Diligent Investors, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$406.6M
Holdings
339
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (339 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST | 169,010 | $18.0M | 4.44% | |
| 2 | AAPLAPPLE INC | 66,086 | $18.0M | 4.42% | |
| 3 | SPYVSPDR SERIES TRUST | 223,100 | $12.7M | 3.12% | |
| 4 | MSFTMICROSOFT CORP | 22,199 | $10.7M | 2.64% | |
| 5 | SPDWSPDR INDEX SHS FDS | 165,200 | $7.3M | 1.80% | |
| 6 | NVDANVIDIA CORPORATION | 38,924 | $7.3M | 1.79% | |
| 7 | VVISA INC | 17,067 | $6.0M | 1.47% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,861 | $6.0M | 1.47% | |
| 9 | MDYGSPDR SERIES TRUST | 60,609 | $5.6M | 1.38% | |
| 10 | MDYVSPDR SERIES TRUST | 65,244 | $5.5M | 1.36% | |
| 11 | PAUGINNOVATOR ETFS TRUST | 120,262 | $5.2M | 1.28% | |
| 12 | METAMETA PLATFORMS INC | 7,099 | $4.7M | 1.15% | |
| 13 | AMZNAMAZON COM INC | 20,267 | $4.7M | 1.15% | |
| 14 | GOOGLALPHABET INC | 14,209 | $4.4M | 1.09% | |
| 15 | TSLATESLA INC | 9,254 | $4.2M | 1.02% | |
| 16 | SPGIS&P GLOBAL INC | 7,752 | $4.1M | 1.00% | |
| 17 | PMARINNOVATOR ETFS TRUST | 89,411 | $4.0M | 0.99% | |
| 18 | CVXCHEVRON CORP NEW | 25,900 | $3.9M | 0.97% | |
| 19 | WMTWALMART INC | 34,912 | $3.9M | 0.96% | |
| 20 | DISDISNEY WALT CO | 33,562 | $3.8M | 0.94% | |
| 21 | QCOMQUALCOMM INC | 21,153 | $3.6M | 0.89% | |
| 22 | SCHASCHWAB STRATEGIC TR | 126,562 | $3.6M | 0.89% | |
| 23 | GSGOLDMAN SACHS GROUP INC | 3,566 | $3.1M | 0.77% | |
| 24 | PJANINNOVATOR ETFS TRUST | 66,101 | $3.1M | 0.76% | |
| 25 | PDECINNOVATOR ETFS TRUST | 66,056 | $2.9M | 0.70% | |
| 26 | NJANINNOVATOR ETFS TRUST | 51,159 | $2.8M | 0.69% | |
| 27 | PAPRINNOVATOR ETFS TRUST | 71,380 | $2.8M | 0.69% | |
| 28 | BAUGINNOVATOR ETFS TRUST | 54,666 | $2.7M | 0.67% | |
| 29 | IBMINTERNATIONAL BUSINESS MACHS | 8,725 | $2.6M | 0.64% | |
| 30 | BSEPINNOVATOR ETFS TRUST | 52,449 | $2.6M | 0.64% | |
| 31 | QFLRINNOVATOR ETFS TRUST | 75,010 | $2.6M | 0.63% | |
| 32 | POCTINNOVATOR ETFS TRUST | 57,723 | $2.5M | 0.62% | |
| 33 | DWDMORGAN STANLEY | 14,155 | $2.5M | 0.62% | |
| 34 | SPEMSPDR INDEX SHS FDS | 52,353 | $2.5M | 0.60% | |
| 35 | DDFLINNOVATOR ETFS TRUST | 116,008 | $2.4M | 0.59% | |
| 36 | XFEBFIRST TR EXCHNG TRADED FD VI | 65,876 | $2.4M | 0.58% | |
| 37 | AXPAMERICAN EXPRESS CO | 6,202 | $2.3M | 0.56% | |
| 38 | JNJJOHNSON & JOHNSON | 10,955 | $2.3M | 0.56% | |
| 39 | PSEPINNOVATOR ETFS TRUST | 51,567 | $2.3M | 0.55% | |
| 40 | DDTOINNOVATOR ETFS TRUST | 54,270 | $2.2M | 0.54% | |
| 41 | BXBLACKSTONE INC | 14,189 | $2.2M | 0.54% | |
| 42 | BABOEING CO | 9,902 | $2.1M | 0.53% | |
| 43 | GLWCORNING INC | 24,561 | $2.1M | 0.53% | |
| 44 | BUFFINNOVATOR ETFS TRUST | 41,595 | $2.1M | 0.51% | |
| 45 | CPCANADIAN PACIFIC KANSAS CITY | 28,020 | $2.1M | 0.51% | |
| 46 | SFEBFIRST TR EXCHNG TRADED FD VI | 86,440 | $2.0M | 0.50% | |
| 47 | PLTRPALANTIR TECHNOLOGIES INC | 11,400 | $2.0M | 0.50% | |
| 48 | BACBANK AMERICA CORP | 36,813 | $2.0M | 0.50% | |
| 49 | GQ9SPDR GOLD TR | 5,085 | $2.0M | 0.50% | |
| 50 | GOOGALPHABET INC | 6,421 | $2.0M | 0.50% | |
| 51 | NJULINNOVATOR ETFS TRUST | 27,430 | $2.0M | 0.49% | |
| 52 | AGGISHARES TR | 19,721 | $2.0M | 0.48% | |
| 53 | XOMEXXON MOBIL CORP | 16,287 | $2.0M | 0.48% | |
| 54 | CSCOCISCO SYS INC | 25,252 | $1.9M | 0.48% | |
| 55 | JPMJPMORGAN CHASE & CO. | 6,005 | $1.9M | 0.48% | |
| 56 | SPGSIMON PPTY GROUP INC NEW | 10,193 | $1.9M | 0.46% | |
| 57 | GBTCGRAYSCALE BITCOIN TRUST ETF | 27,421 | $1.9M | 0.46% | |
| 58 | PNOVINNOVATOR ETFS TRUST | 43,982 | $1.8M | 0.45% | |
| 59 | KJULINNOVATOR ETFS TRUST | 57,159 | $1.8M | 0.45% | |
| 60 | BILSPDR SERIES TRUST | 19,500 | $1.8M | 0.44% | |
| 61 | CTVACORTEVA INC | 25,573 | $1.7M | 0.42% | |
| 62 | PJULINNOVATOR ETFS TRUST | 36,896 | $1.7M | 0.42% | |
| 63 | NOCTINNOVATOR ETFS TRUST | 28,698 | $1.7M | 0.41% | |
| 64 | EMEEMCOR GROUP INC | 2,716 | $1.7M | 0.41% | |
| 65 | GLDMWORLD GOLD TR | 19,011 | $1.6M | 0.40% | |
| 66 | PGPROCTER AND GAMBLE CO | 11,086 | $1.6M | 0.39% | |
| 67 | TJULINNOVATOR ETFS TRUST | 52,415 | $1.6M | 0.38% | |
| 68 | COFCAPITAL ONE FINL CORP | 6,381 | $1.5M | 0.38% | |
| 69 | WFCWELLS FARGO CO NEW | 16,580 | $1.5M | 0.38% | |
| 70 | AMHAMERICAN HOMES 4 RENT | 47,793 | $1.5M | 0.38% | |
| 71 | BUFBINNOVATOR ETFS TRUST | 41,627 | $1.5M | 0.38% | |
| 72 | IJULINNOVATOR ETFS TRUST | 45,276 | $1.5M | 0.37% | |
| 73 | KOCOCA COLA CO | 20,922 | $1.5M | 0.36% | |
| 74 | XAUGFIRST TR EXCHNG TRADED FD VI | 38,815 | $1.5M | 0.36% | |
| 75 | MUCBLACKROCK MUNIHLDNGS CALI QL | 137,044 | $1.5M | 0.36% | |
| 76 | AMATAPPLIED MATLS INC | 5,554 | $1.4M | 0.35% | |
| 77 | XJULFIRST TR EXCHNG TRADED FD VI | 36,337 | $1.4M | 0.35% | |
| 78 | MCDMCDONALDS CORP | 4,627 | $1.4M | 0.35% | |
| 79 | SYFSYNCHRONY FINANCIAL | 16,947 | $1.4M | 0.35% | |
| 80 | ZJULINNOVATOR ETFS TRUST | 48,337 | $1.4M | 0.35% | |
| 81 | HDHOME DEPOT INC | 4,054 | $1.4M | 0.34% | |
| 82 | EJULINNOVATOR ETFS TRUST | 46,840 | $1.4M | 0.34% | |
| 83 | TAT&T INC | 54,545 | $1.4M | 0.33% | |
| 84 | RTXRTX CORPORATION | 7,350 | $1.3M | 0.33% | |
| 85 | BACVERIZON COMMUNICATIONS INC | 32,703 | $1.3M | 0.33% | |
| 86 | MMM3M CO | 8,201 | $1.3M | 0.32% | |
| 87 | BOCTINNOVATOR ETFS TRUST | 26,173 | $1.3M | 0.32% | |
| 88 | GJUNFIRST TR EXCHNG TRADED FD VI | 32,657 | $1.3M | 0.32% | |
| 89 | IJANINNOVATOR ETFS TRUST | 35,484 | $1.3M | 0.32% | |
| 90 | XLVSELECT SECTOR SPDR TR | 8,246 | $1.3M | 0.31% | |
| 91 | DDFDINNOVATOR ETFS TRUST | 65,650 | $1.3M | 0.31% | |
| 92 | WMBWILLIAMS COS INC | 20,750 | $1.2M | 0.31% | |
| 93 | PFEPFIZER INC | 49,711 | $1.2M | 0.30% | |
| 94 | MDLZMONDELEZ INTL INC | 22,934 | $1.2M | 0.30% | |
| 95 | NFLXNETFLIX INC | 13,120 | $1.2M | 0.30% | |
| 96 | ISRGINTUITIVE SURGICAL INC | 2,133 | $1.2M | 0.30% | |
| 97 | MRKMERCK & CO INC | 11,464 | $1.2M | 0.30% | |
| 98 | BTCGRAYSCALE BITCOIN MINI TR ET | 30,723 | $1.2M | 0.29% | |
| 99 | EJANINNOVATOR ETFS TRUST | 34,797 | $1.2M | 0.29% | |
| 100 | VGSHVANGUARD SCOTTSDALE FDS | 20,000 | $1.2M | 0.29% |
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