DiPaolo Financial Group
DiPaolo Financial Group reported 47 stocks worth $153M in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are VUG (15.5%), VEA (15.4%) and VTV (12.9%). Compared with Q1 2026, the fund opened new positions in GBIL, SPY and BAC, added to VUG, VEA and VTV, trimmed VTI, BND and GLD and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $23.8M | 15.5% | 276K | +232K (+530%) | 3 of 3 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $23.6M | 15.4% | 331K | +1,461 (+0%) | 3 of 3 | |
| 3 |  VTV Vanguard Index Fds | $19.7M | 12.9% | 91K | +1,001 (+1%) | 3 of 3 | |
| 4 |  BNDX Vanguard Total | $13.5M | 8.8% | 278K | +10K (+4%) | 2 of 3 | |
| 5 |  BSV Vanguard Short-Term Bond ETF | $12.2M | 8.0% | 157K | +6,395 (+4%) | 3 of 3 | |
| 6 |  VWO Vanguard Intl Equity Index F | $8M | 5.2% | 134K | +3,478 (+3%) | 3 of 3 | |
| 7 |  VMBS Vanguard Scottsdale Fds | $6M | 4.0% | 129K | +5,473 (+4%) | 3 of 3 | |
| 8 |  DFCF Dimensional Core Fixed | $5.9M | 3.8% | 139K | +6,575 (+5%) | 2 of 3 | |
| 9 |  BLV Vanguard BD Index Fds | $5.8M | 3.8% | 84K | +4,273 (+5%) | 3 of 3 | |
| 10 | DIMENSIONAL U S SMALL CAP ETF | $5.3M | 3.5% | 65K | +2,194 (+3%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $248K | 1,461 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 9, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →DiPaolo Financial Group 13F FAQ
What does DiPaolo Financial Group own?
DiPaolo Financial Group reported 47 stocks worth $153M in its 13F filing for Q2 2026, filed Jul 9, 2026. Its largest holdings are VUG (15.5%), VEA (15.4%) and VTV (12.9%). The table above lists every position in the filing (the top 10 without an account).
What did DiPaolo Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 28 added to, 11 trimmed and 1 sold out. New positions include GBIL, SPY and BAC. It sold all of XOM.
When will DiPaolo Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is DiPaolo Financial Group's portfolio worth?
The Q2 2026 filing reports $153M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.