Dipalo Financial Group Investment Activity in Q3 2026
Dipalo Financial Group's portfolio saw notable shifts during the third quarter of 2026, with significant increases across several ETF holdings and adjustments to existing positions.
Introduction
Dipalo Financial Group Inc. (investor_slug: dipaolo-financial-group-inc) managed a substantial portfolio valued at $153,068,233 as of June 30th, 2026. This filing reveals key changes in their holdings during the most recent quarter.
Major Purchases
The investor demonstrated strong buying activity this quarter, significantly increasing allocations to several core holdings:
- VUG (Vanguard S&P 500 Growth ETF) saw a massive increase of over half its shares (+232,284 shares), representing an unprecedented +530.46% change from the previous quarter.
- BNDX (Vanguard Charlotte Total Bond Market ETF) increased its position by +10,382 shares (+3.88%), a moderate but steady addition to their fixed income allocation.
- The Dimensional funds show notable growth: DFCF added +6,575 shares (+4.96%) and VXUS (Vanguard STAR Fund) experienced a decrease of -1,031 shares (-5.71%).
Moderate Changes & New Positions
In addition to the large ETFs, Dipalo Financial Group also bolstered positions in other funds and added new holdings:
- BSV (Vanguard Balanced Index Fund) increased by +6,395 shares (+4.24%), continuing its positive trajectory.
- VMBS added +5,473 shares (+4.42%) to the portfolio.
- BLV (Vanguard Short-Term Bond ETF) increased by +4,273 shares (+5.36%).
- A new position was initiated with MGK (Vanguard World Funds ETF), adding 9,760 shares at a value contributing approximately 0.56% to the overall portfolio.
Bank and Brokerage Holdings
The investor also maintained positions in financial services stocks:
- BAC (Bank of America Corporation), categorized under Financial Services, increased by +3,661 shares (+100.0%), indicating a strategic decision to add exposure to this bank.
- Additionally, Goldman Sachs ETF Trust (GBIL), another financial services holding, increased by +2,777 shares (+100.0%), suggesting confidence in the sector or this specific vehicle.
Significant Sells Observed
Dipalo Financial Group did not report any large-scale selling activities during this quarter based on the disclosed significant_sell_symbols list, which was empty for Q3 2026. However, they reduced their position in Vanguard STAR Fund (VXUS) by -1,031 shares (-5.71%), a moderate decrease.
Diversification and Holdings Count
The portfolio currently holds 47 distinct positions as of the reporting date. The top five holdings account for approximately 60.67% of the total value, reflecting a concentrated approach in large-cap growth and fixed income strategies. Sector-wise, while most holdings are categorized under 'Unknown', there is exposure to various sectors including Financial Services (via BAC), Technology, Healthcare, and Communication Services.