Diligent Investors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$403.7M
Q ending 2026-03-31
Prior quarter
$406.6M
Q ending 2025-12-31
Change
-0.7% QoQ · -1.8% YoY
Positions
346
reported holdings
Largest positions
Top 100 of 346 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $16.7M | 66K |
| Spdr Series Trust | SPYG | Shares | $16.3M | 166K |
| Spdr Series Trust | SPYV | Shares | $12.4M | 219K |
| Microsoft Corp | MSFT | Shares | $7.9M | 21K |
| Spdr Index Shs Fds | SPDW | Shares | $7.4M | 161K |
| Nvidia Corporation | NVDA | Shares | $6.9M | 40K |
| Spdr Series Trust | MDYG | Shares | $5.8M | 60K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.6M | 12K |
| Spdr Series Trust | MDYV | Shares | $5.5M | 64K |
| Chevron Corporation | CVX | Shares | $5.4M | 26K |
| Innovator Etfs Trust | PAUG | Shares | $5.1M | 120K |
| Visa Inc | V | Shares | $5.0M | 17K |
| Amazon Com Inc | AMZN | Shares | $4.4M | 21K |
| Walmart Inc | WMT | Shares | $4.2M | 34K |
| Meta Platforms Inc | META | Shares | $4.1M | 7K |
| Innovator Etfs Trust | PMAR | Shares | $4.1M | 91K |
| Alphabet Inc | GOOGL | Shares | $4.0M | 14K |
| Schwab Strategic Tr | SCHA | Shares | $3.6M | 124K |
| Tesla Inc | TSLA | Shares | $3.6M | 10K |
| Corning Inc | GLW | Shares | $3.3M | 25K |
| S&P Global Inc | SPGI | Shares | $3.3M | 8K |
| Disney Walt Co | DIS | Shares | $3.2M | 33K |
| Innovator Etfs Trust | PFEB | Shares | $3.1M | 76K |
| Innovator Etfs Trust | PJAN | Shares | $3.1M | 66K |
| Goldman Sachs Group Inc | GS | Shares | $3.0M | 4K |
| Innovator Etfs Trust | PAPR | Shares | $2.8M | 71K |
| Innovator Etfs Trust | PDEC | Shares | $2.7M | 64K |
| Innovator Etfs Trust | NJAN | Shares | $2.7M | 51K |
| Qualcomm Inc | QCOM | Shares | $2.7M | 21K |
| Johnson & Johnson | JNJ | Shares | $2.7M | 11K |
| Innovator Etfs Trust | BAUG | Shares | $2.6M | 53K |
| Innovator Etfs Trust | BSEP | Shares | $2.5M | 52K |
| Innovator Etfs Trust | QFLR | Shares | $2.5M | 75K |
| Innovator Etfs Trust | POCT | Shares | $2.5M | 58K |
| First Tr Exchng Traded Fd Vi | XFEB | Shares | $2.5M | 70K |
| First Tr Exchng Traded Fd Vi | SFEB | Shares | $2.5M | 104K |
| Spdr Index Shs Fds | SPEM | Shares | $2.5M | 53K |
| Exxon Mobil Corp | XOM | Shares | $2.4M | 14K |
| Morgan Stanley | MS | Shares | $2.3M | 14K |
| Innovator Etfs Trust | DDFL | Shares | $2.3M | 111K |
| Spdr Gold Tr | GLD | Shares | $2.3M | 5K |
| Innovator Etfs Trust | PSEP | Shares | $2.2M | 52K |
| Canadian Pacific Kansas City | CP | Shares | $2.2M | 28K |
| Corteva Inc | CTVA | Shares | $2.1M | 25K |
| International Business Machs | IBM | Shares | $2.1M | 9K |
| Innovator Etfs Trust | BUFF | Shares | $2.1M | 42K |
| Ishares Tr | AGG | Shares | $2.0M | 20K |
| Alphabet Inc | GOOG | Shares | $2.0M | 7K |
| Emcor Group Inc | EME | Shares | $2.0M | 3K |
| Innovator Etfs Trust | NJUL | Shares | $2.0M | 27K |
| Cisco Sys Inc | CSCO | Shares | $2.0M | 25K |
| Simon Ppty Group Inc New | SPG | Shares | $1.9M | 10K |
| American Express Co | AXP | Shares | $1.9M | 6K |
| Innovator Etfs Trust | KJUL | Shares | $1.8M | 57K |
| Applied Matls Inc | AMAT | Shares | $1.8M | 5K |
| Innovator Etfs Trust | PNOV | Shares | $1.8M | 44K |
| Spdr Series Trust | BIL | Shares | $1.8M | 20K |
| Bank America Corp | BAC | Shares | $1.8M | 36K |
| World Gold Tr | GLDM | Shares | $1.8M | 19K |
| Jpmorgan Chase & Co | JPM | Shares | $1.8M | 6K |
| Palantir Technologies Inc | PLTR | Shares | $1.7M | 12K |
| Blackstone Inc | BX | Shares | $1.7M | 15K |
| Innovator Etfs Trust | PJUL | Shares | $1.7M | 36K |
| Verizon Communications Inc | VZ | Shares | $1.7M | 33K |
| Boeing Co | BA | Shares | $1.7M | 8K |
| Coca Cola Co | KO | Shares | $1.6M | 22K |
| Innovator Etfs Trust | NOCT | Shares | $1.6M | 28K |
| Procter & Gamble Co | PG | Shares | $1.6M | 11K |
| Micron Technology Inc | MU | Shares | $1.6M | 5K |
| At&T Inc | T | Shares | $1.6M | 54K |
| Innovator Etfs Trust | IJUL | Shares | $1.5M | 45K |
| Blackrock Munihldngs Cali | MUC | Shares | $1.5M | 145K |
| Williams Cos Inc | WMB | Shares | $1.5M | 21K |
| Innovator Etfs Trust | TJUL | Shares | $1.5M | 50K |
| Innovator Etfs Trust | BUFB | Shares | $1.5M | 41K |
| First Tr Exchng Traded Fd Vi | XAUG | Shares | $1.4M | 39K |
| Mcdonalds Corp | MCD | Shares | $1.4M | 5K |
| Innovator Etfs Trust | NFEB | Shares | $1.4M | 51K |
| Innovator Etfs Trust | ZJUL | Shares | $1.4M | 48K |
| Innovator Etfs Trust | EJUL | Shares | $1.4M | 47K |
| Rtx Corporation | RTX | Shares | $1.4M | 7K |
| First Tr Exchng Traded Fd Vi | XJUL | Shares | $1.4M | 36K |
| Netflix Inc. | NFLX | Shares | $1.4M | 14K |
| Merck & Co Inc | MRK | Shares | $1.4M | 11K |
| Pfizer Inc | PFE | Shares | $1.4M | 49K |
| Costco Wholesale Corporation | COST | Shares | $1.3M | 1K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $1.3M | 26K |
| Innovator Etfs Trust | DDFD | Shares | $1.3M | 71K |
| Home Depot Inc | HD | Shares | $1.3M | 4K |
| Wells Fargo & Co | WFC | Shares | $1.3M | 17K |
| Mondelez Intl Inc | MDLZ | Shares | $1.3M | 23K |
| American Homes 4 Rent | AMH | Shares | $1.3M | 46K |
| Innovator Etfs Trust | IJAN | Shares | $1.3M | 35K |
| Caterpillar Inc | CAT | Shares | $1.3M | 2K |
| Capital One Finl Corp | COF | Shares | $1.3M | 7K |
| First Tr Exchng Traded Fd Vi | GJUN | Shares | $1.3M | 32K |
| Intel Corp | INTC | Shares | $1.2M | 28K |
| First Tr Exchng Traded Fd Vi | RSDE | Shares | $1.2M | 56K |
| Innovator Etfs Trust | BOCT | Shares | $1.2M | 25K |
| Select Sector Spdr Tr | XLV | Shares | $1.2M | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.