§ 13F · FUND PROFILE
DiPaolo Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 31Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$93.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 280K | $17.5T | 18.6% | NEW |
| 2 | VUG | VANGUARD INDEX FDS | 35K | $16.9T | 18.0% | NEW |
| 3 | VTV | VANGUARD INDEX FDS | 73K | $14.0T | 14.9% | NEW |
| 4 | BSV | VANGUARD BD INDEX FDS | 113K | $8.9T | 9.5% | NEW |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 110K | $5.9T | 6.3% | NEW |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | 96K | $4.5T | 4.8% | NEW |
| 7 | BLV | VANGUARD BD INDEX FDS | 61K | $4.3T | 4.5% | NEW |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 53K | $3.7T | 3.9% | NEW |
| 9 | VTI | VANGUARD INDEX FDS | 9K | $2.9T | 3.1% | NEW |
| 10 | VOO | VANGUARD INDEX FDS | 4K | $2.3T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIPAOLO SIGNAL
AC read
DiPaolo Financial Group, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed