Filed: 2/24/2026ACC: 0002085853-26-000284
📋 What this filing means
DIPAOLO FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $93.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$93.95M
Total AUM (reported)
933.08K
Total Shares
Allocation by class
VAN FTSE DEV MKT$17.48M18.6%
GROWTH ETF$16.90M18.0%
VALUE ETF$13.95M14.9%
SHORT TRM BOND$8.90M9.5%
FTSE EMR MKT ETF$5.90M6.3%
MTG-BKD SECS ETF$4.51M4.8%
LONG TERM BOND$4.27M4.5%
Portfolio Concentration
Top 3$48.33M51.4%
4–10$32.47M34.6%
11–25$11.75M12.5%
Rest$1.39M1.5%
Top 3 weight
51.4%
Top 10 weight
86.0%
Voting Authority Distribution
Total shares with voting rights: 933.08K
Sole
Full voting authority
933.08K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares279.81K
TypeSH
Market value$17.48M
18.61%
Sole
279.81K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares34.64K
TypeSH
Market value$16.90M
17.99%
Sole
34.64K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares73.06K
TypeSH
Market value$13.95M
14.85%
Sole
73.06K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares112.96K
TypeSH
Market value$8.90M
9.48%
Sole
112.96K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares109.74K
TypeSH
Market value$5.90M
6.28%
Sole
109.74K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares95.70K
TypeSH
Market value$4.51M
4.80%
Sole
95.70K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares61.45K
TypeSH
Market value$4.27M
4.55%
Sole
61.45K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares53.11K
TypeSH
Market value$3.70M
3.94%
Sole
53.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.75K
TypeSH
Market value$2.93M
3.12%
Sole
8.75K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.60K
TypeSH
Market value$2.26M
2.40%
Sole
3.60K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares20.33K
TypeSH
Market value$1.51M
1.60%
Sole
20.33K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.06K
TypeSH
Market value$1.27M
1.35%
Sole
2.06K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares3.02K
TypeSH
Market value$1.20M
1.27%
Sole
3.02K
Shared
0.00
None
0.00
TESLA INC
SOLEShares2.28K
TypeSH
Market value$1.02M
1.09%
Sole
2.28K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares18.77K
TypeSH
Market value$932.1K
0.99%
Sole
18.77K
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.37K
TypeSH
Market value$916.3K
0.98%
Sole
3.37K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares12.07K
TypeSH
Market value$910.7K
0.97%
Sole
12.07K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares2.01K
TypeSH
Market value$828.6K
0.88%
Sole
2.01K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares4.77K
TypeSH
Market value$684.9K
0.73%
Sole
4.77K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.14K
TypeSH
Market value$548.7K
0.58%
Sole
1.14K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares6.49K
TypeSH
Market value$521.0K
0.55%
Sole
6.49K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares886.00
TypeSH
Market value$445.3K
0.47%
Sole
886.00
Shared
0.00
None
0.00
BALL CORP
SOLEShares7.37K
TypeSH
Market value$390.4K
0.42%
Sole
7.37K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares1.01K
TypeSH
Market value$292.4K
0.31%
Sole
1.01K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares3.71K
TypeSH
Market value$287.6K
0.31%
Sole
3.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 279.81K | SH | $17.48M 18.61% | 279.81K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 34.64K | SH | $16.90M 17.99% | 34.64K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 73.06K | SH | $13.95M 14.85% | 73.06K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 112.96K | SH | $8.90M 9.48% | 112.96K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 109.74K | SH | $5.90M 6.28% | 109.74K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 95.70K | SH | $4.51M 4.80% | 95.70K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 61.45K | SH | $4.27M 4.55% | 61.45K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 53.11K | SH | $3.70M 3.94% | 53.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.75K | SH | $2.93M 3.12% | 8.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.60K | SH | $2.26M 2.40% | 3.60K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 20.33K | SH | $1.51M 1.60% | 20.33K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.06K | SH | $1.27M 1.35% | 2.06K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 3.02K | SH | $1.20M 1.27% | 3.02K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.28K | SH | $1.02M 1.09% | 2.28K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 18.77K | SH | $932.1K 0.99% | 18.77K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.37K | SH | $916.3K 0.98% | 3.37K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 12.07K | SH | $910.7K 0.97% | 12.07K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 2.01K | SH | $828.6K 0.88% | 2.01K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 4.77K | SH | $684.9K 0.73% | 4.77K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.14K | SH | $548.7K 0.58% | 1.14K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 6.49K | SH | $521.0K 0.55% | 6.49K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 886.00 | SH | $445.3K 0.47% | 886.00 | 0.00 | 0.00 |
BALL CORPSOLE | COM | 7.37K | SH | $390.4K 0.42% | 7.37K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 1.01K | SH | $292.4K 0.31% | 1.01K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 3.71K | SH | $287.6K 0.31% | 3.71K | 0.00 | 0.00 |
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