Diligent Investors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Diligent Investors, LLC reported 338 stock positions worth $406.3 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 4.4% of the portfolio, followed by Apple (AAPL, 4.4%) and SS SPDR P S&P 500 Value ETF (SPYV, 3.1%). Compared with Q3 2025, it opened 23 new positions, sold out of 17, added to 96 and reduced 149. The biggest buy was a new position in Inno Eqt DD 15 Buff ETF Dec (DDFD) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- REDLANDS, CA
- CIK
- 0001549042
- Portfolio Value
- $406.3M (Q4 2025)
- SEC Filing
- 0001549042-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 338 stocks · $406.3M
| SPYG SS SPDR P S&P 500 Growth ETF | 4.44% | 169,010 | $18.0M | Reduce -3.6% |
| AAPL Apple Inc. | 4.42% | 66,086 | $18.0M | Reduce -2.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.12% | 223,100 | $12.7M | Reduce -3.9% |
| MSFT Microsoft Corp. | 2.64% | 22,199 | $10.7M | Add +0.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.81% | 165,200 | $7.3M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.79% | 38,924 | $7.3M | Add +1.0% |
| V Visa Inc. Class A | 1.47% | 17,067 | $6.0M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.47% | 11,861 | $6.0M | Reduce -1.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 1.38% | 60,609 | $5.6M | Reduce -5.0% |
| MDYV SS SPDR S&P 400 MC Val ETF | 1.36% | 65,244 | $5.5M | Reduce -4.6% |
| PAUG Innovator U.S. Equity Power | 1.28% | 120,262 | $5.2M | No change |
| META Meta Platforms Inc. Class A | 1.15% | 7,099 | $4.7M | Add +2.5% |
| AMZN Amazon.com Inc. | 1.15% | 20,267 | $4.7M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 1.09% | 14,209 | $4.4M | Add +1.7% |
| TSLA Tesla Inc. | 1.02% | 9,254 | $4.2M | Add +5.3% |
| SPGI S&P Global Inc. | 1.00% | 7,752 | $4.1M | Reduce -6.1% |
| PMAR Innovator U.S. Equity Power | 0.99% | 89,411 | $4.0M | Reduce -0.1% |
| CVX Chevron Corp. | 0.97% | 25,900 | $3.9M | Reduce -4.3% |
| WMT Walmart Inc. | 0.96% | 34,912 | $3.9M | Reduce -4.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.94% | 33,562 | $3.8M | Reduce -1.8% |
| QCOM Qualcomm Inc. | 0.89% | 21,153 | $3.6M | Reduce -1.3% |
| SCHA Schwab US Small-Cap ETF | 0.89% | 126,562 | $3.6M | Reduce -5.0% |
| GS Goldman Sachs Group Inc. | 0.77% | 3,566 | $3.1M | No change |
| PJAN Innovator U.S. Equity Power | 0.76% | 66,101 | $3.1M | Add +13.0% |
| PDEC Innovator U.S. Equity Power | 0.71% | 66,056 | $2.9M | Add +5.0% |
| NJAN Innovator Growth 100 Power B | 0.69% | 51,159 | $2.8M | Add +12.1% |
| PAPR Innovator U.S. Equity Power | 0.69% | 71,380 | $2.8M | Reduce -0.0% |
| BAUG Innovator U.S. Equity Buffer | 0.67% | 54,666 | $2.7M | Reduce -5.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.64% | 8,725 | $2.6M | Reduce -2.2% |
| BSEP Innovator U.S. Equity Buffer | 0.64% | 52,449 | $2.6M | Reduce -7.2% |
| QFLR Innovator Nasdaq-100 MF ETF | 0.63% | 75,010 | $2.6M | Reduce -0.1% |
| POCT Innovator U.S. Equity Power | 0.62% | 57,723 | $2.5M | Add +7.0% |
| MS Morgan Stanley | 0.62% | 14,155 | $2.5M | Reduce -0.5% |
| SPEM State Street SP PTF Em ETF | 0.60% | 52,353 | $2.5M | Reduce -2.2% |
| DDFL Invtr Eq D Di 15 B ETF - Jul | 0.59% | 116,008 | $2.4M | Reduce -0.4% |
| XFEB FT Vest Enh Mod Buff - Feb | 0.58% | 65,876 | $2.4M | Reduce -1.2% |
| AXP American Express Co. | 0.56% | 6,202 | $2.3M | Add +0.0% |
| JNJ Johnson & Johnson | 0.56% | 10,955 | $2.3M | Reduce -0.8% |
| PSEP Innovator U.S. Equity Power | 0.55% | 51,567 | $2.3M | Reduce -4.6% |
| PFEB Innovator U.S. Equity Power | 0.54% | 54,270 | $2.2M | No change |
| BX Blackstone Inc. | 0.54% | 14,189 | $2.2M | Reduce -0.2% |
| GLW Corning Inc. | 0.53% | 24,561 | $2.2M | Reduce -2.0% |
| BA The Boeing Co. | 0.53% | 9,902 | $2.2M | Reduce -0.2% |
| BUFF Innovator Laddered Allocatio | 0.51% | 41,595 | $2.1M | Reduce -0.3% |
| CP Canadian Pacific Kansas City | 0.51% | 28,020 | $2.1M | Reduce -3.0% |
| SFEB FT Vest US SC MB ETF-Usd Inc. | 0.50% | 86,440 | $2.0M | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.50% | 11,400 | $2.0M | Add +10.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 36,813 | $2.0M | Reduce -0.7% |
| GLD SPDR Gold Shares | 0.50% | 5,085 | $2.0M | Add +30.6% |
| GOOG Alphabet Inc. Class C | 0.50% | 6,421 | $2.0M | Add +6.1% |
| NJUL Innovator Growth 100 Power B | 0.49% | 27,430 | $2.0M | Reduce -3.5% |
| AGG iShares Core U.S. Aggregate | 0.48% | 19,721 | $2.0M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.48% | 16,287 | $2.0M | Add +6.9% |
| CSCO Cisco Systems Inc. | 0.48% | 25,252 | $1.9M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.48% | 6,005 | $1.9M | Reduce -1.2% |
| SPG Simon Property Group Inc. | 0.46% | 10,193 | $1.9M | Reduce -0.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.46% | 27,421 | $1.9M | Reduce -1.9% |
| PNOV Innovator U.S. Equity Power | 0.45% | 43,982 | $1.8M | Add +95.5% |
| KJUL Innovator U.S. Small Cap Pow | 0.45% | 57,159 | $1.8M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.44% | 19,500 | $1.8M | Add +105.3% |
| CTVA Corteva Inc. | 0.42% | 25,573 | $1.7M | Reduce -2.1% |
| PJUL Innovator U.S. Equity Power | 0.42% | 36,896 | $1.7M | Reduce -1.1% |
| NOCT Innovator Growth-100 Power B | 0.41% | 28,698 | $1.7M | Add +40.7% |
| EME Emcor Group Inc. | 0.41% | 2,716 | $1.7M | Reduce -0.7% |
| GLDM SPDR Gold Minishares Trust | 0.40% | 19,011 | $1.6M | Add +1.6% |
| PG The Procter & Gamble Co. | 0.39% | 11,086 | $1.6M | Reduce -7.7% |
| TJUL Innovator Equity Defined Pro | 0.38% | 52,415 | $1.6M | No change |
| COF Capital One Financial Corp. | 0.38% | 6,381 | $1.5M | Add +0.1% |
| WFC Wells Fargo & Co. | 0.38% | 16,580 | $1.5M | Add +0.1% |
| AMH American Homes 4 Rent- A | 0.38% | 47,793 | $1.5M | Reduce -2.1% |
| BUFB Innovator Ladd Allo Buff ETF | 0.38% | 41,627 | $1.5M | Reduce -1.9% |
| IJUL Innovator International Deve | 0.37% | 45,276 | $1.5M | No change |
| KO The Coca-Cola Co. | 0.36% | 20,922 | $1.5M | Reduce -6.4% |
| XAUG FT Vest US Equity Enhance & | 0.36% | 38,815 | $1.5M | Reduce -0.5% |
| MUC BlackRock Munihold Ca QLTY | 0.36% | 137,044 | $1.5M | Reduce -4.1% |
| AMAT Applied Materials Inc. | 0.35% | 5,554 | $1.4M | Reduce -0.9% |
| XJUL FT Vest US Equity Enhance & | 0.35% | 36,337 | $1.4M | Reduce -5.7% |
| MCD McDonald's Corp. | 0.35% | 4,627 | $1.4M | Reduce -1.6% |
| SYF Synchrony Financial | 0.35% | 16,947 | $1.4M | Reduce -0.6% |
| ZJUL Innovator Edp ETF 1 YR July | 0.35% | 48,337 | $1.4M | No change |
| HD Home Depot Inc. | 0.34% | 4,054 | $1.4M | Reduce -19.7% |
| EJUL Innovator Emerging Markets P | 0.34% | 46,840 | $1.4M | Reduce -0.0% |
| T AT&T Inc. | 0.33% | 54,545 | $1.4M | Reduce -0.1% |
| RTX RTX Corp. | 0.33% | 7,350 | $1.3M | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.33% | 32,703 | $1.3M | Reduce -10.2% |
| MMM 3M Co. | 0.32% | 8,201 | $1.3M | Reduce -0.7% |
| BOCT Innovator U.S. Equity Buffer | 0.32% | 26,173 | $1.3M | Add +9.2% |
| GJUN FT Vest US Equity Moderate B | 0.32% | 32,657 | $1.3M | No change |
| IJAN Innovator International Deve | 0.32% | 35,484 | $1.3M | Add +6.0% |
| XLV SS Health Care Select Sector | 0.31% | 8,246 | $1.3M | Reduce -4.6% |
| DDFD Inno Eqt DD 15 Buff ETF Dec | 0.31% | 65,650 | $1.3M | New |
| WMB Williams Cos Inc. | 0.31% | 20,750 | $1.2M | Add +1.0% |
| PFE Pfizer Inc. | 0.30% | 49,711 | $1.2M | Reduce -3.9% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 22,934 | $1.2M | Reduce -3.1% |
| NFLX Netflix Inc. | 0.30% | 13,120 | $1.2M | Add +1.9% |
| ISRG Intuitive Surgical Inc. | 0.30% | 2,133 | $1.2M | Add +6.2% |
| MRK Merck & Co. Inc. | 0.30% | 11,464 | $1.2M | Reduce -3.0% |
| BTC Grayscale Bitcoin Mini ETF | 0.29% | 30,723 | $1.2M | Add +121.8% |
| EJAN Innovator Emerging Markets P | 0.29% | 34,797 | $1.2M | Add +3.4% |
| VGSH Vanguard Short-Term Treasury | 0.29% | 20,000 | $1.2M | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $275K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 11,034 | $275K | Reduce -1.7% |
Total filed on the 13F, all lines: $406.6M.
Portfolio Sells Q3 2025 → Q4 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.6% | 4.44% | −0.20 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.19 |
| ARW Arrow Electronics Inc. | Sold out | 0.00% | −0.17 |
| HD Home Depot Inc. | Reduce -19.7% | 0.34% | −0.17 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.9% | 0.46% | −0.17 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.17 |
| POOL Pool Corp. | Reduce -14.3% | 0.23% | −0.14 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.9% | 3.12% | −0.13 |
| ARKK ARK Innovation ETF | Sold out | 0.00% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -29.1% | 0.17% | −0.12 |
| VVV Valvoline Inc. | Reduce -41.0% | 0.10% | −0.12 |
| HTGC Hercules Capital Inc. | Sold out | 0.00% | −0.12 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -5.0% | 1.38% | −0.10 |
| CVX Chevron Corp. | Reduce -4.3% | 0.97% | −0.09 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -4.6% | 1.36% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -10.2% | 0.33% | −0.08 |
| BX Blackstone Inc. | Reduce -0.2% | 0.54% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -7.7% | 0.39% | −0.08 |
| ZTS Zoetis Inc. | Reduce -6.9% | 0.26% | −0.07 |
| WPC WP Carey Inc. | Reduce -33.3% | 0.11% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.1% | 0.30% | −0.07 |
| SW Smurfit Westrock PLC | Reduce -41.4% | 0.07% | −0.07 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.07 |
| DD Dupont DE Nemours Inc. | Reduce -3.0% | 0.06% | −0.07 |
| PZZA Papa John's Intl Inc. | Sold out | 0.00% | −0.06 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.06 |
| DOW Dow Inc. | Sold out | 0.00% | −0.06 |
| GJAN FT Vest US Equity Moderate B | Sold out | 0.00% | −0.06 |
| DLR Digital Realty Trust Inc. | Reduce -42.7% | 0.06% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 1.47% | −0.06 |
| T AT&T Inc. | Reduce -0.1% | 0.33% | −0.06 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.06 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.05 |
| BSEP Innovator U.S. Equity Buffer | Reduce -7.2% | 0.64% | −0.05 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -18.4% | 0.24% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.0% | 0.89% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.05 |
| DIS The Walt Disney Co. | Reduce -1.8% | 0.94% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -4.6% | 0.28% | −0.04 |
| CPB The Campbell's Company | Reduce -23.6% | 0.08% | −0.04 |
| WEN The Wendy's Co. | Sold out | 0.00% | −0.04 |
| BAUG Innovator U.S. Equity Buffer | Reduce -5.3% | 0.67% | −0.04 |
| PSA Public Storage | Reduce -3.3% | 0.23% | −0.04 |
| EME Emcor Group Inc. | Reduce -0.7% | 0.41% | −0.04 |
| NOC Northrop Grumman Corp. | Reduce -14.2% | 0.14% | −0.04 |
| CP Canadian Pacific Kansas City | Reduce -3.0% | 0.51% | −0.04 |
| UAUG Innovator U.S. Equity Ultra | Reduce -29.2% | 0.08% | −0.04 |
| GPN Global Payments Inc. | Reduce -7.8% | 0.18% | −0.04 |
| MUC BlackRock Munihold Ca QLTY | Reduce -4.1% | 0.36% | −0.03 |
| AMH American Homes 4 Rent- A | Reduce -2.1% | 0.38% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| DDFD Inno Eqt DD 15 Buff ETF Dec | New | 0.31% | +0.31 |
| VGSH Vanguard Short-Term Treasury | New | 0.29% | +0.29 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.29% | +0.29 |
| ZDEK Inno Equ Def Pro ETF - 1 DE | New | 0.25% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 1.09% | +0.24 |
| PNOV Innovator U.S. Equity Power | Add +95.5% | 0.45% | +0.22 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +105.3% | 0.44% | +0.22 |
| QMNV FT NDQ100 Mod Buff ETF - Nov | Add +135.4% | 0.27% | +0.16 |
| RSDE Ftvestuseqeqlwghtbuffetfdec | New | 0.16% | +0.16 |
| GLD SPDR Gold Shares | Add +30.6% | 0.50% | +0.15 |
| NNOV Innovator G-100 PB ETF - Nov | New | 0.14% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +6.1% | 0.50% | +0.12 |
| NOCT Innovator Growth-100 Power B | Add +40.7% | 0.41% | +0.12 |
| BTC Grayscale Bitcoin Mini ETF | Add +121.8% | 0.29% | +0.12 |
| PJAN Innovator U.S. Equity Power | Add +13.0% | 0.76% | +0.09 |
| INOV Inno Int Dev Power Buff Nov | New | 0.09% | +0.09 |
| NDEC In Gro-100 PWR Buf ETF - Dec | Add +115.3% | 0.16% | +0.08 |
| COIN Coinbase Global Inc. Class A | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | Add +5.0% | 1.15% | +0.08 |
| NJAN Innovator Growth 100 Power B | Add +12.1% | 0.69% | +0.08 |
| BNOV Innovator U.S. Equity Buffer | New | 0.08% | +0.08 |
| RBLX Roblox Corp. Class A | New | 0.07% | +0.07 |
| VNO Vornado Realty Trust | New | 0.07% | +0.07 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +98.5% | 0.14% | +0.07 |
| KNOV Inn US SML CP Pow B ETF - No | New | 0.07% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +6.2% | 0.30% | +0.07 |
| SLV iShares Silver Trust | New | 0.07% | +0.07 |
| YDEC FT Vest International Equity | New | 0.06% | +0.06 |
| DDFN Innov Eq DD 15 Buf ETF - Nov | New | 0.06% | +0.06 |
| NET Cloudflare Inc. Class A | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +111.8% | 0.20% | +0.06 |
| BMY Bristol-Myers Squibb Co. | New | 0.06% | +0.06 |
| PSLV Sprott Physical Silver Trust | New | 0.05% | +0.05 |
| OKLO Oklo Inc. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| LULU Lululemon Athletica Inc. | New | 0.05% | +0.05 |
| DE Deere & Co. | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | Add +6.9% | 0.48% | +0.05 |
| CAH Cardinal Health Inc. | Add +0.1% | 0.20% | +0.04 |
| AXP American Express Co. | Add +0.0% | 0.56% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.48% | +0.04 |
| TM Toyota Motor Corp. -Spon ADR | Add +16.2% | 0.19% | +0.04 |
| COF Capital One Financial Corp. | Add +0.1% | 0.38% | +0.04 |
| GLDM SPDR Gold Minishares Trust | Add +1.6% | 0.40% | +0.04 |
| AMD Advanced Micro Devices | Add +6.0% | 0.14% | +0.04 |
| QDEC FT Vest Nasdaq-100 Buffer Et | Add +50.0% | 0.11% | +0.04 |
| IDEC Inno Int Dev Power Buff Dec | Add +64.2% | 0.09% | +0.04 |
| PDEC Innovator U.S. Equity Power | Add +5.0% | 0.71% | +0.04 |
| POCT Innovator U.S. Equity Power | Add +7.0% | 0.62% | +0.04 |
| TSLA Tesla Inc. | Add +5.3% | 1.02% | +0.04 |
Notes & Other Activity Q3 2025 → Q4 2025
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | Reduce -1.7% | 11,034 | $275K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 356 | $448.8M | SPYG, AAPL, SPYV, NVDA, MSFT |
| Q1 2026 | 345 | $403.4M | AAPL, SPYG, SPYV, MSFT, SPDW |
| Q4 2025 | 338 | $406.3M | SPYG, AAPL, SPYV, MSFT, SPDW |
| Q3 2025 | 331 | $395.3M | SPYG, AAPL, SPYV, MSFT, NVDA |
| Q2 2025 | 334 | $421.9M | SPYG, AAPL, SPYV, MSFT, SCHO |
| Q1 2025 | 361 | $410.6M | MSFT, AAPL, SPYV, SPYG, SPDW |
| Q4 2024 | 362 | $435.6M | MSFT, AAPL, SPYG, SPYV, MDYG |
| Q3 2024 | 351 | $430.5M | MSFT, AAPL, SPYG, SPYV, SPDW |
| Q2 2024 | 336 | $403.3M | MSFT, AAPL, SPYG, SPYV, SPDW |
| Q1 2024 | 330 | $398.2M | MSFT, SPYG, SPYV, AAPL, MDYG |