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

Diversified Portfolios, Inc.

$1.2B in tracked AUM across 174 positions as of Q1 2026.

DP
CIK 0001634212 · last filed Mar 31, 2026
Total AUM
$1.2B
as of Q1 2026
Holdings
174
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.2B▲ 1.3%
174 positionsView →2025Q4Dec 31
$1.2B▲ 6.0%
181 positionsView →2025Q3Sep 30
$1.1B▲ 8.1%
166 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$498M▲ 10.9%
125 positionsLocked
Showing 12 of 43