Diversified Portfolios, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1634212
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.2B
Holdings
174
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Diversified Portfolios, Inc. disclosed 174 positions worth $1.2B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 9 new positions and exited 7. The portfolio is most concentrated in Other (96.7% of disclosed assets). All figures are sourced directly from Diversified Portfolios, Inc.’s Form 13F-HR filing with the SEC under CIK 1634212.
AI Fund Analysis
StableVanguard Total Stock Mkt
12.1% weight
Held 9 quarters
JPMorgan Active Bond ETF
8.8% weight
Held 8 quarters
Vanguard Core Bond ETF
7.6% weight
Held 8 quarters
Avantis International Equi
6.5% weight
Held 9 quarters
DFA Short-Duration Fixed I
5.3% weight
Held 8 quarters
Avantis Emerging Markets E
8 quarters accumulating
DFA US Large Cap Value ETF
8 quarters accumulating
DFA US Small Cap Value ETF
8 quarters accumulating
Vanguard Core-Plus Bond ET
8 quarters accumulating
Avantis US Small Cap Value
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
Vanguard Total Stock Mkt
—Quality
$146.9M457,854 shJPMorgan Active Bond ETF
—Quality
$106.9M1,987,378 shVanguard Core Bond ETF
—Quality
$92.4M1,194,683 shAvantis International Equity ETF
—Quality
$79.1M932,696 shDFA Short-Duration Fixed Inc ETF
—Quality
$64.0M1,336,422 shiShares Ultra Short-Term Bond ETF
—Quality
$55.8M1,102,918 shAvantis Emerging Markets EQ ETF
—Quality
$46.5M576,945 shDFA US Large Cap Value ETF
—Quality
$32.7M916,445 sh- —
Quality
$25.9M39,851 sh DFA US Small Cap Value ETF
—Quality
$24.4M695,442 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Vanguard Total Stock Mkt | — | $146.9M | 457,854 |
| JPMorgan Active Bond ETF | — | $106.9M | 1,987,378 |
| Vanguard Core Bond ETF | — | $92.4M | 1,194,683 |
| Avantis International Equity ETF | — | $79.1M | 932,696 |
| DFA Short-Duration Fixed Inc ETF | — | $64.0M | 1,336,422 |
| iShares Ultra Short-Term Bond ETF | — | $55.8M | 1,102,918 |
| Avantis Emerging Markets EQ ETF | — | $46.5M | 576,945 |
| DFA US Large Cap Value ETF | — | $32.7M | 916,445 |
 SPDR S&P 500 ETF TRUST$SPY | — | $25.9M | 39,851 |
| DFA US Small Cap Value ETF | — | $24.4M | 695,442 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Diversified Portfolios, Inc.'s 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Other
$1.2B
Technology
$18.8M
Financials
$8.8M
Consumer Discretionary
$4.9M
Healthcare
$3.8M
Industrials
$1.8M
Energy
$1.4M
Utilities
$305,046
Full Holdings — Diversified Portfolios, Inc. (Q1 2026)
All 174 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | Vanguard Total Stock Mkt | $146.9M | 12.1% | -0% | — |
| 2 | — | JPMorgan Active Bond ETF | $106.9M | 8.8% | +3% | — |
| 3 | — | Vanguard Core Bond ETF | $92.4M | 7.6% | +6% | — |
| 4 | — | Avantis International Equity ETF | $79.1M | 6.5% | -1% | — |
| 5 | — | DFA Short-Duration Fixed Inc ETF | $64.0M | 5.3% | +8% | — |
| 6 | — | iShares Ultra Short-Term Bond ETF | $55.8M | 4.6% | +2% | — |
| 7 | — | Avantis Emerging Markets EQ ETF | $46.5M | 3.8% | +5% | — |
| 8 | — | DFA US Large Cap Value ETF | $32.7M | 2.7% | +19% | — |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $25.9M | 2.1% | -1% | — |
| 10 | — | DFA US Small Cap Value ETF | $24.4M | 2.0% | +8% | — |
| 11 | — | DFA Core Emerging Mkt ETF | $23.7M | 1.9% | -1% | — |
| 12 | — | iShares Core S&P 500 ETF | $23.6M | 1.9% | +2% | — |
| 13 | — | Nuveen AA-BBB CLO ETF | $22.6M | 1.9% | +19% | — |
| 14 | — | Russell 3000 | $20.9M | 1.7% | -0% | — |
| 15 | — | Ishares Floating Rate | $20.1M | 1.6% | -2% | — |
| 16 | — | Vanguard Russell 3000 ETF | $16.4M | 1.4% | +7% | — |
| 17 | — | DFA Int'l Core Equity ETF | $15.1M | 1.2% | -1% | — |
| 18 | — | Vanguard Core-Plus Bond ETF | $15.0M | 1.2% | +5% | — |
| 19 | — | Vanguard Value | $14.7M | 1.2% | -2% | — |
| 20 | — | Vanguard ESG U.S. Stock ETF | $14.7M | 1.2% | +4% | — |
| 21 | — | DFA Tax-Managed US Marketwide Value II | $14.3M | 1.2% | -2% | — |
| 22 | — | JPMorgan Municipal ETF | $13.6M | 1.1% | -5% | — |
| 23 | — | iShares National Muni Bond ETF | $13.0M | 1.1% | -2% | — |
| 24 | — | iShares Global REIT ETF | $12.4M | 1.0% | -16% | — |
| 25 | — | JPMorgan Ultra-Short Municipal Inc ETF | $12.4M | 1.0% | -18% | — |
| 26 | — | Schwab US Large Cap Value | $11.8M | 1.0% | +9% | — |
| 27 | — | Russell 2000/Small Blend | $9.9M | 0.8% | -1% | — |
| 28 | — | SPDR DoubleLine Total Return Tact ETF | $9.2M | 0.8% | +32% | — |
| 29 | — | Vanguard ESG Int'l ETF | $8.6M | 0.7% | -2% | — |
| 30 | — | Vanguard Growth | $8.1M | 0.7% | -1% | — |
| 31 | — | Avantis US Small Cap Value ETF | $7.9M | 0.7% | +7% | — |
| 32 |  $META | Meta Platforms, Inc. | $7.5M | 0.6% | -21% | 80.9 |
| 33 | — | iShares Core S&P Total US Stock Mkt ETF | $7.4M | 0.6% | +16% | — |
| 34 | — | DFA US Core Equity ETF | $7.4M | 0.6% | -2% | — |
| 35 | — | iShares Core Total USD Bond Market ETF | $7.3M | 0.6% | -17% | — |
| 36 | — | Vanguard Tax-Exempt Bond ETF | $7.2M | 0.6% | +41% | — |
| 37 | — | VanEck CLO ETF | $6.5M | 0.5% | +19% | — |
| 38 |  $AAPL | Apple Inc. | $6.0M | 0.5% | -21% | 76.1 |
| 39 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $6.0M | 0.5% | -4% | — |
| 40 | — | Schw US Brd Mkt Etf | $5.6M | 0.5% | +5% | — |
| 41 | — | iShares 1-5 Year Investment Grade Corporate Bond ETF | $5.4M | 0.4% | -0% | — |
| 42 | — | Russell 1000/ Lrg. Value | $5.2M | 0.4% | -0% | — |
| 43 | — | Vanguard Reit | $4.6M | 0.4% | -15% | — |
| 44 | — | iShares Short-Term National Muni Bond ETF | $4.6M | 0.4% | -8% | — |
| 45 | — | DFA U.S. Small Cap Value (TM) | $4.4M | 0.4% | -2% | — |
| 46 | — | Russell 1000/ Lrg. Growth | $4.1M | 0.3% | -2% | — |
| 47 | — | Eaton Vance Short Dur Muncpl Inc ETF | $4.1M | 0.3% | +27% | — |
| 48 | — | Vanguard Mortgage Backed | $4.0M | 0.3% | -0% | — |
| 49 | — | Vanguard Small Cap Value | $3.9M | 0.3% | -7% | — |
| 50 | — | iShares S&P 500 Growth ETF | $3.8M | 0.3% | -2% | — |
| 51 | — | Vanguard Russell 1000 Growth ETF | $3.7M | 0.3% | -0% | — |
| 52 | — | Vanguard Intermediate | $3.3M | 0.3% | +60% | — |
| 53 | — | iShares Core S&P Small-Cap ETF | $3.3M | 0.3% | -7% | — |
| 54 | — | Vanguard High Dividend ETF | $3.2M | 0.3% | +0% | — |
| 55 | — | DFA Core Fixed Income ETF | $3.1M | 0.3% | +667% | — |
| 56 | — | iShares Core MSCI Emerging Markets ETF | $3.1M | 0.3% | -3% | — |
| 57 | — | Vanguard Short Term Corp Bond | $3.0M | 0.3% | -4% | — |
| 58 | — | Vanguard S&P 500 Growth ETF | $3.0M | 0.3% | +0% | — |
| 59 | — | JPMorgan Limited Duration Bond ETF | $2.9M | 0.2% | +175% | — |
| 60 | — | Vanguard Msci Eafe Etf | $2.9M | 0.2% | -1% | — |
| 61 |  $AMZN | AMAZON COM INC | $2.8M | 0.2% | -2% | 74.6 |
| 62 | — | Vanguard Interm Bond Index ETF | $2.8M | 0.2% | -31% | — |
| 63 | — | iShares Core S&P Mid-Cap ETF | $2.6M | 0.2% | -5% | — |
| 64 | — | SPDR Nuveen BB Hi Yld Muncpl Bd ETF | $2.6M | 0.2% | +3% | — |
| 65 | — | Schw Intl Eq Etf | $2.5M | 0.2% | +13% | — |
| 66 | — | Vanguard S&P 500 Etf | $2.4M | 0.2% | -2% | — |
| 67 | — | BLOXX BBB 1-5 YR Core Bond ETF | $2.4M | 0.2% | +24% | — |
| 68 | — | SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $2.2M | 0.2% | +11% | — |
| 69 |  $UMBF | UMB FINANCIAL CORP | $2.0M | 0.2% | -15% | — |
| 70 | — | VANGUARD SHRT TAX EXEMPT BND ETF | $2.0M | 0.2% | -0% | — |
| 71 | — | DFA U.S. Equity ETF | $1.9M | 0.2% | +158% | — |
| 72 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.1% | +3% | — |
| 73 |  $LLY | ELI LILLY & Co | $1.9M | 0.1% | -3% | 89.3 |
| 74 | — | J P Morgan Mortgage Backed Secs ETF | $1.6M | 0.1% | +41% | — |
| 75 | — | TCW Flexible Income ETF | $1.6M | 0.1% | +33% | — |
| 76 | — | Avantis Responsible US Equity ETF | $1.6M | 0.1% | +0% | — |
| 77 |  $MSFT | MICROSOFT CORP | $1.5M | 0.1% | -6% | 83.7 |
| 78 | — | iShares S&P 500 Value ETF | $1.5M | 0.1% | +0% | — |
| 79 | — | ISHARES 0 TO 3 MNTH TREASURY BND ETF | $1.5M | 0.1% | -12% | — |
| 80 | — | Vanguard Russell 1000 | $1.5M | 0.1% | +0% | — |
| 81 |  $IVZ | Invesco Ltd. | $1.5M | 0.1% | +0% | — |
| 82 | — | VanEck AA-BB CLO ETF | $1.5M | 0.1% | +79% | — |
| 83 | — | iShares 5-10 Year Investment Grade Corporate Bond ETF | $1.4M | 0.1% | +12% | — |
| 84 | — | SPDR Portfolio S&P 500 Value ETF | $1.4M | 0.1% | +2% | — |
| 85 | — | iShares MSCI EAFE ETF | $1.4M | 0.1% | +1% | — |
| 86 | — | Janus Henderson AAA CLO ETF | $1.4M | 0.1% | NEW | — |
| 87 |  $JPM | JPMORGAN CHASE & CO | $1.4M | 0.1% | -4% | 35.6 |
| 88 | — | Vanguard Emerging Market | $1.3M | 0.1% | -0% | — |
| 89 | — | DFA Tax Managed Intl | $1.2M | 0.1% | -28% | — |
| 90 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.2M | 0.1% | -1% | 60.5 |
| 91 | — | Janus Henderson B-BBB CLO ETF | $1.2M | 0.1% | NEW | — |
| 92 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.1% | +0% | 64.5 |
| 93 | — | JPMorgan Short Duration Core Plus ETF | $1.1M | 0.1% | NEW | — |
| 94 |  $XOM | EXXON MOBIL CORP | $1.1M | 0.1% | -6% | 61.8 |
| 95 |  $ABBV | AbbVie Inc. | $1.1M | 0.1% | -14% | 59.3 |
| 96 |  $CVNA | CARVANA CO. | $1.0M | 0.1% | +17% | 69.2 |
| 97 | — | Vanguard Total Intl Etf | $1.0M | 0.1% | -9% | — |
| 98 | — | Vanguard Small Cap | $974,756 | 0.1% | -0% | — |
| 99 | — | Schwab Fundamental Inl | $886,416 | 0.1% | +0% | — |
| 100 | — | Avantis U.S. Equity ETF | $878,322 | 0.1% | +34% | — |
| 101 | — | Nuveen ESG Large-Cap Value ETF | $877,877 | 0.1% | +0% | — |
| 102 | — | DFA US Real Estate ETF | $842,247 | 0.1% | -16% | — |
| 103 | — | iShares MBS Bond Fd | $826,540 | 0.1% | +7% | — |
| 104 | — | iShares California Muni Bond ETF | $804,000 | 0.1% | +33% | — |
| 105 | — | Vanguard Mid Cap | $784,408 | 0.1% | +8% | — |
| 106 |  $NVDA | NVIDIA CORP | $744,711 | 0.1% | -2% | 90.2 |
| 107 | — | JPMorgan Equity Premium Income ETF | $742,684 | 0.1% | -9% | — |
| 108 |  $MA | Mastercard Inc | $734,500 | 0.1% | -6% | 81.7 |
| 109 | — | Avantis U.S. Large Cap Value ETF | $723,394 | 0.1% | +0% | — |
| 110 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 111 | — | Eaton Vance Total Return Bond ETF | $700,350 | 0.1% | NEW | — |
| 112 | — | Angel Oak UltraShort Income ETF | $695,301 | 0.1% | -8% | — |
| 113 | — | Ishares High Yield | $689,653 | 0.1% | -6% | — |
| 114 | — | Avantis Responsible International Equity ETF | $685,579 | 0.1% | +0% | — |
| 115 | — | DFA U.S. Small Cap (TM) | $677,940 | 0.1% | +0% | — |
| 116 | — | Russell 2000/ Small Value | $677,163 | 0.1% | -3% | — |
| 117 | — | iShares Russell 1000 ETF | $642,057 | 0.1% | +0% | — |
| 118 | — | Avantis Real Estate ETF | $627,681 | 0.1% | -13% | — |
| 119 |  $GOOG | Alphabet Inc. | $607,614 | 0.1% | -3% | 80.2 |
| 120 |  $GOOGL | Alphabet Inc. | $567,416 | 0.1% | +0% | 80.2 |
| 121 | — | iShares Short-Term CA Muni Act ETF | $556,445 | 0.1% | -12% | — |
| 122 |  $V | VISA INC. | $539,196 | 0.0% | -13% | 83.5 |
| 123 | — | iShares 1-3 Year Treasury Bond ETF | $517,822 | 0.0% | +0% | — |
| 124 | — | iShares MSCI Emerging Markets ETF | $515,312 | 0.0% | +0% | — |
| 125 | — | iShares Core 1-5 Year USD Bond ETF | $507,715 | 0.0% | -19% | — |
| 126 |  $COST | COSTCO WHOLESALE CORP /NEW | $505,190 | 0.0% | +25% | 67 |
| 127 |  $GS | GOLDMAN SACHS GROUP INC | $497,442 | 0.0% | +0% | — |
| 128 | — | Russell 2000/ Small Growth | $484,209 | 0.0% | +0% | — |
| 129 | — | Vanguard Div Apprciation | $480,874 | 0.0% | -1% | — |
| 130 |  $HD | HOME DEPOT, INC. | $478,594 | 0.0% | -4% | 69.2 |
| 131 | — | Vanguard Total Bond | $475,788 | 0.0% | -72% | — |
| 132 |  $DE | DEERE & CO | $469,229 | 0.0% | -1% | 57.4 |
| 133 | — | PIMCO MULTISECTOR BOND ACTV ETF | $456,718 | 0.0% | -82% | — |
| 134 |  $JNJ | JOHNSON & JOHNSON | $452,214 | 0.0% | -18% | 72.8 |
| 135 | — | VanEck Short Muni ETF | $440,735 | 0.0% | -9% | — |
| 136 |  $ASML | ASML HOLDING NV | $425,307 | 0.0% | -6% | — |
| 137 | — | Vanguard Long-Term Corporate Bd ETF | $410,960 | 0.0% | NEW | — |
| 138 |  $CAT | CATERPILLAR INC | $403,822 | 0.0% | -4% | 67.8 |
| 139 | — | Schw Emg Mkt Eq Etf | $401,298 | 0.0% | -11% | — |
| 140 | — | iShares Aggregate Bond Fd | $396,286 | 0.0% | -37% | — |
| 141 |  $ABT | ABBOTT LABORATORIES | $387,579 | 0.0% | -5% | 67 |
| 142 | — | Vanguard Info Technology | $381,653 | 0.0% | -53% | — |
| 143 | — | Schwab US Large Cap | $366,478 | 0.0% | -7% | — |
| 144 | — | JPMorgan Ultra-Short Income ETF | $346,679 | 0.0% | +10% | — |
| 145 | — | Ishars Edg Msci Usa Qlty | $334,708 | 0.0% | +0% | — |
| 146 | — | iShares Russell Mid-Cap ETF | $331,360 | 0.0% | +13% | — |
| 147 | — | SPDR Dow Jones Industrial Average ETF | $324,233 | 0.0% | +0% | — |
| 148 |  $ORCL | ORACLE CORP | $317,022 | 0.0% | -39% | 67.2 |
| 149 |  $DTB | DTE ENERGY CO | $305,046 | 0.0% | -2% | — |
| 150 | — | iShares Select Dividend ETF | $303,728 | 0.0% | +34% | — |
| 151 |  $GLD | SPDR GOLD TRUST | $302,924 | 0.0% | -3% | — |
| 152 | — | iShares Broad USD High Yield Corp Bd ETF | $285,996 | 0.0% | +0% | — |
| 153 |  $NFLX | NETFLIX INC | $282,873 | 0.0% | +0% | 86.7 |
| 154 | — | iShares Core MSCI EAFE ETF | $279,376 | 0.0% | +0% | — |
| 155 | — | iShares ESG U.S. Aggregate Bond ETF | $276,456 | 0.0% | -19% | — |
| 156 |  $RTX | RTX Corp | $275,654 | 0.0% | -6% | 70 |
| 157 | — | iShares Russell Mid-Cap Growth ETF | $275,202 | 0.0% | +0% | — |
| 158 | — | Fidelity Small-Mid Multifactor ETF | $260,990 | 0.0% | -8% | — |
| 159 | — | PIMCO Intermediate Municipal Bd Actv ETF | $257,714 | 0.0% | +23% | — |
| 160 |  $ETN | Eaton Corp plc | $243,931 | 0.0% | -10% | — |
| 161 | — | iShares C&S Real Estate | $239,576 | 0.0% | +0% | — |
| 162 | $META | Meta Platforms, Inc. | $236,403 | 0.0% | -12% | 80.9 |
| 163 | — | Sector Spdr Fincl Select | $233,323 | 0.0% | +0% | — |
| 164 |  $CVX | CHEVRON CORP | $232,382 | 0.0% | NEW | 54.7 |
| 165 | — | JPMorgan Income ETF | $228,047 | 0.0% | NEW | — |
| 166 | — | Schwab Fundamental US | $227,089 | 0.0% | +0% | — |
| 167 | — | Industrial SPDR | $224,036 | 0.0% | +0% | — |
| 168 | — | Schw US Scap Etf | $222,055 | 0.0% | -6% | — |
| 169 | — | Vanguard Large Cap Etf | $220,851 | 0.0% | +0% | — |
| 170 | — | Schwab US Large Cap Etf | $220,594 | 0.0% | +0% | — |
| 171 |  $WELL | WELLTOWER INC. | $202,850 | 0.0% | NEW | 75.7 |
| 172 |  $GLW | CORNING INC /NY | $201,915 | 0.0% | NEW | 72.7 |
| 173 | — | Ev Tax Man Glb Div Eqty | $172,334 | 0.0% | +0% | — |
| 174 |  $AUR | Aurora Innovation, Inc. | $57,705 | 0.0% | -13% | 9.8 |
New Positions (9)
Janus Henderson AAA CLO ETF$1.4M
Janus Henderson B-BBB CLO ETF$1.2M
JPMorgan Short Duration Core Plus ETF$1.1M
Eaton Vance Total Return Bond ETF$700,350
Vanguard Long-Term Corporate Bd ETF$410,960
$CVX CHEVRON CORP$232,382 JPMorgan Income ETF$228,047
$WELL WELLTOWER INC.$202,850$GLW CORNING INC /NY$201,915
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