DiPaolo Financial Group, Inc. - Portfolio Stock Holdings
DiPaolo Financial Group, Inc. disclosed 48 stock positions in a recent SEC 13F filing. $153,067,756 of stock holdings were filed, with the largest holdings including VUG, VEA, and VTV. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
48Est. Stock Holding Value:
$153,067,756Top Stock Holdings By Sector
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Portfolio Stock Holdings - DiPaolo Financial Group, Inc.
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