Arkolith/Funds/Diversified Enterprises, LLC

Diversified Enterprises, LLC

CIK 2037264
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Diversified Enterprises, LLC holds a focused book of 425 stocks worth $2.1B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Sei Exchange Traded Funds and trimmed Sei Enhanced Low Vol US LRG. Their largest long position is Schwab US Large-Cap ETF at 27% of the equity book.

Opened
41
bought for the first time
  • Sei Exchange Traded Funds
  • Space Exploration Techn Corp
  • Astera Labs Inc
  • +38 more · largest first
Added to
182
already held, bought more
Trimmed
191
sold some, still holds it
Sold out
19
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
60%
Top 20 holdings
73%

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

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
8%
Financials
2%
Consumer Discretionary
2%
Health Care
2%
Industrials
1%
Utilities
1%
Energy
1%

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

Funds with the most overlap

Other tracked managers holding the same core names as Diversified Enterprises, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.80 / 80$21.1B
Global Retirement Partners, LLC80 / 80$2.2B
MORGAN STANLEY79 / 80$604.1B
JPMORGAN CHASE & CO79 / 80$534.9B
ROYAL BANK OF CANADA79 / 80$171.5B
ENVESTNET ASSET MANAGEMENT INC79 / 80$113.6B
LPL Financial LLC79 / 80$103.1B
ASSETMARK, INC79 / 80$16.4B

Ranked by how many of Diversified Enterprises, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

425 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LRG CAP ETF
$553.8M18.82M
26.8%
+3.5%
Added · +631K sh
2Vanguard Specialized Funds
DIV APP ETF
$170.3M719.6K
8.2%
+4.2%
Added · +29K sh
3Harbor ETF Trust
INTERNATNAL COMP
$92.2M3.02M
4.5%
+5.2%
Added · +150K sh
4ETF Ser Solutions
OPUS SML CP VL
$82.0M1.94M
4.0%
+4.0%
Added · +74K sh
5SPDR Series Trust
ST STR SP600GRWO
$66.1M554.5K
3.2%
+2.8%
Added · +15K sh
6Ishares TR
CORE S&P500 ETF
$63.4M84.7K
3.1%
+0.1%
Added · +75 sh
7Sei Exchange Traded Funds
SELECT EMERGING
$55.9M1.39M
2.7%
+3.4%
Added · +46K sh
8ETF Ser Solutions
APTUS DEFINED
$54.6M1.90M
2.6%
+3.6%
Added · +67K sh
9Sei Exchange Traded Funds
QIM US LARGE VOL
$51.7M1.58M
2.5%
−1.9%
Reduced · −30K sh
10Schwab Strategic TR
US TIPS ETF
$47.6M1.80M
2.3%
+4.2%
Added · +72K sh
11ETF Ser Solutions
APTUS COLLRD INV
$45.7M990.2K
2.2%
−1.1%
Reduced · −11K sh
12J P Morgan Exchange Traded F
INCOME ETF
$37.9M822.2K
1.8%
+3.6%
Added · +29K sh
13First TR Exchange-Traded FD
CAP STRENGTH ETF
$32.1M342.3K
1.6%
−2.2%
Reduced · −8K sh
14Apple Inc
COM
$31.5M108.8K
1.5%
+1.3%
Added · +1K sh
15Nvidia Corporation
COM
$26.5M132.6K
1.3%
+1.9%
Added · +2K sh
16Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$24.3M80.3K
1.2%
−2.4%
Reduced · −2K sh
17Vaneck ETF Trust
SEMICONDUCTR ETF
$23.8M36.2K
1.1%
−3.3%
Reduced · −1K sh
18Ishares TR
CORE US AGGBD ET
$21.2M214.1K
1.0%
+6.5%
Added · +13K sh
19Dimensional ETF Trust
US COR EQU 2 ETF
$17.9M403.5K
0.9%
+1.4%
Added · +6K sh
20Microsoft Corp
COM
$14.3M38.5K
0.7%
−0.2%
Reduced · −90 sh
21Select Sector SPDR TR
ST STR SVC ETF
$14.1M131.7K
0.7%
+0.1%
Added · +173 sh
22Alphabet Inc
CAP STK CL A
$13.5M37.8K
0.7%
−1.4%
Reduced · −541 sh
23Ishares TR
NATIONAL MUN ETF
$12.0M111.9K
0.6%
+3.7%
Added · +4K sh
24Amazon Com Inc
COM
$11.7M48.9K
0.6%
+4.5%
Added · +2K sh
25SPDR Series Trust
ST STR SP600SM C
$9.5M87.2K
0.5%
+0.7%
Added · +643 sh
26Schwab Strategic TR
US DIVIDEND EQ
$9.5M299.5K
0.5%
−1.8%
Reduced · −5K sh
27Alphabet Inc
CAP STK CL C
$9.0M25.6K
0.4%
+1.0%
Added · +263 sh
28Vanguard World FD
INF TECH ETF
$9.0M75.1K
0.4%
+693%
Added · +66K sh
29JPMorgan Chase & Co
COM
$8.8M26.9K
0.4%
−0.9%
Reduced · −241 sh
30Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$7.7M108.4K
0.4%
+4.8%
Added · +5K sh
31Vanguard Index FDS
GROWTH ETF
$7.5M87.2K
0.4%
+502%
Added · +73K sh
32Vanguard Index FDS
VALUE ETF
$7.1M32.8K
0.3%
+0.4%
Added · +133 sh
33Eli Lilly & Co
COM
$6.8M5.7K
0.3%
−0.1%
Reduced · −9 sh
34Exxon Mobil Corp
COM
$6.8M49.5K
0.3%
−2.0%
Reduced · −1K sh
35Schwab Strategic TR
INTL EQTY ETF
$5.8M208.1K
0.3%
+7.3%
Added · +14K sh
36Berkshire Hathaway Inc Del
CL B NEW
$5.5M11.0K
0.3%
+2.1%
Added · +231 sh
37Broadcom Inc
COM
$5.4M14.3K
0.3%
+6.0%
Added · +818 sh
38Visa Inc
COM CL A
$5.3M15.4K
0.3%
−1.1%
Reduced · −176 sh
39Micron Technology Inc
COM
$5.3M4.6K
0.3%
+43%
Added · +1K sh
40Invesco QQQ TR
UNIT SER 1
$5.1M6.9K
0.2%
+4.9%
Added · +324 sh
41Ishares TR
ESG MSCI KLD ETF
$5.0M35.1K
0.2%
−1.0%
Reduced · −357 sh
42Schwab Strategic TR
US LCAP GR ETF
$4.9M144.4K
0.2%
−2.9%
Reduced · −4K sh
43Vanguard Mun BD FDS
TAX EXEMPT BD
$4.7M93.6K
0.2%
+5.3%
Added · +5K sh
44Schwab Strategic TR
EMRG MKTEQ ETF
$4.7M129.1K
0.2%
+10%
Added · +12K sh
45Ishares TR
CORE MSCI EAFE
$4.6M47.9K
0.2%
+0.2%
Added · +100 sh
46Southern Co
COM
$4.6M48.0K
0.2%
+6.7%
Added · +3K sh
47Meta Platforms Inc
CL A
$4.5M8.1K
0.2%
+5.7%
Added · +435 sh
48Johnson & Johnson
COM
$4.5M17.6K
0.2%
−0.6%
Reduced · −105 sh
49Walmart Inc
COM
$4.4M38.6K
0.2%
+0.9%
Added · +356 sh
50Ishares Inc
CORE MSCI EMKT
$4.3M51.8K
0.2%
−3.4%
Reduced · −2K sh
Showing 50 of 425 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026425$2.1B13F-HR
Q1 2026Mar 31, 2026May 15, 2026413$1.8B13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026394$1.7B13F-HR
Q3 2025Sep 30, 2025Oct 10, 2025321$1.5B13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025313$1.3B13F-HR
Q1 2025Mar 31, 2025May 15, 2025304$1.2B13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025232$1.1B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024229$911.0M13F-HR

Data source

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.