Diversified Portfolios, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Diversified Portfolios, Inc. reported 141 stock positions worth $950.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 12.5% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 8.4%) and Vanguard Core Bond ETF (VCRB, 6.3%). Compared with Q4 2024, it opened 7 new positions, sold out of 12, added to 53 and reduced 62. The biggest buy was Vanguard Core Bond ETF (VCRB, shares +38%) and the biggest sale an exit from Janus Henderson Aaa Clo ETF (JAAA).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001634212
- Portfolio Value
- $950.8M (Q1 2025)
- SEC Filing
- 0000905729-25-000079 ↗ filed Apr 22, 2025
Holdings Value
Holdings 141 stocks · $950.8M
| VTI VG Morningstar TS MKT ETF-US | 12.53% | 433,489 | $119.1M | Add +4.3% |
| JBND JPMorgan Active Bond ETF | 8.39% | 1,490,448 | $79.8M | Add +10.3% |
| VCRB Vanguard Core Bond ETF | 6.30% | 773,429 | $59.9M | Add +38.1% |
| ICSH iShares Ultra Short Duration | 6.03% | 1,130,322 | $57.3M | Add +3.5% |
| AVDE Avantis International Equity | 5.15% | 738,617 | $48.9M | Add +9.6% |
| DFSD Dimensional Short Duration | 4.13% | 825,569 | $39.2M | Add +46.4% |
| FLOT iShares Floating Rate Bond E | 3.95% | 736,398 | $37.6M | Add +14.9% |
| AVEM Avantis Emerging Markets Eq | 2.64% | 417,685 | $25.1M | Add +15.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.39% | 40,624 | $22.7M | Add +2.6% |
| IVV iShares Core S&P 500 ETF | 2.23% | 37,722 | $21.2M | Reduce -0.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.21% | 455,712 | $21.0M | Reduce -18.6% |
| REET iShares Global REIT ETF | 2.08% | 815,769 | $19.8M | Add +5.7% |
| DFLV Dim US Large Cap Value ETF | 1.97% | 614,131 | $18.8M | Add +13.4% |
| DFAE Dimensional Emerging Core Eq | 1.92% | 706,140 | $18.3M | Reduce -0.1% |
| IWV iShares Russell 3000 ETF | 1.80% | 53,773 | $17.1M | Reduce -0.2% |
| BSV Vanguard Short-Term Bond ETF | 1.78% | 215,792 | $16.9M | Reduce -32.3% |
| MUB iShares National Muni Bond E | 1.57% | 141,291 | $14.9M | Reduce -10.4% |
| ESGV Vanguard ESG US Stock ETF | 1.42% | 137,503 | $13.5M | Add +6.0% |
| VTHR Vanguard Russell 3000 | 1.37% | 52,634 | $13.0M | Add +1.1% |
| DFSV Dimensional US Small Cap Val | 1.31% | 443,919 | $12.5M | Add +17.2% |
| DFUV Dimensional US Marketwide Va | 1.31% | 303,213 | $12.5M | Reduce -0.4% |
| DFAI Dimensional International Co. | 1.27% | 386,058 | $12.1M | Add +7.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.26% | 69,488 | $12.0M | Add +0.8% |
| VPLS Vanguard Core-Plus Bond ETF | 1.09% | 134,167 | $10.4M | Add +27.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.04% | 194,018 | $9.9M | Add +42.3% |
| IWM iShares Russell 2000 ETF | 0.92% | 44,051 | $8.8M | Add +13.4% |
| SCHV Schwab US Large-Cap Value | 0.90% | 322,064 | $8.6M | Add +7.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.79% | 127,838 | $7.5M | Reduce -6.3% |
| JMUB JPMorgan Municipal ETF | 0.78% | 147,444 | $7.4M | Add +19.2% |
| VNQ Vanguard Real Estate ETF | 0.75% | 78,469 | $7.1M | Reduce -0.3% |
| DFAU Dimensional US Core Equity M | 0.74% | 182,312 | $7.0M | Add +4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.72% | 18,350 | $6.8M | Reduce -1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.64% | 66,103 | $6.1M | Reduce -5.9% |
| MDY State Street SPDR S&P Midcap | 0.60% | 10,764 | $5.7M | Reduce -0.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.58% | 104,552 | $5.5M | Reduce -1.1% |
| BIV Vanguard Intermediate-Term B | 0.57% | 71,364 | $5.5M | Reduce -26.5% |
| AAPL Apple Inc. | 0.56% | 23,948 | $5.3M | Reduce -27.3% |
| ITOT iShares Core S&P Total U.S. | 0.54% | 42,397 | $5.2M | Add +31.0% |
| SUB iShares Short-Term National | 0.53% | 47,676 | $5.0M | Reduce -1.5% |
| SCHB Schwab US Broad Market ETF | 0.48% | 214,110 | $4.6M | No change |
| IWD iShares Russell 1000 Value E | 0.48% | 24,473 | $4.6M | Add +1.8% |
| TOTL SS Doubleline TR Tact ETF | 0.46% | 108,714 | $4.4M | Add +360.6% |
| AVUV Avantis US Small Cap Value | 0.46% | 49,817 | $4.3M | Add +4.0% |
| DFAT Dimensional US Target Value | 0.40% | 73,144 | $3.8M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.38% | 10,126 | $3.7M | Reduce -1.2% |
| VONG Vanguard Russell 1000 Growth | 0.36% | 37,190 | $3.5M | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.36% | 73,117 | $3.4M | Reduce -45.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.35% | 41,812 | $3.3M | Reduce -3.2% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 34,712 | $3.2M | No change |
| SGOV iShares 0-3 Month Treasury B | 0.33% | 31,285 | $3.1M | Reduce -13.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.31% | 8,796 | $2.9M | Reduce -1.0% |
| SCHF Schwab Intl Equity ETF | 0.30% | 143,306 | $2.8M | Add +5.9% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 21,825 | $2.8M | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.27% | 13,639 | $2.5M | Reduce -5.3% |
| AMZN Amazon.com Inc. | 0.26% | 12,817 | $2.4M | Reduce -7.9% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 23,058 | $2.4M | Add +13.6% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 40,600 | $2.4M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 45,920 | $2.3M | Reduce -0.2% |
| UMBF Umb Financial Corp. | 0.23% | 21,606 | $2.2M | New |
| DFIV Dimensional International Va | 0.21% | 51,369 | $2.0M | Reduce -7.5% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.21% | 19,994 | $2.0M | Reduce -21.4% |
| VCIT Vanguard Int-Term Corporate | 0.20% | 23,221 | $1.9M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 38,080 | $1.7M | Add +60.1% |
| LLY Eli Lilly & Co. | 0.18% | 2,050 | $1.7M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.18% | 3,274 | $1.7M | Add +8.3% |
| IEMG iShares Core MSCI Emerging | 0.17% | 29,794 | $1.6M | Add +7.8% |
| SMB Vaneck Short Muni ETF | 0.17% | 93,033 | $1.6M | No change |
| SCHO Schwab Short-Term US Treas | 0.14% | 56,389 | $1.4M | Add +238.1% |
| AVSU Avantis Resp US Equity ETF | 0.14% | 21,825 | $1.4M | Reduce -9.1% |
| IVE iShares S&P 500 Value ETF | 0.14% | 7,125 | $1.4M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 2,874 | $1.3M | Add +2.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.14% | 25,651 | $1.3M | Reduce -11.2% |
| VONV Vanguard Russell 1000 Value | 0.14% | 16,177 | $1.3M | Reduce -5.3% |
| BND Vanguard Total Bond Market | 0.14% | 17,518 | $1.3M | Reduce -54.2% |
| PRF Invesco Rafi US 1000 ETF | 0.13% | 31,205 | $1.3M | Reduce -0.4% |
| MSFT Microsoft Corp. | 0.13% | 3,314 | $1.2M | Reduce -27.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 2,257 | $1.2M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 23,062 | $1.2M | Reduce -10.8% |
| EFA iShares MSCI Eafe ETF | 0.12% | 14,355 | $1.2M | Reduce -1.0% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 0.12% | 22,843 | $1.2M | New |
| ABBV Abbvie Inc. | 0.11% | 5,161 | $1.1M | Reduce -4.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 4,717 | $1.0M | Add +8.0% |
| DFAR Dimensional US Real Est ETF | 0.10% | 40,388 | $960K | Add +36.8% |
| NOC Northrop Grumman Corp. | 0.10% | 1,789 | $916K | No change |
| JPM JPMorgan Chase & Co. | 0.09% | 3,668 | $900K | Reduce -0.5% |
| MCD McDonald's Corp. | 0.09% | 2,587 | $808K | Reduce -3.9% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 14,107 | $806K | Add +1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 1 | $798K | Reduce -99.0% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.08% | 19,101 | $773K | Add +1.2% |
| VXUS Vanguard Total Intl Stock | 0.08% | 12,270 | $762K | Reduce -8.3% |
| XOM Exxon Mobil Corp. | 0.08% | 6,353 | $756K | Add +0.1% |
| UYLD Angel Oak Ultrashort Income | 0.08% | 14,608 | $746K | New |
| ISTB iShares Core 1-5 Year Usd Bo | 0.08% | 15,151 | $733K | Add +3.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.08% | 17,170 | $730K | Reduce -1.1% |
| MBB iShares MBS ETF | 0.08% | 7,719 | $724K | Reduce -22.9% |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 11,183 | $676K | Reduce -9.3% |
| CVNA Carvana Co. | 0.07% | 3,184 | $666K | Reduce -8.6% |
| MA Mastercard Inc. Class A | 0.07% | 1,205 | $660K | No change |
| VGT Vanguard Info Tech ETF | 0.07% | 1,176 | $638K | Add +1.2% |
| V Visa Inc. Class A | 0.06% | 1,693 | $593K | Reduce -34.5% |
Portfolio Sells Q4 2024 → Q1 2025
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −1.17 |
| BSV Vanguard Short-Term Bond ETF | Reduce -32.3% | 1.78% | −0.91 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -18.6% | 2.21% | −0.55 |
| AAPL Apple Inc. | Reduce -27.3% | 0.56% | −0.34 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -45.0% | 0.36% | −0.30 |
| MUB iShares National Muni Bond E | Reduce -10.4% | 1.57% | −0.26 |
| BIV Vanguard Intermediate-Term B | Reduce -26.5% | 0.57% | −0.22 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 2.23% | −0.21 |
| IWV iShares Russell 3000 ETF | Reduce -0.2% | 1.80% | −0.17 |
| BND Vanguard Total Bond Market | Reduce -54.2% | 0.14% | −0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.1% | 0.72% | −0.11 |
| MSFT Microsoft Corp. | Reduce -27.2% | 0.13% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -7.9% | 0.26% | −0.08 |
| IWB iShares Russell 1000 ETF | Reduce -51.8% | 0.06% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -0.6% | 0.60% | −0.07 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -21.4% | 0.21% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -1.2% | 0.38% | −0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -5.9% | 0.64% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Reduce -13.0% | 0.33% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -6.3% | 0.79% | −0.05 |
| DFAT Dimensional US Target Value | Reduce -0.1% | 0.40% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -47.9% | 0.03% | −0.05 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -1.0% | 0.31% | −0.05 |
| ACN Accenture PLC Class A | Reduce -56.1% | 0.03% | −0.05 |
| DFUV Dimensional US Marketwide Va | Reduce -0.4% | 1.31% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.3% | 0.27% | −0.04 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| DFAE Dimensional Emerging Core Eq | Reduce -0.1% | 1.92% | −0.03 |
| AVSU Avantis Resp US Equity ETF | Reduce -9.1% | 0.14% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 0.25% | −0.03 |
| SUB iShares Short-Term National | Reduce -1.5% | 0.53% | −0.03 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.03 |
| V Visa Inc. Class A | Reduce -34.5% | 0.06% | −0.03 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.03 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -27.8% | 0.06% | −0.02 |
| MBB iShares MBS ETF | Reduce -22.9% | 0.08% | −0.02 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.02 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.02 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.02 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -11.2% | 0.14% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -10.8% | 0.12% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -16.8% | 0.05% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.2% | 0.35% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.1% | 0.58% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -0.3% | 0.75% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| VCRB Vanguard Core Bond ETF | Add +38.1% | 6.30% | +1.67 |
| DFSD Dimensional Short Duration | Add +46.4% | 4.13% | +1.24 |
| JBND JPMorgan Active Bond ETF | Add +10.3% | 8.39% | +0.69 |
| AVDE Avantis International Equity | Add +9.6% | 5.15% | +0.64 |
| FLOT iShares Floating Rate Bond E | Add +14.9% | 3.95% | +0.40 |
| TOTL SS Doubleline TR Tact ETF | Add +360.6% | 0.46% | +0.36 |
| AVEM Avantis Emerging Markets Eq | Add +15.1% | 2.64% | +0.32 |
| JMST JPM Ultra-Short Muni Income | Add +42.3% | 1.04% | +0.28 |
| UMBF Umb Financial Corp. | New | 0.23% | +0.23 |
| VPLS Vanguard Core-Plus Bond ETF | Add +27.6% | 1.09% | +0.22 |
| DFLV Dim US Large Cap Value ETF | Add +13.4% | 1.97% | +0.20 |
| DFAI Dimensional International Co. | Add +7.6% | 1.27% | +0.13 |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | New | 0.12% | +0.12 |
| SCHO Schwab Short-Term US Treas | Add +238.1% | 0.14% | +0.10 |
| JMUB JPMorgan Municipal ETF | Add +19.2% | 0.78% | +0.10 |
| ITOT iShares Core S&P Total U.S. | Add +31.0% | 0.54% | +0.09 |
| UYLD Angel Oak Ultrashort Income | New | 0.08% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +60.1% | 0.18% | +0.07 |
| REET iShares Global REIT ETF | Add +5.7% | 2.08% | +0.06 |
| SCHV Schwab US Large-Cap Value | Add +7.1% | 0.90% | +0.05 |
| DFSV Dimensional US Small Cap Val | Add +17.2% | 1.31% | +0.04 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.04% | +0.04 |
| SCHA Schwab US Small-Cap ETF | New | 0.03% | +0.03 |
| PYLD PIMCO Multisector Bond Actv | New | 0.03% | +0.03 |
| DFAR Dimensional US Real Est ETF | Add +36.8% | 0.10% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +5.9% | 0.30% | +0.03 |
| ICSH iShares Ultra Short Duration | Add +3.5% | 6.03% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +7.8% | 0.17% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +23.7% | 0.05% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.08% | +0.01 |
| DTE DTE Energy Company | Add +0.4% | 0.03% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +3.3% | 0.05% | +0.00 |
| USHY iShares Broad Usd High Yield | Add +10.7% | 0.03% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +14.7% | 0.02% | +0.00 |
| CLIR Clearsign Technologies Corp. | New | 0.00% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +3.6% | 0.08% | +0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +1.2% | 0.08% | +0.00 |
| AVRE Avantis Real Estate ETF | Add +0.3% | 0.03% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +8.3% | 0.18% | −0.00 |
| IWD iShares Russell 1000 Value E | Add +1.8% | 0.48% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +13.6% | 0.25% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +1.8% | 0.08% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Add +0.6% | 0.20% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.6% | 0.06% | −0.00 |
| DFAS Dimensional US Small Cap ETF | Add +6.0% | 0.04% | −0.00 |
| HD Home Depot Inc. | Add +1.1% | 0.03% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.0% | 0.11% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +1.1% | 0.30% | −0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.2% | 0.14% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +2.6% | 0.03% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 201 | $1.4B | VTI, VCRB, AVDE, JBND, DFSD |
| Q1 2026 | 174 | $1.2B | VTI, JBND, VCRB, AVDE, DFSD |
| Q4 2025 | 181 | $1.2B | VTI, JBND, VCRB, AVDE, DFSD |
| Q3 2025 | 166 | $1.1B | VTI, JBND, VCRB, AVDE, ICSH |
| Q2 2025 | 163 | $1.0B | VTI, JBND, VCRB, AVDE, ICSH |
| Q1 2025 | 141 | $950.8M | VTI, JBND, VCRB, ICSH, AVDE |
| Q4 2024 | 146 | $916.9M | VTI, JBND, ICSH, VCRB, AVDE |
| Q3 2024 | 139 | $958.5M | VTI, JBND, BRK.A, ICSH, AVDE |
| Q2 2024 | 135 | $759.0M | VTI, BSV, ICSH, IUSB, FLOT |
| Q1 2024 | 126 | $710.5M | VTI, BSV, ICSH, IUSB, AVDE |