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DiPaolo Financial Group, Inc. - Portfolio Stock Holdings

DiPaolo Financial Group, Inc. disclosed 513 stock positions in a recent SEC 13F filing. $175,709,530 of stock holdings were filed, with the largest holdings including VUG, VEA, and VTV. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $167,978,157 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

513

Est. Stock Holding Value:

$175,709,530

Top Stock Holdings By Sector

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Portfolio Stock Holdings - DiPaolo Financial Group, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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