13F Insight
DOSSIER · 13F-HR · Q2 2026

Diversified Portfolios, Inc.

$1.4B in tracked AUM across 201 positions as of Q2 2026.

DP
CIK 0001634212 · last filed Jun 30, 2026
Total AUM
$1.4B
as of Q2 2026
Holdings
201
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Diversified Portfolios, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$171M463K12.4%02
VCRB
VANGUARD MALVERN FDS
$106M1.4M7.7%03
AVDE
AMERICAN CENTY ETF TR
$89M994K6.4%04
JBND
J P MORGAN EXCHANGE TRADED F
$85M1.6M6.1%05
DFSD
DIMENSIONAL ETF TRUST
$64M1.3M4.6%06
ICSH
ISHARES TR
$54M1.1M3.9%07
AVEM
AMERICAN CENTY ETF TR
$47M488K3.4%08
DFLV
DIMENSIONAL ETF TRUST
$41M1.0M2.9%09
SPY
STATE STR SPDR S&P 500 ETF T
$31M41K2.2%10
JMTG
J P MORGAN EXCHANGE TRADED F
$30M591K2.2%

Filing history

2026Q2Jun 30
$1.4B▲ 13.3%
201 positionsView →2026Q1Mar 31
$1.2B▲ 1.3%
174 positionsView →2025Q4Dec 31
$1.2B▲ 6.0%
181 positionsView →2025Q3Sep 30
$1.1B▲ 8.1%
166 positionsLocked2025Q2Jun 30
$1.0B▲ 10.3%
163 positionsLocked2025Q1Mar 31
$951M▲ 3.7%
141 positionsLocked2024Q4Dec 31
$917M▲ 3.0%
146 positionsLocked2024Q3Sep 30
$890M▲ 17.3%
139 positionsLocked2024Q2Jun 30
$759M▲ 6.8%
135 positionsLocked2024Q1Mar 31
$710M▲ 11.8%
126 positionsLocked2023Q4Dec 31
$636M▲ 19.9%
124 positionsLocked2023Q3Sep 30
$530M▲ 6.4%
115 positionsLocked
Showing 12 of 44