§ 13F · FUND PROFILE
Diversified Portfolios, Inc..
AUM · $1.4B (13F)Positions · 201Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 463K | $171M | 12.4% | +1% |
| 2 | VCRB | VANGUARD MALVERN FDS | 1.37M | $106M | 7.7% | +15% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 994K | $89M | 6.4% | +7% |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | 1.58M | $85M | 6.1% | −20% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 1.34M | $64M | 4.6% | ±0% |
| 6 | ICSH | ISHARES TR | 1.07M | $54M | 3.9% | −3% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 488K | $47M | 3.4% | −15% |
| 8 | DFLV | DIMENSIONAL ETF TRUST | 1.02M | $41M | 2.9% | +12% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 41K | $31M | 2.2% | +3% |
| 10 | JMTG | J P MORGAN EXCHANGE TRADED F | 591K | $30M | 2.2% | +1728% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIVERSIFIED SIGNAL
AC read
Diversified Portfolios, Inc. is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 201 positions.
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