13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Family Office›Diversified Trust Co
DOSSIER · 13F-HR · Q1 2026

Diversified Trust Co

Diversified Trust's family office based in London, UK — $5.4B in tracked AUM across 1,219 positions as of Q1 2026.

DT
Diversified Trust·London, UK·Family Office
CIK 0001479844 · last filed Mar 31, 2026
Total AUM
$5.4B
▲ 19.8%
vs prior
Holdings
1,219
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Diversified Trust Co SEC 13F Filing
Portfolio Overview

Diversified Trust Co has reported a substantial expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 134.9%, growing from $2.31 billion to $5.43 billion. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows, likely from new client acquisitions or substantial reinvestment of returns during the quart...

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
VOO
VANGUARD INDEX FDS
$543M909K10.1%
02
VEU
VANGUARD INTL EQUITY INDEX F
$416M5.5M7.7%
03
CF1027329
INTL- ACADIAN - COM
$286M17.2M5.3%
04
COKE
COCA COLA CONS INC
$281M1.5M5.2%
05
CF1027303
INTL - LAZARD - COM
$207M14.1M3.8%
06
AAPL
APPLE INC
$177M698K3.3%
07
CF1027352
DTC US ACTIVE EQUITY - WESTFIELD COM
$163M12.5M3.0%
08
UBS 0 01/18/13 008N
INTL - VONTOBEL - COM
$149M8.8M2.8%
09
CF1027337
INTL - CAUSEWAY - COM
$140M9.5M2.6%
10
SPY
STATE STR SPDR S&P 500 ETF T
$119M182K2.2%

Filing history

Filing history loading…
AI Agent · grounded in Diversified
haiku-4-5 · 1,219 positions indexed
Sector mix
  • Tech18%
  • Health Care4%
  • Communications20%
  • Industrials45%
  • Energy12%
  • Other1%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market