Diversified Portfolios, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Diversified Portfolios, Inc. held in its portfolio 181 assets valued at $1,201,174,148 (i.e. $1.20B).
The most valuable assets in the portfolio included: Vanguard Total Stock Mkt ($153.71M), JPMorgan Active Bond ETF ($103.89M), and Vanguard Core Bond ETF ($87.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 181 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Diversified Portfolios, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Vanguard Total Stock Mkt | 458478 | 153714013 | ETF |
| JPMorgan Active Bond ETF | 1921439 | 103892211 | ETF |
| Vanguard Core Bond ETF | 1129478 | 87980713 | ETF |
| Avantis International Equity ETF | 943601 | 77677201 | COM |
| DFA Short-Duration Fixed Inc ETF | 1236613 | 59295577 | ETF |
| iShares Ultra Short-Term Bond ETF | 1078140 | 54532302 | ETF |
| Avantis Emerging Markets EQ ETF | 549538 | 42325412 | COM |
| SPDR Trust (S&P 500) | 40294 | 27477172 | ETF |
| DFA US Large Cap Value ETF | 768137 | 26277971 | ETF |
| iShares Core S&P 500 ETF | 35559 | 24355925 | COM |
| DFA Core Emerging Mkt ETF | 709891 | 23121143 | ETF |
| Russell 3000 | 56470 | 21845427 | ETF |
| DFA US Small Cap Value ETF | 645753 | 21238819 | ETF |
| Ishares Floating Rate | 402385 | 20465301 | ETF |
| Nuveen AA-BBB CLO ETF | 761276 | 19069963 | ETF |
| Vanguard Russell 3000 ETF | 53533 | 16077566 | ETF |
| Vanguard ESG U.S. Stock ETF | 125605 | 15193181 | ETF |
| JPMorgan Ultra-Short Municipal Inc ETF | 297129 | 15135751 | ETF |
| DFA Int'l Core Equity ETF | 391367 | 14914996 | ETF |
| iShares Global REIT ETF | 588791 | 14690329 | ETF |
| Vanguard Value | 76282 | 14569047 | ETF |
| Vanguard Core-Plus Bond ETF | 184199 | 14388705 | ETF |
| JPMorgan Municipal ETF | 284598 | 14372199 | ETF |
| DFA Tax-Managed US Marketwide Value II | 299719 | 13963908 | ETF |
| iShares National Muni Bond ETF | 124634 | 13349548 | ETF |
| Schwab US Large Cap Value | 355790 | 10534946 | ETF |
| Russell 2000/Small Blend | 40551 | 9982002 | ETF |
| Vanguard Short-Term Bond Index Fund | 121245 | 9555330 | ETF |
| Vanguard Growth | 18788 | 9165741 | ETF |
| iShares Core Total USD Bond Market ETF | 190489 | 8865345 | ETF |
| Vanguard ESG Int'l ETF | 121735 | 8718661 | ETF |
| Apple Computer Inc | 30249 | 8223620 | ETF |
| DFA US Core Equity ETF | 166759 | 7804321 | ETF |
| SPDR DoubleLine Total Return Tact ETF | 175789 | 7075507 | ETF |
| Avantis US Small Cap Value ETF | 66740 | 6806145 | ETF |
| iShares Core S&P Total US Stock Mkt ETF | 44625 | 6635293 | COM |
| Mid Cap S P D R TRUST | 10065 | 6072017 | ETF |
| Schw US Brd Mkt Etf | 214697 | 5631502 | ETF |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | 102680 | 5429718 | ETF |
| VanEck CLO ETF | 102794 | 5428551 | ETF |
| Vanguard Reit | 60945 | 5393023 | ETF |
| Russell 1000/ Lrg. Value | 24583 | 5170806 | ETF |
| Vanguard Tax-Exempt Bond ETF | 101466 | 5102725 | ETF |
| iShares Short-Term National Muni Bond ETF | 46929 | 5007324 | ETF |
| Russell 1000/ Lrg. Growth | 9804 | 4640370 | ETF |
| DFA U.S. Small Cap Value (TM) | 71263 | 4242999 | ETF |
| iShares S&P 500 Growth ETF | 33998 | 4190547 | ETF |
| Vanguard Russell 1000 Growth ETF | 33833 | 4119168 | ETF |
| Vanguard Interm Bond Index ETF | 52284 | 4071904 | ETF |
| Vanguard Small Cap Value | 19035 | 4031349 | ETF |
| Vanguard Mortgage Backed | 84569 | 3981509 | ETF |
| iShares Core S&P Small-Cap ETF | 28255 | 3395686 | ETF |
| Vanguard S&P 500 Growth ETF | 7352 | 3268626 | ETF |
| Amazon Com Inc | 13932 | 3215784 | COM |
| Eaton Vance Short Dur Muncpl Inc ETF | 63765 | 3211843 | ETF |
| Vanguard Short Term Corp Bond | 39543 | 3152763 | ETF |
| Vanguard High Dividend ETF | 21823 | 3132037 | ETF |
| iShares Core MSCI Emerging Markets ETF | 46455 | 3122705 | ETF |
| Vanguard Msci Eafe Etf | 45823 | 2862563 | ETF |
| iShares Core S&P Mid-Cap ETF | 41148 | 2715768 | ETF |
| Vanguard S&P 500 Etf | 4117 | 2581661 | ETF |
| PIMCO MULTISECTOR BOND ACTV ETF | 95777 | 2555330 | ETF |
| SPDR Nuveen BB Hi Yld Muncpl Bd ETF | 102370 | 2553108 | ETF |
| UMB Financial Corp | 21106 | 2428034 | COM |
| Lilly Eli & Company | 2091 | 2247156 | ETF |
| Microsoft Corp | 4431 | 2143150 | ETF |
| Schw Intl Eq Etf | 88941 | 2138139 | ETF |
| Vanguard Intermediate | 24815 | 2078256 | ETF |
| VANGUARD SHRT TAX EXEMPT BND ETF | 19904 | 2021749 | ETF |
| SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | 21769 | 1989275 | ETF |
| Invesco QQQ Trust | 3161 | 1941947 | ETF |
| BLOXX BBB 1-5 YR Core Bond ETF | 37502 | 1930603 | ETF |
| NYLI MacKay Muni Intermediate ETF | 74424 | 1810736 | ETF |
| ISHARES 0 TO 3 MNTH TREASURY BND ETF | 17257 | 1732266 | ETF |
| Vanguard Total Bond | 22925 | 1698055 | ETF |
| Avantis Responsible US Equity ETF | 21393 | 1632286 | ETF |
| DFA Tax Managed Intl | 32596 | 1626540 | COM |
| JPMorgan Chase & Co. | 4885 | 1574045 | ETF |
| iShares S&P 500 Value ETF | 7225 | 1532206 | ETF |
| Vanguard Russell 1000 | 15929 | 1470247 | ETF |
| Powershare Ftse Rafi US | 30825 | 1446309 | ETF |
| SPDR Portfolio S&P 500 Value ETF | 24337 | 1382585 | ETF |
| iShares MSCI EAFE ETF | 14107 | 1354709 | ETF |
| Vanguard Emerging Market | 24666 | 1326044 | ETF |
| Abbvie Inc | 5694 | 1301022 | COM |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 24015 | 1293928 | ETF |
| Berkshire Hathaway B New | 2478 | 1245567 | COM |
| TCW Flexible Income ETF | 31148 | 1233461 | ETF |
| J P Morgan Mortgage Backed Secs ETF | 22973 | 1173001 | ETF |
| Carvana Co | 2775 | 1171106 | COM |
| Vanguard Total Intl Etf | 14409 | 1087015 | ETF |
| JPMorgan Limited Duration Bond ETF | 20353 | 1065248 | ETF |
| Northrop Grumman Corp | 1789 | 1020106 | ETF |
| DFA US Real Estate ETF | 42560 | 974675 | ETF |
| Vanguard Small Cap | 3725 | 960901 | ETF |
| Mastercard Inc | 1565 | 893427 | COM |
| Vanguard Info Technology | 1154 | 869862 | ETF |
| Nuveen ESG Large-Cap Value ETF | 19206 | 865230 | ETF |
| Exxon Mobil Corporation | 7032 | 846195 | COM |
| VanEck AA-BB CLO ETF | 16326 | 827160 | ETF |
| JPMorgan Equity Premium Income ETF | 14404 | 824473 | COM |
| Schwab Fundamental Inl | 18116 | 819024 | ETF |
| Nvidia Corp | 4339 | 809248 | COM |
| DFA U.S. Equity ETF | 10465 | 776189 | ETF |
| iShares MBS Bond Fd | 8118 | 772996 | ETF |
| Angel Oak UltraShort Income ETF | 14774 | 755613 | ETF |
| Berkshire Hathaway Inc A | 1 | 754800 | COM |
| Ishares High Yield | 17270 | 740365 | ETF |
| Vanguard Mid Cap | 2520 | 731475 | ETF |
| Visa Inc Cl A | 2056 | 721195 | COM |
| Avantis Real Estate ETF | 16428 | 715111 | COM |
| Avantis Responsible International Equity ETF | 9309 | 691286 | COM |
| Oracle Corporation | 3525 | 687058 | COM |
| Google Inc. Class A | 2180 | 682340 | COM |
| Avantis U.S. Large Cap Value ETF | 8974 | 679960 | ETF |
| iShares Russell 1000 ETF | 1801 | 672452 | ETF |
| Russell 2000/ Small Value | 3672 | 665352 | ETF |
| DFA U.S. Small Cap (TM) | 9531 | 664025 | ETF |
| Avantis U.S. Equity ETF | 5895 | 658943 | ETF |
| iShares Aggregate Bond Fd | 6361 | 635337 | COM |
| iShares Core 1-5 Year USD Bond ETF | 12990 | 633263 | ETF |
| iShares Short-Term CA Muni Act ETF | 12475 | 629489 | ETF |
| Google Inc. Class C | 1978 | 620704 | COM |
| iShares California Muni Bond ETF | 10611 | 609708 | ETF |
| Federated Hermes US Strategic Dvd ETF | 19778 | 565849 | ETF |
| Home Depot Inc | 1521 | 523438 | COM |
| iShares 1-3 Year Treasury Bond ETF | 6245 | 517234 | ETF |
| Goldman Sachs Group Inc | 588 | 516852 | COM |
| Russell 2000/ Small Growth | 1543 | 498404 | ETF |
| Vanguard Div Apprciation | 2267 | 498241 | ETF |
| Abbott Laboratories | 3960 | 496148 | COM |
| iShares MSCI Emerging Markets ETF | 9044 | 494797 | ETF |
| VanEck Short Muni ETF | 27956 | 486714 | ETF |
| Johnson & Johnson | 2265 | 468742 | COM |
| Schw Emg Mkt Eq Etf | 13649 | 447010 | ETF |
| Schwab US Large Cap | 13466 | 439250 | ETF |
| DFA Core Fixed Income ETF | 9711 | 413300 | ETF |
| Deere & Co | 841 | 391544 | COM |
| Asml Hldgs Nv | 342 | 365892 | COM |
| Costco Whsl Corp New | 404 | 348385 | COM |
| Ishars Edg Msci Usa Qlty | 1745 | 346592 | ETF |
| iShares ESG U.S. Aggregate Bond ETF | 7208 | 344903 | ETF |
| Caterpillar Inc | 593 | 339712 | COM |
| SPDR Dow Jones Industrial Average ETF | 700 | 336399 | ETF |
| Enbridge Inc | 7027 | 336101 | COM |
| JPMorgan Ultra-Short Income ETF | 6250 | 316188 | ETF |
| Meta Platforms Inc Class A | 469 | 309697 | COM |
| Invesco BulletShares 2034 Corp Bd ETF | 14036 | 295037 | ETF |
| iShares Russell Mid-Cap Growth ETF | 2148 | 294147 | ETF |
| iShares Broad USD High Yield Corp Bd ETF | 7757 | 290076 | ETF |
| iShares Russell Mid-Cap ETF | 3008 | 289580 | ETF |
| SPDR Gold ETF | 728 | 288514 | ETF |
| Raytheon Technologies Ord | 1527 | 280052 | COM |
| Fidelity Small-Mid Multifactor ETF | 6314 | 278639 | ETF |
| Invesco BulletShares 2033 Corp Bd ETF | 12865 | 276083 | ETF |
| iShares Core MSCI EAFE ETF | 3086 | 276074 | ETF |
| Netflix Com Inc Com | 2942 | 275842 | COM |
| Invesco BulletShares 2031 Corp Bd ETF | 16445 | 274549 | ETF |
| DTE Energy Company | 2124 | 273981 | COM |
| Invesco BulletShares 2030 Corp Bd ETF | 16176 | 273698 | ETF |
| Invesco BulletShares 2032 Corp Bd ETF | 13099 | 273442 | ETF |
| Invesco BulletShares 2029 Corp Bd ETF | 14479 | 272712 | ETF |
| Invesco BulletShares 2028 Corp Bd ETF | 13170 | 271302 | ETF |
| Invesco BulletShares 2027 Corp Bd ETF | 13655 | 269550 | ETF |
| Invesco BulletShares 2026 Corp Bd ETF | 13693 | 268040 | ETF |
| Sector Spdr Fincl Select | 4726 | 258843 | ETF |
| Avago Technologies | 743 | 257152 | COM |
| Mc Donalds Corp | 809 | 247210 | ETF |
| Blackstone Group Lp | 1573 | 242462 | COM |
| Eaton Corporation | 760 | 242068 | COM |
| Vanguard Large Cap Etf | 739 | 232638 | ETF |
| Schwab US Large Cap Etf | 8601 | 231446 | ETF |
| iShares C&S Real Estate | 3871 | 230983 | ETF |
| Schw US Scap Etf | 8081 | 230156 | ETF |
| Schwab Fundamental US | 8154 | 221870 | ETF |
| Industrial SPDR | 1385 | 214880 | ETF |
| Int'l Business Mach | 720 | 213271 | COM |
| iShares Select Dividend ETF | 1500 | 211710 | ETF |
| PIMCO Intermediate Municipal Bd Actv ETF | 4003 | 209797 | ETF |
| Ev Tax Man Glb Div Eqty | 19900 | 189647 | ETF |
| AURORA INNOVATION CL A ORD | 16141 | 61981 | COM |
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