account_balance
Investment manager · 13F filer · SEC CIK 1479844
Diversified Trust Co
Reported value$4.69Bas of Sep 30, 2026
Positions1,035 173 new, 253 sold out
Top 10 weight48.6%VOO alone is 14%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS S&P 500 ETF
13.8%
VEUVanguard Intl Equity Index FDS
10.5%Added +5%
COKECoca-Cola Consolidated, Inc.
5.9%
NVDANVIDIA Corp
3.5%Added +6%
SPYSPDR S&P 500 ETF Trust
2.8%Trimmed −2%
JMSTJ P Morgan Exchange-Traded F
2.7%New
VXFVanguard Index FDS Vanguard Ext
2.6%Added +2%
MSFTMicrosoft Corp
2.4%Trimmed −3%
IEFAiShares Tr Core MSCI EAFE ETF
2.2%
GOOGLAlphabet Inc.
2.1%
AVGOBroadcom Inc.
1.3%+7%
KOCoca-Cola Co
1.2%
VOOVanguard Index FDS S&P 500 ETF
13.8%
VEUVanguard Intl Equity Index FDS
10.5%Added +5%
COKECoca-Cola Consolidated, Inc.
5.9%
NVDANVIDIA Corp
3.5%+6%
SPY2.8%JMST2.7%
VXFVanguard Index FDS Vanguard Ext
2.6%
IEFA
GOOGLAVGOKO1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS S&P 500 ETF 13.8% Held
VEU Vanguard Intl Equity Index FDS 10.5% Added +5%
COKE Coca-Cola Consolidated, Inc. 5.9% HeldNVDA NVIDIA Corp 3.5% Added +6%SPY SPDR S&P 500 ETF Trust 2.8% Trimmed −2%JMST J P Morgan Exchange-Traded F 2.7% New
VXF Vanguard Index FDS Vanguard Ext 2.6% Added +2%
MSFT Microsoft Corp 2.4% Trimmed −3%IEFA iShares Tr Core MSCI EAFE ETF 2.2% Added +4%
GOOGL Alphabet Inc. 2.1% Trimmed −8%AVGO Broadcom Inc. 1.3% Added +7%KO Coca-Cola Co 1.2% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.