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CIK: 0002111462
Total reported value
$153.1M
$153.1M
31 檔
41.2%
At the close of Q4 2025, DiPaolo Financial Group, Inc. disclosed equity holdings valued at approximately $153.1M, spread across 31 reported holdings.
During Q4 2025, DiPaolo Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 18.61% | +0.04% | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 17.99% | +1.62% | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 14.85% | +0.10% | — | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 9.48% | -0.60% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.28% | +0.10% | — | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.80% | -0.28% | — | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.55% | -0.21% | — | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.94% | +0.24% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.12% | +0.02% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.40% | +0.15% | — | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.60% | -0.18% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.35% | +0.20% | — | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.27% | -0.33% | — | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.09% | +0.03% | — | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.99% | -0.15% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.98% | +0.12% | — | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.97% | -0.06% | — | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.88% | +0.02% | — | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.73% | — | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.03% | — | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.07% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.02% | — | |
| 23 | BALL | Ball CORP | Stock-Consumer Disc | 0.42% | -0.02% | — | |
| 24 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.31% | -0.01% | — | |
| 25 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 0.31% | -0.02% | — | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.30% | +0.01% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.03% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | — | — | |
| 29 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.22% | -0.02% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.02% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.04% | — |
According to official SEC Form 13F filings, DiPaolo Financial Group, Inc. reported a total U.S. public equity portfolio value of $153.1M across 31 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, VUG, VTV) accounted for 41.2% of total reported equity market value during Q4 2025.
During Q4 2025, DiPaolo Financial Group, Inc.'s top holdings by market value included VEA (18.6%)、VUG (18.0%)、VTV (14.8%). The largest single position, VEA, represented 18.6% of total portfolio value.
In Q4 2025, DiPaolo Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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