account_balance

Investment manager · 13F filer · SEC CIK 1634212

Diversified Portfolios, Inc.

Reported value$1.46Bas of Sep 30, 2026
Positions212 18 new, 7 sold out
Top 10 weight49.2%VTI alone is 12%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VTI Vanguard Index FDS 11.9% Held
VCRB Vanguard Malvern FDS 7.3% Added +5%
AVDE American Centy ETF Tr 6.4% Added +4%
DFSD Dimensional ETF Trust 4.2% Held
ICSH iShares Tr 4.2% Added +12%
JMTG J P Morgan Exchange Traded F 3.8% Added +93%
JBND J P Morgan Exchange Traded F 3.6% Trimmed −36%
DFLV Dimensional ETF Trust 3.0% Added +7%
SPY SPDR S&P 500 ETF Trust 2.5% Added +16%
NCLO Nushares ETF Tr 2.4% Added +19%
AVEM American Centy ETF Tr 2.4% Trimmed −24%
DFSV Dimensional ETF Trust 2.0% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • RKT $27.4M
  • LMUB $7.14M
  • BKLN $4.02M
  • HYG $2.35M
arrow_upwardAdded
  • VGT +524%
  • SGOV +327%
  • VTEL +307%
  • MBB +278%
arrow_downwardTrimmed
  • JMUB −58%
  • VTEB −51%
  • JBND −36%
  • MUB −26%
remove_circleSold out
  • AVRE $612K
  • JCPB $526K
  • FNDX $254K
  • CARY $220K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist