Institutional Fund
Dipaolo Financial Group, Inc.
Lutz, FLCIK 21114622 filings on record
Portfolio Value
$137.40M
Q1 2026
Holdings
45
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+46.3%
from $93.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds15.4%
- Vanguard Index Fds13.9%
- Vanguard Index Fds12.8%
- Vanguard Charlotte Fds9.4%
- Vanguard Bd Index Fds8.6%
- Vanguard Intl Equity Index F5.1%
- Other34.8%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 330.0K | $21.15M | 15.4% | +50.2K | Added |
| 2 | Vanguard Index Fds | 43.8K | $19.13M | 13.9% | +9.1K | Added |
| 3 | Vanguard Index Fds | 89.6K | $17.58M | 12.8% | +16.5K | Added |
| 4 | Vanguard Charlotte Fds | 267.9K | $12.87M | 9.4% | +267.9K | New |
| 5 | Vanguard Bd Index Fds | 150.7K | $11.82M | 8.6% | +37.7K | Added |
| 6 | Vanguard Intl Equity Index F | 130.3K | $7.04M | 5.1% | +20.5K | Added |
| 7 | Vanguard Scottsdale Fds | 123.7K | $5.81M | 4.2% | +28.0K | Added |
| 8 | Dimensional ETF Trust | 132.6K | $5.60M | 4.1% | +132.6K | New |
| 9 | Vanguard Bd Index Fds | 79.7K | $5.48M | 4.0% | +18.3K | Added |
| 10 | Dimensional ETF Trust | 62.8K | $4.46M | 3.2% | +9.7K | Added |
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