DiPaolo Financial Group, Inc.
All 13F Filings
- Location
- Lutz, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 137,398
- 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 |
|---|---|---|---|---|---|
| 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 | 8.512 K | 6.2% | 0 | 24.63 K | -24.63 K |
| ETFs | 111.6 K | 81.2% | 63.96 K | 0 | 63.96 K |
| Debt | 17.3 K | 12.6% | 4.124 K | 0 | 4.124 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
137,398
Holdings
45
QoQ value change ($000)
43,451
(46.3%)
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.