What does Diversified Portfolios, Inc. hold?

Diversified Portfolios, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1634212.

What is Diversified Portfolios, Inc.'s AUM?

Diversified Portfolios, Inc. reported approximately $1.4B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.9B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Diversified Portfolios, Inc.'s holdings?

All Diversified Portfolios, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1634212. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Diversified Portfolios, Inc.'s 13F data updated on 13F Pro?

Diversified Portfolios, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Diversified Portfolios, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1634212

Institutional-grade research for retail investors

Sector Allocation

Other96.0%$1.3B
Technology1.9%$26.0M
Financials0.7%$10.2M
Healthcare0.4%$5.7M
Consumer Discretionary0.4%$5.6M
Industrials0.3%$3.8M
Consumer Staples0.1%$1.2M
Energy0.1%$1.1M
Communication Services0.0%$575,391
Materials0.0%$443,171

AUM History

13fpro.ai/research/fund/diversified-portfolios-inc-1634212

Conviction and streaks

Diversifying · top 10 = 52.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold12.4% weight · held 10 quarters

$Conviction hold7.7% weight · held 9 quarters

$Conviction hold6.4% weight · held 10 quarters

$Conviction hold6.2% weight · held 9 quarters

$Conviction hold4.6% weight · held 9 quarters

$Accumulating+369% shares · 9 quarters running

$Accumulating+199% shares · 9 quarters running

$Accumulating+2737% shares · 9 quarters running

$Accumulating+108% shares · 9 quarters running

$Accumulating+6392% shares · 8 quarters running

$METATrimming-91% shares · 9 quarters running

$MDYTrimming-14% shares · 9 quarters running

$Trimming-87% shares · 9 quarters running

$Trimming-83% shares · 8 quarters running

$Trimming-4% shares · 6 quarters running

Largest positions — Q2 2026

VANGUARD
$171.2M
VANGUARD
$106.2M
AMERICAN
$88.7M
J
$84.7M
DIMENSIONAL
$63.7M
ISHARES
$54.3M
AMERICAN
$47.1M
DIMENSIONAL
$40.5M
SPY
$30.5M
J
$30.0M
NUSHARES
$29.5M
DIMENSIONAL
$28.5M
DIMENSIONAL
$28.0M
ISHARES
$27.0M
ISHARES
$24.0M
J
$19.3M
ISHARES
$19.1M
VANGUARD
$18.9M
VANGUARD
$18.0M
VANGUARD
$16.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/diversified-portfolios-inc-1634212

Diversified Portfolios, Inc. 13F holdings — Q2 2026

$1.4B portfolio (+13.3% QoQ) · 201 holdings · Q2 2026 13F · top 10 are 52% of the stock portfolio

1
VANGUARD INDEX FDS - ETF
$171.2M
12.4% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD MALVERN FDS - ETF
$106.2M
7.7% of stocks
+15%This quarter—Since filed—Held
AIQuality—Est. buy—
3
AMERICAN CENTY ETF TR - COM
$88.7M
6.4% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
4
J P MORGAN EXCHANGE TRADED F - ETF
$84.7M
6.2% of stocks
-20%This quarter—Since filed—Held
AIQuality—Est. buy—
5
DIMENSIONAL ETF TRUST - ETF
$63.7M
4.6% of stocks
-0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - ETF
$54.3M
3.9% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
7
AMERICAN CENTY ETF TR - COM
$47.1M
3.4% of stocks
-15%This quarter—Since filed—Held
AIQuality—Est. buy—
8
DIMENSIONAL ETF TRUST - ETF
$40.5M
2.9% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SPDR S&P 500 ETF TRUST
$SPY
$30.5M
2.2% of stocks
+3%This quarter-0.8%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
10
J P MORGAN EXCHANGE TRADED F - ETF
$30.0M
2.2% of stocks
+1728%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - ETF	$171.2M	12.4%	+1%	—	—	—	—
2	VANGUARD MALVERN FDS - ETF	$106.2M	7.7%	+15%	—	—	—	—
3	AMERICAN CENTY ETF TR - COM	$88.7M	6.4%	+7%	—	—	—	—
4	J P MORGAN EXCHANGE TRADED F - ETF	$84.7M	6.2%	-20%	—	—	—	—
5	DIMENSIONAL ETF TRUST - ETF	$63.7M	4.6%	-0.1%	—	—	—	—
6	ISHARES TR - ETF	$54.3M	3.9%	-3%	—	—	—	—
7	AMERICAN CENTY ETF TR - COM	$47.1M	3.4%	-15%	—	—	—	—
8	DIMENSIONAL ETF TRUST - ETF	$40.5M	2.9%	+12%	—	—	—	—
9	SPDR S&P 500 ETF TRUST$SPY	$30.5M	2.2%	+3%	-0.8%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
10	J P MORGAN EXCHANGE TRADED F - ETF	$30.0M	2.2%	+1728%	—	—	—	—

All holdings — Diversified Portfolios, Inc. (Q2 2026)

Sort

201 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	NUSHARES ETF TR - ETFetf/fund	—	$29.5M	2.1%	1.17M	+29%	—	—	13F
12	—	DIMENSIONAL ETF TRUST - ETFetf/fund	—	$28.5M	2.1%	735K	+6%	—	—	13F
13	—	DIMENSIONAL ETF TRUST - ETFetf/fund	—	$28.0M	2.0%	697K	-0.5%	—	—	13F
14	—	ISHARES TR - COMetf/fund	—	$27.0M	2.0%	36K	-0.1%	—	—	13F
15	—	ISHARES TR - ETFetf/fund	—	$24.0M	1.7%	56K	-0.1%	—	—	13F
16	—	J P MORGAN EXCHANGE TRADED F - ETFetf/fund	—	$19.3M	1.4%	380K	+40%	—	—	13F
17	—	ISHARES TR - ETFetf/fund	—	$19.1M	1.4%	374K	-5%	—	—	13F
18	—	VANGUARD SCOTTSDALE FDS - ETFetf/fund	—	$18.9M	1.4%	57K	-0.1%	—	—	13F
19	—	VANGUARD MALVERN FDS - ETFetf/fund	—	$18.0M	1.3%	232K	+20%	—	—	13F
20	—	VANGUARD INDEX FDS - ETFetf/fund	—	$16.3M	1.2%	75K	-0.4%	—	—	13F
21	—	DIMENSIONAL ETF TRUST - ETFetf/fund	—	$16.1M	1.2%	391K	+1%	—	—	13F
22	—	VANGUARD WORLD FD - ETFetf/fund	—	$16.1M	1.2%	122K	-7%	—	—	13F
23	—	DIMENSIONAL ETF TRUST - ETFetf/fund	—	$16.0M	1.2%	292K	-1.0%	—	—	13F
24	—	SCHWAB STRATEGIC TR - ETFetf/fund	—	$13.2M	1.0%	380K	-2%	—	—	13F
25	—	ISHARES TR - ETFetf/fund	—	$12.6M	0.9%	117K	-5%	—	—	13F
26	—	ISHARES TR - ETF	—	$12.0M	0.9%	40K	-0.6%
27	—	VANGUARD MUN BD FDS - ETF	—	$11.9M	0.9%	235K	+64%
28	—	VANECK ETF TRUST - ETF	—	$11.8M	0.9%	223K	+82%
29	—	J P MORGAN EXCHANGE TRADED F - ETF	—	$10.9M	0.8%	215K	-12%
30	—	ISHARES TR - ETF	—	$9.8M	0.7%	354K	-28%
31	—	VANGUARD INDEX FDS - ETF	—	$9.7M	0.7%	113K	+507%
32	$AAPL	Apple Inc.	Technology	$9.6M	0.7%	33K	+40%
33	—	AMERICAN CENTY ETF TR - ETF	—	$9.1M	0.7%	73K	+2%
34	—	VANGUARD WORLD FD - ETF	—	$8.7M	0.6%	106K	-11%
35	—	ISHARES TR - COM	—	$8.5M	0.6%	52K	+0.4%
36	—	DIMENSIONAL ETF TRUST - ETF	—	$8.4M	0.6%	162K	-0.5%
37	—	AMERICAN CENTY ETF TR - ETF	—	$7.7M	0.6%	117K	New
38	—	MORGAN STANLEY ETF TRUST - ETF	—	$7.6M	0.6%	150K	+85%
39	—	ISHARES TR - ETF	—	$7.2M	0.5%	155K	-2%
40	$META	Meta Platforms, Inc.	Technology	$6.9M	0.5%	89K	-7%
41	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$6.7M	0.5%	9,483	-2%
42	—	SCHWAB STRATEGIC TR - ETF	—	$6.4M	0.5%	220K	-2%
43	—	ISHARES TR - ETF	—	$5.9M	0.4%	24K	-0.4%
44	—	SSGA ACTIVE ETF TR - ETF	—	$5.8M	0.4%	147K	-37%
45	—	ISHARES TR - ETF	—	$5.4M	0.4%	103K	—
46	—	DIMENSIONAL ETF TRUST - ETF	—	$4.9M	0.3%	70K	—
47	—	ISHARES TR - ETF	—	$4.9M	0.3%	39K	+307%
48	—	ISHARES TR - ETF	—	$4.6M	0.3%	33K	—
49	—	VANGUARD SCOTTSDALE FDS - ETF	—	$4.5M	0.3%	95K	+13%
50	—	VANGUARD INDEX FDS - ETF	—	$4.3M	0.3%	18K	+0.3%
51	—	VANGUARD SCOTTSDALE FDS - ETF	—	$4.3M	0.3%	34K	-0.0%
52	—	VANGUARD INDEX FDS - ETF	—	$4.1M	0.3%	43K	-18%
53	—	ISHARES TR - ETF	—	$4.0M	0.3%	37K	-13%
54	—	DIMENSIONAL ETF TRUST - ETF	—	$3.8M	0.3%	91K	+22%
55	—	ISHARES TR - ETF	—	$3.7M	0.3%	25K	-4%
56	—	VANGUARD ADMIRAL FDS INC - ETF	—	$3.6M	0.3%	44K	+500%
57	—	VANGUARD WHITEHALL FDS - ETF	—	$3.4M	0.3%	22K	-0.1%
58	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.4M	0.3%	14K	+5%
59	—	ISHARES INC - ETF	—	$3.3M	0.2%	40K	-11%
60	—	J P MORGAN EXCHANGE TRADED F - ETF	—	$3.1M	0.2%	60K	+7%
61	—	VANGUARD TAX-MANAGED FDS - ETF	—	$3.1M	0.2%	43K	-5%
62	—	VANGUARD SCOTTSDALE FDS - ETF	—	$3.0M	0.2%	38K	+0.2%
63	—	ISHARES TR - ETF	—	$3.0M	0.2%	39K	-1%
64	—	SCHWAB STRATEGIC TR - ETF	—	$2.9M	0.2%	105K	+5%
65	—	VANGUARD INDEX FDS - ETF	—	$2.9M	0.2%	4,242	+6%
66	—	SPDR SERIES TRUST - ETF	—	$2.9M	0.2%	114K	+8%
67	—	PIMCO ETF TR - ETF	—	$2.8M	0.2%	53K	+980%
68	—	VANGUARD SCOTTSDALE FDS - ETF	—	$2.8M	0.2%	34K	-15%
69	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$2.7M	0.2%	3,655	+12%
70	—	DIMENSIONAL ETF TRUST - ETF	—	$2.6M	0.2%	32K	+19%
71	$UMBF	UMB FINANCIAL CORP	Financials	$2.5M	0.2%	18K	-0.5%
72	—	VANGUARD BD INDEX FDS - ETF	—	$2.5M	0.2%	33K	-9%
73	—	ISHARES TR - ETF	—	$2.4M	0.2%	45K	+68%
74	$LLY	ELI LILLY & Co	Healthcare	$2.3M	0.2%	1,884	-7%
75	$MSFT	MICROSOFT CORP	Technology	$2.1M	0.1%	5,629	+35%
76	—	BONDBLOXX ETF TRUST - ETF	—	$2.0M	0.1%	39K	-16%
77	—	DIMENSIONAL ETF TRUST - COM	—	$1.9M	0.1%	36K	+54%
78	—	AMERICAN CENTY ETF TR - ETF	—	$1.9M	0.1%	21K	—
79	—	TCW ETF TRUST - ETF	—	$1.9M	0.1%	48K	+17%
80	—	VANGUARD WELLINGTON FD - ETF	—	$1.9M	0.1%	18K	-7%
81	—	VANGUARD MUN BD FDS - ETF	—	$1.9M	0.1%	24K	New
82	—	JANUS DETROIT STR TR - ETF	—	$1.8M	0.1%	36K	+32%
83	—	VANGUARD SCOTTSDALE FDS - ETF	—	$1.7M	0.1%	16K	—
84	$JPM	JPMORGAN CHASE & CO	Financials	$1.7M	0.1%	5,137	+10%
85	$IVZ	Invesco Ltd.	Financials	$1.7M	0.1%	31K	—
86	—	ISHARES TR - ETF	—	$1.7M	0.1%	7,275	+0.7%
87	$ABBV	AbbVie Inc.	Healthcare	$1.7M	0.1%	6,557	+34%
88	—	VANECK ETF TRUST - ETF	—	$1.6M	0.1%	31K	+7%
89	—	SPDR SERIES TRUST - ETF	—	$1.5M	0.1%	25K	—
90	—	ISHARES TR - ETF	—	$1.5M	0.1%	14K	+0.8%
91	—	ISHARES TR - ETF	—	$1.5M	0.1%	15K	-3%
92	—	J P MORGAN EXCHANGE TRADED F - ETF	—	$1.5M	0.1%	31K	+31%
93	—	SPDR SERIES TRUST - ETF	—	$1.4M	0.1%	15K	-36%
94	—	VANGUARD INTL EQUITY INDEX F - ETF	—	$1.4M	0.1%	23K	-5%
95	—	JANUS DETROIT STR TR - ETF	—	$1.4M	0.1%	29K	+15%
96	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.3M	0.1%	2,551	+3%
97	$NVDA	NVIDIA CORP	Technology	$1.3M	0.1%	6,326	+48%
98	—	VANGUARD STAR FDS - ETF	—	$1.2M	0.1%	14K	+10%
99	$GOOGL	Alphabet Inc.	Technology	$1.2M	0.1%	3,292	+56%
100	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.1M	0.1%	4,442	+140%
101	—	VANGUARD INDEX FDS - ETF	—	$1.1M	0.1%	3,560	-4%
102	—	VANGUARD MUN BD FDS - ETF	—	$1.1M	0.1%	10K	New
103	—	ISHARES TR - ETF	—	$1.0M	0.1%	18K	+29%
104	—	AMERICAN CENTY ETF TR - ETF	—	$1.0M	0.1%	7,900	—
105	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$962K	0.1%	1,028	+103%
106	—	SCHWAB STRATEGIC TR - ETF	—	$956K	0.1%	18K	—
107	$CVNA	CARVANA CO.	Consumer Discretionary	$940K	0.1%	14K	+338%
108	$XOM.R34088	EXXON MOBIL CORP	Energy	$932K	0.1%	6,819	+3%
109	—	NUSHARES ETF TR - ETF	—	$931K	0.1%	19K	-3%
110	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$915K	0.1%	1,796	+1%
111	—	VANGUARD INDEX FDS - ETF	—	$881K	0.1%	11K	+300%
112	—	ANGEL OAK FUNDS TRUST - ETF	—	$856K	0.1%	17K	+23%
113	$HD	HOME DEPOT, INC.	Consumer Discretionary	$854K	0.1%	2,421	+66%
114	—	ISHARES TR - ETF	—	$823K	0.1%	8,705	—
115	—	AMERICAN CENTY ETF TR - ETF	—	$819K	0.1%	8,974	—
116	—	BLACKROCK ETF TRUST II - ETF	—	$797K	0.1%	16K	+43%
117	—	DIMENSIONAL ETF TRUST - ETF	—	$785K	0.1%	9,531	—
118	$MA	Mastercard Inc	Financials	$773K	0.1%	1,506	+2%
119	—	ISHARES TR - ETF	—	$768K	0.1%	3,472	-3%
120	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$749K	0.1%	1	—
121	—	AMERICAN CENTY ETF TR - COM	—	$744K	0.1%	9,309	—
122	—	J P MORGAN EXCHANGE TRADED F - COM	—	$736K	0.1%	13K	-0.5%
123	—	VANGUARD SCOTTSDALE FDS - ETF	—	$729K	0.1%	9,685	+76%
124	—	ISHARES TR - ETF	—	$707K	0.1%	1,727	-4%
125	$GOOG	Alphabet Inc.	Technology	$695K	0.1%	1,967	-0.6%
126	—	ISHARES TR - ETF	—	$691K	0.1%	16K	—
127	$V	VISA INC.	Financials	$638K	0.1%	1,860	+4%
128	$GS	GOLDMAN SACHS GROUP INC	Financials	$631K	0.1%	624	+6%
129	—	NEW YORK LIFE INVTS ACTIVE E - ETF	—	$625K	0.1%	26K	New
130	$ORCL	ORACLE CORP	Technology	$615K	0.0%	4,196	+95%
131	—	AMERICAN CENTY ETF TR - COM	—	$612K	0.0%	13K	-9%
132	—	ISHARES TR - ETF	—	$611K	0.0%	8,936	-2%
133	—	ISHARES TR - ETF	—	$608K	0.0%	1,543	—
134	$CSCO	CISCO SYSTEMS, INC.	Technology	$550K	0.0%	4,684	New
135	$DE	DEERE & CO	Industrials	$540K	0.0%	852	+2%
136	$GE	GENERAL ELECTRIC CO	Industrials	$534K	0.0%	1,429	New
137	—	ISHARES TR - ETF	—	$531K	0.0%	4,810	+41%
138	—	VANGUARD SPECIALIZED FUNDS - ETF	—	$529K	0.0%	2,236	—
139	—	J P MORGAN EXCHANGE TRADED F - ETF	—	$526K	0.0%	11K	New
140	—	ISHARES TR - ETF	—	$506K	0.0%	10K	—
141	$MU	MICRON TECHNOLOGY INC	Technology	$500K	0.0%	433	New
142	—	VANGUARD WORLD FD - ETF	—	$498K	0.0%	4,165	+661%
143	—	ISHARES TR - ETF	—	$485K	0.0%	5,910	-6%
144	$DOV	DOVER Corp	Industrials	$478K	0.0%	2,133	New
145	—	VANGUARD BD INDEX FDS - ETF	—	$474K	0.0%	6,461	—
146	—	ISHARES TR - ETF	—	$465K	0.0%	2,977	+48%
147	—	PIMCO ETF TR - ETF	—	$462K	0.0%	17K	—
148	$GEV	GE Vernova Inc.	Industrials	$455K	0.0%	387	New
149	$GLW	CORNING INC /NY	Materials	$443K	0.0%	1,735	+17%
150	—	SCHWAB STRATEGIC TR - ETF	—	$433K	0.0%	12K	-2%

What changed in Q2 2026

Against the previous quarter's 13F: 30 new, 79 added to, 62 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (30)

AMERICAN CENTY ETF TR - ETF$7.7M
first bought this quarter
VANGUARD MUN BD FDS - ETF$1.9M
first bought this quarter
VANGUARD MUN BD FDS - ETF$1.1M
first bought this quarter
NEW YORK LIFE INVTS ACTIVE E - ETF$625K
first bought this quarter
$CSCOCISCO SYSTEMS, INC.$550K
first bought this quarter
$GEGENERAL ELECTRIC CO$534K
first bought this quarter

+24 more in the Excel export

Added to (79)

VANGUARD MALVERN FDS - ETF+15%
now $106.2M
NUSHARES ETF TR - ETF+29%
now $29.5M
AMERICAN CENTY ETF TR - COM+7%
now $88.7M
VANECK ETF TRUST - ETF+82%
now $11.8M
VANGUARD MUN BD FDS - ETF+64%
now $11.9M
MORGAN STANLEY ETF TRUST - ETF+85%
now $7.6M

+73 more in the Excel export

Trimmed (62)

J P MORGAN EXCHANGE TRADED F - ETF-20%
now $84.7M
SSGA ACTIVE ETF TR - ETF-37%
now $5.8M
ISHARES TR - ETF-3%
now $54.3M
VANGUARD WORLD FD - ETF-7%
now $16.1M
$METAMeta Platforms, Inc.-7%
now $6.9M · held 10+ qtrs, 9 trims in a row
ISHARES INC - ETF-11%
now $3.3M

+56 more in the Excel export

Sold out (3)

Eaton Vance Total Return Bond ETFwas $700K
$ASMLASML HOLDING NVwas $425K
held 4 qtrs
Schwab US Large Capwas $366K

Firm AUM (Form ADV): $1.9B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Diversified Portfolios, Inc. has filed, 40 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Diversified Portfolios's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+1.1%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 12% over the last 4

Top 10 weight

52%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Diversified Portfolios, Inc. disclosed 201 positions worth $1.4B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 30 new positions and exited 3. The portfolio is most concentrated in Other (96.0% of disclosed assets). All figures are sourced directly from Diversified Portfolios, Inc.’s Form 13F-HR filing with the SEC under CIK 1634212.

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AI-Powered Hedge Fund Analysis: Diversified Portfolios, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Diversified Portfolios, Inc. (SEC CIK: 1634212), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Diversified Portfolios, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.