Diligent Investors, LLC
CIK: 0001549042Latest portfolio: $406.6M · Q4 2025
Holdings
339
Total Value
$406.6M
New Positions
23
Closed Positions
17
Top Holdings
View All 339 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST | 169,010 | $18.0M | 4.44% | -6,284 | |
| 2 | AAPLAPPLE INC | 66,086 | $18.0M | 4.42% | -1,591 | |
| 3 | SPYVSPDR SERIES TRUST | 223,100 | $12.7M | 3.12% | -8,948 | |
| 4 | MSFTMICROSOFT CORP | 22,199 | $10.7M | 2.64% | +151 | |
| 5 | SPDWSPDR INDEX SHS FDS | 165,200 | $7.3M | 1.80% | -2,731 | |
| 6 | NVDANVIDIA CORPORATION | 38,924 | $7.3M | 1.79% | +370 | |
| 7 | VVISA INC | 17,067 | $6.0M | 1.47% | +78 | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,861 | $6.0M | 1.47% | -132 | |
| 9 | MDYGSPDR SERIES TRUST | 60,609 | $5.6M | 1.38% | -3,202 | |
| 10 | MDYVSPDR SERIES TRUST | 65,244 | $5.5M | 1.36% | -3,169 | |
| 11 | PAUGINNOVATOR ETFS TRUST | 120,262 | $5.2M | 1.28% | — | |
| 12 | METAMETA PLATFORMS INC | 7,099 | $4.7M | 1.15% | +174 | |
| 13 | AMZNAMAZON COM INC | 20,267 | $4.7M | 1.15% | +955 | |
| 14 | GOOGLALPHABET INC | 14,209 | $4.4M | 1.09% | +241 | |
| 15 | TSLATESLA INC | 9,254 | $4.2M | 1.02% | +464 | |
| 16 | SPGIS&P GLOBAL INC | 7,752 | $4.1M | 1.00% | -500 | |
| 17 | PMARINNOVATOR ETFS TRUST | 89,411 | $4.0M | 0.99% | -125 | |
| 18 | CVXCHEVRON CORP NEW | 25,900 | $3.9M | 0.97% | -1,159 | |
| 19 | WMTWALMART INC | 34,912 | $3.9M | 0.96% | -1,528 | |
| 20 | DISDISNEY WALT CO | 33,562 | $3.8M | 0.94% | -601 | |
| 21 | QCOMQUALCOMM INC | 21,153 | $3.6M | 0.89% | -287 | |
| 22 | SCHASCHWAB STRATEGIC TR | 126,562 | $3.6M | 0.89% | -6,679 | |
| 23 | GSGOLDMAN SACHS GROUP INC | 3,566 | $3.1M | 0.77% | — | |
| 24 | PJANINNOVATOR ETFS TRUST | 66,101 | $3.1M | 0.76% | +8K | |
| 25 | PDECINNOVATOR ETFS TRUST | 66,056 | $2.9M | 0.70% | +3K |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($5.961257125122383e+181T)
Technology0.0% ($1.796610735725936e+108T)
Industrials0.0% ($2.1502063166113482e+55T)
Healthcare0.0% ($2.2671237120812059e+46T)
Consumer Cyclical0.0% ($4.677416114141395e+42T)
Real Estate0.0% ($1.8861534987929646e+33T)
Consumer Defensive0.0% ($3.889158814621234e+31T)
Energy0.0% ($394719591247608479744.0T)
Communication Services0.0% ($468544473818201472.0T)
Utilities0.0% ($879747540.5T)
Basic Materials0.0% ($1714.4T)
Filing History
Fund Information
Diligent Investors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $406.6M across 339 holdings. The largest position is SPDR SERIES TRUST (SPYG), representing 4.4% of the portfolio. Compared to the previous quarter, the fund opened 24 new positions and closed 17 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.