Diversified Portfolios, Inc. Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.1B
Holdings
166
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (166 positions)
| Stock | Value |
|---|---|
JEPIJPMorgan Equity Premium Income ETF | $957K |
ORCLOracle Corporation | $938K |
VXUSVanguard Total Intl Etf | $924K |
MAMastercard Inc | $914K |
VGTVanguard Info Technology | $867K |
AVREAvantis Real Estate ETF | $866K |
NULVNuveen ESG Large-Cap Value ETF | $853K |
FNDFSchwab Fundamental Inl | $778K |
MBBiShares MBS Bond Fd | $777K |
DFUSDFA U.S. Equity ETF | $758K |
BRK-BBerkshire Hathaway Inc A | $754K |
SHYGIshares High Yield | $747K |
UYLDAngel Oak UltraShort Income ETF | $747K |
XOMExxon Mobil Corporation | $714K |
VOVanguard Mid Cap | $708K |
ISTBiShares Core 1-5 Year USD Bond ETF | $675K |
VVisa Inc Cl A | $666K |
AVSDAvantis Responsible International Equity ETF | $666K |
DFASDFA U.S. Small Cap (TM) | $659K |
IWBiShares Russell 1000 ETF | $658K |
IWNRussell 2000/ Small Value | $656K |
AVUSAvantis U.S. Equity ETF | $631K |
JAAAJanus Henderson AAA CLO ETF | $630K |
AVLVAvantis U.S. Large Cap Value ETF | $597K |
JPLDJPMorgan Limited Duration Bond ETF | $596K |
HDHome Depot Inc | $580K |
ABTAbbott Laboratories | $579K |
EEMiShares MSCI Emerging Markets ETF | $577K |
SCHGSchwab US Large Cap | $531K |
CMFiShares California Muni Bond ETF | $521K |
VIGVanguard Div Apprciation | $520K |
GOOGLGoogle Inc. Class A | $502K |
IWORussell 2000/ Small Growth | $497K |
AGGiShares Aggregate Bond Fd | $495K |
SMBVanEck Short Muni ETF | $486K |
QUALIshars Edg Msci Usa Qlty | $456K |
SHYiShares 1-3 Year Treasury Bond ETF | $455K |
SCHESchw Emg Mkt Eq Etf | $452K |
JPSTJPMorgan Ultra-Short Income ETF | $446K |
GSGoldman Sachs Group Inc | $444K |
GOOGGoogle Inc. Class C | $437K |
NVDANvidia Corp | $432K |
DFCFDFA Core Fixed Income ETF | $430K |
SCHOSchwab Short-Term U.S. Treasury ETF | $406K |
DEDeere & Co | $374K |
FSMDFidelity Small-Mid Multifactor ETF | $373K |
EAGGiShares ESG U.S. Aggregate Bond ETF | $361K |
COSTCostco Whsl Corp New | $342K |
DONSPDR Dow Jones Industrial Average ETF | $324K |
JNJJohnson & Johnson | $320K |
IWPiShares Russell Mid-Cap Growth ETF | $314K |
ASMLAsml Hldgs Nv | $307K |
IWRiShares Russell Mid-Cap ETF | $302K |
DTEDTE Energy Company | $300K |
ENBEnbridge Inc | $298K |
NFLXNetflix Com Inc Com | $284K |
FLXRTCW Flexible Income ETF | $280K |
ICFiShares C&S Real Estate | $275K |
USHYiShares Broad USD High Yield Corp Bd ETF | $269K |
GQ9SPDR Gold ETF | $258K |
BXBlackstone Group Lp | $256K |
CATCaterpillar Inc | $256K |
ETNEaton Corporation | $253K |
XLFSector Spdr Fincl Select | $243K |
MCDMc Donalds Corp | $236K |
VVVanguard Large Cap Etf | $227K |
SCHXSchwab US Large Cap Etf | $226K |
SCHASchw US Scap Etf | $225K |
RTXRaytheon Technologies Ord | $224K |
CVXChevrontexaco Corp | $216K |
AQLTiShares Core MSCI EAFE ETF | $216K |
FNDXSchwab Fundamental US | $214K |
XLIIndustrial SPDR | $213K |
AQLTiShares Select Dividend ETF | $213K |
XEXGXEv Tax Man Glb Div Eqty | $181K |
VTIVanguard Total Stock Mkt | $146K |
AURAURORA INNOVATION CL A ORD | $103K |
JBNDJPMorgan Active Bond ETF | $98K |
VCRBVanguard Core Bond ETF | $81K |
AVDEAvantis International Equity ETF | $68K |
ICSHiShares Ultra Short-Term Bond ETF | $58K |
DFSDDFA Short-Duration Fixed Inc ETF | $54K |
AVEMAvantis Emerging Markets EQ ETF | $38K |
SPYSPDR Trust (S&P 500) | $27K |
IVViShares Core S&P 500 ETF | $25K |
DFLVDFA US Large Cap Value ETF | $24K |
FLOTIshares Floating Rate | $23K |
DFAEDFA Core Emerging Mkt ETF | $23K |
REETiShares Global REIT ETF | $23K |
IWVRussell 3000 | $22K |
DFSVDFA US Small Cap Value ETF | $19K |
VTHRVanguard Russell 3000 ETF | $16K |
ESGVVanguard ESG U.S. Stock ETF | $15K |
CLIRClearSign Technologies Corp | $15K |
DFAIDFA Int'l Core Equity ETF | $15K |
VTVVanguard Value | $14K |
MUBiShares National Muni Bond ETF | $14K |
VPLSVanguard Core-Plus Bond ETF | $14K |
DFUVDFA Tax-Managed US Marketwide Value II | $13K |
JMSTJPMorgan Ultra-Short Municipal Inc ETF | $13K |
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