13F-HR filed by DiPaolo Financial Group, Inc.
DiPaolo Financial Group, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-24, with 45 holding rows worth $137,398,476.
- Accession
- 0002085853-26-000484
- Filer
- CIK 2111462
- Filed
- 2026-04-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 45 entries on the cover page, a total value of $137,398,476 stated on the cover page (in dollars after the unit check, H1), rows summing to $137,398,476 with VALUE read as dollars as filed, 13F file number 028-26691. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 329,996 | $21,146,173 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 43,789 | $19,126,430 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 89,604 | $17,580,221 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 267,921 | $12,873,627 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 150,688 | $11,815,415 | dollars as filed | |
| VWO | 922042858 | SHS | 130,276 | $7,041,402 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 123,711 | $5,808,234 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 132,613 | $5,598,907 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 79,717 | $5,482,942 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 62,759 | $4,464,018 | dollars as filed | |
| VTI | 922908769 | COM | 12,210 | $3,917,064 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 4,695 | $2,805,786 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 29,074 | $2,140,978 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 4,387 | $1,887,682 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 3,136 | $1,810,256 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 18,048 | $1,391,679 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,513 | $1,305,958 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,664 | $1,183,756 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 27,905 | $1,072,110 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 2,008 | $737,867 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 4,871 | $721,380 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 6,490 | $602,763 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,364 | $504,783 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,006 | $482,075 | dollars as filed | |
| BALL CORP | 058498106 | COM | 7,906 | $467,325 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,602 | $333,649 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 497 | $324,672 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y201 | MUN INM ETF | 11,501 | $312,252 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,781 | $310,553 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C573 | TOTAL CORP BND | 3,997 | $307,057 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,800 | $291,152 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 848 | $278,999 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 7,179 | $278,961 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,118 | $273,259 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 923 | $269,221 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,226 | $266,652 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 453 | $259,130 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 1,908 | $250,031 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,461 | $247,856 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 786 | $244,310 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 849 | $244,069 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 2,557 | $240,940 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 817 | $240,388 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 255 | $234,451 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,537 | $222,043 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000484 | this filing | 2026-04-24 | acceptance time not in the bulk data set |