13F Insight
DOSSIER · 13F-HR · Q3 2026

Diligent Investors, LLC

$455M in tracked AUM across 362 positions as of Q3 2026.

DI
CIK 0001549042 · last filed Sep 30, 2026
Total AUM
$455M
as of Q3 2026
Holdings
362
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

1. Portfolio Overview

Diligent Investors, LLC manages a portfolio totaling approximately $406.61 million as of December 31, 2025, spread across 339 individual holdings. This represents a significant expansion in assets under management, with the portfolio value increasing by +58.6% (from $256.44 million) in a single quarter. This substantial growth indicates a combination of strong market performance on existing assets and likely significant capital inflows or a strategic reallo...

The portfolio is highly diversified, characterized by a "core-satellite" approach. The firm utilizes a heavy weighting of Exchange Traded Funds (ETFs) to establish broad market exposure, while actively selecting individual equities for specific growth or value opportunities. The top 10 holdings account for roughly 22.5% of the total portfolio value, suggesting a disciplined risk management strategy that avoids over-concentration in any single asset, despite the large number of positions.

2. Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$21M64K4.7%02
SPYG
SPDR SERIES TRUST
$20M163K4.4%03
SPYV
SPDR SERIES TRUST
$13M215K2.9%04
MSFT
MICROSOFT CORP
$11M21K2.4%05
NVDA
NVIDIA CORPORATION
$9M40K2.0%06
SPDW
SPDR INDEX SHS FDS
$8M159K1.8%07
MDYG
SPDR SERIES TRUST
$6M58K1.3%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M12K1.3%09
V
VISA INC
$6M16K1.3%10
PAUG
INNOVATOR ETFS TRUST
$6M118K1.2%

Filing history

2026Q3Sep 30
$455M▲ 1.3%
362 positionsView →2026Q2Jun 30
$449M▲ 11.2%
357 positionsView →2026Q1Mar 31
$404M▼ 0.7%
346 positionsView →2025Q4Dec 31
$407M▲ 58.6%
339 positionsView →2025Q3Sep 30
$256M▼ 39.3%
222 positionsLocked2025Q2Jun 30
$422M▲ 2.7%
335 positionsLocked2025Q1Mar 31
$411M▼ 5.7%
362 positionsLocked2024Q4Dec 31
$436M▲ 1.2%
363 positionsLocked2024Q3Sep 30
$431M▲ 6.7%
352 positionsLocked2024Q2Jun 30
$404M▲ 1.3%
337 positionsLocked2024Q1Mar 31
$399M▲ 9.5%
331 positionsLocked2023Q4Dec 31
$364M▲ 11.2%
319 positionsLocked
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