Diversified Portfolios, Inc.
Diversified Portfolios, Inc. reported 201 positions worth $1.38B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VTI (12.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $171.2M | 12.42% | 462,767 | — | — | |
| ▸ 2 | VCRB | SH | $106.2M | 7.70% | 1,374,618 | — | — | |
| ▸ 3 | AVDE | SH | $88.7M | 6.43% | 994,311 | — | — | |
| ▸ 4 | JBND | SH | $84.7M | 6.15% | 1,583,948 | — | — | |
| ▸ 5 | DFSD | SH | $63.7M | 4.62% | 1,335,001 | — | — | |
| ▸ 6 | ICSH | SH | $54.3M | 3.94% | 1,073,775 | — | — | |
| ▸ 7 | AVEM | SH | $47.1M | 3.42% | 488,339 | — | — | |
| ▸ 8 | DFLV | SH | $40.5M | 2.94% | 1,024,846 | — | — | |
| ▸ 9 | SPY | SH | $30.5M | 2.21% | 40,864 | — | — | |
| ▸ 10 | JMTG | SH | $30.0M | 2.17% | 591,070 | — | — |
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Frequently Asked Questions
What stocks does Diversified Portfolios, Inc. hold as of Q2 2026?
Diversified Portfolios, Inc. reported 201 positions worth $1.38B in its Q2 2026 13F filing. Largest positions: VTI (12.4%), VCRB (7.7%), AVDE (6.4%), JBND (6.1%) and DFSD (4.6%).
What did Diversified Portfolios, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Diversified Portfolios, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.