DiPaolo Financial Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), DiPaolo Financial Group, Inc. reported 45 stock positions worth $137.4 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 15.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 13.9%) and Vanguard Mrngstr Val ETF-Aui (VTV, 12.8%). Compared with Q4 2025, it opened 14 new positions, added to 30 and reduced 1. The biggest buy was a new position in Vanguard Total Intl Bond ETF (BNDX) and the biggest sale Travelers Cos (TRV, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- LUTZ, FL
- CIK
- 0002111462
- Portfolio Value
- $137.4M (Q1 2026)
- SEC Filing
- 0002085853-26-000484 ↗ filed Apr 24, 2026
Holdings Value
Holdings 45 stocks · $137.4M
| VEA Vanguard Ftse Developed ETF | 15.39% | 329,996 | $21.1M | Add +17.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 13.92% | 43,789 | $19.1M | Add +26.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 12.80% | 89,604 | $17.6M | Add +22.6% |
| BNDX Vanguard Total Intl Bond ETF | 9.37% | 267,921 | $12.9M | New |
| BSV Vanguard Short-Term Bond ETF | 8.60% | 150,688 | $11.8M | Add +33.4% |
| VWO Vanguard Ftse Emerging Marke | 5.12% | 130,276 | $7.0M | Add +18.7% |
| VMBS Vanguard Mortgage-Backed Sec | 4.23% | 123,711 | $5.8M | Add +29.3% |
| DFCF Dimensional Core Fixed Inc. | 4.07% | 132,613 | $5.6M | New |
| BLV Vanguard Long-Term Bond ETF | 3.99% | 79,717 | $5.5M | Add +29.7% |
| DFAS Dimensional US Small Cap ETF | 3.25% | 62,759 | $4.5M | Add +18.2% |
| VTI VG Morningstar TS MKT ETF-US | 2.85% | 12,210 | $3.9M | Add +39.5% |
| VOO Vanguard S&P 500 ETF | 2.04% | 4,695 | $2.8M | Add +30.5% |
| BND Vanguard Total Bond Market | 1.56% | 29,074 | $2.1M | Add +43.0% |
| GLD SPDR Gold Shares | 1.37% | 4,387 | $1.9M | Add +45.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.32% | 3,136 | $1.8M | Add +51.9% |
| VXUS Vanguard Total Intl Stock | 1.01% | 18,048 | $1.4M | Add +49.5% |
| TSLA Tesla Inc. | 0.95% | 3,513 | $1.3M | Add +54.2% |
| AAPL Apple Inc. | 0.86% | 4,664 | $1.2M | Add +38.4% |
| IBIT iShares Bitcoin Trust ETF | 0.78% | 27,905 | $1.1M | Add +48.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.54% | 2,008 | $738K | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.53% | 4,871 | $721K | Add +2.1% |
| NEE Nextera Energy Inc. | 0.44% | 6,490 | $603K | Add +0.0% |
| MSFT Microsoft Corp. | 0.37% | 1,364 | $505K | Add +20.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,006 | $482K | Add +13.5% |
| BALL Ball Corp. | 0.34% | 7,906 | $467K | Add +7.3% |
| AMZN Amazon.com Inc. | 0.24% | 1,602 | $334K | New |
| IVV iShares Core S&P 500 ETF | 0.24% | 497 | $325K | Add +65.7% |
| CGMU Cap Group Municipal Income | 0.23% | 11,501 | $312K | New |
| NVDA Nvidia Corp. | 0.23% | 1,781 | $311K | New |
| VTC Vanguard Total Corporate BND | 0.22% | 3,997 | $307K | Add +7.9% |
| VZ Verizon Communications Inc. | 0.21% | 5,800 | $291K | New |
| HD Home Depot Inc. | 0.20% | 848 | $279K | Add +36.3% |
| DFAC Dimensional US Core Equity 2 | 0.20% | 7,179 | $279K | Add +0.3% |
| JNJ Johnson & Johnson | 0.20% | 1,118 | $273K | New |
| TRV The Travelers Cos Inc. | 0.20% | 923 | $269K | Reduce -8.4% |
| ABBV Abbvie Inc. | 0.19% | 1,226 | $267K | New |
| META Meta Platforms Inc. Class A | 0.19% | 453 | $259K | Add +42.9% |
| EMR Emerson Electric Co. | 0.18% | 1,908 | $250K | New |
| XOM Exxon Mobil Corp. | 0.18% | 1,461 | $248K | New |
| MCD McDonald's Corp. | 0.18% | 786 | $244K | New |
| GOOGL Alphabet Inc. Class A | 0.18% | 849 | $244K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.18% | 2,557 | $241K | Add +9.8% |
| JPM JPMorgan Chase & Co. | 0.17% | 817 | $240K | New |
| LLY Eli Lilly & Co. | 0.17% | 255 | $234K | Add +2.0% |
| PG The Procter & Gamble Co. | 0.16% | 1,537 | $222K | New |
Portfolio Sells Q4 2025 → Q1 2026
| TRV The Travelers Cos Inc. | Reduce -8.4% | 0.20% | −0.12 |
Portfolio Buys Q4 2025 → Q1 2026
| BNDX Vanguard Total Intl Bond ETF | New | 9.37% | +9.37 |
| DFCF Dimensional Core Fixed Inc. | New | 4.07% | +4.07 |
| AMZN Amazon.com Inc. | New | 0.24% | +0.24 |
| CGMU Cap Group Municipal Income | New | 0.23% | +0.23 |
| NVDA Nvidia Corp. | New | 0.23% | +0.23 |
| VZ Verizon Communications Inc. | New | 0.21% | +0.21 |
| JNJ Johnson & Johnson | New | 0.20% | +0.20 |
| ABBV Abbvie Inc. | New | 0.19% | +0.19 |
| EMR Emerson Electric Co. | New | 0.18% | +0.18 |
| XOM Exxon Mobil Corp. | New | 0.18% | +0.18 |
| MCD McDonald's Corp. | New | 0.18% | +0.18 |
| GOOGL Alphabet Inc. Class A | New | 0.18% | +0.18 |
| JPM JPMorgan Chase & Co. | New | 0.17% | +0.17 |
| PG The Procter & Gamble Co. | New | 0.16% | +0.16 |
| GLD SPDR Gold Shares | Add +45.4% | 1.37% | +0.10 |
| VXUS Vanguard Total Intl Stock | Add +49.5% | 1.01% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +65.7% | 0.24% | +0.02 |
| HD Home Depot Inc. | Add +36.3% | 0.20% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +51.9% | 1.32% | −0.03 |
| META Meta Platforms Inc. Class A | Add +42.9% | 0.19% | −0.03 |
| BND Vanguard Total Bond Market | Add +43.0% | 1.56% | −0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +9.8% | 0.18% | −0.05 |
| BALL Ball Corp. | Add +7.3% | 0.34% | −0.08 |
| VTC Vanguard Total Corporate BND | Add +7.9% | 0.22% | −0.08 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 0.20% | −0.10 |
| AAPL Apple Inc. | Add +38.4% | 0.86% | −0.11 |
| LLY Eli Lilly & Co. | Add +2.0% | 0.17% | −0.12 |
| NEE Nextera Energy Inc. | Add +0.0% | 0.44% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +13.5% | 0.35% | −0.12 |
| TSLA Tesla Inc. | Add +54.2% | 0.95% | −0.14 |
| VYM Vanguard High DVD Yield ETF | Add +2.1% | 0.53% | −0.20 |
| IBIT iShares Bitcoin Trust ETF | Add +48.6% | 0.78% | −0.21 |
| MSFT Microsoft Corp. | Add +20.2% | 0.37% | −0.22 |
| VTI VG Morningstar TS MKT ETF-US | Add +39.5% | 2.85% | −0.27 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 0.54% | −0.34 |
| VOO Vanguard S&P 500 ETF | Add +30.5% | 2.04% | −0.36 |
| BLV Vanguard Long-Term Bond ETF | Add +29.7% | 3.99% | −0.56 |
| VMBS Vanguard Mortgage-Backed Sec | Add +29.3% | 4.23% | −0.57 |
| DFAS Dimensional US Small Cap ETF | Add +18.2% | 3.25% | −0.69 |
| BSV Vanguard Short-Term Bond ETF | Add +33.4% | 8.60% | −0.88 |
| VWO Vanguard Ftse Emerging Marke | Add +18.7% | 5.12% | −1.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +22.6% | 12.80% | −2.06 |
| VEA Vanguard Ftse Developed ETF | Add +17.9% | 15.39% | −3.22 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +26.4% | 13.92% | −4.07 |