§ 13F · FUND PROFILE
Diligent Investors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $422.1T (13F)Positions · 335Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$406.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 169K | $18.0T | 4.4% | NEW |
| 2 | AAPL | APPLE INC | 66K | $18.0T | 4.4% | NEW |
| 3 | SPYV | SPDR SERIES TRUST | 223K | $12.7T | 3.1% | NEW |
| 4 | MSFT | MICROSOFT CORP | 22K | $10.7T | 2.6% | NEW |
| 5 | SPDW | SPDR INDEX SHS FDS | 165K | $7.3T | 1.8% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 39K | $7.3T | 1.8% | NEW |
| 7 | V | VISA INC | 17K | $6.0T | 1.5% | NEW |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 12K | $6.0T | 1.5% | NEW |
| 9 | MDYG | SPDR SERIES TRUST | 61K | $5.6T | 1.4% | NEW |
| 10 | MDYV | SPDR SERIES TRUST | 65K | $5.5T | 1.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DILIGENT SIGNAL
AC read
Diligent Investors, LLC is a Other fund managing $422148.3 trillion in assets. The fund runs a broad portfolio of 335 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed