Diversified Portfolios, Inc. Portfolio Stock Holdings
Diversified Portfolios, Inc. disclosed 201 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD MALVERN FDS, and AMERICAN CENTY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on August 4, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 201
- Portfolio Value
- $1.4B
Holdings by Sector
Diversified Portfolios, Inc. Portfolio Holdings in Q2 2026
192 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 12.42% | 462,767 | +4,913 | +1.07% | $171,242,171 |
| VANGUARD MALVERN FDS | VCRB | Other | 7.70% | 1,374,618 | +179,935 | +15.06% | $106,165,425 |
| AMERICAN CENTY ETF TR | AVDE | Other | 6.43% | 994,311 | +61,615 | +6.61% | $88,692,550 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 6.15% | 1,583,948 | -403,430 | -20.30% | $84,741,213 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 4.62% | 1,335,001 | -1,421 | -0.11% | $63,746,316 |
| ISHARES TR | ICSH | Other | 3.94% | 1,073,775 | -29,143 | -2.64% | $54,311,555 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.42% | 488,339 | -88,606 | -15.36% | $47,119,788 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 2.94% | 1,024,846 | +108,401 | +11.83% | $40,522,425 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.21% | 40,864 | +1,013 | +2.54% | $30,515,727 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 2.07% | 734,781 | +39,339 | +5.66% | $28,502,151 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.03% | 696,657 | -3,248 | -0.46% | $28,012,579 |
| ISHARES TR | IVV | Other | 1.96% | 36,087 | -32 | -0.09% | $27,025,351 |
| ISHARES TR | IWV | Other | 1.74% | 56,280 | -76 | -0.13% | $23,997,801 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.40% | 380,323 | +109,117 | +40.23% | $19,265,262 |
| ISHARES TR | FLOT | Other | 1.38% | 373,717 | -20,001 | -5.08% | $19,078,246 |
| VANGUARD SCOTTSDALE FDS | VTHR | Other | 1.37% | 57,120 | -63 | -0.11% | $18,931,053 |
| VANGUARD INDEX FDS | VTV | Other | 1.18% | 74,853 | -270 | -0.36% | $16,312,819 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.17% | 390,913 | +3,969 | +1.03% | $16,125,161 |
| VANGUARD WORLD FD | ESGV | Other | 1.17% | 121,505 | -9,008 | -6.90% | $16,067,821 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 1.16% | 291,586 | -2,864 | -0.97% | $16,040,132 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.96% | 379,951 | -6,176 | -1.60% | $13,226,097 |
| ISHARES TR | MUB | Other | 0.91% | 116,918 | -5,780 | -4.71% | $12,582,715 |
| ISHARES TR | IWM | Other | 0.87% | 39,890 | -224 | -0.56% | $11,985,086 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.86% | 234,692 | +91,199 | +63.56% | $11,870,721 |
| VANECK ETF TRUST | CLOI | Other | 0.86% | 223,081 | +100,444 | +81.90% | $11,812,139 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.79% | 214,582 | -28,304 | -11.65% | $10,943,682 |
| ISHARES TR | REET | Other | 0.71% | 354,453 | -140,037 | -28.32% | $9,789,986 |
| VANGUARD INDEX FDS | VUG | Other | 0.70% | 112,600 | +94,040 | +506.68% | $9,699,333 |
| APPLE INC | AAPL | Technology | 0.70% | 33,220 | +9,459 | +39.81% | $9,612,659 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.66% | 72,592 | +1,108 | +1.55% | $9,056,578 |
| VANGUARD WORLD FD | VSGX | Other | 0.63% | 105,950 | -13,370 | -11.21% | $8,723,923 |
| ISHARES TR | ITOT | Other | 0.62% | 51,961 | +192 | +0.37% | $8,535,643 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.61% | 162,068 | -871 | -0.53% | $8,377,306 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.56% | 117,421 | +117,421 | +100.00% | $7,702,818 |
| ISHARES TR | IUSB | Other | 0.52% | 155,148 | -2,707 | -1.71% | $7,160,092 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.50% | 89,097 | -6,304 | -6.61% | $6,941,572 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.48% | 9,483 | -196 | -2.03% | $6,669,422 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.46% | 220,347 | -4,553 | -2.02% | $6,381,249 |
| ISHARES TR | IWD | Other | 0.43% | 24,412 | -103 | -0.42% | $5,918,222 |
| SSGA ACTIVE ETF TR | TOTL | Other | 0.42% | 147,256 | -85,412 | -36.71% | $5,812,194 |
| ISHARES TR | IGSB | Other | 0.39% | 102,614 | - | - | $5,378,000 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.35% | 69,706 | - | - | $4,872,449 |
| ISHARES TR | IWF | Other | 0.35% | 39,168 | +29,549 | +307.19% | $4,863,526 |
| ISHARES TR | IVW | Other | 0.33% | 33,442 | - | - | $4,599,226 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.32% | 95,439 | +10,876 | +12.86% | $4,467,500 |
| VANGUARD INDEX FDS | VBR | Other | 0.31% | 17,849 | +62 | +0.35% | $4,337,045 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.31% | 33,798 | -15 | -0.04% | $4,319,722 |
| VANGUARD INDEX FDS | VNQ | Other | 0.30% | 42,614 | -9,486 | -18.21% | $4,109,268 |
| ISHARES TR | SUB | Other | 0.29% | 37,462 | -5,702 | -13.21% | $3,988,579 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.28% | 90,915 | +16,450 | +22.09% | $3,837,522 |
| ISHARES TR | IJR | Other | 0.27% | 25,174 | -1,105 | -4.20% | $3,733,556 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.26% | 44,112 | +36,760 | +500.00% | $3,644,533 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.25% | 21,791 | -32 | -0.15% | $3,443,632 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.25% | 14,290 | +620 | +4.54% | $3,405,879 |
| ISHARES INC | IEMG | Other | 0.24% | 40,006 | -4,949 | -11.01% | $3,314,097 |
| J P MORGAN EXCHANGE TRADED F | JPLD | Other | 0.23% | 59,893 | +3,886 | +6.94% | $3,125,816 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.22% | 43,076 | -2,094 | -4.64% | $3,069,165 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.22% | 38,024 | +80 | +0.21% | $3,005,037 |
| ISHARES TR | IJH | Other | 0.22% | 38,712 | -451 | -1.15% | $2,985,082 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.21% | 105,232 | +4,955 | +4.94% | $2,914,914 |
| VANGUARD INDEX FDS | VOO | Other | 0.21% | 4,242 | +224 | +5.57% | $2,913,521 |
| SPDR SERIES TRUST | HYMB | Other | 0.21% | 114,124 | +8,870 | +8.43% | $2,903,315 |
| PIMCO ETF TR | MUNI | Other | 0.20% | 53,349 | +48,411 | +980.38% | $2,806,157 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.20% | 33,816 | -5,889 | -14.83% | $2,794,892 |
| INVESCO QQQ TR | QQQ | Other | 0.20% | 3,655 | +398 | +12.22% | $2,691,550 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.19% | 32,046 | +5,036 | +18.64% | $2,625,849 |
| UMB FINL CORP | UMBF | Financial Services | 0.18% | 17,789 | -94 | -0.53% | $2,539,558 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.18% | 33,090 | -3,082 | -8.52% | $2,538,029 |
| ISHARES TR | IGIB | Other | 0.17% | 45,075 | +18,173 | +67.55% | $2,396,638 |
| ELI LILLY & CO | LLY | Healthcare | 0.16% | 1,884 | -152 | -7.47% | $2,259,726 |
| MICROSOFT CORP | MSFT | Technology | 0.15% | 5,629 | +1,459 | +34.99% | $2,099,869 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.14% | 35,924 | +12,607 | +54.07% | $1,940,614 |
| AMERICAN CENTY ETF TR | AVSU | Other | 0.14% | 21,393 | - | - | $1,893,708 |
| TCW ETF TRUST | FLXR | Other | 0.14% | 48,248 | +6,866 | +16.59% | $1,891,804 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.14% | 18,422 | -1,408 | -7.10% | $1,866,333 |
| JANUS DETROIT STR TR | JAAA | Other | 0.13% | 36,044 | +8,747 | +32.04% | $1,819,862 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.12% | 15,929 | - | - | $1,693,412 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.12% | 5,137 | +471 | +10.09% | $1,681,494 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.12% | 30,825 | - | - | $1,665,475 |
| ISHARES TR | IVE | Other | 0.12% | 7,275 | +50 | +0.69% | $1,651,861 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 6,557 | +1,664 | +34.01% | $1,650,003 |
| SPDR SERIES TRUST | SPYV | Other | 0.11% | 24,837 | - | - | $1,509,841 |
| ISHARES TR | EFA | Other | 0.11% | 14,403 | +111 | +0.78% | $1,496,198 |
| ISHARES TR | SGOV | Other | 0.11% | 14,708 | -404 | -2.67% | $1,480,633 |
| J P MORGAN EXCHANGE TRADED F | JSCP | Other | 0.11% | 31,248 | +7,406 | +31.06% | $1,473,187 |
| SPDR SERIES TRUST | BIL | Other | 0.10% | 15,419 | -8,669 | -35.99% | $1,413,019 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.10% | 23,369 | -1,213 | -4.93% | $1,394,896 |
| JANUS DETROIT STR TR | JBBB | Other | 0.10% | 29,442 | +3,897 | +15.26% | $1,394,079 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.09% | 2,551 | +73 | +2.95% | $1,276,495 |
| NVIDIA CORPORATION | NVDA | Technology | 0.09% | 6,326 | +2,056 | +48.15% | $1,265,796 |
| VANGUARD STAR FDS | VXUS | Other | 0.09% | 14,379 | +1,313 | +10.05% | $1,229,261 |
| ALPHABET INC | GOOGL | Communication Services | 0.09% | 3,292 | +1,179 | +55.80% | $1,176,636 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 4,442 | +2,592 | +140.11% | $1,128,135 |
| VANGUARD INDEX FDS | VB | Other | 0.08% | 3,560 | -162 | -4.35% | $1,078,980 |
| ISHARES TR | CMF | Other | 0.08% | 18,201 | +4,061 | +28.72% | $1,049,106 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.07% | 7,900 | - | - | $1,011,832 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.07% | 1,028 | +521 | +102.76% | $961,663 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.07% | 18,116 | - | - | $955,800 |
| CARVANA CO | CVNA | Consumer Cyclical | 0.07% | 14,280 | +11,020 | +338.04% | $939,910 |
| EXXON MOBIL CORP | XOM | Energy | 0.07% | 6,819 | +228 | +3.46% | $932,356 |