DiPaolo Financial Group, Inc.

Est. AUM

$137.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$21.1M	329996	15.39%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$19.1M	43789	13.92%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$17.6M	89604	12.80%	SOLE
4	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$12.9M	267921	9.37%	SOLE
5	VANGUARD BD INDEX FDS	SHORT TRM BOND	$11.8M	150688	8.60%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.0M	130276	5.12%	SOLE
7	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$5.8M	123711	4.23%	SOLE
8	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$5.6M	132613	4.08%	SOLE
9	VANGUARD BD INDEX FDS	LONG TERM BOND	$5.5M	79717	3.99%	SOLE
10	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.5M	62759	3.25%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	12210	2.85%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.8M	4695	2.04%	SOLE
13	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.1M	29074	1.56%	SOLE
14	SPDR GOLD TR	GOLD SHS	$1.9M	4387	1.37%	SOLE
15	INVESCO QQQ TR	UNIT SER 1	$1.8M	3136	1.32%	SOLE
16	VANGUARD STAR FDS	VG TL INTL STK F	$1.4M	18048	1.01%	SOLE
17	TESLA INC	COM	$1.3M	3513	0.95%	SOLE
18	APPLE INC	COM	$1.2M	4664	0.86%	SOLE
19	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.1M	27905	0.78%	SOLE
20	VANGUARD WORLD FD	MEGA GRWTH IND	$738K	2008	0.54%	SOLE
21	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$721K	4871	0.52%	SOLE
22	NEXTERA ENERGY INC	COM	$603K	6490	0.44%	SOLE
23	MICROSOFT CORP	COM	$505K	1364	0.37%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$482K	1006	0.35%	SOLE
25	BALL CORP	COM	$467K	7906	0.34%	SOLE
26	AMAZON COM INC	COM	$334K	1602	0.24%	SOLE
27	ISHARES TR	CORE S&P500 ETF	$325K	497	0.24%	SOLE
28	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$312K	11501	0.23%	SOLE
29	NVIDIA CORPORATION	COM	$311K	1781	0.23%	SOLE
30	VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$307K	3997	0.22%	SOLE
31	VERIZON COMMUNICATIONS INC	COM	$291K	5800	0.21%	SOLE
32	HOME DEPOT INC	COM	$279K	848	0.20%	SOLE
33	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$279K	7179	0.20%	SOLE
34	JOHNSON & JOHNSON	COM	$273K	1118	0.20%	SOLE
35	TRAVELERS COMPANIES INC	COM	$269K	923	0.20%	SOLE
36	ABBVIE INC	COM	$267K	1226	0.19%	SOLE
37	META PLATFORMS INC	CL A	$259K	453	0.19%	SOLE
38	EMERSON ELEC CO	COM	$250K	1908	0.18%	SOLE
39	EXXON MOBIL CORP	COM	$248K	1461	0.18%	SOLE
40	MCDONALDS CORP	COM	$244K	786	0.18%	SOLE
41	ALPHABET INC	CAP STK CL A	$244K	849	0.18%	SOLE
42	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$241K	2557	0.18%	SOLE
43	JPMORGAN CHASE & CO	COM	$240K	817	0.17%	SOLE
44	ELI LILLY & CO	COM	$234K	255	0.17%	SOLE
45	PROCTER & GAMBLE CO	COM	$222K	1537	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.