DiPaolo Financial Group, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 24, 2026), DiPaolo Financial Group, Inc. reported 31 stock positions worth $93.9 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 18.6% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 18.0%) and Vanguard Mrngstr Val ETF-Aui (VTV, 14.9%).
- Most Recent 13F
- Q2 2026
- Location
- LUTZ, FL
- CIK
- 0002111462
- Portfolio Value
- $93.9M (Q4 2025)
- SEC Filing
- 0002085853-26-000284 ↗ filed Feb 24, 2026
Holdings Value
Holdings 31 stocks · $93.9M
| VEA Vanguard Ftse Developed ETF | 18.61% | 279,815 | $17.5M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 17.99% | 34,643 | $16.9M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 14.85% | 73,061 | $14.0M | — |
| BSV Vanguard Short-Term Bond ETF | 9.48% | 112,958 | $8.9M | — |
| VWO Vanguard Ftse Emerging Marke | 6.28% | 109,738 | $5.9M | — |
| VMBS Vanguard Mortgage-Backed Sec | 4.80% | 95,696 | $4.5M | — |
| BLV Vanguard Long-Term Bond ETF | 4.55% | 61,452 | $4.3M | — |
| DFAS Dimensional US Small Cap ETF | 3.94% | 53,108 | $3.7M | — |
| VTI VG Morningstar TS MKT ETF-US | 3.12% | 8,753 | $2.9M | — |
| VOO Vanguard S&P 500 ETF | 2.40% | 3,597 | $2.3M | — |
| BND Vanguard Total Bond Market | 1.60% | 20,329 | $1.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.35% | 2,064 | $1.3M | — |
| GLD SPDR Gold Shares | 1.27% | 3,018 | $1.2M | — |
| TSLA Tesla Inc. | 1.09% | 2,278 | $1.0M | — |
| IBIT iShares Bitcoin Trust ETF | 0.99% | 18,773 | $932K | — |
| AAPL Apple Inc. | 0.98% | 3,371 | $916K | — |
| VXUS Vanguard Total Intl Stock | 0.97% | 12,071 | $911K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.88% | 2,007 | $829K | — |
| VYM Vanguard High DVD Yield ETF | 0.73% | 4,772 | $685K | — |
| MSFT Microsoft Corp. | 0.58% | 1,135 | $549K | — |
| NEE Nextera Energy Inc. | 0.55% | 6,489 | $521K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 886 | $445K | — |
| BALL Ball Corp. | 0.42% | 7,370 | $390K | — |
| TRV The Travelers Cos Inc. | 0.31% | 1,008 | $292K | — |
| VTC Vanguard Total Corporate BND | 0.31% | 3,705 | $288K | — |
| DFAC Dimensional US Core Equity 2 | 0.30% | 7,160 | $283K | — |
| LLY Eli Lilly & Co. | 0.29% | 250 | $269K | — |
| HD Home Depot Inc. | 0.23% | 622 | $214K | — |
| VYMI Vanguard Int High DVD YLD Inc. | 0.22% | 2,329 | $210K | — |
| META Meta Platforms Inc. Class A | 0.22% | 317 | $209K | — |
| IVV iShares Core S&P 500 ETF | 0.22% | 300 | $205K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.