Diversified Portfolios, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Diversified Portfolios, Inc. reported 163 stock positions worth $1.0 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 12.8% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 8.3%) and Vanguard Core Bond ETF (VCRB, 6.6%). Compared with Q1 2025, it opened 23 new positions, sold out of 1, added to 78 and reduced 47. The biggest buy was Avantis International Equity (AVDE, shares +10%) and the biggest sale iShares Floating Rate Bond E (FLOT, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001634212
- Portfolio Value
- $1.0B (Q2 2025)
- SEC Filing
- 0000905729-25-000138 ↗ filed Aug 11, 2025
Holdings Value
Holdings 163 stocks · $1.0B
| VTI VG Morningstar TS MKT ETF-US | 12.84% | 442,791 | $134.6M | Add +2.1% |
| JBND JPMorgan Active Bond ETF | 8.31% | 1,625,209 | $87.1M | Add +9.0% |
| VCRB Vanguard Core Bond ETF | 6.60% | 891,655 | $69.2M | Add +15.3% |
| AVDE Avantis International Equity | 5.72% | 810,311 | $60.0M | Add +9.7% |
| ICSH iShares Ultra Short Duration | 5.34% | 1,103,609 | $56.0M | Reduce -2.4% |
| DFSD Dimensional Short Duration | 4.27% | 933,135 | $44.8M | Add +13.0% |
| AVEM Avantis Emerging Markets Eq | 3.10% | 474,627 | $32.5M | Add +13.6% |
| FLOT iShares Floating Rate Bond E | 2.44% | 500,985 | $25.6M | Reduce -32.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.41% | 40,847 | $25.2M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 2.24% | 37,866 | $23.5M | Add +0.4% |
| DFAE Dimensional Emerging Core Eq | 2.03% | 734,397 | $21.3M | Add +4.0% |
| REET iShares Global REIT ETF | 2.01% | 853,902 | $21.1M | Add +4.7% |
| IWV iShares Russell 3000 ETF | 1.94% | 57,830 | $20.3M | Add +7.5% |
| DFLV Dim US Large Cap Value ETF | 1.93% | 652,553 | $20.2M | Add +6.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.68% | 380,978 | $17.6M | Reduce -16.4% |
| DFSV Dimensional US Small Cap Val | 1.50% | 533,065 | $15.7M | Add +20.1% |
| ESGV Vanguard ESG US Stock ETF | 1.45% | 138,595 | $15.2M | Add +0.8% |
| BSV Vanguard Short-Term Bond ETF | 1.41% | 188,180 | $14.8M | Reduce -12.8% |
| DFAI Dimensional International Co. | 1.41% | 426,841 | $14.8M | Add +10.6% |
| VTHR Vanguard Russell 3000 | 1.39% | 53,527 | $14.6M | Add +1.7% |
| MUB iShares National Muni Bond E | 1.32% | 132,965 | $13.9M | Reduce -5.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.30% | 76,990 | $13.6M | Add +10.8% |
| DFUV Dimensional US Marketwide Va | 1.22% | 303,069 | $12.8M | Reduce -0.1% |
| VPLS Vanguard Core-Plus Bond ETF | 1.19% | 159,866 | $12.4M | Add +19.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.11% | 228,795 | $11.7M | Add +17.9% |
| SCHV Schwab US Large-Cap Value | 1.00% | 378,478 | $10.5M | Add +17.5% |
| JMUB JPMorgan Municipal ETF | 0.89% | 187,755 | $9.3M | Add +27.3% |
| IWM iShares Russell 2000 ETF | 0.84% | 40,796 | $8.8M | Reduce -7.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.79% | 127,112 | $8.3M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.77% | 18,350 | $8.0M | No change |
| DFAU Dimensional US Core Equity M | 0.71% | 176,732 | $7.5M | Reduce -3.1% |
| VNQ Vanguard Real Estate ETF | 0.70% | 81,905 | $7.3M | Add +4.4% |
| SUB iShares Short-Term National | 0.61% | 60,557 | $6.4M | Add +27.0% |
| TOTL SS Doubleline TR Tact ETF | 0.61% | 160,502 | $6.4M | Add +47.6% |
| ITOT iShares Core S&P Total U.S. | 0.57% | 44,326 | $6.0M | Add +4.5% |
| MDY State Street SPDR S&P Midcap | 0.56% | 10,393 | $5.9M | Reduce -3.5% |
| AVUV Avantis US Small Cap Value | 0.54% | 61,621 | $5.6M | Add +23.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.52% | 102,680 | $5.4M | Reduce -1.8% |
| SCHB Schwab US Broad Market ETF | 0.49% | 214,502 | $5.1M | Add +0.2% |
| AAPL Apple Inc. | 0.49% | 24,794 | $5.1M | Add +3.5% |
| IWD iShares Russell 1000 Value E | 0.46% | 24,606 | $4.8M | Add +0.5% |
| BIV Vanguard Intermediate-Term B | 0.45% | 60,530 | $4.7M | Reduce -15.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 88,578 | $4.3M | New |
| IWF iShares Russell 1000 Growth | 0.40% | 9,846 | $4.2M | Reduce -2.8% |
| DFAT Dimensional US Target Value | 0.37% | 72,521 | $3.9M | Reduce -0.8% |
| VONG Vanguard Russell 1000 Growth | 0.37% | 35,345 | $3.9M | Reduce -5.0% |
| IVW iShares S&P 500 Growth ETF | 0.37% | 34,915 | $3.8M | Add +0.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.37% | 82,788 | $3.8M | Add +13.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.36% | 19,354 | $3.8M | Add +41.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.34% | 39,240 | $3.6M | Reduce -40.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.33% | 8,796 | $3.5M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 40,967 | $3.3M | Reduce -2.0% |
| SGOV iShares 0-3 Month Treasury B | 0.29% | 29,692 | $3.0M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 0.28% | 13,368 | $2.9M | Add +4.3% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 21,928 | $2.9M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 25,670 | $2.8M | Add +11.3% |
| IEMG iShares Core MSCI Emerging | 0.25% | 42,970 | $2.6M | Add +44.2% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 44,980 | $2.6M | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 40,849 | $2.5M | Add +0.6% |
| DFIV Dimensional International Va | 0.24% | 58,369 | $2.5M | Add +13.6% |
| UMBF Umb Financial Corp. | 0.22% | 21,613 | $2.3M | Add +0.0% |
| PYLD PIMCO Multisector Bond Actv | 0.21% | 84,780 | $2.3M | Add +699.8% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.20% | 20,508 | $2.1M | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 0.19% | 24,464 | $2.0M | Add +5.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.19% | 81,522 | $2.0M | New |
| VOO Vanguard S&P 500 ETF | 0.19% | 3,538 | $2.0M | Add +8.1% |
| SCHF Schwab Intl Equity ETF | 0.18% | 86,863 | $1.9M | Reduce -39.4% |
| MSFT Microsoft Corp. | 0.17% | 3,668 | $1.8M | Add +10.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 3,209 | $1.8M | Add +11.7% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 0.15% | 31,191 | $1.6M | Add +36.5% |
| LLY Eli Lilly & Co. | 0.15% | 2,038 | $1.6M | Reduce -0.6% |
| AVSU Avantis Resp US Equity ETF | 0.14% | 21,673 | $1.5M | Reduce -0.7% |
| IVE iShares S&P 500 Value ETF | 0.13% | 7,081 | $1.4M | Reduce -0.6% |
| VONV Vanguard Russell 1000 Value | 0.13% | 16,177 | $1.4M | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.13% | 24,912 | $1.3M | Reduce -2.9% |
| PRF Invesco Rafi US 1000 ETF | 0.12% | 30,955 | $1.3M | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 0.12% | 14,572 | $1.3M | Add +1.5% |
| CVNA Carvana Co. | 0.12% | 3,720 | $1.3M | Add +16.8% |
| BND Vanguard Total Bond Market | 0.12% | 17,010 | $1.3M | Reduce -2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 24,899 | $1.2M | Reduce -34.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 23,217 | $1.2M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.11% | 4,077 | $1.2M | Add +11.2% |
| DFAR Dimensional US Real Est ETF | 0.11% | 48,225 | $1.1M | Add +19.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 2,251 | $1.1M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 4,191 | $993K | Reduce -11.2% |
| ABBV Abbvie Inc. | 0.09% | 5,230 | $971K | Add +1.3% |
| JEPI JPMorgan Equity Premium Inco | 0.09% | 16,104 | $915K | Add +14.2% |
| MA Mastercard Inc. Class A | 0.09% | 1,591 | $894K | Add +32.0% |
| AVRE Avantis Real Estate ETF | 0.09% | 20,178 | $891K | Add +178.8% |
| NOC Northrop Grumman Corp. | 0.08% | 1,774 | $887K | Reduce -0.8% |
| VXUS Vanguard Total Intl Stock | 0.08% | 12,826 | $886K | Add +4.5% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.08% | 19,473 | $816K | Add +1.9% |
| MCD McDonald's Corp. | 0.08% | 2,742 | $801K | Add +6.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.07% | 18,176 | $784K | Add +5.9% |
| VGT Vanguard Info Tech ETF | 0.07% | 1,162 | $771K | Reduce -1.2% |
| MBB iShares MBS ETF | 0.07% | 8,175 | $768K | Add +5.9% |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 11,183 | $749K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 1 | $729K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.07% | 17,966 | $719K | Add +95.0% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.07% | 14,414 | $701K | Reduce -4.9% |
Portfolio Sells Q1 2025 → Q2 2025
| FLOT iShares Floating Rate Bond E | Reduce -32.0% | 2.44% | −1.52 |
| ICSH iShares Ultra Short Duration | Reduce -2.4% | 5.34% | −0.69 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -16.4% | 1.68% | −0.53 |
| BSV Vanguard Short-Term Bond ETF | Reduce -12.8% | 1.41% | −0.36 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -40.6% | 0.34% | −0.29 |
| MUB iShares National Muni Bond E | Reduce -5.9% | 1.32% | −0.24 |
| BIV Vanguard Intermediate-Term B | Reduce -15.2% | 0.45% | −0.13 |
| SMB Vaneck Short Muni ETF | Reduce -69.8% | 0.05% | −0.12 |
| SCHF Schwab Intl Equity ETF | Reduce -39.4% | 0.18% | −0.12 |
| SCHO Schwab Short-Term US Treas | Reduce -70.4% | 0.04% | −0.11 |
| DFUV Dimensional US Marketwide Va | Reduce -0.1% | 1.22% | −0.09 |
| IWM iShares Russell 2000 ETF | Reduce -7.4% | 0.84% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -34.6% | 0.12% | −0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.8% | 0.52% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Reduce -5.1% | 0.29% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -3.5% | 0.56% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.0% | 0.31% | −0.04 |
| UYLD Angel Oak Ultrashort Income | Reduce -30.6% | 0.05% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.15% | −0.03 |
| DFNM Dimensional National Muni BD | Sold out | 0.00% | −0.02 |
| DFAU Dimensional US Core Equity M | Reduce -3.1% | 0.71% | −0.02 |
| DFAT Dimensional US Target Value | Reduce -0.8% | 0.37% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.10% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -2.9% | 0.12% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -11.2% | 0.09% | −0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -2.9% | 0.13% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -39.2% | 0.02% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -0.8% | 0.08% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -0.6% | 0.13% | −0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -4.9% | 0.07% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -17.7% | 0.04% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -6.8% | 0.05% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.8% | 0.12% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Reduce -4.7% | 0.04% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.1% | 0.05% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -17.2% | 0.02% | −0.00 |
| ACN Accenture PLC Class A | Reduce -0.1% | 0.02% | −0.00 |
| XLF SS Financial Select Sector | Reduce -9.5% | 0.02% | −0.00 |
| FSMD Fidelity Small-Mid Multifact | Reduce -5.2% | 0.03% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -11.0% | 0.05% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 0.05% | −0.00 |
| AVSU Avantis Resp US Equity ETF | Reduce -0.7% | 0.14% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.0% | 0.24% | −0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -0.6% | 0.79% | +0.00 |
| VONG Vanguard Russell 1000 Growth | Reduce -5.0% | 0.37% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.5% | 0.04% | +0.01 |
| VGT Vanguard Info Tech ETF | Reduce -1.2% | 0.07% | +0.01 |
| IWF iShares Russell 1000 Growth | Reduce -2.8% | 0.40% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| AVDE Avantis International Equity | Add +9.7% | 5.72% | +0.57 |
| AVEM Avantis Emerging Markets Eq | Add +13.6% | 3.10% | +0.46 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.41% | +0.41 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.1% | 12.84% | +0.31 |
| VCRB Vanguard Core Bond ETF | Add +15.3% | 6.60% | +0.30 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.19% | +0.19 |
| PYLD PIMCO Multisector Bond Actv | Add +699.8% | 0.21% | +0.19 |
| DFSV Dimensional US Small Cap Val | Add +20.1% | 1.50% | +0.18 |
| TOTL SS Doubleline TR Tact ETF | Add +47.6% | 0.61% | +0.15 |
| DFSD Dimensional Short Duration | Add +13.0% | 4.27% | +0.15 |
| IWV iShares Russell 3000 ETF | Add +7.5% | 1.94% | +0.14 |
| DFAI Dimensional International Co. | Add +10.6% | 1.41% | +0.14 |
| JMUB JPMorgan Municipal ETF | Add +27.3% | 0.89% | +0.11 |
| DFAE Dimensional Emerging Core Eq | Add +4.0% | 2.03% | +0.11 |
| SCHV Schwab US Large-Cap Value | Add +17.5% | 1.00% | +0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +41.9% | 0.36% | +0.09 |
| VPLS Vanguard Core-Plus Bond ETF | Add +19.1% | 1.19% | +0.09 |
| SUB iShares Short-Term National | Add +27.0% | 0.61% | +0.08 |
| AVUV Avantis US Small Cap Value | Add +23.7% | 0.54% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +44.2% | 0.25% | +0.08 |
| JMST JPM Ultra-Short Muni Income | Add +17.9% | 1.11% | +0.07 |
| JMTG Mortgage-Backed Securities | New | 0.06% | +0.06 |
| AVRE Avantis Real Estate ETF | Add +178.8% | 0.09% | +0.05 |
| AVLV Avantis US Large Cap Value | New | 0.05% | +0.05 |
| CVNA Carvana Co. | Add +16.8% | 0.12% | +0.05 |
| MSFT Microsoft Corp. | Add +10.7% | 0.17% | +0.04 |
| JPLD JPMorgan Ltd. Duration ETF | New | 0.04% | +0.04 |
| DFCF Dimensional Core Fixed Inc. | New | 0.04% | +0.04 |
| NVDA Nvidia Corp. | New | 0.04% | +0.04 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.04% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.8% | 1.30% | +0.04 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +95.0% | 0.07% | +0.03 |
| ESGV Vanguard ESG US Stock ETF | Add +0.8% | 1.45% | +0.03 |
| NFLX Netflix Inc. | New | 0.03% | +0.03 |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | Add +36.5% | 0.15% | +0.03 |
| KO The Coca-Cola Co. | New | 0.03% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +0.6% | 0.37% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.7% | 0.17% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +4.5% | 0.57% | +0.03 |
| VTHR Vanguard Russell 3000 | Add +1.7% | 1.39% | +0.03 |
| DFIV Dimensional International Va | Add +13.6% | 0.24% | +0.03 |
| JNJ Johnson & Johnson | New | 0.03% | +0.03 |
| EVSM Eaton Vance SHRT Dur Muni | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | Add +4.3% | 0.28% | +0.02 |
| ETN Eaton Corp. PLC | New | 0.02% | +0.02 |
| BX Blackstone Inc. | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | New | 0.02% | +0.02 |
| FCAL First Trust California Munic | New | 0.02% | +0.02 |
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 |