Diversified Portfolios, Inc. Portfolio Stock Holdings
Diversified Portfolios, Inc. disclosed 174 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include Vanguard Total Stock Mkt, JPMorgan Active Bond ETF, and Vanguard Core Bond ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 174
- Portfolio Value
- $1.2B
Holdings by Sector
Diversified Portfolios, Inc. Portfolio Holdings in Q1 2026
167 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt | VTI | Other | 12.07% | 457,854 | -624 | -0.14% | $146,884,081 |
| JPMorgan Active Bond ETF | JBND | Other | 8.78% | 1,987,378 | +65,939 | +3.43% | $106,861,309 |
| Vanguard Core Bond ETF | VCRB | Other | 7.60% | 1,194,683 | +65,205 | +5.77% | $92,444,569 |
| Avantis International Equity ETF | AVDE | Other | 6.50% | 932,696 | -10,905 | -1.16% | $79,129,934 |
| DFA Short-Duration Fixed Inc ETF | DFSD | Other | 5.26% | 1,336,422 | +99,809 | +8.07% | $63,987,902 |
| iShares Ultra Short-Term Bond ETF | ICSH | Other | 4.59% | 1,102,918 | +24,778 | +2.30% | $55,829,705 |
| Avantis Emerging Markets EQ ETF | AVEM | Other | 3.82% | 576,945 | +27,407 | +4.99% | $46,490,249 |
| DFA US Large Cap Value ETF | DFLV | Other | 2.69% | 916,445 | +148,308 | +19.31% | $32,726,246 |
| SPDR Trust (S&P 500) | SPY | Other | 2.13% | 39,851 | -443 | -1.10% | $25,916,598 |
| DFA US Small Cap Value ETF | DFSV | Other | 2.00% | 695,442 | +49,689 | +7.69% | $24,368,295 |
| DFA Core Emerging Mkt ETF | DFAE | Other | 1.95% | 699,905 | -9,986 | -1.41% | $23,698,767 |
| iShares Core S&P 500 ETF | IVV | Other | 1.94% | 36,119 | +560 | +1.57% | $23,593,429 |
| Russell 3000 | IWV | Other | 1.72% | 56,356 | -114 | -0.20% | $20,890,050 |
| Ishares Floating Rate | FLOT | Other | 1.65% | 393,718 | -8,667 | -2.15% | $20,059,953 |
| Vanguard Russell 3000 ETF | VTHR | Other | 1.35% | 57,183 | +3,650 | +6.82% | $16,444,384 |
| DFA Int'l Core Equity ETF | DFAI | Other | 1.24% | 386,944 | -4,423 | -1.13% | $15,075,338 |
| Vanguard Value | VTV | Other | 1.21% | 75,123 | -1,159 | -1.52% | $14,739,157 |
| Vanguard ESG U.S. Stock ETF | ESGV | Other | 1.20% | 130,513 | +4,908 | +3.91% | $14,652,695 |
| DFA Tax-Managed US Marketwide Value II | DFUV | Other | 1.17% | 294,450 | -5,269 | -1.76% | $14,269,047 |
| JPMorgan Municipal ETF | JMUB | Other | 1.11% | 271,206 | -13,392 | -4.71% | $13,557,588 |
| iShares National Muni Bond ETF | MUB | Other | 1.07% | 122,698 | -1,936 | -1.55% | $13,024,393 |
| iShares Global REIT ETF | REET | Other | 1.02% | 494,490 | -94,301 | -16.02% | $12,436,414 |
| JPMorgan Ultra-Short Municipal Inc ETF | JMST | Other | 1.02% | 242,886 | -54,243 | -18.26% | $12,382,328 |
| Schwab US Large Cap Value | SCHV | Other | 0.97% | 386,127 | +30,337 | +8.53% | $11,776,881 |
| Russell 2000/Small Blend | IWM | Other | 0.82% | 40,114 | -437 | -1.08% | $9,948,184 |
| SPDR DoubleLine Total Return Tact ETF | TOTL | Other | 0.76% | 232,668 | +56,879 | +32.36% | $9,243,900 |
| Vanguard ESG Int'l ETF | VSGX | Other | 0.70% | 119,320 | -2,415 | -1.98% | $8,558,824 |
| Vanguard Growth | VUG | Other | 0.67% | 18,560 | -228 | -1.21% | $8,106,667 |
| Avantis US Small Cap Value ETF | AVUV | Other | 0.65% | 71,484 | +4,744 | +7.11% | $7,896,837 |
| Vanguard Short-Term Bond Index Fund | BSV | Other | 0.61% | 95,401 | -25,844 | -21.32% | $7,480,369 |
| iShares Core S&P Total US Stock Mkt ETF | ITOT | Other | 0.61% | 51,769 | +7,144 | +16.01% | $7,373,463 |
| DFA US Core Equity ETF | DFAU | Other | 0.60% | 162,939 | -3,820 | -2.29% | $7,351,808 |
| iShares Core Total USD Bond Market ETF | IUSB | Other | 0.60% | 157,855 | -32,634 | -17.13% | $7,291,318 |
| Vanguard Tax-Exempt Bond ETF | VTEB | Other | 0.59% | 143,493 | +42,027 | +41.42% | $7,158,866 |
| VanEck CLO ETF | CLOI | Other | 0.53% | 122,637 | +19,843 | +19.30% | $6,462,970 |
| Apple Computer Inc | AAPL | Technology | 0.50% | 23,761 | -6,488 | -21.45% | $6,030,259 |
| Mid Cap S P D R TRUST | MDY | Other | 0.49% | 9,679 | -386 | -3.84% | $5,969,616 |
| Schw US Brd Mkt Etf | SCHB | Other | 0.46% | 224,900 | +10,203 | +4.75% | $5,644,990 |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | IGSB | Other | 0.44% | 102,614 | -66 | -0.06% | $5,393,392 |
| Russell 1000/ Lrg. Value | IWD | Other | 0.43% | 24,515 | -68 | -0.28% | $5,238,139 |
| Vanguard Reit | VNQ | Other | 0.38% | 52,100 | -8,845 | -14.51% | $4,621,270 |
| iShares Short-Term National Muni Bond ETF | SUB | Other | 0.38% | 43,164 | -3,765 | -8.02% | $4,596,966 |
| DFA U.S. Small Cap Value (TM) | DFAT | Other | 0.36% | 69,706 | -1,557 | -2.18% | $4,353,140 |
| Russell 1000/ Lrg. Growth | IWF | Other | 0.34% | 9,619 | -185 | -1.89% | $4,101,665 |
| Vanguard Mortgage Backed | VMBS | Other | 0.33% | 84,563 | -6 | -0.01% | $3,970,233 |
| Vanguard Small Cap Value | VBR | Other | 0.32% | 17,787 | -1,248 | -6.56% | $3,864,151 |
| iShares S&P 500 Growth ETF | IVW | Other | 0.31% | 33,442 | -556 | -1.64% | $3,782,582 |
| Vanguard Russell 1000 Growth ETF | VONG | Other | 0.30% | 33,813 | -20 | -0.06% | $3,708,948 |
| Vanguard Intermediate | VCIT | Other | 0.27% | 39,705 | +14,890 | +60.00% | $3,285,589 |
| iShares Core S&P Small-Cap ETF | IJR | Other | 0.27% | 26,279 | -1,976 | -6.99% | $3,266,742 |
| Vanguard High Dividend ETF | VYM | Other | 0.27% | 21,823 | - | - | $3,231,986 |
| DFA Core Fixed Income ETF | DFCF | Other | 0.26% | 74,465 | +64,754 | +666.81% | $3,143,912 |
| iShares Core MSCI Emerging Markets ETF | IEMG | Other | 0.26% | 44,955 | -1,500 | -3.23% | $3,135,611 |
| Vanguard Short Term Corp Bond | VCSH | Other | 0.25% | 37,944 | -1,599 | -4.04% | $3,007,821 |
| Vanguard S&P 500 Growth ETF | VOOG | Other | 0.25% | 7,352 | - | - | $2,997,337 |
| JPMorgan Limited Duration Bond ETF | JPLD | Other | 0.24% | 56,007 | +35,654 | +175.18% | $2,923,005 |
| Vanguard Msci Eafe Etf | VEA | Other | 0.24% | 45,170 | -653 | -1.43% | $2,894,494 |
| Amazon Com Inc | AMZN | Consumer Cyclical | 0.23% | 13,670 | -262 | -1.88% | $2,847,051 |
| Vanguard Interm Bond Index ETF | BIV | Other | 0.23% | 36,172 | -16,112 | -30.82% | $2,791,781 |
| iShares Core S&P Mid-Cap ETF | IJH | Other | 0.22% | 39,163 | -1,985 | -4.82% | $2,644,677 |
| SPDR Nuveen BB Hi Yld Muncpl Bd ETF | HYMB | Other | 0.21% | 105,254 | +2,884 | +2.82% | $2,610,299 |
| Schw Intl Eq Etf | SCHF | Other | 0.20% | 100,277 | +11,336 | +12.75% | $2,481,853 |
| Vanguard S&P 500 Etf | VOO | Other | 0.20% | 4,018 | -99 | -2.40% | $2,400,661 |
| SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | BIL | Other | 0.18% | 24,088 | +2,319 | +10.65% | $2,207,390 |
| UMB Financial Corp | UMBF | Financial Services | 0.17% | 17,883 | -3,223 | -15.27% | $2,017,024 |
| VANGUARD SHRT TAX EXEMPT BND ETF | VTES | Other | 0.16% | 19,830 | -74 | -0.37% | $2,005,606 |
| DFA U.S. Equity ETF | DFUS | Other | 0.16% | 27,010 | +16,545 | +158.10% | $1,915,279 |
| Invesco QQQ Trust | QQQ | Other | 0.15% | 3,257 | +96 | +3.04% | $1,879,982 |
| Lilly Eli & Company | LLY | Healthcare | 0.15% | 2,036 | -55 | -2.63% | $1,872,652 |
| TCW Flexible Income ETF | FLXR | Other | 0.13% | 41,382 | +10,234 | +32.86% | $1,625,071 |
| Avantis Responsible US Equity ETF | AVSU | Other | 0.13% | 21,393 | - | - | $1,581,478 |
| Microsoft Corp | MSFT | Technology | 0.13% | 4,170 | -261 | -5.89% | $1,543,785 |
| iShares S&P 500 Value ETF | IVE | Other | 0.13% | 7,225 | - | - | $1,525,559 |
| ISHARES 0 TO 3 MNTH TREASURY BND ETF | SGOV | Other | 0.12% | 15,112 | -2,145 | -12.43% | $1,521,152 |
| Vanguard Russell 1000 | VONV | Other | 0.12% | 15,929 | - | - | $1,493,184 |
| Powershare Ftse Rafi US | PRF | Other | 0.12% | 30,825 | - | - | $1,465,112 |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | IGIB | Other | 0.12% | 26,902 | +2,887 | +12.02% | $1,431,724 |
| SPDR Portfolio S&P 500 Value ETF | SPYV | Other | 0.12% | 24,837 | +500 | +2.05% | $1,405,277 |
| iShares MSCI EAFE ETF | EFA | Other | 0.11% | 14,292 | +185 | +1.31% | $1,388,196 |
| Janus Henderson AAA CLO ETF | JAAA | Other | 0.11% | 27,297 | +27,297 | +100.00% | $1,374,950 |
| JPMorgan Chase & Co. | JPM | Financial Services | 0.11% | 4,666 | -219 | -4.48% | $1,372,551 |
| Vanguard Emerging Market | VWO | Other | 0.11% | 24,582 | -84 | -0.34% | $1,328,657 |
| DFA Tax Managed Intl | DFIV | Other | 0.10% | 23,317 | -9,279 | -28.47% | $1,230,671 |
| Northrop Grumman Corp | NOC | Industrials | 0.10% | 1,773 | -16 | -0.89% | $1,209,612 |
| Janus Henderson B-BBB CLO ETF | JBBB | Other | 0.10% | 25,545 | +25,545 | +100.00% | $1,190,525 |
| Berkshire Hathaway B New | BRK-B | Financial Services | 0.10% | 2,478 | - | - | $1,187,458 |
| JPMorgan Short Duration Core Plus ETF | JSCP | Other | 0.09% | 23,842 | +23,842 | +100.00% | $1,127,727 |
| Exxon Mobil Corporation | XOM | Energy | 0.09% | 6,591 | -441 | -6.27% | $1,118,242 |
| Abbvie Inc | ABBV | Healthcare | 0.09% | 4,893 | -801 | -14.07% | $1,064,179 |
| Carvana Co | CVNA | Consumer Cyclical | 0.08% | 3,260 | +485 | +17.48% | $1,024,879 |
| Vanguard Total Intl Etf | VXUS | Other | 0.08% | 13,066 | -1,343 | -9.32% | $1,007,519 |
| Vanguard Small Cap | VB | Other | 0.08% | 3,722 | -3 | -0.08% | $974,756 |
| Schwab Fundamental Inl | FNDF | Other | 0.07% | 18,116 | - | - | $886,416 |
| Avantis U.S. Equity ETF | AVUS | Other | 0.07% | 7,900 | +2,005 | +34.01% | $878,322 |
| Nuveen ESG Large-Cap Value ETF | NULV | Other | 0.07% | 19,294 | +88 | +0.46% | $877,877 |
| DFA US Real Estate ETF | DFAR | Other | 0.07% | 35,613 | -6,947 | -16.32% | $842,247 |
| iShares MBS Bond Fd | MBB | Other | 0.07% | 8,705 | +587 | +7.23% | $826,540 |
| iShares California Muni Bond ETF | CMF | Other | 0.07% | 14,140 | +3,529 | +33.26% | $804,000 |
| Vanguard Mid Cap | VO | Other | 0.06% | 2,731 | +211 | +8.37% | $784,408 |
| Nvidia Corp | NVDA | Technology | 0.06% | 4,270 | -69 | -1.59% | $744,711 |