Dipaolo Financial Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$137.4M
Q ending 2026-03-31
Prior quarter
$93.9M
Q ending 2025-12-31
Change
+46.3% QoQ
Positions
45
reported holdings
Largest positions
All 45 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax-Managed Fds | VEA | Shares | $21.1M | 330K |
| Vanguard Index Fds | VUG | Shares | $19.1M | 44K |
| Vanguard Index Fds | VTV | Shares | $17.6M | 90K |
| Vanguard Charlotte Fds | BNDX | Shares | $12.9M | 268K |
| Vanguard Bd Index Fds | BSV | Shares | $11.8M | 151K |
| Vanguard Intl Equity Index F | VWO | Shares | $7.0M | 130K |
| Vanguard Scottsdale Fds | VMBS | Shares | $5.8M | 124K |
| Dimensional Etf Trust | DFCF | Shares | $5.6M | 133K |
| Vanguard Bd Index Fds | BLV | Shares | $5.5M | 80K |
| Dimensional Etf Trust | DFAS | Shares | $4.5M | 63K |
| Vanguard Index Fds | VTI | Shares | $3.9M | 12K |
| Vanguard Index Fds | VOO | Shares | $2.8M | 5K |
| Vanguard Bd Index Fds | BND | Shares | $2.1M | 29K |
| Spdr Gold Tr | GLD | Shares | $1.9M | 4K |
| Invesco Qqq Tr | QQQ | Shares | $1.8M | 3K |
| Vanguard Star Fds | VXUS | Shares | $1.4M | 18K |
| Tesla Inc | TSLA | Shares | $1.3M | 4K |
| Apple Inc | AAPL | Shares | $1.2M | 5K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.1M | 28K |
| Vanguard World Fd | MGK | Shares | $738K | 2K |
| Vanguard Whitehall Fds | VYM | Shares | $721K | 5K |
| Nextera Energy Inc | NEE | Shares | $603K | 6K |
| Microsoft Corp | MSFT | Shares | $505K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $482K | 1K |
| Ball Corp | BALL | Shares | $467K | 8K |
| Amazon Com Inc | AMZN | Shares | $334K | 2K |
| Ishares Tr | IVV | Shares | $325K | 497 |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $312K | 12K |
| Nvidia Corporation | NVDA | Shares | $311K | 2K |
| Vanguard Scottsdale Fds | VTC | Shares | $307K | 4K |
| Verizon Communications Inc | VZ | Shares | $291K | 6K |
| Home Depot Inc | HD | Shares | $279K | 848 |
| Dimensional Etf Trust | DFAC | Shares | $279K | 7K |
| Johnson & Johnson | JNJ | Shares | $273K | 1K |
| Travelers Companies Inc | TRV | Shares | $269K | 923 |
| Abbvie Inc | ABBV | Shares | $267K | 1K |
| Meta Platforms Inc | META | Shares | $259K | 453 |
| Emerson Elec Co | EMR | Shares | $250K | 2K |
| Exxon Mobil Corp | XOM | Shares | $248K | 1K |
| Mcdonalds Corp | MCD | Shares | $244K | 786 |
| Alphabet Inc | GOOGL | Shares | $244K | 849 |
| Vanguard Whitehall Fds | VYMI | Shares | $241K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $240K | 817 |
| Eli Lilly & Co | LLY | Shares | $234K | 255 |
| Procter & Gamble Co | PG | Shares | $222K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.