DiPaolo Financial Group, Inc.
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 35.3% | $5,098,063 |
| Consumer Cyclical | 20.0% | $2,881,672 |
| Technology | 16.4% | $2,373,616 |
| Financial Services | 8.8% | $1,266,028 |
| Healthcare | 6.3% | $902,503 |
| Communication Services | 5.8% | $842,118 |
| Utilities | 3.9% | $569,627 |
| Industrials | 1.9% | $273,416 |
| Consumer Defensive | 1.6% | $224,359 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +1,070 | 28,975 | $964,577 | |
| VZ | Verizon Communications Inc | +529 | 6,329 | $267,969 | |
| AAPL | Apple Inc. | +500 | 5,164 | $1,494,255 | |
| JNJ | Johnson & Johnson | +75 | 1,193 | $302,986 | |
| GOOGL | Alphabet Inc. | +42 | 891 | $318,416 | |
| TSLA | Tesla, Inc. | +39 | 3,552 | $1,493,971 | |
| MSFT | Microsoft Corp | +37 | 1,401 | $522,601 | |
| BALL | BALL Corp | +26 | 7,932 | $494,956 | |
| QQQ | Invesco Qqq Trust, Series 1 | +19 | 3,155 | $2,323,342 | |
| HD | Home Depot, Inc. | +3 | 851 | $300,130 | |
| NVDA | Nvidia Corp | +2 | 1,783 | $356,760 | |
| EMR | Emerson Electric Co | +2 | 1,910 | $273,416 | |
| META | Meta Platforms, Inc. | +1 | 454 | $255,733 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABBV | AbbVie Inc. | −59 | 1,167 | $293,663 | |
| GLD | Spdr Gold Trust | −55 | 4,332 | $1,595,822 | |
| TRV | Travelers Companies, Inc. | −33 | 890 | $293,806 | |
| JPM | Jpmorgan Chase & Co | −22 | 795 | $260,227 | |
| AMZN | Amazon Com Inc | −7 | 1,595 | $380,152 | |
| PG | PROCTER & GAMBLE Co | −7 | 1,530 | $224,359 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 329,996 | $21,146,143 | |
| BNDX | Vanguard Total International Bond ETF | 267,921 | $12,873,604 | |
| VXUS | Vanguard Total International Stock ETF | 18,048 | $1,391,681 | |
| XOM | ExxonMobil Holdings Corp | 1,461 | $247,873 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,155 | $2,323,342 | 16.10% | |
| GLD |
Spdr Gold Trust
|
Reduced | 4,332 | $1,595,822 | 11.06% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,164 | $1,494,255 | 10.35% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,552 | $1,493,971 | 10.35% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 28,975 | $964,577 | 6.68% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 6,490 | $569,627 | 3.95% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,401 | $522,601 | 3.62% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,006 | $503,392 | 3.49% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Added | 7,932 | $494,956 | 3.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,595 | $380,152 | 2.63% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,783 | $356,760 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 891 | $318,416 | 2.21% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 255 | $305,854 | 2.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,193 | $302,986 | 2.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 851 | $300,130 | 2.08% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 890 | $293,806 | 2.04% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,167 | $293,663 | 2.03% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 1,910 | $273,416 | 1.89% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 6,329 | $267,969 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 795 | $260,227 | 1.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 454 | $255,733 | 1.77% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,530 | $224,359 | 1.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 287 | $214,322 | 1.49% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 786 | $212,463 | 1.47% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 3,661 | $208,603 | 1.45% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.