Filed: 7/9/2026ACC: 0002085853-26-000674
📋 What this filing means
DIPAOLO FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $153.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$153.07M
Total AUM (reported)
1.88M
Total Shares
Allocation by class
GROWTH ETF$23.78M15.5%
VAN FTSE DEV MKT$23.62M15.4%
VALUE ETF$19.75M12.9%
TOTAL INT BD ETF$13.48M8.8%
SHORT TRM BOND$12.24M8.0%
COM$8.26M5.4%
FTSE EMR MKT ETF$7.98M5.2%
Portfolio Concentration
Top 3$67.14M43.9%
4–10$56.76M37.1%
11–25$22.93M15.0%
Rest$6.24M4.1%
Top 3 weight
43.9%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 1.88M
Sole
Full voting authority
1.88M
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)
Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:
VANGUARD INDEX FDS
SOLEShares276.07K
TypeSH
Market value$23.78M
15.54%
Sole
276.07K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares331.46K
TypeSH
Market value$23.62M
15.43%
Sole
331.46K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares90.61K
TypeSH
Market value$19.75M
12.90%
Sole
90.61K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares278.30K
TypeSH
Market value$13.48M
8.81%
Sole
278.30K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares157.08K
TypeSH
Market value$12.24M
8.00%
Sole
157.08K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares133.75K
TypeSH
Market value$7.98M
5.22%
Sole
133.75K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares129.18K
TypeSH
Market value$6.05M
3.95%
Sole
129.18K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares139.19K
TypeSH
Market value$5.88M
3.84%
Sole
139.19K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares83.99K
TypeSH
Market value$5.79M
3.78%
Sole
83.99K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares64.95K
TypeSH
Market value$5.35M
3.49%
Sole
64.95K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares11.89K
TypeSH
Market value$4.40M
2.87%
Sole
11.89K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.87K
TypeSH
Market value$3.35M
2.19%
Sole
4.87K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.15K
TypeSH
Market value$2.32M
1.52%
Sole
3.15K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares28.71K
TypeSH
Market value$2.11M
1.38%
Sole
28.71K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares4.33K
TypeSH
Market value$1.60M
1.04%
Sole
4.33K
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.16K
TypeSH
Market value$1.49M
0.98%
Sole
5.16K
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.55K
TypeSH
Market value$1.49M
0.98%
Sole
3.55K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares17.02K
TypeSH
Market value$1.45M
0.95%
Sole
17.02K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares28.98K
TypeSH
Market value$964.6K
0.63%
Sole
28.98K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares9.76K
TypeSH
Market value$858.0K
0.56%
Sole
9.76K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares5.03K
TypeSH
Market value$794.9K
0.52%
Sole
5.03K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares6.49K
TypeSH
Market value$569.6K
0.37%
Sole
6.49K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.40K
TypeSH
Market value$522.6K
0.34%
Sole
1.40K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.01K
TypeSH
Market value$503.4K
0.33%
Sole
1.01K
Shared
0.00
None
0.00
BALL CORP
SOLEShares7.93K
TypeSH
Market value$494.9K
0.32%
Sole
7.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 276.07K | SH | $23.78M 15.54% | 276.07K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 331.46K | SH | $23.62M 15.43% | 331.46K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 90.61K | SH | $19.75M 12.90% | 90.61K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 278.30K | SH | $13.48M 8.81% | 278.30K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 157.08K | SH | $12.24M 8.00% | 157.08K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 133.75K | SH | $7.98M 5.22% | 133.75K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 129.18K | SH | $6.05M 3.95% | 129.18K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 139.19K | SH | $5.88M 3.84% | 139.19K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 83.99K | SH | $5.79M 3.78% | 83.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 64.95K | SH | $5.35M 3.49% | 64.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.89K | SH | $4.40M 2.87% | 11.89K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.87K | SH | $3.35M 2.19% | 4.87K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.15K | SH | $2.32M 1.52% | 3.15K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 28.71K | SH | $2.11M 1.38% | 28.71K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.33K | SH | $1.60M 1.04% | 4.33K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.16K | SH | $1.49M 0.98% | 5.16K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.55K | SH | $1.49M 0.98% | 3.55K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 17.02K | SH | $1.45M 0.95% | 17.02K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 28.98K | SH | $964.6K 0.63% | 28.98K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 9.76K | SH | $858.0K 0.56% | 9.76K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 5.03K | SH | $794.9K 0.52% | 5.03K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 6.49K | SH | $569.6K 0.37% | 6.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.40K | SH | $522.6K 0.34% | 1.40K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $503.4K 0.33% | 1.01K | 0.00 | 0.00 |
BALL CORPSOLE | COM | 7.93K | SH | $494.9K 0.32% | 7.93K | 0.00 | 0.00 |
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