Diligent Investors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Diligent Investors, LLC held in its portfolio 284 assets valued at $406,605,545 (i.e. $406.61M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($47.96M), INNOVATOR ETFS TRUST ($22.10M), and APPLE INC ($17.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 284 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Diligent Investors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 620020 | 47955340 | STATE STREET SPD |
| INNOVATOR ETFS TRUST | 504240 | 22095086 | US EQTY PWR BUF |
| APPLE INC | 66086 | 17966216 | COM |
| MICROSOFT CORP | 22199 | 10735787 | COM |
| FIRST TR EXCHNG TRADED FD VI | 202422 | 7503419 | FT VEST U.S |
| SPDR INDEX SHS FDS | 165200 | 7336534 | PORTFOLIO DEVLPD |
| NVIDIA CORPORATION | 38924 | 7259284 | COM |
| VISA INC | 17067 | 5985728 | COM CL A |
| BERKSHIRE HATHAWAY INC DEL | 11861 | 5961957 | CL B NEW |
| INNOVATOR ETFS TRUST | 120262 | 5201332 | US EQTY PWR BF |
| META PLATFORMS INC | 7099 | 4685790 | CL A |
| AMAZON COM INC | 20267 | 4677984 | COM |
| ALPHABET INC | 14209 | 4447560 | CAP STK CL A |
| FIRST TR EXCHNG TRADED FD VI | 109310 | 4362606 | FT VEST U.S EQT |
| TESLA INC | 9254 | 4161736 | COM |
| S&P GLOBAL INC | 7752 | 4051118 | COM |
| CHEVRON CORP NEW | 25900 | 3947427 | COM |
| INNOVATOR ETFS TRUST | 72214 | 3940306 | GRWT100 PWR BF |
| WALMART INC | 34912 | 3889557 | COM |
| DISNEY WALT CO | 33562 | 3818326 | COM |
| INNOVATOR ETFS TRUST | 56128 | 3654155 | GRWT100 PWR BUF |
| QUALCOMM INC | 21153 | 3618291 | COM |
| SCHWAB STRATEGIC TR | 126562 | 3604488 | US SML CAP ETF |
| GOLDMAN SACHS GROUP INC | 3566 | 3134709 | COM |
| FIRST TR EXCHNG TRADED FD VI | 72913 | 3049622 | FT VEST US EQT |
| INNOVATOR ETFS TRUST | 83768 | 2801471 | US SML CP PWR B |
| INNOVATOR ETFS TRUST | 71380 | 2792386 | US EQT PWR BUF |
| INNOVATOR ETFS TRUST | 54666 | 2735459 | US EQUT BUFR AUG |
| INNOVATOR ETFS TRUST | 130208 | 2680998 | EQUITY DUAL DIRT |
| INNOVATOR ETFS TRUST | 97337 | 2674816 | EQUITY DEFINED P |
| INTERNATIONAL BUSINESS MACHS | 8725 | 2584496 | COM |
| INNOVATOR ETFS TRUST | 52449 | 2583113 | US EQTY BUF SEP |
| INNOVATOR ETFS TRUST | 75010 | 2571346 | NASDAQ 100 MANA |
| MORGAN STANLEY | 14155 | 2512911 | COM NEW |
| SPDR INDEX SHS FDS | 52353 | 2450665 | PORTFOLIO EMG MK |
| FIRST TR EXCHNG TRADED FD VI | 65876 | 2352762 | FT VEST EQ ENHAN |
| AMERICAN EXPRESS CO | 6202 | 2294248 | COM |
| JOHNSON & JOHNSON | 10955 | 2267071 | COM |
| FIRST TR EXCHNG TRADED FD VI | 95410 | 2230224 | FT VEST NASD 100 |
| BLACKSTONE INC | 14189 | 2187072 | COM |
| CORNING INC | 24561 | 2150564 | COM |
| BOEING CO | 9902 | 2150014 | COM |
| INNOVATOR ETFS TRUST | 41595 | 2073927 | LADERD ALCTN PWR |
| CANADIAN PACIFIC KANSAS CITY | 28020 | 2063113 | COM |
| FIRST TR EXCHNG TRADED FD VI | 86440 | 2031478 | FT VEST US SMALL |
| PALANTIR TECHNOLOGIES INC | 11400 | 2026350 | CL A |
| BANK AMERICA CORP | 36813 | 2024693 | COM |
| SPDR GOLD TR | 5085 | 2015236 | GOLD SHS |
| ALPHABET INC | 6421 | 2015042 | CAP STK CL C |
| ISHARES TR | 19721 | 1969685 | CORE US AGGBD ET |
| EXXON MOBIL CORP | 16287 | 1959922 | COM |
| CISCO SYS INC | 25252 | 1945128 | COM |
| JPMORGAN CHASE & CO. | 6005 | 1934854 | COM |
| SIMON PPTY GROUP INC NEW | 10193 | 1886783 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 27421 | 1874500 | SHS REP COM UT |
| INNOVATOR ETFS TRUST | 61385 | 1754766 | GROWTH 100 PWR B |
| CORTEVA INC | 25573 | 1714141 | COM |
| EMCOR GROUP INC | 2716 | 1661479 | COM |
| WORLD GOLD TR | 19011 | 1622969 | SPDR GLD MINIS |
| PROCTER AND GAMBLE CO | 11086 | 1588780 | COM |
| INNOVATOR ETFS TRUST | 52415 | 1550960 | EQUITY DEF PROTN |
| CAPITAL ONE FINL CORP | 6381 | 1546471 | COM |
| WELLS FARGO CO NEW | 16580 | 1545231 | COM |
| AMERICAN HOMES 4 RENT | 47793 | 1534152 | CL A |
| INNOVATOR ETFS TRUST | 41627 | 1525005 | LADDERED ALC BFR |
| INNOVATOR ETFS TRUST | 45276 | 1517104 | INTRNL DEV JULY |
| COCA COLA CO | 20922 | 1462682 | COM |
| BLACKROCK MUNIHLDNGS CALI QL | 137044 | 1452671 | COM |
| APPLIED MATLS INC | 5554 | 1427273 | COM |
| MCDONALDS CORP | 4627 | 1414008 | COM |
| SYNCHRONY FINANCIAL | 16947 | 1413879 | COM |
| HOME DEPOT INC | 4054 | 1394826 | COM |
| INNOVATOR ETFS TRUST | 46840 | 1388745 | EMRGNG MKT JULY |
| AT&T INC | 54545 | 1354898 | COM |
| RTX CORPORATION | 7350 | 1348040 | COM |
| VERIZON COMMUNICATIONS INC | 32703 | 1331989 | COM |
| 3M CO | 8201 | 1313046 | COM |
| INNOVATOR ETFS TRUST | 26173 | 1293590 | US EQTY BUF OCT |
| INNOVATOR ETFS TRUST | 35484 | 1283101 | INTRNL DEV JAN |
| SELECT SECTOR SPDR TR | 8246 | 1276502 | STATE STREET HEA |
| INNOVATOR ETFS TRUST | 65650 | 1257198 | EQUITY DUAL DIRE |
| WILLIAMS COS INC | 20750 | 1247299 | COM |
| PFIZER INC | 49711 | 1237810 | COM |
| MONDELEZ INTL INC | 22934 | 1234546 | CL A |
| NETFLIX INC | 13120 | 1230131 | COM |
| INTUITIVE SURGICAL INC | 2133 | 1208046 | COM NEW |
| MERCK & CO INC | 11464 | 1206658 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 30723 | 1189902 | SHS NEW |
| INNOVATOR ETFS TRUST | 34797 | 1175791 | EMRGNG MKT JAN |
| VANGUARD SCOTTSDALE FDS | 20000 | 1174600 | SHORT TERM TREAS |
| SCHWAB STRATEGIC TR | 46445 | 1164840 | INT-TRM U.S TRES |
| COSTCO WHSL CORP NEW | 1339 | 1154877 | COM |
| PACER FDS TR | 34498 | 1115320 | SWAN SOS FD OF |
| ZOETIS INC | 8505 | 1070144 | CL A |
| INNOVATOR ETFS TRUST | 30146 | 1059029 | US SML CP PWR ET |
| FIRST TR EXCHNG TRADED FD VI | 30900 | 1058075 | VEST US EQUITY M |
| INTEL CORP | 28198 | 1040496 | COM |
| INVESCO EXCHANGE TRADED FD T | 5393 | 1032999 | S&P500 EQL WGT |
| AFLAC INC | 9000 | 992430 | COM |
| REALTY INCOME CORP | 17525 | 987861 | COM |
| SCHWAB STRATEGIC TR | 37401 | 981026 | US BRD MKT ETF |
| CATERPILLAR INC | 1702 | 975000 | COM |
| METLIFE INC | 12149 | 959012 | COM |
| SNOWFLAKE INC | 4314 | 946319 | COM SHS |
| INNOVATOR ETFS TRUST | 22390 | 940201 | US EQT ULTRA BF |
| ABBOTT LABS | 7500 | 939675 | COM |
| PUBLIC STORAGE OPER CO | 3581 | 929307 | COM |
| MEDTRONIC PLC | 9659 | 927844 | SHS |
| POOL CORP | 4034 | 922775 | COM |
| ISHARES TR | 17552 | 908655 | USD INV GRDE ETF |
| EDISON INTL | 14647 | 879118 | COM |
| ORACLE CORP | 4250 | 828418 | COM |
| MICRON TECHNOLOGY INC | 2901 | 827941 | COM |
| CARDINAL HEALTH INC | 4021 | 826232 | COM |
| VANGUARD INDEX FDS | 4323 | 825650 | VALUE ETF |
| PEPSICO INC | 5747 | 824741 | COM |
| MASTERCARD INCORPORATED | 1441 | 822858 | CL A |
| HCA HEALTHCARE INC | 1761 | 822140 | COM |
| FIRST TR EXCHNG TRADED FD VI | 25499 | 821197 | FT VEST NAS |
| GE AEROSPACE | 2557 | 787509 | COM NEW |
| INVESCO QQQ TR | 1258 | 772858 | UNIT SER 1 |
| DEUTSCHE BANK A G | 20000 | 771200 | NAMEN AKT |
| TOYOTA MOTOR CORP | 3584 | 767191 | ADS |
| INNOVATOR ETFS TRUST | 23345 | 760914 | INNOVATOR INTER |
| DUKE ENERGY CORP NEW | 6379 | 747675 | COM NEW |
| SELECT SECTOR SPDR TR | 5110 | 735687 | STATE STREET TEC |
| GLOBAL PMTS INC | 9500 | 735324 | COM |
| BROADCOM INC | 2077 | 718864 | COM |
| SELECT SECTOR SPDR TR | 13107 | 717846 | STATE STREET FIN |
| ADOBE INC | 2050 | 717519 | COM |
| VANGUARD INDEX FDS | 2457 | 713184 | MID CAP ETF |
| EATON CORP PLC | 2192 | 698174 | SHS |
| INNOVATOR ETFS TRUST | 23205 | 678050 | GROWTH 100 POWER |
| PALO ALTO NETWORKS INC | 3679 | 677672 | COM |
| INNOVATOR ETFS TRUST | 25250 | 675394 | US SMALL CAP PWR |
| HERSHEY CO | 3595 | 654218 | COM |
| TEREX CORP NEW | 12160 | 649101 | COM |
| OMEGA HEALTHCARE INVS INC | 14609 | 647781 | COM |
| CVS HEALTH CORP | 8087 | 641795 | COM |
| SELECT SECTOR SPDR TR | 14304 | 639532 | STATE STREET ENE |
| FIRST TR EXCHNG TRADED FD VI | 29300 | 639326 | FT VEST US EQUIT |
| BROADSTONE NET LEASE INC | 36532 | 634562 | COM |
| ALBERTSONS COS INC | 36532 | 627248 | COMMON STOCK |
| ING GROEP N.V. | 21837 | 611436 | SPONSORED ADR |
| KINDER MORGAN INC DEL | 22145 | 608770 | COM |
| SELECT SECTOR SPDR TR | 3914 | 607140 | STATE STREET IND |
| TRAVELERS COMPANIES INC | 2056 | 596363 | COM |
| SALESFORCE INC | 2250 | 596117 | COM |
| ABBVIE INC | 2575 | 588275 | COM |
| EATON VANCE TAX-MANAGED GLOB | 61636 | 587390 | COM |
| SCHWAB STRATEGIC TR | 19411 | 583689 | US MID-CAP ETF |
| TEXAS INSTRS INC | 3344 | 580201 | COM |
| AMGEN INC | 1769 | 579027 | COM |
| SCHWAB CHARLES CORP | 5735 | 572984 | COM |
| ADVANCED MICRO DEVICES INC | 2657 | 569055 | COM |
| NORTHROP GRUMMAN CORP | 984 | 561087 | COM |
| PACER FDS TR | 9025 | 543034 | US CASH COWS 100 |
| SEMPRA | 6127 | 540953 | COM |
| SHOPIFY INC | 3310 | 532811 | CL A SUB VTG SHS |
| NASDAQ INC | 5400 | 524502 | COM |
| SOUTHERN CO | 5933 | 517338 | COM |
| ALTRIA GROUP INC | 8837 | 509517 | COM |
| ENERGY TRANSFER L P | 29732 | 490277 | COM UT LTD PTN |
| KROGER CO | 7664 | 478847 | COM |
| AMERICAN INTL GROUP INC | 5538 | 473779 | COM NEW |
| WP CAREY INC | 7250 | 466583 | COM |
| INNOVATOR ETFS TRUST | 12490 | 460381 | QUITY MANAGD FLR |
| UNITED PARCEL SERVICE INC | 4599 | 456177 | CL B |
| UNITEDHEALTH GROUP INC | 1379 | 455167 | COM |
| INNOVATOR ETFS TRUST | 15183 | 453495 | INNOVATOR INTL D |
| BERKLEY W R CORP | 6411 | 449539 | COM |
| NUVEEN CALIFORNIA AMT QLT MU | 36000 | 447834 | COM |
| TANGER INC | 13409 | 447467 | COM |
| DUTCH BROS INC | 7255 | 444151 | CL A |
| CROWDSTRIKE HLDGS INC | 940 | 440634 | CL A |
| DOVER CORP | 2222 | 433875 | COM |
| ISHARES TR | 4007 | 429234 | NATIONAL MUN ETF |
| HIMS & HERS HEALTH INC | 13198 | 428539 | COM CL A |
| EATON VANCE SHORT DURATION D | 39133 | 427328 | COM |
| UNION PAC CORP | 1845 | 426691 | COM |
| WASTE MGMT INC DEL | 1941 | 426381 | COM |
| ELI LILLY & CO | 391 | 420425 | COM |
| VALVOLINE INC | 14420 | 419045 | COM |
| CONOCOPHILLIPS | 4467 | 418184 | COM |
| KKR & CO INC | 3245 | 413651 | COM |
| THE CIGNA GROUP | 1484 | 408441 | COM |
| SELECT SECTOR SPDR TR | 9567 | 408396 | STATE STREET UTI |
| FS KKR CAP CORP | 27202 | 402855 | COM |
| STRATEGY INC | 2623 | 398565 | CL A NEW |
| INNOVATOR ETFS TRUST | 14135 | 396164 | INNOVATOR GW 100 |
| FREEPORT-MCMORAN INC | 7782 | 395236 | CL B |
| INNOVATOR ETFS TRUST | 11219 | 391094 | INTERNATIONAL DV |
| COLUMBIA BKG SYS INC | 13786 | 385319 | COM |
| VANGUARD INTL EQUITY INDEX F | 4606 | 385128 | FTSE EUROPE ETF |
| SPDR S&P 500 ETF TR | 563 | 383960 | TR UNIT |
| INNOVATOR ETFS TRUST | 12258 | 378037 | INTRNL DEV APRL |
| GE VERNOVA INC | 577 | 377124 | COM |
| INNOVATOR ETFS TRUST | 11640 | 375878 | INTERNATIONAL DE |
| FIRST TR EXCHNG TRADED FD VI | 13905 | 375689 | FT VEST INTER EQ |
| ALPS ETF TR | 6471 | 373384 | OSHARES US QUALT |
| PLAINS ALL AMERN PIPELINE L | 20699 | 371752 | UNIT LTD PARTN |
| INNOVATOR ETFS TRUST | 11000 | 369102 | US EQTY ACCELRT9 |
| RALPH LAUREN CORP | 1007 | 355943 | CL A |
| STARBUCKS CORP | 4165 | 350693 | COM |
| INVESCO EXCH TRADED FD TR II | 3052 | 349430 | S&P 500 REVENUE |
| INNOVATOR ETFS TRUST | 10000 | 345400 | INTL DEV PWR BUF |
| HONEYWELL INTL INC | 1754 | 342271 | COM |
| THE CAMPBELLS COMPANY | 12148 | 338560 | COM |
| INNOVATOR ETFS TRUST | 11398 | 338521 | EMRGNG MKT APRIL |
| INNOVATOR ETFS TRUST | 6050 | 333074 | US EQTY BUFR JAN |
| ALPS ETF TR | 6290 | 330669 | OSHS GBL INTER |
| COINBASE GLOBAL INC | 1457 | 329486 | COM CL A |
| FIRST TR EXCHNG TRADED FD VI | 12350 | 321284 | FT VEST INT EQ M |
| INVESCO EXCHANGE TRADED FD T | 6833 | 318944 | S&P500 PUR GWT |
| REGENCY CTRS CORP | 4555 | 314432 | COM |
| FIRST TR EXCHNG TRADED FD VI | 13208 | 312534 | VEST NASDAQ-100 |
| INNOVATOR ETFS TRUST | 7000 | 311244 | US EQTY BUF NOV |
| SHELL PLC | 4230 | 310819 | SPON ADS |
| AVIS BUDGET GROUP | 2383 | 305787 | COM |
| SELECT SECTOR SPDR TR | 2554 | 304973 | STATE STREET CON |
| ROBLOX CORP | 3760 | 304673 | CL A |
| SPROTT ASSET MANAGEMENT LP | 9188 | 303388 | PHYSICAL GOLD TR |
| VORNADO RLTY TR | 8940 | 297528 | SH BEN INT |
| INNOVATOR ETFS TRUST | 10400 | 295984 | INTL DEVELOPED |
| SMURFIT WESTROCK PLC | 7540 | 291563 | SHS |
| CHUBB LIMITED | 931 | 290584 | COM |
| VANGUARD INDEX FDS | 864 | 289795 | TOTAL STK MKT |
| FIRST TR EXCHNG TRADED FD VI | 7950 | 284928 | FT VEST LADDERED |
| WYNDHAM HOTELS & RESORTS INC | 3762 | 284257 | COM |
| ISHARES SILVER TR | 4375 | 281838 | ISHARES |
| AIM ETF PRODUCTS TRUST | 8455 | 275077 | ALLIANZIM US LRG |
| INNOVATOR ETFS TRUST | 5733 | 275069 | US EQT BUFR APR |
| RLJ LODGING TR | 11034 | 274735 | CUM CONV PFD A |
| NEBIUS GROUP N.V. | 3273 | 273966 | SHS CLASS A |
| NUCOR CORP | 1652 | 269534 | COM |
| INVESCO EXCHANGE TRADED FD T | 2584 | 267058 | S&P500 PUR VAL |
| FIRST TR EXCHNG TRADED FD VI | 10400 | 266690 | FT VEST INT JUNE |
| SOFI TECHNOLOGIES INC | 10120 | 264942 | COM |
| DAVIS FUNDAMENTAL ETF TR | 5446 | 263215 | SELECT FINL |
| GENERAL MLS INC | 5633 | 261936 | COM |
| QNITY ELECTRONICS INC | 3206 | 261800 | COMMON STOCK |
| INNOVATOR ETFS TRUST | 6800 | 260136 | US EQT ACLRTD 9 |
| ROCKWELL AUTOMATION INC | 664 | 258187 | COM |
| PACER FDS TR | 5816 | 258043 | US SMALL CAP CAS |
| FIRST TR EXCHNG TRADED FD VI | 9800 | 256662 | FT VEST INTE |
| DUPONT DE NEMOURS INC | 6382 | 256570 | COM |
| CALAMOS ETF TR | 11010 | 249613 | CALAMOS BIT 90 S |
| INNOVATOR ETFS TRUST | 13000 | 249210 | EQUITY DUAL NOV |
| CLOUDFLARE INC | 1261 | 248606 | CL A COM |
| FIRST TR EXCHNG TRADED FD VI | 7200 | 247234 | VEST U S EQUITY |
| FIRST TR EXCHNG TRADED FD VI | 7000 | 244142 | VEST US EQUITY E |
| ALPS ETF TR | 5480 | 239695 | OSHARES US SMLCP |
| DIGITAL RLTY TR INC | 1542 | 238499 | COM |
| NIKE INC | 3719 | 236944 | CL B |
| ISHARES TR | 2445 | 235107 | 7-10 YR TRSY BD |
| INNOVATOR ETFS TRUST | 8250 | 234418 | EQUITY DEFINED |
| DAVIS FUNDAMENTAL ETF TR | 5020 | 234133 | SELECT WRLD WI |
| ALLEGION PLC | 1463 | 232939 | ORD SHS |
| BRISTOL-MYERS SQUIBB CO | 4298 | 231834 | COM |
| INVESCO EXCH TRADED FD TR II | 9438 | 229636 | VAR RATE PFD |
| INNOVATOR ETFS TRUST | 7200 | 227960 | EMERGING MKT PWR |
| SERVICENOW INC | 1475 | 225955 | COM |
| ROYAL CARIBBEAN GROUP | 800 | 223136 | COM |
| INNOVATOR ETFS TRUST | 7450 | 222755 | INTL DEVELOPED P |
| MARSH & MCLENNAN COS INC | 1200 | 222624 | COM |
| AMPLIFY ETF TR | 4214 | 219292 | AMPLIFY DGTL PAY |
| SPROTT ASSET MANAGEMENT LP | 8950 | 211668 | PHYSICAL SILVER |
| AIM ETF PRODUCTS TRUST | 5410 | 210990 | ALLIANZIM US EQU |
| TOLL BROTHERS INC | 1555 | 210222 | COM |
| OKLO INC | 2928 | 210113 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 685 | 208165 | SPONSORED ADS |
| ISHARES BITCOIN TRUST ETF | 4153 | 206196 | SHS BEN INT |
| LULULEMON ATHLETICA INC | 981 | 203862 | COM |
| DEERE & CO | 437 | 203665 | COM |
| ARCOS DORADOS HOLDINGS INC | 27619 | 202726 | SHS CLASS -A - |
| MOTOROLA SOLUTIONS INC | 524 | 200860 | COM NEW |
| NUVEEN QUALITY MUNCP INCOME | 15686 | 188544 | COM |
| ALPINE INCOME PPTY TR INC | 11220 | 187601 | COM |
| AGNC INVT CORP | 14132 | 151500 | COM |
| NUVEEN SELECT TAX-FREE INCOM | 10000 | 141000 | SH BEN INT |
| STELLANTIS N.V | 10107 | 110065 | SHS |
| RITHM CAPITAL CORP | 10055 | 109601 | COM NEW |
| FARMLAND PARTNERS INC | 10311 | 99913 | COM |
| BIT DIGITAL INC | 12500 | 23625 | SHS |
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