Arkolith/Funds/Diligent Investors, LLC

Diligent Investors, LLC

CIK 1549042
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Diligent Investors, LLC holds a diversified book of 357 stocks worth $449.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Innovator U.S. Equity Buffer and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 4% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Diligent Investors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
25
new positions
Added to
124
existing
Trimmed
128
reduced
Sold out
14
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.4%
+15.4%/yr · since Nov '25
Their reported book
+8.5%
held from quarter-end
S&P 500
+11.1%
same window
$9K$10K$10K$11K$11KNov '25Jan '26Feb '26Apr '26Jun '26Jul '26
Diligent Investors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.0 points over this window.

Growth of $10,000 cloning Diligent Investors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
22%
Top 20 holdings
33%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

50% mapped to company sectors

ETF / fund or unclassified
50%
Information Technology
17%
Financials
10%
Consumer Discretionary
5%
Industrials
4%
Health Care
3%
Materials
2%
Real Estate
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

357 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500GRW
$19.6M164.9K
4.4%
−0.8%
Reduced · −1K sh
2Apple Inc
COM
$18.7M64.7K
4.2%
−1.6%
Reduced · −1K sh
3SPDR Series Trust
ST STR P500VAL
$13.2M217.5K
2.9%
−0.8%
Reduced · −2K sh
4Nvidia Corporation
COM
$8.1M40.4K
1.8%
+1.4%
Added · +573 sh
5Microsoft Corp
COM
$8.0M21.5K
1.8%
+0.2%
Added · +36 sh
6SPDR Index SHS FDS
ST STR PO EX ETF
$8.0M158.2K
1.8%
−1.8%
Reduced · −3K sh
7SPDR Series Trust
ST STR SP400GRW
$6.7M59.4K
1.5%
−0.9%
Reduced · −550 sh
8Corning Inc
COM
$6.2M24.2K
1.4%
−1.9%
Reduced · −459 sh
9Berkshire Hathaway Inc Del
CL B NEW
$6.1M12.3K
1.4%
+4.3%
Added · +513 sh
10SPDR Series Trust
ST STR SP400VAL
$6.1M63.8K
1.3%
−1.0%
Reduced · −642 sh
11Visa Inc
COM CL A
$5.6M16.3K
1.2%
−1.1%
Reduced · −190 sh
12Innovator Etfs Trust
US EQTY PWR BF
$5.5M119.6K
1.2%
−0.3%
Reduced · −317 sh
13Amazon Com Inc
COM
$5.1M21.2K
1.1%
−0.5%
Reduced · −115 sh
14Alphabet Inc
CAP STK CL A
$5.0M14.0K
1.1%
−0.4%
Reduced · −54 sh
15Schwab Strategic TR
US SML CAP ETF
$4.7M130.6K
1.1%
+5.0%
Added · +6K sh
16Innovator Etfs Trust
US EQTY PWR BUF
$4.4M91.6K
1.0%
+0.9%
Added · +870 sh
17Meta Platforms Inc
CL A
$4.2M7.4K
0.9%
+2.7%
Added · +199 sh
18Tesla Inc
COM
$4.1M9.8K
0.9%
+1.2%
Added · +119 sh
19Chevron Corporation
COM
$4.0M24.1K
0.9%
−6.9%
Reduced · −2K sh
20Walmart Inc
COM
$3.9M34.7K
0.9%
+1.7%
Added · +582 sh
21Micron Technology Inc
COM
$3.8M3.3K
0.8%
−30%
Reduced · −1K sh
22Applied Matls Inc
COM
$3.8M5.2K
0.8%
−0.8%
Reduced · −41 sh
23Goldman Sachs Group Inc
COM
$3.6M3.6K
0.8%
+1.7%
Added · +60 sh
24Intel Corp
COM
$3.6M25.5K
0.8%
−9.4%
Reduced · −3K sh
25Innovator Etfs Trust
US EQTY PWR BUF
$3.5M80.5K
0.8%
+5.3%
Added · +4K sh
26Qualcomm Inc
COM
$3.2M17.4K
0.7%
−17%
Reduced · −3K sh
27Innovator Etfs Trust
US EQTY PWR BUF
$3.2M64.8K
0.7%
−2.3%
Reduced · −2K sh
28S&P Global Inc
COM
$3.2M7.8K
0.7%
Held
29Disney Walt Co
COM
$3.0M31.7K
0.7%
−5.2%
Reduced · −2K sh
30Innovator Etfs Trust
US EQT PWR BUF
$3.0M70.8K
0.7%
−0.6%
Reduced · −405 sh
31Cisco Sys Inc
COM
$3.0M25.2K
0.7%
+0.2%
Added · +61 sh
32Innovator Etfs Trust
GRWT100 PWR BF
$2.9M49.1K
0.6%
−3.9%
Reduced · −2K sh
33Innovator Etfs Trust
US EQTY PWR BUF
$2.9M63.0K
0.6%
−1.9%
Reduced · −1K sh
34Innovator Etfs Trust
US EQUT BUFR AUG
$2.8M52.3K
0.6%
−1.9%
Reduced · −1K sh
35Johnson & Johnson
COM
$2.8M10.9K
0.6%
−0.3%
Reduced · −29 sh
36Innovator Etfs Trust
US EQTY BUF SEP
$2.7M51.9K
0.6%
−0.9%
Reduced · −500 sh
37First TR Exchng Traded FD VI
FT VEST US SMALL
$2.7M103.8K
0.6%
−0.4%
Reduced · −455 sh
38SPDR Index SHS FDS
ST PORT MARK ETF
$2.7M52.4K
0.6%
−0.5%
Reduced · −261 sh
39Innovator Etfs Trust
NASDAQ 100 MANA
$2.7M74.3K
0.6%
−0.6%
Reduced · −464 sh
40Innovator Etfs Trust
US EQTY PWR BUF
$2.7M57.7K
0.6%
Held
41First TR Exchng Traded FD VI
FT VEST EQ ENHAN
$2.6M69.9K
0.6%
−0.6%
Reduced · −457 sh
42Alphabet Inc
CAP STK CL C
$2.5M7.0K
0.5%
+0.9%
Added · +61 sh
43International Business Machs
COM
$2.5M8.8K
0.5%
+0.3%
Added · +30 sh
44Innovator Etfs Trust
EQUITY DUAL DIRT
$2.4M115.0K
0.5%
+3.6%
Added · +4K sh
45Innovator Etfs Trust
US EQTY PWR BUF
$2.3M50.5K
0.5%
−1.9%
Reduced · −1K sh
46Simon Ppty Group Inc New
COM
$2.3M10.2K
0.5%
+0.3%
Added · +32 sh
47Emcor Group Inc
COM
$2.2M2.7K
0.5%
+0.7%
Added · +19 sh
48Innovator Etfs Trust
LADERD ALCTN PWR
$2.2M41.5K
0.5%
~0%
Added · +6 sh
49Canadian Pacific Kansas City
COM
$2.2M25.2K
0.5%
−9.3%
Reduced · −3K sh
50Corteva Inc
COM
$2.1M25.1K
0.5%
−1.3%
Reduced · −330 sh
Showing 50 of 357 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026357$449.1M13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026346$403.7M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026339$406.6M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025332$395.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.