13F Insight
DOSSIER · 13F-HR · Q1 2026

Diversified Portfolios, Inc.

Diversified Portfolios's asset manager based in San Francisco, CA — $1.2B in tracked AUM across 174 positions as of Q1 2026.

DP
Diversified Portfolios·San Francisco, CA·Asset Manager
CIK 0001634212 · last filed Mar 31, 2026
Total AUM
$1.2B
▲ 7.6%
vs prior
Holdings
174
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Diversified Portfolios, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
Vanguard Total Stock Mkt
$147M458K12.1%
02
JBND
JPMorgan Active Bond ETF
$107M2.0M8.8%
03
VCRB
Vanguard Core Bond ETF
$92M1.2M7.6%
04
AVDE
Avantis International Equity ETF
$79M933K6.5%
05
DFSD
DFA Short-Duration Fixed Inc ETF
$64M1.3M5.3%
06
ICSH
iShares Ultra Short-Term Bond ETF
$56M1.1M4.6%
07
AVEM
Avantis Emerging Markets EQ ETF
$46M577K3.8%
08
DFLV
DFA US Large Cap Value ETF
$33M916K2.7%
09
SPY
SPDR Trust (S&P 500)
$26M40K2.1%
10
DFSV
DFA US Small Cap Value ETF
$24M695K2.0%

Filing history

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