Institutional Manager · CIK 0001634212
Diversified Portfolios, Inc.
Bloomfield Hills, MI · File #028-16822
Latest AUM
$1.20B
Positions
181
Top-10 Concentration
61.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025181 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Sep 2025166 pos · $1.13B
- 13F HOLDINGS REPORTQ/E Jun 2025163 pos · $1.05B
- 13F HOLDINGS REPORTQ/E Mar 2025141 pos · $950.8M
- 13F HOLDINGS REPORTQ/E Dec 2024146 pos · $916.9M
- 13F HOLDINGS REPORTQ/E Sep 2024139 pos · $890.0M
- 13F HOLDINGS REPORTQ/E Jun 2024135 pos · $759.0M
- 13F HOLDINGS REPORTQ/E Mar 2024126 pos · $710.5M
- 13F HOLDINGS REPORTQ/E Dec 2023115 pos · $530.2M
- 13F HOLDINGS REPORTQ/E Sep 2023125 pos · $498.3M
- 13F HOLDINGS REPORTQ/E Jun 2023131 pos · $449.4M
- 13F HOLDINGS REPORTQ/E Mar 2023130 pos · $436.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt | 922908769 | 458,478 | $153.7M | 14.34% |
| 2 | JPMorgan Active Bond ETF | 46654Q716 | 1,921,439 | $103.9M | 9.69% |
| 3 | Vanguard Core Bond ETF | 922020748 | 1,129,478 | $88.0M | 8.21% |
| 4 | Avantis International Equity ETF | 025072703 | 943,601 | $77.7M | 7.25% |
| 5 | DFA Short-Duration Fixed Inc ETF | 25434V864 | 1,236,613 | $59.3M | 5.53% |
| 6 | iShares Ultra Short-Term Bond ETF | 46434V878 | 1,078,140 | $54.5M | 5.09% |
| 7 | Avantis Emerging Markets EQ ETF | 025072604 | 549,538 | $42.3M | 3.95% |
| 8 | SPDR Trust (S&P 500) | SPY | 40,294 | $27.5M | 2.56% |
| 9 | DFA US Large Cap Value ETF | 25434V666 | 768,137 | $26.3M | 2.45% |
| 10 | iShares Core S&P 500 ETF | 464287200 | 35,559 | $24.4M | 2.27% |
| 11 | DFA Core Emerging Mkt ETF | 25434V302 | 709,891 | $23.1M | 2.16% |
| 12 | Russell 3000 | 464287689 | 56,470 | $21.8M | 2.04% |
| 13 | DFA US Small Cap Value ETF | 25434V815 | 645,753 | $21.2M | 1.98% |
| 14 | Ishares Floating Rate | 46429B655 | 402,385 | $20.5M | 1.91% |
| 15 | Nuveen AA-BBB CLO ETF | NU | 761,276 | $19.1M | 1.78% |
| 16 | Vanguard Russell 3000 ETF | 92206C599 | 53,533 | $16.1M | 1.50% |
| 17 | Vanguard ESG U.S. Stock ETF | 921910733 | 125,605 | $15.2M | 1.42% |
| 18 | JPMorgan Ultra-Short Municipal Inc ETF | 46641Q654 | 297,129 | $15.1M | 1.41% |
| 19 | DFA Int'l Core Equity ETF | 25434V203 | 391,367 | $14.9M | 1.39% |
| 20 | iShares Global REIT ETF | 46434V647 | 588,791 | $14.7M | 1.37% |