Diversified Portfolios, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.22B
Q ending 2026-03-31
Prior quarter
$1.20B
Q ending 2025-12-31
Change
+1.3% QoQ · +28.0% YoY
Positions
174
reported holdings
Largest positions
Top 100 of 174 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 |
|---|---|---|---|---|
| Vanguard Total Stock Mkt | VTI | Shares | $146.9M | 458K |
| Jpmorgan Active Bond Etf | JBND | Shares | $106.9M | 2.0M |
| Vanguard Core Bond Etf | VCRB | Shares | $92.4M | 1.2M |
| Avantis International Equity Etf | AVDE | Shares | $79.1M | 933K |
| Dfa Short-Duration Fixed Inc Etf | DFSD | Shares | $64.0M | 1.3M |
| Ishares Ultra Short-Term Bond Etf | ICSH | Shares | $55.8M | 1.1M |
| Avantis Emerging Markets Eq Etf | AVEM | Shares | $46.5M | 577K |
| Dfa Us Large Cap Value Etf | DFLV | Shares | $32.7M | 916K |
| Spdr Trust (S&P 500) | SPY | Shares | $25.9M | 40K |
| Dfa Us Small Cap Value Etf | DFSV | Shares | $24.4M | 695K |
| Dfa Core Emerging Mkt Etf | DFAE | Shares | $23.7M | 700K |
| Ishares Core S&P 500 Etf | IVV | Shares | $23.6M | 36K |
| Nuveen Aa-Bbb Clo Etf | NCLO | Shares | $22.6M | 908K |
| Russell 3000 | IWV | Shares | $20.9M | 56K |
| Ishares Floating Rate | FLOT | Shares | $20.1M | 394K |
| Vanguard Russell 3000 Etf | VTHR | Shares | $16.4M | 57K |
| Dfa Int'L Core Equity Etf | DFAI | Shares | $15.1M | 387K |
| Vanguard Core-Plus Bond Etf | VPLS | Shares | $15.0M | 193K |
| Vanguard Value | VTV | Shares | $14.7M | 75K |
| Vanguard Esg U.S. Stock Etf | ESGV | Shares | $14.7M | 131K |
| Dfa Tax-Managed Us Marketwide Valu | DFUV | Shares | $14.3M | 294K |
| Jpmorgan Municipal Etf | JMUB | Shares | $13.6M | 271K |
| Ishares National Muni Bond Etf | MUB | Shares | $13.0M | 123K |
| Ishares Global Reit Etf | REET | Shares | $12.4M | 494K |
| Jpmorgan Ultra-Short Municipal Inc | JMST | Shares | $12.4M | 243K |
| Schwab Us Large Cap Value | SCHV | Shares | $11.8M | 386K |
| Russell 2000/Small Blend | IWM | Shares | $9.9M | 40K |
| Spdr Doubleline Total Return Tact | TOTL | Shares | $9.2M | 233K |
| Vanguard Esg Int'L Etf | VSGX | Shares | $8.6M | 119K |
| Vanguard Growth | VUG | Shares | $8.1M | 19K |
| Avantis Us Small Cap Value Etf | AVUV | Shares | $7.9M | 71K |
| Vanguard Short-Term Bond Index Fun | BSV | Shares | $7.5M | 95K |
| Ishares Core S&P Total Us Stock Mk | ITOT | Shares | $7.4M | 52K |
| Dfa Us Core Equity Etf | DFAU | Shares | $7.4M | 163K |
| Ishares Core Total Usd Bond Market | IUSB | Shares | $7.3M | 158K |
| Vanguard Tax-Exempt Bond Etf | VTEB | Shares | $7.2M | 143K |
| Vaneck Clo Etf | CLOI | Shares | $6.5M | 123K |
| Apple Computer Inc | AAPL | Shares | $6.0M | 24K |
| Mid Cap S P D R Trust | MDY | Shares | $6.0M | 10K |
| Schw Us Brd Mkt Etf | SCHB | Shares | $5.6M | 225K |
| Ishares 1-5 Year Investment Grade | IGSB | Shares | $5.4M | 103K |
| Russell 1000/ Lrg. Value | IWD | Shares | $5.2M | 25K |
| Vanguard Reit | VNQ | Shares | $4.6M | 52K |
| Ishares Short-Term National Muni B | SUB | Shares | $4.6M | 43K |
| Dfa U.S. Small Cap Value (Tm) | DFAT | Shares | $4.4M | 70K |
| Russell 1000/ Lrg. Growth | IWF | Shares | $4.1M | 10K |
| Eaton Vance Short Dur Muncpl Inc E | EVSM | Shares | $4.1M | 81K |
| Vanguard Mortgage Backed | VMBS | Shares | $4.0M | 85K |
| Vanguard Small Cap Value | VBR | Shares | $3.9M | 18K |
| Ishares S&P 500 Growth Etf | IVW | Shares | $3.8M | 33K |
| Vanguard Russell 1000 Growth Etf | VONG | Shares | $3.7M | 34K |
| Vanguard Intermediate | VCIT | Shares | $3.3M | 40K |
| Ishares Core S&P Small-Cap Etf | IJR | Shares | $3.3M | 26K |
| Vanguard High Dividend Etf | VYM | Shares | $3.2M | 22K |
| Dfa Core Fixed Income Etf | DFCF | Shares | $3.1M | 74K |
| Ishares Core Msci Emerging Markets | IEMG | Shares | $3.1M | 45K |
| Vanguard Short Term Corp Bond | VCSH | Shares | $3.0M | 38K |
| Vanguard S&P 500 Growth Etf | VOOG | Shares | $3.0M | 7K |
| Jpmorgan Limited Duration Bond Etf | JPLD | Shares | $2.9M | 56K |
| Vanguard Msci Eafe Etf | VEA | Shares | $2.9M | 45K |
| Amazon Com Inc | AMZN | Shares | $2.8M | 14K |
| Vanguard Interm Bond Index Etf | BIV | Shares | $2.8M | 36K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $2.6M | 39K |
| Spdr Nuveen Bb Hi Yld Muncpl Bd Et | HYMB | Shares | $2.6M | 105K |
| Schw Intl Eq Etf | SCHF | Shares | $2.5M | 100K |
| Vanguard S&P 500 Etf | VOO | Shares | $2.4M | 4K |
| Bloxx Bbb 1-5 Yr Core Bond Etf | BBBS | Shares | $2.4M | 46K |
| Spdr Blmbg Barclays 1-3 Mth T-Bill | BIL | Shares | $2.2M | 24K |
| Umb Financial Corp | UMBF | Shares | $2.0M | 18K |
| Vanguard Shrt Tax Exempt Bnd Etf | VTES | Shares | $2.0M | 20K |
| Dfa U.S. Equity Etf | DFUS | Shares | $1.9M | 27K |
| Invesco Qqq Trust | QQQ | Shares | $1.9M | 3K |
| Lilly Eli & Company | LLY | Shares | $1.9M | 2K |
| J P Morgan Mortgage Backed Secs Et | JMTG | Shares | $1.6M | 32K |
| Tcw Flexible Income Etf | FLXR | Shares | $1.6M | 41K |
| Avantis Responsible Us Equity Etf | AVSU | Shares | $1.6M | 21K |
| Microsoft Corp | MSFT | Shares | $1.5M | 4K |
| Ishares S&P 500 Value Etf | IVE | Shares | $1.5M | 7K |
| Ishares 0 To 3 Mnth Treasury Bnd E | SGOV | Shares | $1.5M | 15K |
| Vanguard Russell 1000 | VONV | Shares | $1.5M | 16K |
| Powershare Ftse Rafi Us | PRF | Shares | $1.5M | 31K |
| Vaneck Aa-Bb Clo Etf | CLOB | Shares | $1.5M | 29K |
| Ishares 5-10 Year Investment Grade | IGIB | Shares | $1.4M | 27K |
| Spdr Portfolio S&P 500 Value Etf | SPYV | Shares | $1.4M | 25K |
| Ishares Msci Eafe Etf | EFA | Shares | $1.4M | 14K |
| Janus Henderson Aaa Clo Etf | JAAA | Shares | $1.4M | 27K |
| Jpmorgan Chase & Co. | JPM | Shares | $1.4M | 5K |
| Vanguard Emerging Market | VWO | Shares | $1.3M | 25K |
| Dfa Tax Managed Intl | DFIV | Shares | $1.2M | 23K |
| Northrop Grumman Corp | NOC | Shares | $1.2M | 2K |
| Janus Henderson B-Bbb Clo Etf | JBBB | Shares | $1.2M | 26K |
| Berkshire Hathaway B New | BRK/B | Shares | $1.2M | 2K |
| Jpmorgan Short Duration Core Plus | JSCP | Shares | $1.1M | 24K |
| Exxon Mobil Corporation | XOM | Shares | $1.1M | 7K |
| Abbvie Inc | ABBV | Shares | $1.1M | 5K |
| Carvana Co | CVNA | Shares | $1.0M | 3K |
| Vanguard Total Intl Etf | VXUS | Shares | $1.0M | 13K |
| Vanguard Small Cap | VB | Shares | $975K | 4K |
| Schwab Fundamental Inl | FNDF | Shares | $886K | 18K |
| Avantis U.S. Equity Etf | AVUS | Shares | $878K | 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.