Diversified Portfolios, Inc.

CIK

1634212

Location

Bloomfield Hills, MI

Portfolio Value

Mid $1,376,762,380

Diversification

Diversified

Filing Date

Global Rank

#2,052 / 8,793 ▲ 18 · as of Jun 2026

Top Industry

Consumer Electronics 20.5%

Period ended 3 months ago

Filed Aug 4, 2026 · 59d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

96 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.7%

−2.9 pts

Top 5

65.5%

−6.2 pts

Top 10

85.4%

−1.6 pts

HHI

1,001

Diversified−132

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.6%	$1,329,818,345	45
Technology	1.2%	$16,233,843	11
Financial Services	0.6%	$8,737,696	8
Healthcare	0.4%	$5,681,256	5
Consumer Cyclical	0.4%	$5,542,878	5
Industrials	0.3%	$4,708,662	11
Communication Services	0.2%	$2,867,065	4
Consumer Defensive	0.1%	$1,442,800	3
Energy	0.1%	$1,148,775	2
Utilities	0.0%	$340,699	1
Real Estate	0.0%	$240,361	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NCLO	Nuveen AA-BBB CLO ETF	+266,078	1,193,145	$30,388,174
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+258,127	2,896,689	$151,318,647
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+219,076	1,607,117	$124,202,213
DCOR	Dimensional US Core Equity 1 ETF	+155,755	4,887,944	$215,752,709
VCRM	Vanguard Core Tax-Exempt Bond ETF	+125,831	269,324	$14,808,106
VB	Vanguard Morningstar Small-Cap ETF	+107,015	687,549	$206,720,092
AFK	VanEck Africa Index ETF	+99,563	276,856	$13,784,598
ACSG	American Century Small Cap Growth Insights ETF	+90,191	1,733,151	$157,651,233
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	+55,293	150,334	$7,563,303
BILZ	PIMCO Ultra Short Government Active ETF	+48,411	70,781	$3,268,453
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+36,760	44,112	$3,644,533
AOHY	Angel Oak High Yield Opportunities ETF	+13,761	27,385	$1,076,386
JA	Janus Henderson AA-A CLO ETF	+12,644	65,486	$3,213,939
CVNA	Carvana Co.	+11,020	14,280	$939,909
AAPL	Apple Inc.	+9,459	33,220	$9,612,539
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+8,870	138,961	$4,413,155
ACLO	TCW AAA CLO ETF	+6,866	48,248	$1,891,804
BNDW	Vanguard Total World Bond ETF	+4,989	274,126	$35,211,841
BCLO	iShares BBB-B CLO Active ETF	+4,737	15,771	$796,987
—		+4,185	9,685	$728,796
JNJ	Johnson & Johnson	+2,592	4,442	$1,128,134
NVDA	Nvidia Corp	+2,056	6,326	$1,265,769
ORCL	Oracle Corp	+2,041	4,196	$614,923
ABBV	AbbVie Inc.	+1,664	6,557	$1,650,003
MSFT	Microsoft Corp	+1,459	5,629	$2,099,729
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−122,808	1,708,515	$170,314,544
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−85,412	147,256	$5,812,194
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−29,143	1,073,775	$54,311,539
EDV	Vanguard World Funds Extended Duration ETF	−18,760	231,620	$25,289,544
VIG	Vanguard Dividend Appreciation ETF	−9,486	44,850	$4,638,350
BIV	Vanguard Intermediate-Term Bond ETF	−9,386	128,648	$9,953,852
—		−8,669	15,419	$1,412,997
FNDA	Schwab Fundamental U.S. Small Company ETF	−4,918	773,656	$25,151,243
VEA	Vanguard FTSE Developed Markets ETF	−2,094	43,076	$3,069,165
VFMF	Vanguard U.S. Multifactor ETF	−1,408	18,422	$1,866,332
VEU	Vanguard FTSE All-World Ex-US ETF	−1,213	23,369	$1,394,895
FBCG	Fidelity Blue Chip Growth ETF	−282	5,554	$293,528
CAT	Caterpillar Inc	−215	355	$378,039
MDY	Spdr S&P Midcap 400 ETF Trust	−196	9,483	$6,669,773
LLY	ELI LILLY & Co	−152	1,884	$2,259,726
BKF	iShares MSCI BIC ETF	−138	8,936	$611,311
—		−100	5,620	$1,082,494
UMBF	Umb Financial Corp	−94	17,789	$2,539,557
VIGI	Vanguard International Dividend Appreciation ETF	−32	21,791	$3,443,631
GLD	Spdr Gold Trust	−16	688	$253,445
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
HFXI	NYLI FTSE International Equity Currency Neutral ETF	25,683	$625,381
CSCO	Cisco Systems, Inc.	4,684	$550,182
GE	General Electric Co	1,429	$534,060
MU	Micron Technology Inc	433	$499,807
DOV	DOVER Corp	2,133	$478,389
GEV	GE Vernova Inc.	387	$454,670
AMD	Advanced Micro Devices Inc	599	$347,965
DIS	Walt Disney Co	3,243	$312,138
TSM	Taiwan Semiconductor Manufacturing Co Ltd	627	$299,436
AVGO	Broadcom Inc.	787	$297,289
WMT	Walmart Inc.	2,477	$280,545
TSLA	Tesla, Inc.	589	$247,733
URI	United Rentals, Inc.	217	$245,837
CGCB	Capital Group Core Bond ETF	9,142	$241,211
EMR	Emerson Electric Co	1,633	$233,763
BA	Boeing Co	1,037	$224,479
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	4,592	$223,446
AMGN	Amgen Inc	591	$214,012
IBM	International Business Machines Corp	722	$203,033
SYY	Sysco Corp	2,400	$200,592
AIPO	Defiance AI & Power Infrastructure ETF	2,863	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ASML	Asml Holding NV	322	$425,307
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 tracked positions · $1,376,762,380 total · filing declares 201 positions · $1,379,026,872 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 96 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	4,887,944	+155,755	$215,752,709	+11.4%	15.67%
VB	Vanguard Morningstar Small-Cap ETF	Added	687,549	+107,015	$206,720,092	+21.2%	15.01%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,708,515	-122,808	$170,314,544	—	12.37%
ACSG	American Century Small Cap Growth Insights ETF	Added	1,733,151	+90,191	$157,651,233	+14.2%	11.45%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	2,896,689	+258,127	$151,318,647	+8.2%	10.99%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	1,607,117	+219,076	$124,202,213	+15.6%	9.02%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Reduced	1,073,775	-29,143	$54,311,539	−2.7%	3.94%
BNDW	Vanguard Total World Bond ETF	Added	274,126	+4,989	$35,211,841	+10.3%	2.56%
SPY	Spdr S&P 500 ETF Trust	Added	40,864	+1,013	$30,516,009	+17.7%	2.22%
NCLO	Nuveen AA-BBB CLO ETF	Added	1,193,145	+266,078	$30,388,174	+29.2%	2.21%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	231,620	-18,760	$25,289,544	+8.7%	1.84%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	773,656	-4,918	$25,151,243	+13.2%	1.83%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	269,324	+125,831	$14,808,106	+106.8%	1.08%
AFK	VanEck Africa Index ETF	Added	276,856	+99,563	$13,784,598	+64.8%	1.00%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	128,648	-9,386	$9,953,852	−7.4%	0.72%
AAPL	Apple Inc. Technology	Added	33,220	+9,459	$9,612,539	+59.4%	0.70%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	Added	150,334	+55,293	$7,563,303	+58.3%	0.55%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	9,483	-196	$6,669,773	+11.7%	0.48%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Reduced	147,256	-85,412	$5,812,194	−37.1%	0.42%
VIG	Vanguard Dividend Appreciation ETF	Reduced	44,850	-9,486	$4,638,350	−9.1%	0.34%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	138,961	+8,870	$4,413,155	+9.9%	0.32%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	44,112	+36,760	$3,644,533	+629.6%	0.26%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	21,791	-32	$3,443,631	+6.5%	0.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,290	+620	$3,405,878	+19.6%	0.25%
BILZ	PIMCO Ultra Short Government Active ETF	Added	70,781	+48,411	$3,268,453	+357.5%	0.24%
JA	Janus Henderson AA-A CLO ETF	Added	65,486	+12,644	$3,213,939	+25.3%	0.23%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	43,076	-2,094	$3,069,165	+6.0%	0.22%
QQQ	Invesco Qqq Trust, Series 1	Added	3,655	+398	$2,691,542	+43.2%	0.20%
UMBF	Umb Financial Corp Financial Services	Reduced	17,789	-94	$2,539,557	+25.9%	0.18%
LLY	ELI LILLY & Co Healthcare	Reduced	1,884	-152	$2,259,726	+20.7%	0.16%
MSFT	Microsoft Corp Technology	Added	5,629	+1,459	$2,099,729	+36.0%	0.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,552	+73	$2,025,344	+6.3%	0.15%
ACLO	TCW AAA CLO ETF	Added	48,248	+6,866	$1,891,804	+16.4%	0.14%
GOOGL	Alphabet Inc. Communication Services	Added	5,259	+1,168	$1,871,462	+59.3%	0.14%
VFMF	Vanguard U.S. Multifactor ETF	Reduced	18,422	-1,408	$1,866,332	−6.9%	0.14%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,137	+471	$1,681,494	+22.5%	0.12%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	30,825	0	$1,665,474	+13.7%	0.12%
ABBV	AbbVie Inc. Healthcare	Added	6,557	+1,664	$1,650,003	+55.0%	0.12%
		Reduced	15,419	-8,669	$1,412,997	−36.0%	0.10%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	23,369	-1,213	$1,394,895	+5.0%	0.10%
NVDA	Nvidia Corp Technology	Added	6,326	+2,056	$1,265,769	+70.0%	0.09%
VXUS	Vanguard Total International Stock ETF	Added	14,379	+1,313	$1,229,260	+22.0%	0.09%
JNJ	Johnson & Johnson Healthcare	Added	4,442	+2,592	$1,128,134	+149.5%	0.08%
		Reduced	5,620	-100	$1,082,494	+13.7%	0.08%
AOHY	Angel Oak High Yield Opportunities ETF	Added	27,385	+13,761	$1,076,386	+54.8%	0.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,028	+521	$961,663	+90.4%	0.07%
CVNA	Carvana Co. Consumer Cyclical	Added	14,280	+11,020	$939,909	−8.3%	0.07%
XOM	ExxonMobil Holdings Corp Energy	Added	6,819	+228	$932,293	−16.6%	0.07%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,796	+23	$914,720	−24.4%	0.07%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,421	+966	$853,838	+78.4%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.