StockDriftsStockDriftsTop 47 DiPaolo Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 15.54% | 276.1K | $23.8M | +5.08%(+13.34K) | $79.79(+11.62%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 15.43% | 331.5K | $23.6M | +0.44%(+1.46K) | $61.53(+18.61%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 12.9% | 90.6K | $19.7M | +1.12%(+1.00K) | $189.81(+18.96%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 8.81% | 278.3K | $13.5M | +3.88%(+10.38K) | $48.18(-0.71%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 8% | 157.1K | $12.2M | +4.24%(+6.39K) | $78.77(-1.60%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.22% | 133.8K | $8.0M | +2.67%(+3.48K) | $54.01(+11.83%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.95% | 129.2K | $6.0M | +4.42%(+5.47K) | $47.01(-1.80%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.84% | 139.2K | $5.9M | +4.96%(+6.58K) | $42.38(-1.66%) | 2026-06-30 | |
| BLV | VANGUARD BD INDEX FDS | 3.78% | 84.0K | $5.8M | +5.36%(+4.27K) | $69.89(-5.42%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.49% | 65.0K | $5.3M | +3.50%(+2.19K) | $69.49(+20.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.02% |
DiPaolo Financial Group, Inc. reports $153.07M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are VUG (15.5%), VEA (15.4%) and VTV (12.9%). The top 20 holdings account for 94.06% of reported assets. Its disclosed equity book has returned +6.40% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from DiPaolo Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111462). View DiPaolo Financial Group, Inc.’s 13F filings on SEC