DiPaolo Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 24, 2026, for the 2025 Q4 period, DiPaolo Financial Group, Inc. held in its portfolio 31 assets valued at $93,946,546 (i.e. $93.95M).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($17.48M), VANGUARD INDEX FDS ($16.90M), and VANGUARD INDEX FDS ($13.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 31 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DiPaolo Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 279815 | 17480043 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 34643 | 16900746 | GROWTH ETF |
| VANGUARD INDEX FDS | 73061 | 13953886 | VALUE ETF |
| VANGUARD BD INDEX FDS | 112958 | 8902252 | SHORT TRM BOND |
| VANGUARD INTL EQUITY INDEX F | 109738 | 5899491 | FTSE EMR MKT ETF |
| VANGUARD SCOTTSDALE FDS | 95696 | 4505347 | MTG-BKD SECS ETF |
| VANGUARD BD INDEX FDS | 61452 | 4272113 | LONG TERM BOND |
| DIMENSIONAL ETF TRUST | 53108 | 3700002 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 8753 | 2934582 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 3597 | 2255773 | S&P 500 ETF SHS |
| VANGUARD BD INDEX FDS | 20329 | 1505744 | TOTAL BND MRKT |
| INVESCO QQQ TR | 2064 | 1267751 | UNIT SER 1 |
| SPDR GOLD TR | 3018 | 1196064 | GOLD SHS |
| TESLA INC | 2278 | 1024462 | COM |
| ISHARES BITCOIN TRUST ETF | 18773 | 932079 | SHS BEN INT |
| APPLE INC | 3371 | 916316 | COM |
| VANGUARD STAR FDS | 12071 | 910672 | VG TL INTL STK F |
| VANGUARD WORLD FD | 2007 | 828605 | MEGA GRWTH IND |
| VANGUARD WHITEHALL FDS | 4772 | 684945 | HIGH DIV YLD |
| MICROSOFT CORP | 1135 | 548690 | COM |
| NEXTERA ENERGY INC | 6489 | 520973 | COM |
| BERKSHIRE HATHAWAY INC DEL | 886 | 445348 | CL B NEW |
| BALL CORP | 7370 | 390410 | COM |
| TRAVELERS COMPANIES INC | 1008 | 292380 | COM |
| VANGUARD SCOTTSDALE FDS | 3705 | 287628 | TOTAL CORP BND |
| DIMENSIONAL ETF TRUST | 7160 | 283483 | US CORE EQUITY 2 |
| ELI LILLY & CO | 250 | 268524 | COM |
| HOME DEPOT INC | 622 | 214049 | COM |
| VANGUARD WHITEHALL FDS | 2329 | 209610 | INTL HIGH ETF |
| META PLATFORMS INC | 317 | 209096 | CL A |
| ISHARES TR | 300 | 205482 | CORE S&P500 ETF |
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