Diversified Portfolios, Inc.

13F filer · CIK 0001634212

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$1.38BU.S. long equity reported on 13F

Positions6418 new · 1 closed

Net flow last quarter+$13.1MBuys minus sells

Top 10 positions weight5.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202664 positions
SPYSPDR S&P 500 ETF Trust	$30.5M	2.21%	Not reported	+2.5%	Q4 2014
AAPLApple Inc.	$9.61M	0.70%	0.00%	+39.8%	Q4 2014
BSVNBank7 Corp.	$6.94M	0.50%	0.94%	-6.6%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$6.67M	0.48%	Not reported	-2.0%	Q3 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.44M	0.25%	Not reported	-0.2%	Q4 2014
AMZNAmazon Com Inc	$3.41M	0.25%	0.00%	+4.5%	Q2 2015
QQQInvesco QQQ Trust, Series 1	$2.69M	0.20%	Not reported	+12.2%	Q3 2018
UMBFUmb Financial Corp	$2.54M	0.18%	0.02%	-0.5%	Q1 2025
LLYELI LILLY & Co	$2.26M	0.16%	0.00%	-7.5%	Q1 2015
MSFTMicrosoft Corp	$2.1M	0.15%	0.00%	+35.0%	Q3 2017
FLXRVW Win Century Inc.	$1.89M	0.14%	0.03%	+16.6%	Q3 2025
JPMJPMorgan Chase & Co	$1.68M	0.12%	0.00%	+10.1%	Q4 2014
ABBVAbbVie Inc.	$1.65M	0.12%	0.00%	+34.0%	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.28M	0.09%	Not reported	+3.0%	Q4 2014
NVDANvidia Corp	$1.27M	0.09%	0.00%	+48.2%	Q4 2021
GOOGLAlphabet Inc.	$1.18M	0.09%	0.00%	+55.8%	Q2 2021
JNJJohnson & Johnson	$1.13M	0.08%	0.00%	+140.1%	Q4 2014
COSTCostco Wholesale Corp	$962K	0.07%	0.00%	+102.8%	Q4 2014
FNDFSchwab Strategic Trust	$956K	0.07%	Not reported	Not reported	Q1 2025
CVNACarvana Co.	$940K	0.07%	Not reported	-12.4%	Q2 2021
XOMExxonMobil Holdings Corp	$932K	0.07%	0.00%	+3.5%	Q4 2014
NOCNorthrop Grumman Corp	$915K	0.07%	0.00%	+1.3%	Q4 2014
HDHome Depot, Inc.	$854K	0.06%	0.00%	+66.4%	Q4 2014
CALIChina Auto Logistics Inc	$797K	0.06%	Not reported	+42.9%	Q4 2025
MAMastercard Inc	$773K	0.06%	0.00%	+2.5%	Q4 2014
BRK.ABerkshire Hathaway Inc	$749K	0.05%	Not reported	Not reported	Q4 2020
GOOGAlphabet Inc.	$695K	0.05%	Not reported	-0.6%	Q3 2021
VVisa Inc.	$638K	0.05%	0.00%	+4.3%	Q1 2019
GSGoldman Sachs Group Inc	$631K	0.05%	0.00%	+6.1%	Q1 2023
ORCLOracle Corp	$615K	0.04%	0.00%	+94.7%	Q4 2014
CSCOCisco Systems, Inc.	$550K	0.04%	0.00%	New	Q2 2026
DEDeere & Co	$540K	0.04%	0.00%	+2.3%	Q4 2020
GEGeneral Electric Co	$534K	0.04%	0.00%	Not reported	Q3 2021
MUMicron Technology Inc	$500K	0.04%	0.00%	New	Q2 2026
DOVDOVER Corp	$478K	0.03%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$455K	0.03%	0.00%	New	Q2 2026
GLWCorning Inc	$443K	0.03%	0.00%	+16.8%	Q1 2026
ABTAbbott Laboratories	$429K	0.03%	0.00%	+25.4%	Q4 2014
METAMeta Platforms, Inc.	$420K	0.03%	Not reported	+80.6%	Q1 2017
RTXRTX Corp	$405K	0.03%	0.00%	+49.3%	Q4 2020
CATCaterpillar Inc	$378K	0.03%	0.00%	-37.7%	Q2 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$366K	0.03%	Not reported	Not reported	Q4 2017
AMDAdvanced Micro Devices Inc	$348K	0.03%	0.00%	New	Q2 2026
DTEDte Energy Co	$341K	0.02%	0.00%	+7.2%	Q3 2017
DISWalt Disney Co	$312K	0.02%	0.00%	Not reported	Q1 2019
ETNEaton Corp plc	$300K	0.02%	0.00%	+3.1%	Q2 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$299K	0.02%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$297K	0.02%	0.00%	Not reported	Q4 2025
WMTWalmart Inc.	$281K	0.02%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$263K	0.02%	0.00%	+25.3%	Q2 2025

Q1 2026Reported May 6, 202647 positions
SPYSPDR S&P 500 ETF Trust	$25.9M	2.13%	Not reported	-1.1%	Q4 2014
BSVNBank7 Corp.	$7.48M	0.61%	1.00%	-21.3%	Q4 2014
AAPLApple Inc.	$6.03M	0.50%	0.00%	-21.5%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$5.97M	0.49%	Not reported	-3.8%	Q3 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.23M	0.27%	Not reported	Not reported	Q4 2014
AMZNAmazon Com Inc	$2.85M	0.23%	0.00%	-1.9%	Q2 2015
UMBFUmb Financial Corp	$2.02M	0.17%	0.02%	-15.3%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$1.88M	0.15%	Not reported	+3.0%	Q3 2018
LLYELI LILLY & Co	$1.87M	0.15%	0.00%	-2.6%	Q1 2015
FLXRVW Win Century Inc.	$1.63M	0.13%	0.02%	+32.9%	Q3 2025
MSFTMicrosoft Corp	$1.54M	0.13%	0.00%	-5.9%	Q3 2017
JPMJPMorgan Chase & Co	$1.37M	0.11%	0.00%	-4.5%	Q4 2014
NOCNorthrop Grumman Corp	$1.21M	0.10%	0.00%	-0.9%	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.19M	0.10%	Not reported	Not reported	Q4 2014
XOMExxonMobil Holdings Corp	$1.12M	0.09%	0.00%	-6.3%	Q4 2014
ABBVAbbVie Inc.	$1.06M	0.09%	0.00%	-14.1%	Q4 2014
CVNACarvana Co.	$1.02M	0.08%	Not reported	+17.5%	Q2 2021
FNDFSchwab Strategic Trust	$886K	0.07%	Not reported	Not reported	Q1 2025
NVDANvidia Corp	$745K	0.06%	0.00%	-1.6%	Q4 2021
MAMastercard Inc	$735K	0.06%	0.00%	-6.1%	Q4 2014
BRK.ABerkshire Hathaway Inc	$718K	0.06%	Not reported	Not reported	Q4 2020
GOOGLAlphabet Inc.	$608K	0.05%	0.00%	-3.1%	Q2 2021
GOOGAlphabet Inc.	$567K	0.05%	Not reported	Not reported	Q3 2021
CALIChina Auto Logistics Inc	$556K	0.05%	Not reported	-11.6%	Q4 2025
VVisa Inc.	$539K	0.04%	0.00%	-13.2%	Q1 2019
COSTCostco Wholesale Corp	$505K	0.04%	0.00%	+25.5%	Q4 2014
GSGoldman Sachs Group Inc	$497K	0.04%	0.00%	Not reported	Q1 2023
HDHome Depot, Inc.	$479K	0.04%	0.00%	-4.3%	Q4 2014
DEDeere & Co	$469K	0.04%	0.00%	-1.0%	Q4 2020
JNJJohnson & Johnson	$452K	0.04%	0.00%	-18.3%	Q4 2014
ASMLAsml Holding NV	$425K	0.03%	0.00%	-5.9%	Q2 2024
CATCaterpillar Inc	$404K	0.03%	0.00%	-3.9%	Q2 2025
ABTAbbott Laboratories	$388K	0.03%	0.00%	-4.7%	Q4 2014
DIASPDR Dow Jones Industrial Average ETF Trust	$324K	0.03%	Not reported	Not reported	Q4 2017
ORCLOracle Corp	$317K	0.03%	0.00%	-38.9%	Q4 2014
DTEDte Energy Co	$305K	0.03%	0.00%	-1.8%	Q3 2017
GLDSPDR Gold Trust	$303K	0.02%	0.00%	-3.3%	Q4 2014
NFLXNetflix Inc	$283K	0.02%	0.00%	Not reported	Q2 2025
RTXRTX Corp	$276K	0.02%	0.00%	-6.4%	Q4 2020
ETNEaton Corp plc	$244K	0.02%	0.00%	-10.3%	Q2 2016
ICFICF International, Inc.	$240K	0.02%	Not reported	Not reported	Q4 2014
METAMeta Platforms, Inc.	$236K	0.02%	Not reported	-11.9%	Q1 2017
CVXChevron Corp	$232K	0.02%	0.00%	Not reported	Q4 2014
WELLWelltower Inc.	$203K	0.02%	0.00%	New	Q1 2026
GLWCorning Inc	$202K	0.02%	0.00%	New	Q1 2026
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$172K	0.01%	Not reported	Not reported	Q1 2022
AURAurora Innovation, Inc.	$57.7K	0.00%	0.00%	-13.2%	Q2 2024
Q4 2025Reported Feb 9, 202649 positions
SPYSPDR S&P 500 ETF Trust	$27.5M	2.29%	Not reported	-1.1%	Q4 2014
BSVNBank7 Corp.	$9.56M	0.80%	1.28%	-12.7%	Q4 2014
AAPLApple Inc.	$8.22M	0.68%	0.00%	+25.3%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$6.07M	0.51%	Not reported	-3.0%	Q3 2017
AMZNAmazon Com Inc	$3.22M	0.27%	0.00%	+4.6%	Q2 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.13M	0.26%	Not reported	-0.5%	Q4 2014
UMBFUmb Financial Corp	$2.43M	0.20%	0.03%	Not reported	Q1 2025
LLYELI LILLY & Co	$2.25M	0.19%	0.00%	+2.4%	Q1 2015
MSFTMicrosoft Corp	$2.14M	0.18%	0.00%	+15.6%	Q3 2017
QQQInvesco QQQ Trust, Series 1	$1.94M	0.16%	Not reported	-7.3%	Q3 2018
JPMJPMorgan Chase & Co	$1.57M	0.13%	0.00%	+6.9%	Q4 2014
ABBVAbbVie Inc.	$1.3M	0.11%	0.00%	+10.2%	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.25M	0.10%	Not reported	+10.6%	Q4 2014
FLXRVW Win Century Inc.	$1.23M	0.10%	0.02%	+341.8%	Q3 2025
CVNACarvana Co.	$1.17M	0.10%	Not reported	+2.0%	Q2 2021
NOCNorthrop Grumman Corp	$1.02M	0.08%	0.00%	+0.9%	Q4 2014
MAMastercard Inc	$893K	0.07%	0.00%	-2.7%	Q4 2014
XOMExxonMobil Holdings Corp	$846K	0.07%	0.00%	+11.0%	Q4 2014
FNDFSchwab Strategic Trust	$819K	0.07%	Not reported	Not reported	Q1 2025
NVDANvidia Corp	$809K	0.07%	0.00%	+87.0%	Q4 2021
BRK.ABerkshire Hathaway Inc	$755K	0.06%	Not reported	Not reported	Q4 2020
VVisa Inc.	$721K	0.06%	0.00%	+5.4%	Q1 2019
ORCLOracle Corp	$687K	0.06%	0.00%	+5.7%	Q4 2014
GOOGLAlphabet Inc.	$682K	0.06%	0.00%	+5.4%	Q2 2021
CALIChina Auto Logistics Inc	$629K	0.05%	Not reported	New	Q4 2025
GOOGAlphabet Inc.	$621K	0.05%	Not reported	+10.1%	Q3 2021
HDHome Depot, Inc.	$523K	0.04%	0.00%	+6.1%	Q4 2014
GSGoldman Sachs Group Inc	$517K	0.04%	0.00%	+5.4%	Q1 2023
ABTAbbott Laboratories	$496K	0.04%	0.00%	-8.5%	Q4 2014
JNJJohnson & Johnson	$469K	0.04%	0.00%	+30.9%	Q4 2014
DEDeere & Co	$392K	0.03%	0.00%	+2.8%	Q4 2020
ASMLAsml Holding NV	$366K	0.03%	0.00%	+7.6%	Q2 2024
COSTCostco Wholesale Corp	$348K	0.03%	0.00%	+9.2%	Q4 2014
CATCaterpillar Inc	$340K	0.03%	0.00%	+10.4%	Q2 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$336K	0.03%	Not reported	Not reported	Q4 2017
ENBEnbridge Inc	$336K	0.03%	0.00%	+18.7%	Q4 2020
METAMeta Platforms, Inc.	$310K	0.03%	Not reported	Not reported	Q1 2017
GLDSPDR Gold Trust	$289K	0.02%	0.00%	Not reported	Q4 2014
RTXRTX Corp	$280K	0.02%	0.00%	+14.0%	Q4 2020
NFLXNetflix Inc	$276K	0.02%	0.00%	+24.1%	Q2 2025
DTEDte Energy Co	$274K	0.02%	0.00%	Not reported	Q3 2017
AVGOBroadcom Inc.	$257K	0.02%	0.00%	New	Q4 2025
MCDMcdonalds Corp	$247K	0.02%	0.00%	+4.1%	Q4 2020
BXBlackstone Inc.	$242K	0.02%	0.00%	+4.6%	Q4 2014
ETNEaton Corp plc	$242K	0.02%	0.00%	+12.3%	Q2 2016
ICFICF International, Inc.	$231K	0.02%	Not reported	-13.4%	Q4 2014
IBMInternational Business Machines Corp	$213K	0.02%	0.00%	Not reported	Q4 2014
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$190K	0.02%	Not reported	Not reported	Q1 2022
AURAurora Innovation, Inc.	$62K	0.01%	0.00%	-15.6%	Q2 2024
Q3 2025Reported Nov 12, 202547 positions
SPYSPDR S&P 500 ETF Trust	$27.1M	2.40%	Not reported	-0.3%	Q4 2014
BSVNBank7 Corp.	$11M	0.97%	1.47%	-26.2%	Q4 2014
MDYSPDR S&P Midcap 400 ETF Trust	$6.18M	0.55%	Not reported	-0.2%	Q3 2017
AAPLApple Inc.	$6.15M	0.54%	0.00%	-2.7%	Q4 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.09M	0.27%	Not reported	Not reported	Q4 2014
AMZNAmazon Com Inc	$2.92M	0.26%	0.00%	-0.4%	Q2 2015
UMBFUmb Financial Corp	$2.5M	0.22%	0.03%	-2.4%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$2.05M	0.18%	Not reported	+6.2%	Q3 2018
MSFTMicrosoft Corp	$1.99M	0.18%	0.00%	+4.5%	Q3 2017
LLYELI LILLY & Co	$1.56M	0.14%	0.00%	+0.3%	Q1 2015
JPMJPMorgan Chase & Co	$1.44M	0.13%	0.00%	+12.1%	Q4 2014
ABBVAbbVie Inc.	$1.2M	0.11%	0.00%	-1.2%	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.13M	0.10%	Not reported	-0.5%	Q4 2014
NOCNorthrop Grumman Corp	$1.08M	0.10%	0.00%	-0.1%	Q4 2014
CVNACarvana Co.	$1.03M	0.09%	Not reported	-26.9%	Q2 2021
ORCLOracle Corp	$938K	0.08%	0.00%	+68.7%	Q4 2014
MAMastercard Inc	$915K	0.08%	0.00%	+1.1%	Q4 2014
FNDFSchwab Strategic Trust	$778K	0.07%	Not reported	+0.8%	Q1 2025
BRK.ABerkshire Hathaway Inc	$754K	0.07%	Not reported	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$714K	0.06%	0.00%	-0.3%	Q4 2014
VVisa Inc.	$666K	0.06%	0.00%	+12.8%	Q1 2019
HDHome Depot, Inc.	$581K	0.05%	0.00%	Not reported	Q4 2014
ABTAbbott Laboratories	$580K	0.05%	0.00%	+5.6%	Q4 2014
GOOGLAlphabet Inc.	$503K	0.04%	0.00%	-2.9%	Q2 2021
GSGoldman Sachs Group Inc	$444K	0.04%	0.00%	Not reported	Q1 2023
GOOGAlphabet Inc.	$437K	0.04%	Not reported	Not reported	Q3 2021
NVDANvidia Corp	$433K	0.04%	0.00%	-6.0%	Q4 2021
DEDeere & Co	$374K	0.03%	0.00%	-0.2%	Q4 2020
COSTCostco Wholesale Corp	$342K	0.03%	0.00%	-1.1%	Q4 2014
DIASPDR Dow Jones Industrial Average ETF Trust	$325K	0.03%	Not reported	Not reported	Q4 2017
JNJJohnson & Johnson	$321K	0.03%	0.00%	Not reported	Q4 2014
ASMLAsml Holding NV	$308K	0.03%	0.00%	+2.3%	Q2 2024
DTEDte Energy Co	$300K	0.03%	0.00%	Not reported	Q3 2017
ENBEnbridge Inc	$299K	0.03%	0.00%	Not reported	Q4 2020
NFLXNetflix Inc	$284K	0.03%	0.00%	-1.3%	Q2 2025
FLXRVW Win Century Inc.	$281K	0.02%	0.00%	New	Q3 2025
ICFICF International, Inc.	$276K	0.02%	Not reported	-1.1%	Q4 2014
GLDSPDR Gold Trust	$259K	0.02%	0.00%	Not reported	Q4 2014
BXBlackstone Inc.	$257K	0.02%	0.00%	Not reported	Q4 2014
CATCaterpillar Inc	$256K	0.02%	0.00%	Not reported	Q2 2025
ETNEaton Corp plc	$253K	0.02%	0.00%	-0.6%	Q2 2016
MCDMcdonalds Corp	$236K	0.02%	0.00%	-71.7%	Q4 2020
RTXRTX Corp	$224K	0.02%	0.00%	Not reported	Q4 2020
CVXChevron Corp	$216K	0.02%	0.00%	Not reported	Q4 2014
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$181K	0.02%	Not reported	Not reported	Q1 2022
AURAurora Innovation, Inc.	$103K	0.01%	0.00%	Not reported	Q2 2024
CLIRClearSign Technologies Corp	$15.4K	0.00%	0.04%	Not reported	Q1 2025

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