Filed: 4/24/2026ACC: 0002085853-26-000484
📋 What this filing means
DIPAOLO FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $137.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$137.40M
Total AUM (reported)
1.59M
Total Shares
Allocation by class
VAN FTSE DEV MKT$21.15M15.4%
GROWTH ETF$19.13M13.9%
VALUE ETF$17.58M12.8%
TOTAL INT BD ETF$12.87M9.4%
SHORT TRM BOND$11.82M8.6%
COM$7.53M5.5%
FTSE EMR MKT ETF$7.04M5.1%
Portfolio Concentration
Top 3$57.85M42.1%
4–10$53.08M38.6%
11–25$21.03M15.3%
Rest$5.43M4.0%
Top 3 weight
42.1%
Top 10 weight
80.7%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Sole
Full voting authority
1.59M
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)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares330K
TypeSH
Market value$21.15M
15.39%
Sole
330K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares43.79K
TypeSH
Market value$19.13M
13.92%
Sole
43.79K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares89.60K
TypeSH
Market value$17.58M
12.80%
Sole
89.60K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares267.92K
TypeSH
Market value$12.87M
9.37%
Sole
267.92K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares150.69K
TypeSH
Market value$11.82M
8.60%
Sole
150.69K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares130.28K
TypeSH
Market value$7.04M
5.12%
Sole
130.28K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares123.71K
TypeSH
Market value$5.81M
4.23%
Sole
123.71K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares132.61K
TypeSH
Market value$5.60M
4.07%
Sole
132.61K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares79.72K
TypeSH
Market value$5.48M
3.99%
Sole
79.72K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares62.76K
TypeSH
Market value$4.46M
3.25%
Sole
62.76K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares12.21K
TypeSH
Market value$3.92M
2.85%
Sole
12.21K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.70K
TypeSH
Market value$2.81M
2.04%
Sole
4.70K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares29.07K
TypeSH
Market value$2.14M
1.56%
Sole
29.07K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares4.39K
TypeSH
Market value$1.89M
1.37%
Sole
4.39K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.14K
TypeSH
Market value$1.81M
1.32%
Sole
3.14K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares18.05K
TypeSH
Market value$1.39M
1.01%
Sole
18.05K
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.51K
TypeSH
Market value$1.31M
0.95%
Sole
3.51K
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.66K
TypeSH
Market value$1.18M
0.86%
Sole
4.66K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares27.91K
TypeSH
Market value$1.07M
0.78%
Sole
27.91K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares2.01K
TypeSH
Market value$737.9K
0.54%
Sole
2.01K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares4.87K
TypeSH
Market value$721.4K
0.53%
Sole
4.87K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares6.49K
TypeSH
Market value$602.8K
0.44%
Sole
6.49K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.36K
TypeSH
Market value$504.8K
0.37%
Sole
1.36K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.01K
TypeSH
Market value$482.1K
0.35%
Sole
1.01K
Shared
0.00
None
0.00
BALL CORP
SOLEShares7.91K
TypeSH
Market value$467.3K
0.34%
Sole
7.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 330K | SH | $21.15M 15.39% | 330K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 43.79K | SH | $19.13M 13.92% | 43.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 89.60K | SH | $17.58M 12.80% | 89.60K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 267.92K | SH | $12.87M 9.37% | 267.92K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 150.69K | SH | $11.82M 8.60% | 150.69K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 130.28K | SH | $7.04M 5.12% | 130.28K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 123.71K | SH | $5.81M 4.23% | 123.71K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 132.61K | SH | $5.60M 4.07% | 132.61K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 79.72K | SH | $5.48M 3.99% | 79.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 62.76K | SH | $4.46M 3.25% | 62.76K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.21K | SH | $3.92M 2.85% | 12.21K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.70K | SH | $2.81M 2.04% | 4.70K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 29.07K | SH | $2.14M 1.56% | 29.07K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.39K | SH | $1.89M 1.37% | 4.39K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.14K | SH | $1.81M 1.32% | 3.14K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 18.05K | SH | $1.39M 1.01% | 18.05K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.51K | SH | $1.31M 0.95% | 3.51K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.66K | SH | $1.18M 0.86% | 4.66K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 27.91K | SH | $1.07M 0.78% | 27.91K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 2.01K | SH | $737.9K 0.54% | 2.01K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 4.87K | SH | $721.4K 0.53% | 4.87K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 6.49K | SH | $602.8K 0.44% | 6.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.36K | SH | $504.8K 0.37% | 1.36K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $482.1K 0.35% | 1.01K | 0.00 | 0.00 |
BALL CORPSOLE | COM | 7.91K | SH | $467.3K 0.34% | 7.91K | 0.00 | 0.00 |
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