Diversified Portfolios, Inc. Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.1T

Holdings

166

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (166 positions)

#StockSharesValue% PortfolioType
101
UYLDAngel Oak UltraShort Income ETF
14,624$747.9M0.07%
102
SHYGIshares High Yield
17,270$747.8M0.07%
103
XOMExxon Mobil Corporation
6,334$714.2M0.06%
104
VOVanguard Mid Cap
2,412$708.6M0.06%
105
ISTBiShares Core 1-5 Year USD Bond ETF
13,841$676.0M0.06%
106
VVisa Inc Cl A
1,951$666.2M0.06%
107
AVSDAvantis Responsible International Equity ETF
9,309$666.1M0.06%
108
DFASDFA U.S. Small Cap (TM)
9,631$659.3M0.06%
109
IWBiShares Russell 1000 ETF
1,801$658.1M0.06%
110
IWNRussell 2000/ Small Value
3,716$657.0M0.06%
111
AVUSAvantis U.S. Equity ETF
5,805$631.0M0.06%
112
JAAAJanus Henderson AAA CLO ETF
12,409$630.1M0.06%
113
AVLVAvantis U.S. Large Cap Value ETF
8,274$597.9M0.05%
114
JPLDJPMorgan Limited Duration Bond ETF
11,376$597.0M0.05%
115
HDHome Depot Inc
1,433$580.7M0.05%
116
ABTAbbott Laboratories
4,328$579.7M0.05%
117
EEMiShares MSCI Emerging Markets ETF
10,821$577.8M0.05%
118
SCHGSchwab US Large Cap
16,653$531.4M0.05%
119
CMFiShares California Muni Bond ETF
9,139$521.3M0.05%
120
VIGVanguard Div Apprciation
2,411$520.3M0.05%
121
GOOGLGoogle Inc. Class A
2,068$502.7M0.04%
122
IWORussell 2000/ Small Growth
1,555$497.7M0.04%
123
AGGiShares Aggregate Bond Fd
4,943$495.5M0.04%
124
SMBVanEck Short Muni ETF
27,956$487.0M0.04%
125
QUALIshars Edg Msci Usa Qlty
2,345$456.1M0.04%
126
SHYiShares 1-3 Year Treasury Bond ETF
5,491$455.5M0.04%
127
SCHESchw Emg Mkt Eq Etf
13,562$452.6M0.04%
128
JPSTJPMorgan Ultra-Short Income ETF
8,797$446.3M0.04%
129
GSGoldman Sachs Group Inc
558$444.4M0.04%
130
GOOGGoogle Inc. Class C
1,796$437.4M0.04%
131
NVDANvidia Corp
2,320$432.9M0.04%
132
DFCFDFA Core Fixed Income ETF
10,065$430.4M0.04%
133
SCHOSchwab Short-Term U.S. Treasury ETF
16,678$406.9M0.04%
134
DEDeere & Co
818$374.0M0.03%
135
FSMDFidelity Small-Mid Multifactor ETF
8,496$373.9M0.03%
136
EAGGiShares ESG U.S. Aggregate Bond ETF
7,518$361.1M0.03%
137
COSTCostco Whsl Corp New
370$342.5M0.03%
138
DONSPDR Dow Jones Industrial Average ETF
700$324.6M0.03%
139
JNJJohnson & Johnson
1,731$321.0M0.03%
140
IWPiShares Russell Mid-Cap Growth ETF
2,207$314.3M0.03%
141
ASMLAsml Hldgs Nv
318$307.9M0.03%
142
IWRiShares Russell Mid-Cap ETF
3,138$303.0M0.03%
143
DTEDTE Energy Company
2,124$300.4M0.03%
144
ENBEnbridge Inc
5,919$298.7M0.03%
145
NFLXNetflix Com Inc Com
237$284.1M0.03%
146
FLXRTCW Flexible Income ETF
7,050$280.6M0.02%
147
ICFiShares C&S Real Estate
4,472$275.6M0.02%
148
USHYiShares Broad USD High Yield Corp Bd ETF
7,134$269.5M0.02%
149
GQ9SPDR Gold ETF
728$258.8M0.02%
150
BXBlackstone Group Lp
1,504$257.0M0.02%
151
CATCaterpillar Inc
537$256.2M0.02%
152
ETNEaton Corporation
677$253.4M0.02%
153
XLFSector Spdr Fincl Select
4,525$243.8M0.02%
154
MCDMc Donalds Corp
777$236.0M0.02%
155
VVVanguard Large Cap Etf
739$227.5M0.02%
156
SCHXSchwab US Large Cap Etf
8,598$226.5M0.02%
157
SCHASchw US Scap Etf
8,079$225.4M0.02%
158
RTXRaytheon Technologies Ord
1,340$224.2M0.02%
159
CVXChevrontexaco Corp
1,393$216.3M0.02%
160
AQLTiShares Core MSCI EAFE ETF
2,474$216.0M0.02%
161
FNDXSchwab Fundamental US
8,154$214.4M0.02%
162
XLIIndustrial SPDR
1,385$213.6M0.02%
163
AQLTiShares Select Dividend ETF
1,500$213.2M0.02%
164
XEXGXEv Tax Man Glb Div Eqty
19,900$181.1M0.02%
165
AURAURORA INNOVATION CL A ORD
19,121$103.1M0.01%
166
CLIRClearSign Technologies Corp
20,000$15.4M0.00%
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