Diversified Portfolios, Inc.: 13F holdings
CIK 16342122026Q2
| Positions | 201 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 201 (+27 vs prior quarter) |
|---|
| Reported value | $1.4bn (+13.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 462,767 | $171.2m | 12.4% |
| VCRB VANGUARD MALVERN FDS | 1,374,618 | $106.2m | 7.7% |
| AVDE AMERICAN CENTY ETF TR | 994,311 | $88.7m | 6.4% |
| JBND J P MORGAN EXCHANGE TRADED F | 1,583,948 | $84.7m | 6.1% |
| DFSD DIMENSIONAL ETF TRUST | 1,335,001 | $63.7m | 4.6% |
| ICSH ISHARES TR | 1,073,775 | $54.3m | 3.9% |
| AVEM AMERICAN CENTY ETF TR | 488,339 | $47.1m | 3.4% |
| WSBC DIMENSIONAL ETF TRUST | 1,024,846 | $40.5m | 2.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 40,864 | $30.5m | 2.2% |
| JMTG J P MORGAN EXCHANGE TRADED F | 591,070 | $30.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1634212")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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