Institutional filer · SEC 13F · Q4 2025
DiPaolo Financial Group, Inc.
The reported 13F portfolio of DiPaolo Financial Group, Inc. (CIK 2111462) - top holdings, how concentrated the book is, and what changed last quarter.
- $93.9M
- Reported book
- 31
- Positions
- #310
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, DiPaolo Financial Group, Inc. ranks #310 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $93.9M across 31 positions, a concentrated portfolio led by a few core positions.
- $93.9M
- reported 13F value
- 31
- disclosed positions
- 18.6%
- in VANGUARD TAX-MANAGED F
- #310
- of 360 filers
Top-5 share 67.2% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, DiPaolo Financial Group, Inc. ranks #310 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where DiPaolo Financial Group, Inc. sits by disclosed position count
DiPaolo Financial Group, Inc. reports 31 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
DiPaolo Financial Group, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
31 296th of 360 higher than 64 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
DiPaolo Financial Group, Inc. reports $0.09B across 31 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2111462 · Q4 2025 $94M book
BOOK-LIGHT · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #310/360
- POS-CORE 31 names
- CONC-DOM 67% top-5
- LEAD-DOM 18.6% VANGUARD TAX-MANAGED…
- PHOTO-FINISH FSA , .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2025
Photo-finish peer on reported book: FSA Advisors, Inc.
Read with: Ownership concentration guide - DiPaolo Financial Group, Inc.'s top-five positions weigh 67% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · DiPaolo Financial Group, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$93.9M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $17.5M | 18.6% |
| 2 | VANGUARD INDEX FDS | $16.9M | 18.0% |
| 3 | VANGUARD INDEX FDS | $14.0M | 14.8% |
| 4 | VANGUARD BD INDEX FDS | $8.9M | 9.5% |
| 5 | VANGUARD INTL EQUITY INDEX F | $5.9M | 6.3% |
| 6 | VANGUARD SCOTTSDALE FDS | $4.5M | 4.8% |
| 7 | VANGUARD BD INDEX FDS | $4.3M | 4.5% |
| 8 | DIMENSIONAL ETF TRUST | $3.7M | 3.9% |
| 9 | VANGUARD INDEX FDS | $2.9M | 3.1% |
| 10 | VANGUARD INDEX FDS | $2.3M | 2.4% |
| 11 | VANGUARD BD INDEX FDS | $1.5M | 1.6% |
| 12 | INVESCO QQQ TR | $1.3M | 1.4% |
| 13 | SPDR GOLD TR | $1.2M | 1.3% |
| 14 | TESLA INC | $1.0M | 1.1% |
| 15 | ISHARES BITCOIN TRUST ETF | $932K | 1.0% |
| 16 | APPLE INC | $916K | 1.0% |
| 17 | VANGUARD STAR FDS | $911K | 1.0% |
| 18 | VANGUARD WORLD FD | $829K | 0.9% |
| 19 | VANGUARD WHITEHALL FDS | $685K | 0.7% |
| 20 | MICROSOFT CORP | $549K | 0.6% |
| 21 | NEXTERA ENERGY INC | $521K | 0.6% |
| 22 | BERKSHIRE HATHAWAY INC DEL | $445K | 0.5% |
| 23 | BALL CORP | $390K | 0.4% |
| 24 | TRAVELERS COMPANIES INC | $292K | 0.3% |
| 25 | VANGUARD SCOTTSDALE FDS | $288K | 0.3% |
Latest Quarter Trades · Q4 2025
New positions (31)
Frequently Asked Questions
- How big is DiPaolo Financial Group, Inc.'s 13F portfolio?
- DiPaolo Financial Group, Inc. reports $93.9M of long US-equity positions across 31 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does DiPaolo Financial Group, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, DiPaolo Financial Group, Inc. ranks #310 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is DiPaolo Financial Group, Inc.'s largest position?
- DiPaolo Financial Group, Inc.'s largest reported position is VANGUARD TAX-MANAGED FDS at $17.5M, about 18.6% of its reported book as of Q4 2025.
- What did DiPaolo Financial Group, Inc. trade last quarter?
- In its Q4 2025 filing, DiPaolo Financial Group, Inc. opened 31 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for DiPaolo Financial Group, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($93.9M here).
Similar holding count
Nearest filers by number of disclosed positions (31 here).
Using this filing
- The rankings sort every tracked filer the same way DiPaolo Financial Group, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- FSA Advisors, Inc. reported the nearest book value ($93.3M) this quarter, a useful scale comparison for DiPaolo Financial Group, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.