Diversified Portfolios, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Diversified Portfolios, Inc. reported 166 stock positions worth $1.1 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, 8.7%) and Vanguard Core Bond ETF (VCRB, 7.2%). Compared with Q2 2025, it opened 7 new positions, sold out of 4, added to 64 and reduced 64. The biggest buy was Vanguard Core Bond ETF (VCRB, shares +16%) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001634212
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0000905729-25-000183 ↗ filed Nov 12, 2025
Holdings Value
Holdings 166 stocks · $1.1B
| VTI VG Morningstar TS MKT ETF-US | 12.85% | 443,621 | $145.6M | Add +0.2% |
| JBND JPMorgan Active Bond ETF | 8.69% | 1,817,562 | $98.4M | Add +11.8% |
| VCRB Vanguard Core Bond ETF | 7.18% | 1,038,100 | $81.4M | Add +16.4% |
| AVDE Avantis International Equity | 5.99% | 860,652 | $67.9M | Add +6.2% |
| ICSH iShares Ultra Short Duration | 5.08% | 1,134,932 | $57.6M | Add +2.8% |
| DFSD Dimensional Short Duration | 4.80% | 1,129,183 | $54.4M | Add +21.0% |
| AVEM Avantis Emerging Markets Eq | 3.33% | 502,835 | $37.8M | Add +5.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.40% | 40,746 | $27.1M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 2.19% | 37,147 | $24.9M | Reduce -1.9% |
| DFLV Dim US Large Cap Value ETF | 2.14% | 737,321 | $24.3M | Add +13.0% |
| FLOT iShares Floating Rate Bond E | 2.07% | 458,406 | $23.4M | Reduce -8.5% |
| DFAE Dimensional Emerging Core Eq | 2.03% | 730,848 | $23.0M | Reduce -0.5% |
| REET iShares Global REIT ETF | 1.99% | 883,749 | $22.6M | Add +3.5% |
| IWV iShares Russell 3000 ETF | 1.93% | 57,697 | $21.9M | Reduce -0.2% |
| DFSV Dimensional US Small Cap Val | 1.66% | 592,314 | $18.9M | Add +11.1% |
| VTHR Vanguard Russell 3000 | 1.39% | 53,527 | $15.8M | No change |
| ESGV Vanguard ESG US Stock ETF | 1.33% | 127,193 | $15.1M | Reduce -8.2% |
| DFAI Dimensional International Co. | 1.32% | 410,268 | $14.9M | Reduce -3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.28% | 77,526 | $14.5M | Add +0.7% |
| MUB iShares National Muni Bond E | 1.25% | 132,870 | $14.1M | Reduce -0.1% |
| VPLS Vanguard Core-Plus Bond ETF | 1.19% | 172,023 | $13.5M | Add +7.6% |
| DFUV Dimensional US Marketwide Va | 1.19% | 300,840 | $13.4M | Reduce -0.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.14% | 253,337 | $12.9M | Add +10.7% |
| JMUB JPMorgan Municipal ETF | 1.03% | 231,492 | $11.7M | Add +23.3% |
| SCHV Schwab US Large-Cap Value | 1.00% | 387,611 | $11.3M | Add +2.4% |
| BSV Vanguard Short-Term Bond ETF | 0.97% | 138,839 | $11.0M | Reduce -26.2% |
| IWM iShares Russell 2000 ETF | 0.87% | 40,778 | $9.9M | Reduce -0.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.84% | 204,890 | $9.6M | Reduce -46.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.78% | 18,313 | $8.8M | Reduce -0.2% |
| VSGX Vanguard ESG Intl Stock ETF | 0.76% | 124,428 | $8.6M | Reduce -2.1% |
| DFAU Dimensional US Core Equity M | 0.68% | 167,818 | $7.7M | Reduce -5.0% |
| VNQ Vanguard Real Estate ETF | 0.61% | 75,517 | $6.9M | Reduce -7.8% |
| TOTL SS Doubleline TR Tact ETF | 0.60% | 168,596 | $6.8M | Add +5.0% |
| AVUV Avantis US Small Cap Value | 0.57% | 65,088 | $6.5M | Add +5.6% |
| SUB iShares Short-Term National | 0.57% | 60,557 | $6.5M | No change |
| ITOT iShares Core S&P Total U.S. | 0.57% | 44,084 | $6.4M | Reduce -0.6% |
| MDY State Street SPDR S&P Midcap | 0.55% | 10,373 | $6.2M | Reduce -0.2% |
| AAPL Apple Inc. | 0.54% | 24,138 | $6.1M | Reduce -2.6% |
| SCHB Schwab US Broad Market ETF | 0.49% | 215,457 | $5.5M | Add +0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.48% | 102,680 | $5.4M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.45% | 102,770 | $5.1M | Add +16.0% |
| IWD iShares Russell 1000 Value E | 0.44% | 24,706 | $5.0M | Add +0.4% |
| BIV Vanguard Intermediate-Term B | 0.41% | 59,435 | $4.6M | Reduce -1.8% |
| IWF iShares Russell 1000 Growth | 0.41% | 9,860 | $4.6M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.37% | 35,029 | $4.2M | Add +0.3% |
| DFAT Dimensional US Target Value | 0.37% | 72,614 | $4.2M | Add +0.1% |
| VONG Vanguard Russell 1000 Growth | 0.36% | 34,035 | $4.1M | Reduce -3.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.36% | 19,422 | $4.1M | Add +0.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.35% | 85,325 | $4.0M | Add +3.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.34% | 41,637 | $3.8M | Add +6.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.30% | 7,798 | $3.4M | Reduce -11.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.29% | 40,895 | $3.3M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 26,022 | $3.1M | Add +1.4% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 21,928 | $3.1M | No change |
| AMZN Amazon.com Inc. | 0.26% | 13,316 | $2.9M | Reduce -0.4% |
| SGOV iShares 0-3 Month Treasury B | 0.25% | 28,142 | $2.8M | Reduce -5.2% |
| IEMG iShares Core MSCI Emerging | 0.25% | 42,540 | $2.8M | Reduce -1.0% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 46,077 | $2.8M | Add +2.4% |
| DFIV Dimensional International Va | 0.24% | 58,674 | $2.7M | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 41,368 | $2.7M | Add +1.3% |
| UMBF Umb Financial Corp. | 0.22% | 21,106 | $2.5M | Reduce -2.4% |
| PYLD PIMCO Multisector Bond Actv | 0.20% | 86,277 | $2.3M | Add +1.8% |
| VCIT Vanguard Int-Term Corporate | 0.19% | 25,830 | $2.2M | Add +5.6% |
| VOO Vanguard S&P 500 ETF | 0.19% | 3,508 | $2.1M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 3,409 | $2.0M | Add +6.2% |
| SCHF Schwab Intl Equity ETF | 0.18% | 87,175 | $2.0M | Add +0.4% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.18% | 19,557 | $2.0M | Reduce -4.6% |
| MSFT Microsoft Corp. | 0.18% | 3,832 | $2.0M | Add +4.5% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 0.16% | 35,990 | $1.9M | Add +15.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.16% | 73,054 | $1.8M | Reduce -10.4% |
| AVSU Avantis Resp US Equity ETF | 0.14% | 21,393 | $1.6M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.14% | 2,043 | $1.6M | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 0.13% | 7,225 | $1.5M | Add +2.0% |
| VONV Vanguard Russell 1000 Value | 0.13% | 16,177 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 0.13% | 4,570 | $1.4M | Add +12.1% |
| PRF Invesco Rafi US 1000 ETF | 0.12% | 30,825 | $1.4M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 25,061 | $1.4M | Add +0.7% |
| EFA iShares MSCI Eafe ETF | 0.12% | 14,269 | $1.3M | Reduce -2.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.11% | 23,237 | $1.3M | Add +0.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.11% | 23,635 | $1.3M | Reduce -5.1% |
| EVSM Eaton Vance SHRT Dur Muni | 0.11% | 24,180 | $1.2M | Add +368.3% |
| ABBV Abbvie Inc. | 0.11% | 5,169 | $1.2M | Reduce -1.2% |
| DFAR Dimensional US Real Est ETF | 0.10% | 48,296 | $1.2M | Add +0.1% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 22,473 | $1.1M | Add +91.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 2,240 | $1.1M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 4,252 | $1.1M | Add +1.5% |
| NOC Northrop Grumman Corp. | 0.10% | 1,773 | $1.1M | Reduce -0.1% |
| CVNA Carvana Co. | 0.09% | 2,720 | $1.0M | Reduce -26.9% |
| BND Vanguard Total Bond Market | 0.09% | 13,651 | $1.0M | Reduce -19.8% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 16,762 | $957K | Add +4.1% |
| ORCL Oracle Corp. | 0.08% | 3,336 | $938K | Add +68.7% |
| VXUS Vanguard Total Intl Stock | 0.08% | 12,591 | $925K | Reduce -1.8% |
| MA Mastercard Inc. Class A | 0.08% | 1,608 | $915K | Add +1.1% |
| VGT Vanguard Info Tech ETF | 0.08% | 1,162 | $868K | No change |
| AVRE Avantis Real Estate ETF | 0.08% | 19,478 | $866K | Reduce -3.5% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.08% | 19,473 | $853K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.07% | 18,116 | $778K | Add +0.8% |
| MBB iShares MBS ETF | 0.07% | 8,175 | $778K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 10,465 | $758K | Reduce -6.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 1 | $754K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -46.2% | 0.84% | −0.84 |
| BSV Vanguard Short-Term Bond ETF | Reduce -26.2% | 0.97% | −0.45 |
| FLOT iShares Floating Rate Bond E | Reduce -8.5% | 2.07% | −0.37 |
| ESGV Vanguard ESG US Stock ETF | Reduce -8.2% | 1.33% | −0.12 |
| DFAI Dimensional International Co. | Reduce -3.9% | 1.32% | −0.09 |
| VNQ Vanguard Real Estate ETF | Reduce -7.8% | 0.61% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -0.1% | 1.25% | −0.08 |
| MCD McDonald's Corp. | Reduce -71.7% | 0.02% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 2.19% | −0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -1.8% | 0.41% | −0.04 |
| DFAU Dimensional US Core Equity M | Reduce -5.0% | 0.68% | −0.04 |
| DFUV Dimensional US Marketwide Va | Reduce -0.7% | 1.19% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Reduce -5.2% | 0.25% | −0.04 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -11.3% | 0.30% | −0.03 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -2.1% | 0.76% | −0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -10.4% | 0.16% | −0.03 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -19.8% | 0.09% | −0.03 |
| CVNA Carvana Co. | Reduce -26.9% | 0.09% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.2% | 0.29% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.26% | −0.02 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -4.6% | 0.18% | −0.02 |
| FCAL First Trust California Munic | Sold out | 0.00% | −0.02 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -0.2% | 0.55% | −0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -5.1% | 0.11% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 2.40% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -5.0% | 0.07% | −0.01 |
| AVRE Avantis Real Estate ETF | Reduce -3.5% | 0.08% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -9.5% | 0.04% | −0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -4.0% | 0.06% | −0.01 |
| DE Deere & Co. | Reduce -0.2% | 0.03% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -0.2% | 1.93% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -2.1% | 0.12% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -6.6% | 0.04% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Reduce -3.7% | 0.36% | −0.01 |
| NFLX Netflix Inc. | Reduce -1.3% | 0.03% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.03% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.10% | −0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -6.4% | 0.07% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.6% | 0.57% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Reduce -3.6% | 0.03% | −0.00 |
| SMB Vaneck Short Muni ETF | Reduce -0.6% | 0.04% | −0.00 |
| AVSU Avantis Resp US Equity ETF | Reduce -1.3% | 0.14% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -7.7% | 0.05% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -1.8% | 0.08% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.06% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.6% | 0.05% | −0.00 |
| ICF iShares Select U.S. REIT ETF | Reduce -1.1% | 0.02% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| VCRB Vanguard Core Bond ETF | Add +16.4% | 7.18% | +0.58 |
| DFSD Dimensional Short Duration | Add +21.0% | 4.80% | +0.53 |
| JBND JPMorgan Active Bond ETF | Add +11.8% | 8.69% | +0.38 |
| AVDE Avantis International Equity | Add +6.2% | 5.99% | +0.27 |
| AVEM Avantis Emerging Markets Eq | Add +5.9% | 3.33% | +0.23 |
| DFLV Dim US Large Cap Value ETF | Add +13.0% | 2.14% | +0.21 |
| DFSV Dimensional US Small Cap Val | Add +11.1% | 1.66% | +0.17 |
| JMUB JPMorgan Municipal ETF | Add +23.3% | 1.03% | +0.14 |
| EVSM Eaton Vance SHRT Dur Muni | Add +368.3% | 0.11% | +0.08 |
| CMF iShares California Muni Bond | New | 0.05% | +0.05 |
| JMTG Mortgage-Backed Securities | Add +91.6% | 0.10% | +0.04 |
| ORCL Oracle Corp. | Add +68.7% | 0.08% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +16.0% | 0.45% | +0.04 |
| AVUV Avantis US Small Cap Value | Add +5.6% | 0.57% | +0.04 |
| JMST JPM Ultra-Short Muni Income | Add +10.7% | 1.14% | +0.03 |
| FLXR TCW Flexible Income ETF | New | 0.02% | +0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Add +69.2% | 0.06% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.02% | +0.02 |
| RTX RTX Corp. | New | 0.02% | +0.02 |
| CVX Chevron Corp. | New | 0.02% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.02% | +0.02 |
| DVY iShares Select Dividend ETF | New | 0.02% | +0.02 |
| UYLD Angel Oak Ultrashort Income | Add +44.2% | 0.07% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +12.1% | 0.13% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +47.7% | 0.04% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.2% | 0.18% | +0.01 |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | Add +15.4% | 0.16% | +0.01 |
| JPLD JPMorgan Ltd. Duration ETF | Add +35.6% | 0.05% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 12.85% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.41% | +0.01 |
| VPLS Vanguard Core-Plus Bond ETF | Add +7.6% | 1.19% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.3% | 0.37% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.4% | 0.27% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.3% | 0.03% | +0.00 |
| AVLV Avantis US Large Cap Value | Add +8.0% | 0.05% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.7% | 0.12% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.5% | 0.49% | +0.00 |
| MSFT Microsoft Corp. | Add +4.5% | 0.18% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.5% | 0.10% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +0.0% | 0.02% | +0.00 |
| DFIV Dimensional International Va | Add +0.5% | 0.24% | +0.00 |
| V Visa Inc. Class A | Add +12.8% | 0.06% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.8% | 0.07% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.4% | 0.06% | 0.00 |
| XLF SS Financial Select Sector | Add +5.2% | 0.02% | 0.00 |
| DFAT Dimensional US Target Value | Add +0.1% | 0.37% | −0.00 |
| IVE iShares S&P 500 Value ETF | Add +2.0% | 0.13% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.0% | 0.06% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +2.4% | 0.24% | −0.00 |
| USHY iShares Broad Usd High Yield | Add +0.4% | 0.02% | −0.00 |
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 |