Dipaolo Financial Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Dipaolo Financial Group, Inc. disclosed 47 stock positions valued at approximately $153.07M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 47
- Portfolio Value
- $153.07M
Holdings by Sector
Dipaolo Financial Group, Inc. Portfolio Holdings in Q2 2026
47 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 15.54% | 276,073 | +232,284 | +530.46% | $23,780,952 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 15.43% | 331,457 | +1,461 | +0.44% | $23,616,312 |
| VANGUARD INDEX FDS | VTV | Other | 12.90% | 90,605 | +1,001 | +1.12% | $19,745,586 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 8.81% | 278,303 | +10,382 | +3.88% | $13,478,217 |
| VANGUARD BD INDEX FDS | BSV | Other | 8.00% | 157,083 | +6,395 | +4.24% | $12,238,331 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.22% | 133,754 | +3,478 | +2.67% | $7,983,756 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 3.95% | 129,184 | +5,473 | +4.42% | $6,047,082 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 3.84% | 139,188 | +6,575 | +4.96% | $5,875,138 |
| VANGUARD BD INDEX FDS | BLV | Other | 3.78% | 83,990 | +4,273 | +5.36% | $5,789,405 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 3.49% | 64,953 | +2,194 | +3.50% | $5,348,205 |
| VANGUARD INDEX FDS | VTI | Other | 2.87% | 11,891 | -319 | -2.61% | $4,400,306 |
| VANGUARD INDEX FDS | VOO | Other | 2.19% | 4,874 | +179 | +3.81% | $3,347,738 |
| INVESCO QQQ TR | QQQ | Other | 1.52% | 3,155 | +19 | +0.61% | $2,323,257 |
| VANGUARD BD INDEX FDS | BND | Other | 1.38% | 28,707 | -367 | -1.26% | $2,107,414 |
| SPDR GOLD TR | GLD | Other | 1.04% | 4,332 | -55 | -1.25% | $1,595,822 |
| APPLE INC | AAPL | Technology | 0.98% | 5,164 | +500 | +10.72% | $1,494,398 |
| TESLA INC | TSLA | Consumer Cyclical | 0.98% | 3,552 | +39 | +1.11% | $1,493,818 |
| VANGUARD STAR FDS | VXUS | Other | 0.95% | 17,017 | -1,031 | -5.71% | $1,454,821 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.63% | 28,975 | +1,070 | +3.83% | $964,578 |
| VANGUARD WORLD FD | MGK | Other | 0.56% | 9,760 | +7,752 | +386.06% | $857,999 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.52% | 5,030 | +159 | +3.26% | $794,869 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.37% | 6,490 | - | - | $569,624 |
| MICROSOFT CORP | MSFT | Technology | 0.34% | 1,401 | +37 | +2.71% | $522,634 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 1,006 | - | - | $503,392 |
| BALL CORP | BALL | Consumer Cyclical | 0.32% | 7,932 | +26 | +0.33% | $494,933 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.25% | 1,595 | -7 | -0.44% | $380,152 |
| NVIDIA CORPORATION | NVDA | Technology | 0.23% | 1,783 | +2 | +0.11% | $356,697 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.21% | 7,196 | +17 | +0.24% | $319,225 |
| ALPHABET INC | GOOGL | Communication Services | 0.21% | 891 | +42 | +4.95% | $318,388 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.21% | 11,501 | - | - | $315,932 |
| VANGUARD SCOTTSDALE FDS | VTC | Other | 0.20% | 4,006 | +9 | +0.23% | $307,694 |
| ELI LILLY & CO | LLY | Healthcare | 0.20% | 255 | - | - | $305,776 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.20% | 1,193 | +75 | +6.71% | $302,995 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.20% | 851 | +3 | +0.35% | $300,104 |
| ISHARES TR | IVV | Other | 0.20% | 400 | -97 | -19.52% | $299,556 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.19% | 890 | -33 | -3.58% | $293,807 |
| ABBVIE INC | ABBV | Healthcare | 0.19% | 1,167 | -59 | -4.81% | $293,694 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.18% | 2,777 | +2,777 | +100.00% | $278,144 |
| EMERSON ELEC CO | EMR | Industrials | 0.18% | 1,910 | +2 | +0.10% | $273,435 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.18% | 6,329 | +529 | +9.12% | $267,976 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.17% | 795 | -22 | -2.69% | $260,385 |
| META PLATFORMS INC | META | Communication Services | 0.17% | 454 | +1 | +0.22% | $255,770 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.16% | 2,547 | -10 | -0.39% | $250,088 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.15% | 1,530 | -7 | -0.46% | $224,389 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.14% | 287 | +287 | +100.00% | $214,323 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.14% | 786 | - | - | $212,503 |
| BANK OF AMER CORP | BAC | Financial Services | 0.14% | 3,661 | +3,661 | +100.00% | $208,613 |