Diligent Investors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Diligent Investors, LLC reported 345 stock positions worth $403.4 million. Its top holding was Apple (AAPL) at 4.1% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 4.0%) and SS SPDR P S&P 500 Value ETF (SPYV, 3.1%). Compared with Q4 2025, it opened 18 new positions, sold out of 11, added to 103 and reduced 126. The biggest buy was Chevron (CVX, shares +0%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- REDLANDS, CA
- CIK
- 0001549042
- Portfolio Value
- $403.4M (Q1 2026)
- SEC Filing
- 0001549042-26-000002 ↗ filed Apr 15, 2026
Holdings Value
Holdings 345 stocks · $403.4M
| AAPL Apple Inc. | 4.14% | 65,776 | $16.7M | Reduce -0.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.04% | 166,309 | $16.3M | Reduce -1.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.08% | 219,388 | $12.4M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.97% | 21,453 | $7.9M | Reduce -3.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.82% | 161,121 | $7.4M | Reduce -2.5% |
| NVDA Nvidia Corp. | 1.72% | 39,849 | $6.9M | Add +2.4% |
| MDYG SS SPDR S&P 400 MC GR ETF | 1.43% | 59,951 | $5.8M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.40% | 11,773 | $5.6M | Reduce -0.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 1.36% | 64,478 | $5.5M | Reduce -1.2% |
| CVX Chevron Corp. | 1.33% | 25,926 | $5.4M | Add +0.1% |
| PAUG Innovator U.S. Equity Power | 1.27% | 119,913 | $5.1M | Reduce -0.3% |
| V Visa Inc. Class A | 1.24% | 16,537 | $5.0M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 1.10% | 21,328 | $4.4M | Add +5.2% |
| WMT Walmart Inc. | 1.05% | 34,127 | $4.2M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 1.03% | 7,242 | $4.1M | Add +2.0% |
| PMAR Innovator U.S. Equity Power | 1.00% | 90,776 | $4.1M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 1.00% | 14,031 | $4.0M | Reduce -1.3% |
| SCHA Schwab US Small-Cap ETF | 0.90% | 124,353 | $3.6M | Reduce -1.8% |
| TSLA Tesla Inc. | 0.89% | 9,664 | $3.6M | Add +4.4% |
| GLW Corning Inc. | 0.83% | 24,613 | $3.3M | Add +0.2% |
| SPGI S&P Global Inc. | 0.83% | 7,827 | $3.3M | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.80% | 33,425 | $3.2M | Reduce -0.4% |
| PFEB Innovator U.S. Equity Power | 0.76% | 76,420 | $3.1M | Add +40.8% |
| PJAN Innovator U.S. Equity Power | 0.76% | 66,289 | $3.1M | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.74% | 3,517 | $3.0M | Reduce -1.4% |
| PAPR Innovator U.S. Equity Power | 0.70% | 71,183 | $2.8M | Reduce -0.3% |
| PDEC Innovator U.S. Equity Power | 0.68% | 64,236 | $2.7M | Reduce -2.8% |
| NJAN Innovator Growth 100 Power B | 0.68% | 51,129 | $2.7M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.67% | 20,931 | $2.7M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.66% | 10,961 | $2.7M | Add +0.1% |
| BAUG Innovator U.S. Equity Buffer | 0.64% | 53,266 | $2.6M | Reduce -2.6% |
| BSEP Innovator U.S. Equity Buffer | 0.63% | 52,449 | $2.5M | No change |
| QFLR Innovator Nasdaq-100 MF ETF | 0.62% | 74,793 | $2.5M | Reduce -0.3% |
| POCT Innovator U.S. Equity Power | 0.62% | 57,723 | $2.5M | No change |
| XFEB FT Vest Enh Mod Buff - Feb | 0.61% | 70,359 | $2.5M | Add +6.8% |
| SFEB FT Vest US SC MB ETF-Usd Inc. | 0.61% | 104,290 | $2.5M | Add +20.6% |
| SPEM State Street SP PTF Em ETF | 0.61% | 52,684 | $2.5M | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.59% | 14,042 | $2.4M | Reduce -13.8% |
| MS Morgan Stanley | 0.57% | 13,964 | $2.3M | Reduce -1.4% |
| DDFL Invtr Eq D Di 15 B ETF - Jul | 0.57% | 111,008 | $2.3M | Reduce -4.3% |
| GLD SPDR Gold Shares | 0.56% | 5,261 | $2.3M | Add +3.5% |
| PSEP Innovator U.S. Equity Power | 0.55% | 51,517 | $2.2M | Reduce -0.1% |
| CP Canadian Pacific Kansas City | 0.54% | 27,845 | $2.2M | Reduce -0.6% |
| CTVA Corteva Inc. | 0.53% | 25,476 | $2.1M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.52% | 8,720 | $2.1M | Reduce -0.1% |
| BUFF Innovator Laddered Allocatio | 0.51% | 41,518 | $2.1M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 0.49% | 20,010 | $2.0M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 0.49% | 6,912 | $2.0M | Add +7.7% |
| EME Emcor Group Inc. | 0.49% | 2,661 | $2.0M | Reduce -2.0% |
| NJUL Innovator Growth 100 Power B | 0.48% | 27,335 | $2.0M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.48% | 25,135 | $2.0M | Reduce -0.5% |
| SPG Simon Property Group Inc. | 0.47% | 10,202 | $1.9M | Add +0.1% |
| AXP American Express Co. | 0.47% | 6,232 | $1.9M | Add +0.5% |
| KJUL Innovator U.S. Small Cap Pow | 0.45% | 57,159 | $1.8M | No change |
| AMAT Applied Materials Inc. | 0.45% | 5,254 | $1.8M | Reduce -5.4% |
| PNOV Innovator U.S. Equity Power | 0.44% | 43,882 | $1.8M | Reduce -0.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.44% | 19,500 | $1.8M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 36,451 | $1.8M | Reduce -1.0% |
| GLDM SPDR Gold Minishares Trust | 0.44% | 19,011 | $1.8M | No change |
| JPM JPMorgan Chase & Co. | 0.44% | 5,988 | $1.8M | Reduce -0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 11,729 | $1.7M | Add +2.9% |
| BX Blackstone Inc. | 0.41% | 14,548 | $1.7M | Add +2.5% |
| PJUL Innovator U.S. Equity Power | 0.41% | 36,391 | $1.7M | Reduce -1.4% |
| VZ Verizon Communications Inc. | 0.41% | 33,087 | $1.7M | Add +1.2% |
| BA The Boeing Co. | 0.41% | 8,337 | $1.7M | Reduce -15.8% |
| KO The Coca-Cola Co. | 0.41% | 21,622 | $1.6M | Add +3.4% |
| NOCT Innovator Growth-100 Power B | 0.40% | 28,448 | $1.6M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 0.39% | 10,979 | $1.6M | Reduce -1.0% |
| MU Micron Technology Inc. | 0.39% | 4,671 | $1.6M | Add +61.0% |
| T AT&T Inc. | 0.39% | 54,251 | $1.6M | Reduce -0.5% |
| IJUL Innovator International Deve | 0.38% | 45,256 | $1.5M | Reduce -0.0% |
| MUC BlackRock Munihold Ca QLTY | 0.37% | 145,275 | $1.5M | Add +6.0% |
| WMB Williams Cos Inc. | 0.37% | 20,752 | $1.5M | Add +0.0% |
| TJUL Innovator Equity Defined Pro | 0.37% | 50,315 | $1.5M | Reduce -4.0% |
| BUFB Innovator Ladd Allo Buff ETF | 0.37% | 41,097 | $1.5M | Reduce -1.3% |
| XAUG FT Vest US Equity Enhance & | 0.36% | 38,815 | $1.4M | No change |
| MCD McDonald's Corp. | 0.36% | 4,627 | $1.4M | No change |
| NFEB Innov GRW-100 Por Bu ETF - F | 0.35% | 51,312 | $1.4M | Add +263.0% |
| ZJUL Innovator Edp ETF 1 YR July | 0.35% | 48,337 | $1.4M | No change |
| EJUL Innovator Emerging Markets P | 0.35% | 46,840 | $1.4M | No change |
| RTX RTX Corp. | 0.35% | 7,252 | $1.4M | Reduce -1.3% |
| XJUL FT Vest US Equity Enhance & | 0.34% | 35,737 | $1.4M | Reduce -1.6% |
| NFLX Netflix Inc. | 0.34% | 14,435 | $1.4M | Add +10.0% |
| MRK Merck & Co. Inc. | 0.34% | 11,463 | $1.4M | Reduce -0.0% |
| PFE Pfizer Inc. | 0.34% | 48,955 | $1.4M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 0.33% | 1,352 | $1.3M | Add +1.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.33% | 25,521 | $1.3M | Reduce -6.9% |
| DDFD Inno Eqt DD 15 Buff ETF Dec | 0.33% | 70,900 | $1.3M | Add +8.0% |
| HD Home Depot Inc. | 0.33% | 4,018 | $1.3M | Reduce -0.9% |
| WFC Wells Fargo & Co. | 0.33% | 16,594 | $1.3M | Add +0.1% |
| MDLZ Mondelez International Inc. Class A | 0.32% | 22,616 | $1.3M | Reduce -1.4% |
| AMH American Homes 4 Rent- A | 0.32% | 46,274 | $1.3M | Reduce -3.2% |
| IJAN Innovator International Deve | 0.32% | 35,302 | $1.3M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.32% | 1,806 | $1.3M | Add +6.1% |
| COF Capital One Financial Corp. | 0.31% | 6,962 | $1.3M | Add +9.1% |
| GJUN FT Vest US Equity Moderate B | 0.31% | 32,131 | $1.3M | Reduce -1.6% |
| INTC Intel Corp. | 0.31% | 28,098 | $1.2M | Reduce -0.3% |
| RSDE Ftvestuseqeqlwghtbuffetfdec | 0.31% | 56,340 | $1.2M | Add +92.3% |
| BOCT Innovator U.S. Equity Buffer | 0.30% | 25,173 | $1.2M | Reduce -3.8% |
| XLV SS Health Care Select Sector | 0.30% | 8,198 | $1.2M | Reduce -0.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $261K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 10,845 | $261K | Reduce -1.7% |
Total filed on the 13F, all lines: $403.7M.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.4% | 1.97% | −0.67 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.6% | 4.04% | −0.40 |
| AAPL Apple Inc. | Reduce -0.5% | 4.14% | −0.28 |
| V Visa Inc. Class A | Reduce -3.1% | 1.24% | −0.23 |
| QCOM Qualcomm Inc. | Reduce -1.1% | 0.67% | −0.22 |
| DIS The Walt Disney Co. | Reduce -0.4% | 0.80% | −0.14 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -6.9% | 0.33% | −0.13 |
| BA The Boeing Co. | Reduce -15.8% | 0.41% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.52% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 1.00% | −0.09 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.08 |
| SNOW Snowflake Inc. | Reduce -1.5% | 0.16% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 1.40% | −0.07 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.06 |
| BAC Bank of America Corp. | Reduce -1.0% | 0.44% | −0.06 |
| AMH American Homes 4 Rent- A | Reduce -3.2% | 0.32% | −0.06 |
| EOCT Innovator Emer MKT PWR Buff | Sold out | 0.00% | −0.06 |
| IPAY Amplify Digital Payments ETF | Sold out | 0.00% | −0.05 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Sold out | 0.00% | −0.05 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.05 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.05 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.05 |
| DE Deere & Co. | Sold out | 0.00% | −0.05 |
| MS Morgan Stanley | Reduce -1.4% | 0.57% | −0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.7% | 3.08% | −0.04 |
| KKR KKR & Co. Inc. | Reduce -18.5% | 0.06% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -7.3% | 0.09% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.44% | −0.04 |
| BROS Dutch Bros Inc. Class A | Reduce -18.7% | 0.07% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 0.74% | −0.03 |
| MMM 3M Co. | Reduce -1.2% | 0.29% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -6.8% | 0.14% | −0.03 |
| PDEC Innovator U.S. Equity Power | Reduce -2.8% | 0.68% | −0.03 |
| BAUG Innovator U.S. Equity Buffer | Reduce -2.6% | 0.64% | −0.03 |
| STLA Stellantis NV | Sold out | 0.00% | −0.03 |
| MSTR Strategy Inc. | Reduce -11.0% | 0.07% | −0.03 |
| FPI Farmland Partners Inc. | Sold out | 0.00% | −0.02 |
| DDFL Invtr Eq D Di 15 B ETF - Jul | Reduce -4.3% | 0.57% | −0.02 |
| QMNV FT NDQ100 Mod Buff ETF - Nov | Reduce -5.3% | 0.25% | −0.02 |
| BOCT Innovator U.S. Equity Buffer | Reduce -3.8% | 0.30% | −0.02 |
| CVS CVS Health Corp. | Reduce -2.9% | 0.14% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -0.6% | 0.30% | −0.02 |
| HD Home Depot Inc. | Reduce -0.9% | 0.33% | −0.02 |
| TJUL Innovator Equity Defined Pro | Reduce -4.0% | 0.37% | −0.02 |
| QFLR Innovator Nasdaq-100 MF ETF | Reduce -0.3% | 0.62% | −0.02 |
| NJAN Innovator Growth 100 Power B | Reduce -0.1% | 0.68% | −0.02 |
| ZTS Zoetis Inc. | Reduce -0.4% | 0.25% | −0.02 |
| GIS General Mills Inc. | Reduce -4.4% | 0.05% | −0.01 |
| COLB Columbia Banking System Inc. | Reduce -13.3% | 0.08% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -4.4% | 0.13% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| CVX Chevron Corp. | Add +0.1% | 1.33% | +0.36 |
| GLW Corning Inc. | Add +0.2% | 0.83% | +0.30 |
| NFEB Innov GRW-100 Por Bu ETF - F | Add +263.0% | 0.35% | +0.25 |
| QCJA FT NDQ100 CNS Buff ETF - Jan | New | 0.24% | +0.24 |
| GJAN FT Vest US Equity Moderate B | New | 0.23% | +0.23 |
| PFEB Innovator U.S. Equity Power | Add +40.8% | 0.76% | +0.22 |
| MU Micron Technology Inc. | Add +61.0% | 0.39% | +0.19 |
| RSDE Ftvestuseqeqlwghtbuffetfdec | Add +92.3% | 0.31% | +0.15 |
| KFEB Inov US SML Cap P Bu ETF - F | New | 0.14% | +0.14 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.14% | +0.14 |
| IFEB Innovator Intl D PB ETF-Feb | New | 0.14% | +0.14 |
| SFEB FT Vest US SC MB ETF-Usd Inc. | Add +20.6% | 0.61% | +0.11 |
| XJAN FT Vest Enh Mod Buff - Jan | New | 0.11% | +0.11 |
| JNJ Johnson & Johnson | Add +0.1% | 0.66% | +0.11 |
| VZ Verizon Communications Inc. | Add +1.2% | 0.41% | +0.08 |
| KMAR Invtr US S CP PR BFR ETF - M | New | 0.08% | +0.08 |
| CAT Caterpillar Inc. | Add +6.1% | 0.32% | +0.08 |
| BMAR Innovator U.S. Equity Buffer | New | 0.07% | +0.07 |
| CIEN Ciena Corp. | New | 0.07% | +0.07 |
| WMB Williams Cos Inc. | Add +0.0% | 0.37% | +0.07 |
| VLO Valero Energy Corp. | New | 0.07% | +0.07 |
| MPC Marathon Petroleum Corp. | New | 0.07% | +0.07 |
| GLD SPDR Gold Shares | Add +3.5% | 0.56% | +0.07 |
| IMAR Innovator Intdevpow Buf-Mar | Add +59.9% | 0.17% | +0.06 |
| LRCX Lam Research Corp. | New | 0.06% | +0.06 |
| IWM iShares Russell 2000 ETF | New | 0.06% | +0.06 |
| SLB SLB Ltd. | New | 0.06% | +0.06 |
| QMFE FT NDQ100 Mod Buff ETF - Feb | New | 0.05% | +0.05 |
| EPD Enterprise Products Partners | New | 0.05% | +0.05 |
| ACEI Innovator Eq Aut Inc. STR ETF | New | 0.05% | +0.05 |
| GDX Vaneck Gold Miners ETF | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +1.0% | 0.33% | +0.05 |
| KO The Coca-Cola Co. | Add +3.4% | 0.41% | +0.05 |
| COP Conocophillips | Add +2.3% | 0.15% | +0.05 |
| NFLX Netflix Inc. | Add +10.0% | 0.34% | +0.04 |
| XFEB FT Vest Enh Mod Buff - Feb | Add +6.8% | 0.61% | +0.03 |
| SLV iShares Silver Trust | Add +40.1% | 0.10% | +0.03 |
| KMI Kinder Morgan Inc. | Add +0.0% | 0.18% | +0.03 |
| GFEB FT Vest US Equity Moderate B | Add +16.5% | 0.19% | +0.03 |
| DDFD Inno Eqt DD 15 Buff ETF Dec | Add +8.0% | 0.33% | +0.02 |
| SHEL Shell PLC-ADR | Add +0.1% | 0.10% | +0.02 |
| PEP Pepsico Inc. | Add +0.9% | 0.22% | +0.02 |
| PHYS Sprott Physical Gold Trust | Add +14.1% | 0.09% | +0.02 |
| MUC BlackRock Munihold Ca QLTY | Add +6.0% | 0.37% | +0.02 |
| GMAR FT Vest US Equity Moderate B | Add +4.7% | 0.24% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +0.0% | 0.11% | +0.02 |
| PSLV Sprott Physical Silver Trust | Add +25.1% | 0.07% | +0.02 |
| PMAR Innovator U.S. Equity Power | Add +1.5% | 1.00% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +4.5% | 0.27% | +0.01 |
| PSA Public Storage | Add +0.1% | 0.24% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | Reduce -1.7% | 10,845 | $261K |
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 |