DiPaolo Financial Group, Inc. ETF holdings
Lutz, FL
Reported $143.7M in 26 ETFs in its Form 13F for June 30, 2026.
ETF value
$143.7M
ETFs held
26
Change from prior quarter
+11.5%
With price moves
ETFs as a share of its 13F
93.9%
of $153.1M
Top 10 of 26 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $23.8M | 276,073 | +232,284 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $23.6M | 331,457 | +1,461 shares |
| VTV | Vanguard Morningstar Value ETF | $19.7M | 90,605 | +1,001 shares |
| BNDX | Vanguard Total International Bond ETF | $13.5M | 278,303 | +10,382 shares |
| BSV | Vanguard Short-Term Bond ETF | $12.2M | 157,083 | +6,395 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $8.0M | 133,754 | +3,478 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $6.0M | 129,184 | +5,473 shares |
| DFCF | Dimensional Core Fixed Income ETF | $5.9M | 139,188 | +6,575 shares |
| BLV | Vanguard Long-Term Bond ETF | $5.8M | 83,990 | +4,273 shares |
| DFAS | Dimensional U.S. Small Cap ETF | $5.3M | 64,953 | +2,194 shares |
16 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002111462. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does DiPaolo Financial Group, Inc. own?
DiPaolo Financial Group, Inc. reported 26 ETF positions worth $143.7M in its Form 13F for June 30, 2026. The largest was VUG, at $23.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.