Diligent Investors, LLC holds a diversified book of 357 stocks worth $449.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Diligent Investors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $44.1B |
| Cetera Investment Advisers | 80 / 80 | $15.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $14.0B |
| LPL Financial LLC | 79 / 80 | $58.2B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $13.5B |
| Kestra Advisory Services, LLC | 79 / 80 | $6.2B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $5.3B |
| HARBOUR INVESTMENTS, INC. | 78 / 80 | $762.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Diligent Investors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500GRW | $19.6M | 164.9K | 4.4% | ▼−0.8% Reduced · −1K sh | |
| 2 | Apple Inc COM | $18.7M | 64.7K | 4.2% | ▼−1.6% Reduced · −1K sh | |
| 3 | SPDR Series Trust ST STR P500VAL | $13.2M | 217.5K | 2.9% | ▼−0.8% Reduced · −2K sh | |
| 4 | Nvidia Corporation COM | $8.1M | 40.4K | 1.8% | ▲+1.4% Added · +573 sh | |
| 5 | Microsoft Corp COM | $8.0M | 21.5K | 1.8% | ▲+0.2% Added · +36 sh | |
| 6 | SPDR Index SHS FDS ST STR PO EX ETF | $8.0M | 158.2K | 1.8% | ▼−1.8% Reduced · −3K sh | |
| 7 | SPDR Series Trust ST STR SP400GRW | $6.7M | 59.4K | 1.5% | ▼−0.9% Reduced · −550 sh | |
| 8 | Corning Inc COM | $6.2M | 24.2K | 1.4% | ▼−1.9% Reduced · −459 sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $6.1M | 12.3K | 1.4% | ▲+4.3% Added · +513 sh | |
| 10 | SPDR Series Trust ST STR SP400VAL | $6.1M | 63.8K | 1.3% | ▼−1.0% Reduced · −642 sh | |
| 11 | Visa Inc COM CL A | $5.6M | 16.3K | 1.2% | ▼−1.1% Reduced · −190 sh | |
| 12 | Innovator Etfs Trust US EQTY PWR BF | $5.5M | 119.6K | 1.2% | ▼−0.3% Reduced · −317 sh | |
| 13 | Amazon Com Inc COM | $5.1M | 21.2K | 1.1% | ▼−0.5% Reduced · −115 sh | |
| 14 | Alphabet Inc CAP STK CL A | $5.0M | 14.0K | 1.1% | ▼−0.4% Reduced · −54 sh | |
| 15 | Schwab Strategic TR US SML CAP ETF | $4.7M | 130.6K | 1.1% | ▲+5.0% Added · +6K sh | |
| 16 | Innovator Etfs Trust US EQTY PWR BUF | $4.4M | 91.6K | 1.0% | ▲+0.9% Added · +870 sh | |
| 17 | Meta Platforms Inc CL A | $4.2M | 7.4K | 0.9% | ▲+2.7% Added · +199 sh | |
| 18 | Tesla Inc COM | $4.1M | 9.8K | 0.9% | ▲+1.2% Added · +119 sh | |
| 19 | Chevron Corporation COM | $4.0M | 24.1K | 0.9% | ▼−6.9% Reduced · −2K sh | |
| 20 | Walmart Inc COM | $3.9M | 34.7K | 0.9% | ▲+1.7% Added · +582 sh | |
| 21 | Micron Technology Inc COM | $3.8M | 3.3K | 0.8% | ▼−30% Reduced · −1K sh | |
| 22 | Applied Matls Inc COM | $3.8M | 5.2K | 0.8% | ▼−0.8% Reduced · −41 sh | |
| 23 | Goldman Sachs Group Inc COM | $3.6M | 3.6K | 0.8% | ▲+1.7% Added · +60 sh | |
| 24 | Intel Corp COM | $3.6M | 25.5K | 0.8% | ▼−9.4% Reduced · −3K sh | |
| 25 | Innovator Etfs Trust US EQTY PWR BUF | $3.5M | 80.5K | 0.8% | ▲+5.3% Added · +4K sh | |
| 26 | Qualcomm Inc COM | $3.2M | 17.4K | 0.7% | ▼−17% Reduced · −3K sh | |
| 27 | Innovator Etfs Trust US EQTY PWR BUF | $3.2M | 64.8K | 0.7% | ▼−2.3% Reduced · −2K sh | |
| 28 | S&P Global Inc COM | $3.2M | 7.8K | 0.7% | —Held | |
| 29 | Disney Walt Co COM | $3.0M | 31.7K | 0.7% | ▼−5.2% Reduced · −2K sh | |
| 30 | Innovator Etfs Trust US EQT PWR BUF | $3.0M | 70.8K | 0.7% | ▼−0.6% Reduced · −405 sh | |
| 31 | Cisco Sys Inc COM | $3.0M | 25.2K | 0.7% | ▲+0.2% Added · +61 sh | |
| 32 | Innovator Etfs Trust GRWT100 PWR BF | $2.9M | 49.1K | 0.6% | ▼−3.9% Reduced · −2K sh | |
| 33 | Innovator Etfs Trust US EQTY PWR BUF | $2.9M | 63.0K | 0.6% | ▼−1.9% Reduced · −1K sh | |
| 34 | Innovator Etfs Trust US EQUT BUFR AUG | $2.8M | 52.3K | 0.6% | ▼−1.9% Reduced · −1K sh | |
| 35 | Johnson & Johnson COM | $2.8M | 10.9K | 0.6% | ▼−0.3% Reduced · −29 sh | |
| 36 | Innovator Etfs Trust US EQTY BUF SEP | $2.7M | 51.9K | 0.6% | ▼−0.9% Reduced · −500 sh | |
| 37 | First TR Exchng Traded FD VI FT VEST US SMALL | $2.7M | 103.8K | 0.6% | ▼−0.4% Reduced · −455 sh | |
| 38 | SPDR Index SHS FDS ST PORT MARK ETF | $2.7M | 52.4K | 0.6% | ▼−0.5% Reduced · −261 sh | |
| 39 | Innovator Etfs Trust NASDAQ 100 MANA | $2.7M | 74.3K | 0.6% | ▼−0.6% Reduced · −464 sh | |
| 40 | Innovator Etfs Trust US EQTY PWR BUF | $2.7M | 57.7K | 0.6% | —Held | |
| 41 | First TR Exchng Traded FD VI FT VEST EQ ENHAN | $2.6M | 69.9K | 0.6% | ▼−0.6% Reduced · −457 sh | |
| 42 | Alphabet Inc CAP STK CL C | $2.5M | 7.0K | 0.5% | ▲+0.9% Added · +61 sh | |
| 43 | International Business Machs COM | $2.5M | 8.8K | 0.5% | ▲+0.3% Added · +30 sh | |
| 44 | Innovator Etfs Trust EQUITY DUAL DIRT | $2.4M | 115.0K | 0.5% | ▲+3.6% Added · +4K sh | |
| 45 | Innovator Etfs Trust US EQTY PWR BUF | $2.3M | 50.5K | 0.5% | ▼−1.9% Reduced · −1K sh | |
| 46 | Simon Ppty Group Inc New COM | $2.3M | 10.2K | 0.5% | ▲+0.3% Added · +32 sh | |
| 47 | Emcor Group Inc COM | $2.2M | 2.7K | 0.5% | ▲+0.7% Added · +19 sh | |
| 48 | Innovator Etfs Trust LADERD ALCTN PWR | $2.2M | 41.5K | 0.5% | ▲~0% Added · +6 sh | |
| 49 | Canadian Pacific Kansas City COM | $2.2M | 25.2K | 0.5% | ▼−9.3% Reduced · −3K sh | |
| 50 | Corteva Inc COM | $2.1M | 25.1K | 0.5% | ▼−1.3% Reduced · −330 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1549042/holdings"
Use Arkolith to show Diligent Investors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.