13F Insight
DOSSIER · 13F-HR · Q2 2026

DiPaolo Financial Group, Inc.

$153M in tracked AUM across 47 positions as of Q2 2026.

DF
CIK 0002111462 · last filed Jun 30, 2026
Total AUM
$153M
as of Q2 2026
Holdings
47
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

DiPaolo Financial Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$24M276K15.5%02
VEA
VANGUARD TAX-MANAGED FDS
$24M331K15.4%03
VTV
VANGUARD INDEX FDS
$20M91K12.9%04
BNDX
VANGUARD CHARLOTTE FDS
$13M278K8.8%05
BSV
VANGUARD BD INDEX FDS
$12M157K8.0%06
VWO
VANGUARD INTL EQUITY INDEX F
$8M134K5.2%07
VMBS
VANGUARD SCOTTSDALE FDS
$6M129K4.0%08
DFCF
DIMENSIONAL ETF TRUST
$6M139K3.8%09
BLV
VANGUARD BD INDEX FDS
$6M84K3.8%10
DFAS
DIMENSIONAL ETF TRUST
$5M65K3.5%

Filing history

2026Q2Jun 30
$153M▲ 62.9%
47 positionsView →2025Q4Dec 31
$94M—
31 positionsView →