2%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$273,435$286 â–²0.1%1,9100.2%Industrials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$267,976$22,398 â–²9.1%6,3290.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$260,385$7,206 â–¼-2.7%7950.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$255,770$563 â–²0.2%4540.2%Computer and Technology
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$250,088$982 â–¼-0.4%2,5470.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$224,389$1,027 â–¼-0.5%1,5300.1%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$214,323$214,323 â–²New Holding2870.1%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$212,5030.0%7860.1%Retail/Wholesale
Bank of America Corporation stock logo
BAC
Bank of America
$208,613$208,613 â–²New Holding3,6610.1%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$247,856 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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