DiPaolo Financial Group, Inc.
All 13F Filings
- Location
- Lutz, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 153,068
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 47 | 153,068 | 13F-HR | DiPaolo Financial Group, Inc. |
| Q1 2026 | 4/23/2026 | 45 | 137,398 | 13F-HR | DiPaolo Financial Group, Inc. |
| Q4 2025 | 2/24/2026 | 31 | 93,947 | 13F-HR | DiPaolo Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.334 K | 6.1% | 822 | 0 | 822 |
| ETFs | 125.7 K | 82.1% | 14.12 K | 0 | 14.12 K |
| Debt | 18.03 K | 11.8% | 729 | 0 | 729 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
153,068
Holdings
47
QoQ value change ($000)
15,670
(11.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.