Diversified Portfolios, Inc.
CIK 1634212
13F filing for Q2 2026・No. 2,101
- Holdings
- US$1.38B
- Quarter change
- +US$162.08M
- Entries
- 201
- Net bought (estimate)
- +US$68.51M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 3
- Cut 63
- Added 77
- Corporate actions 0
- Unchanged 31
Largest holdings
201 stocks worth US$1.38B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSETF | Added | 462,767 | US$171.24M | 12.42% |
| VANGUARD MALVERN FDSETF | Added | 1,374,618 | US$106.17M | 7.70% |
| AMERICAN CENTY ETF TRCOM | Added | 994,311 | US$88.69M | 6.43% |
| J P MORGAN EXCHANGE TRADED FETF | Cut | 1,583,948 | US$84.74M | 6.15% |
| DIMENSIONAL ETF TRUSTETF | Cut | 1,335,001 | US$63.75M | 4.62% |
| ICSHISHARES TRETF | Cut | 1,073,775 | US$54.31M | 3.94% |
| AMERICAN CENTY ETF TRCOM | Cut | 488,339 | US$47.12M | 3.42% |
| DIMENSIONAL ETF TRUSTETF | Added | 1,024,846 | US$40.52M | 2.94% |
| SPYSTATE STR SPDR S&P 500 ETF TETF | Added | 40,864 | US$30.52M | 2.21% |
| J P MORGAN EXCHANGE TRADED FETF | Added | 591,070 | US$29.96M | 2.17% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.