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Manager record

DiPaolo Financial Group, Inc.

Lutz, FL · CIK 2111462 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$153.07MReported 13F valueQ2 2026 · as filed
47Holdings listed
+11.4%vs prior quartervalue change includes market moves
3Quarters on record
Jul 09Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $93.9M$93.9MQ4 202531 holdingsQ1 2026: $137.4M$137.4MQ1 202645 holdingsQ2 2026: $153.1M$153.1MQ2 202647 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 09 2026 13F-HR · period Q2 2026

$153.07M · 47 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$137.40M · 45 holdings listed · View original SEC filing ↗
Feb 24 2026 13F-HR · period Q4 2025

$93.95M · 31 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 09, 2026 · Change methodology