Arkolith/Funds/Diversified Portfolios, Inc.

Diversified Portfolios, Inc.

CIK 1634212
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Diversified Portfolios, Inc. holds a focused book of 201 stocks worth $1.4B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Avantis Emerging Markets Val and trimmed JPMorgan Active Bond ETF. Their largest long position is Vanguard Total Stock MKT ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +18% (+10.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Diversified Portfolios, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
56
new positions
Added to
79
existing
Trimmed
62
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.3%
+10.1%/yr · since Nov '24
Their reported book
+19.0%
held from quarter-end
S&P 500
+30.5%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Aug '26
Diversified Portfolios, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Diversified Portfolios, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with 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: focused book

Top 5 holdings
37%
Top 10 holdings
52%
Top 20 holdings
69%

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

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Information Technology
1%
Financials
1%
Consumer Discretionary
1%
Health Care
0%
Industrials
0%
Energy
0%
Materials
0%

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 Portfolios, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$320.1B
ENVESTNET ASSET MANAGEMENT INC79 / 80$103.2B
HighTower Advisors, LLC79 / 80$22.6B
OSAIC HOLDINGS, INC.79 / 80$14.7B
ROYAL BANK OF CANADA78 / 80$84.3B
LPL Financial LLC78 / 80$78.4B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$17.9B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO77 / 80$73.8B

Ranked by how many of Diversified Portfolios, Inc.'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.

201 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
ETF
$171.2M462.8K
12.4%
+1.1%
Added · +5K sh
2Vanguard Malvern FDS
ETF
$106.2M1.37M
7.7%
+15%
Added · +180K sh
3American Centy ETF TR
COM
$88.7M994.3K
6.4%
+6.6%
Added · +62K sh
4J P Morgan Exchange Traded F
ETF
$84.7M1.58M
6.1%
−20%
Reduced · −403K sh
5Dimensional ETF Trust
ETF
$63.7M1.34M
4.6%
−0.1%
Reduced · −1K sh
6Ishares TR
ETF
$54.3M1.07M
3.9%
−2.6%
Reduced · −29K sh
7American Centy ETF TR
COM
$47.1M488.3K
3.4%
−15%
Reduced · −89K sh
8Dimensional ETF Trust
ETF
$40.5M1.02M
2.9%
+12%
Added · +108K sh
9State STR SPDR S&P 500 ETF T
ETF
$30.5M40.9K
2.2%
+2.5%
Added · +1K sh
10J P Morgan Exchange Traded F
ETF
$30.0M591.1K
2.2%
18×
Added · +559K sh
11Nushares ETF TR
ETF
$29.5M1.17M
2.1%
+29%
Added · +267K sh
12Dimensional ETF Trust
ETF
$28.5M734.8K
2.1%
+5.7%
Added · +39K sh
13Dimensional ETF Trust
ETF
$28.0M696.7K
2.0%
−0.5%
Reduced · −3K sh
14Ishares TR
COM
$27.0M36.1K
2.0%
−0.1%
Reduced · −32 sh
15Ishares TR
ETF
$24.0M56.3K
1.7%
−0.1%
Reduced · −76 sh
16J P Morgan Exchange Traded F
ETF
$19.3M380.3K
1.4%
+40%
Added · +109K sh
17Ishares TR
ETF
$19.1M373.7K
1.4%
−5.1%
Reduced · −20K sh
18Vanguard Scottsdale FDS
ETF
$18.9M57.1K
1.4%
−0.1%
Reduced · −63 sh
19Vanguard Malvern FDS
ETF
$18.0M232.5K
1.3%
+20%
Added · +39K sh
20Vanguard Index FDS
ETF
$16.3M74.9K
1.2%
−0.3%
Reduced · −270 sh
21Dimensional ETF Trust
ETF
$16.1M390.9K
1.2%
+1.0%
Added · +4K sh
22Vanguard World FD
ETF
$16.1M121.5K
1.2%
−6.9%
Reduced · −9K sh
23Dimensional ETF Trust
ETF
$16.0M291.6K
1.2%
−1.0%
Reduced · −3K sh
24Schwab Strategic TR
ETF
$13.2M380.0K
1.0%
−1.6%
Reduced · −6K sh
25Ishares TR
ETF
$12.6M116.9K
0.9%
−4.7%
Reduced · −6K sh
26Ishares TR
ETF
$12.0M39.9K
0.9%
−0.6%
Reduced · −224 sh
27Vanguard Mun BD FDS
ETF
$11.9M234.7K
0.9%
+64%
Added · +91K sh
28Vaneck ETF Trust
ETF
$11.8M223.1K
0.9%
+82%
Added · +100K sh
29J P Morgan Exchange Traded F
ETF
$10.9M214.6K
0.8%
−12%
Reduced · −28K sh
30Ishares TR
ETF
$9.8M354.5K
0.7%
−28%
Reduced · −140K sh
31Vanguard Index FDS
ETF
$9.7M112.6K
0.7%
+507%
Added · +94K sh
32Apple Inc
ETF
$9.6M33.2K
0.7%
+40%
Added · +9K sh
33American Centy ETF TR
ETF
$9.1M72.6K
0.7%
+1.5%
Added · +1K sh
34Vanguard World FD
ETF
$8.7M106.0K
0.6%
−11%
Reduced · −13K sh
35Ishares TR
COM
$8.5M52.0K
0.6%
+0.4%
Added · +192 sh
36Dimensional ETF Trust
ETF
$8.4M162.1K
0.6%
−0.5%
Reduced · −871 sh
37American Centy ETF TR
ETF
$7.7M117.4K
0.6%
New
New position
38Morgan Stanley ETF Trust
ETF
$7.6M150.3K
0.5%
+85%
Added · +69K sh
39Ishares TR
ETF
$7.2M155.1K
0.5%
−1.7%
Reduced · −3K sh
40Vanguard BD Index FDS
ETF
$6.9M89.1K
0.5%
−6.6%
Reduced · −6K sh
41State STR SPDR S&P Midcap 40
ETF
$6.7M9.5K
0.5%
−2.0%
Reduced · −196 sh
42Schwab Strategic TR
ETF
$6.4M220.3K
0.5%
−2.0%
Reduced · −5K sh
43Ishares TR
ETF
$5.9M24.4K
0.4%
−0.4%
Reduced · −103 sh
44Ssga Active ETF TR
ETF
$5.8M147.3K
0.4%
−37%
Reduced · −85K sh
45Ishares TR
ETF
$5.4M102.6K
0.4%
Held
46Dimensional ETF Trust
ETF
$4.9M69.7K
0.4%
Held
47Ishares TR
ETF
$4.9M39.2K
0.4%
+307%
Added · +30K sh
48Ishares TR
ETF
$4.6M33.4K
0.3%
Held
49Vanguard Scottsdale FDS
ETF
$4.5M95.4K
0.3%
+13%
Added · +11K sh
50Vanguard Index FDS
ETF
$4.3M17.8K
0.3%
+0.3%
Added · +62 sh
Showing 50 of 201 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026201$1.4B13F-HR
Q1 2026Mar 31, 2026May 6, 2026174$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026181$1.2B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025166$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025163$1.0B13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025141$950.8M13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025146$916.9M13F-HR
Q3 2024Sep 30, 2024Nov 6, 2024139$890.0M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.