Diversified Portfolios, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Diversified Portfolios, Inc. reported 181 stock positions worth $1.2 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, 8.6%) and Vanguard Core Bond ETF (VCRB, 7.3%). Compared with Q3 2025, it opened 19 new positions, sold out of 4, added to 73 and reduced 69. The biggest buy was a new position in Nuveen Aa-BBB Clo ETF (NCLO) and the biggest sale iShares Global REIT ETF (REET, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001634212
- Portfolio Value
- $1.2B (Q4 2025)
- SEC Filing
- 0000905729-26-000035 ↗ filed Feb 9, 2026
Holdings Value
Holdings 181 stocks · $1.2B
| VTI VG Morningstar TS MKT ETF-US | 12.80% | 458,478 | $153.7M | Add +3.4% |
| JBND JPMorgan Active Bond ETF | 8.65% | 1,921,439 | $103.9M | Add +5.7% |
| VCRB Vanguard Core Bond ETF | 7.32% | 1,129,478 | $88.0M | Add +8.8% |
| AVDE Avantis International Equity | 6.47% | 943,601 | $77.7M | Add +9.6% |
| DFSD Dimensional Short Duration | 4.94% | 1,236,613 | $59.3M | Add +9.5% |
| ICSH iShares Ultra Short Duration | 4.54% | 1,078,140 | $54.5M | Reduce -5.0% |
| AVEM Avantis Emerging Markets Eq | 3.52% | 549,538 | $42.3M | Add +9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.29% | 40,294 | $27.5M | Reduce -1.1% |
| DFLV Dim US Large Cap Value ETF | 2.19% | 768,137 | $26.3M | Add +4.2% |
| IVV iShares Core S&P 500 ETF | 2.03% | 35,559 | $24.4M | Reduce -4.3% |
| DFAE Dimensional Emerging Core Eq | 1.92% | 709,891 | $23.1M | Reduce -2.9% |
| IWV iShares Russell 3000 ETF | 1.82% | 56,470 | $21.8M | Reduce -2.1% |
| DFSV Dimensional US Small Cap Val | 1.77% | 645,753 | $21.2M | Add +9.0% |
| FLOT iShares Floating Rate Bond E | 1.70% | 402,385 | $20.5M | Reduce -12.2% |
| NCLO Nuveen Aa-BBB Clo ETF | 1.59% | 761,276 | $19.1M | New |
| VTHR Vanguard Russell 3000 | 1.34% | 53,533 | $16.1M | Add +0.0% |
| ESGV Vanguard ESG US Stock ETF | 1.26% | 125,605 | $15.2M | Reduce -1.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.26% | 297,129 | $15.1M | Add +17.3% |
| DFAI Dimensional International Co. | 1.24% | 391,367 | $14.9M | Reduce -4.6% |
| REET iShares Global REIT ETF | 1.22% | 588,791 | $14.7M | Reduce -33.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.21% | 76,282 | $14.6M | Reduce -1.6% |
| VPLS Vanguard Core-Plus Bond ETF | 1.20% | 184,199 | $14.4M | Add +7.1% |
| JMUB JPMorgan Municipal ETF | 1.20% | 284,598 | $14.4M | Add +22.9% |
| DFUV Dimensional US Marketwide Va | 1.16% | 299,719 | $14.0M | Reduce -0.4% |
| MUB iShares National Muni Bond E | 1.11% | 124,634 | $13.3M | Reduce -6.2% |
| SCHV Schwab US Large-Cap Value | 0.88% | 355,790 | $10.5M | Reduce -8.2% |
| IWM iShares Russell 2000 ETF | 0.83% | 40,551 | $10.0M | Reduce -0.6% |
| BSV Vanguard Short-Term Bond ETF | 0.80% | 121,245 | $9.6M | Reduce -12.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.76% | 18,788 | $9.2M | Add +2.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.74% | 190,489 | $8.9M | Reduce -7.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.73% | 121,735 | $8.7M | Reduce -2.2% |
| AAPL Apple Inc. | 0.68% | 30,249 | $8.2M | Add +25.3% |
| DFAU Dimensional US Core Equity M | 0.65% | 166,759 | $7.8M | Reduce -0.6% |
| TOTL SS Doubleline TR Tact ETF | 0.59% | 175,789 | $7.1M | Add +4.3% |
| AVUV Avantis US Small Cap Value | 0.57% | 66,740 | $6.8M | Add +2.5% |
| ITOT iShares Core S&P Total U.S. | 0.55% | 44,625 | $6.6M | Add +1.2% |
| MDY State Street SPDR S&P Midcap | 0.51% | 10,065 | $6.1M | Reduce -3.0% |
| SCHB Schwab US Broad Market ETF | 0.47% | 214,697 | $5.6M | Reduce -0.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.45% | 102,680 | $5.4M | No change |
| CLOI Vaneck Clo ETF | 0.45% | 102,794 | $5.4M | New |
| VNQ Vanguard Real Estate ETF | 0.45% | 60,945 | $5.4M | Reduce -19.3% |
| IWD iShares Russell 1000 Value E | 0.43% | 24,583 | $5.2M | Reduce -0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.42% | 101,466 | $5.1M | Reduce -1.3% |
| SUB iShares Short-Term National | 0.42% | 46,929 | $5.0M | Reduce -22.5% |
| IWF iShares Russell 1000 Growth | 0.39% | 9,804 | $4.6M | Reduce -0.6% |
| DFAT Dimensional US Target Value | 0.35% | 71,263 | $4.2M | Reduce -1.9% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 33,998 | $4.2M | Reduce -2.9% |
| VONG Vanguard Russell 1000 Growth | 0.34% | 33,833 | $4.1M | Reduce -0.6% |
| BIV Vanguard Intermediate-Term B | 0.34% | 52,284 | $4.1M | Reduce -12.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.34% | 19,035 | $4.0M | Reduce -2.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.33% | 84,569 | $4.0M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 28,255 | $3.4M | Add +8.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.27% | 7,352 | $3.3M | Reduce -5.7% |
| AMZN Amazon.com Inc. | 0.27% | 13,932 | $3.2M | Add +4.6% |
| EVSM Eaton Vance SHRT Dur Muni | 0.27% | 63,765 | $3.2M | Add +163.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 39,543 | $3.2M | Reduce -3.3% |
| VYM Vanguard High DVD Yield ETF | 0.26% | 21,823 | $3.1M | Reduce -0.5% |
| IEMG iShares Core MSCI Emerging | 0.26% | 46,455 | $3.1M | Add +9.2% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 45,823 | $2.9M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 41,148 | $2.7M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.21% | 4,117 | $2.6M | Add +17.4% |
| PYLD PIMCO Multisector Bond Actv | 0.21% | 95,777 | $2.6M | Add +11.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.21% | 102,370 | $2.6M | Add +40.1% |
| UMBF Umb Financial Corp. | 0.20% | 21,106 | $2.4M | No change |
| LLY Eli Lilly & Co. | 0.19% | 2,091 | $2.2M | Add +2.4% |
| MSFT Microsoft Corp. | 0.18% | 4,431 | $2.1M | Add +15.6% |
| SCHF Schwab Intl Equity ETF | 0.18% | 88,941 | $2.1M | Add +2.0% |
| VCIT Vanguard Int-Term Corporate | 0.17% | 24,815 | $2.1M | Reduce -3.9% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.17% | 19,904 | $2.0M | Add +1.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.17% | 21,769 | $2.0M | Reduce -47.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 3,161 | $1.9M | Reduce -7.3% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 0.16% | 37,502 | $1.9M | Add +4.2% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.15% | 74,424 | $1.8M | New |
| SGOV iShares 0-3 Month Treasury B | 0.14% | 17,257 | $1.7M | Reduce -38.7% |
| BND Vanguard Total Bond Market | 0.14% | 22,925 | $1.7M | Add +67.9% |
| AVSU Avantis Resp US Equity ETF | 0.14% | 21,393 | $1.6M | No change |
| DFIV Dimensional International Va | 0.14% | 32,596 | $1.6M | Reduce -44.5% |
| JPM JPMorgan Chase & Co. | 0.13% | 4,885 | $1.6M | Add +6.9% |
| IVE iShares S&P 500 Value ETF | 0.13% | 7,225 | $1.5M | No change |
| VONV Vanguard Russell 1000 Value | 0.12% | 15,929 | $1.5M | Reduce -1.5% |
| PRF Invesco Rafi US 1000 ETF | 0.12% | 30,825 | $1.4M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 24,337 | $1.4M | Add +4.7% |
| EFA iShares MSCI Eafe ETF | 0.11% | 14,107 | $1.4M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 24,666 | $1.3M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.11% | 5,694 | $1.3M | Add +10.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.11% | 24,015 | $1.3M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 2,478 | $1.2M | Add +10.6% |
| FLXR TCW Flexible Income ETF | 0.10% | 31,148 | $1.2M | Add +341.8% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 22,973 | $1.2M | Add +2.2% |
| CVNA Carvana Co. | 0.10% | 2,775 | $1.2M | Add +2.0% |
| VXUS Vanguard Total Intl Stock | 0.09% | 14,409 | $1.1M | Add +14.4% |
| JPLD JPMorgan Ltd. Duration ETF | 0.09% | 20,353 | $1.1M | Add +78.9% |
| NOC Northrop Grumman Corp. | 0.08% | 1,789 | $1.0M | Add +0.9% |
| DFAR Dimensional US Real Est ETF | 0.08% | 42,560 | $975K | Reduce -11.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 3,725 | $961K | Reduce -12.4% |
| MA Mastercard Inc. Class A | 0.07% | 1,565 | $893K | Reduce -2.7% |
| VGT Vanguard Info Tech ETF | 0.07% | 1,154 | $870K | Reduce -0.7% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.07% | 19,206 | $865K | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.07% | 7,032 | $846K | Add +11.0% |
| CLOB Vaneck Aa-BB Clo ETF | 0.07% | 16,326 | $827K | New |
Portfolio Sells Q3 2025 → Q4 2025
| REET iShares Global REIT ETF | Reduce -33.4% | 1.22% | −0.77 |
| ICSH iShares Ultra Short Duration | Reduce -5.0% | 4.54% | −0.54 |
| FLOT iShares Floating Rate Bond E | Reduce -12.2% | 1.70% | −0.36 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -47.7% | 0.17% | −0.17 |
| BSV Vanguard Short-Term Bond ETF | Reduce -12.7% | 0.80% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -4.3% | 2.03% | −0.17 |
| VNQ Vanguard Real Estate ETF | Reduce -19.3% | 0.45% | −0.16 |
| SUB iShares Short-Term National | Reduce -22.5% | 0.42% | −0.15 |
| MUB iShares National Muni Bond E | Reduce -6.2% | 1.11% | −0.14 |
| SCHV Schwab US Large-Cap Value | Reduce -8.2% | 0.88% | −0.12 |
| IWV iShares Russell 3000 ETF | Reduce -2.1% | 1.82% | −0.11 |
| DFAE Dimensional Emerging Core Eq | Reduce -2.9% | 1.92% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 2.29% | −0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -7.0% | 0.74% | −0.11 |
| SGOV iShares 0-3 Month Treasury B | Reduce -38.7% | 0.14% | −0.11 |
| DFIV Dimensional International Va | Reduce -44.5% | 0.14% | −0.10 |
| DFAI Dimensional International Co. | Reduce -4.6% | 1.24% | −0.07 |
| BIV Vanguard Intermediate-Term B | Reduce -12.0% | 0.34% | −0.07 |
| ESGV Vanguard ESG US Stock ETF | Reduce -1.3% | 1.26% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.6% | 1.21% | −0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -3.0% | 0.51% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -0.6% | 0.83% | −0.04 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.04 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -2.2% | 0.73% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.3% | 0.42% | −0.03 |
| DFAU Dimensional US Core Equity M | Reduce -0.6% | 0.65% | −0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -5.7% | 0.27% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.3% | 0.26% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.9% | 0.35% | −0.02 |
| DFUV Dimensional US Marketwide Va | Reduce -0.4% | 1.16% | −0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.9% | 0.33% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.0% | 0.34% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 0.39% | −0.02 |
| DFAR Dimensional US Real Est ETF | Reduce -11.9% | 0.08% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -0.3% | 0.47% | −0.02 |
| DFAT Dimensional US Target Value | Reduce -1.9% | 0.35% | −0.02 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.6% | 0.34% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.3% | 0.16% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.9% | 0.17% | −0.02 |
| AVRE Avantis Real Estate ETF | Reduce -15.7% | 0.06% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -14.1% | 0.07% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -12.4% | 0.08% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -0.5% | 0.43% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -28.9% | 0.03% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 0.23% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.5% | 0.26% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -25.6% | 0.03% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -19.1% | 0.04% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| NCLO Nuveen Aa-BBB Clo ETF | New | 1.59% | +1.59 |
| AVDE Avantis International Equity | Add +9.6% | 6.47% | +0.47 |
| CLOI Vaneck Clo ETF | New | 0.45% | +0.45 |
| AVEM Avantis Emerging Markets Eq | Add +9.3% | 3.52% | +0.19 |
| JMUB JPMorgan Municipal ETF | Add +22.9% | 1.20% | +0.17 |
| EVSM Eaton Vance SHRT Dur Muni | Add +163.7% | 0.27% | +0.16 |
| MMIT Nylim Mackay Muni Intermedia | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +25.3% | 0.68% | +0.14 |
| VCRB Vanguard Core Bond ETF | Add +8.8% | 7.32% | +0.14 |
| DFSD Dimensional Short Duration | Add +9.5% | 4.94% | +0.14 |
| JMST JPM Ultra-Short Muni Income | Add +17.3% | 1.26% | +0.12 |
| DFSV Dimensional US Small Cap Val | Add +9.0% | 1.77% | +0.10 |
| FLXR TCW Flexible Income ETF | Add +341.8% | 0.10% | +0.08 |
| CLOB Vaneck Aa-BB Clo ETF | New | 0.07% | +0.07 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | New | 0.05% | +0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +40.1% | 0.21% | +0.05 |
| BND Vanguard Total Bond Market | Add +67.9% | 0.14% | +0.05 |
| LLY Eli Lilly & Co. | Add +2.4% | 0.19% | +0.05 |
| DFLV Dim US Large Cap Value ETF | Add +4.2% | 2.19% | +0.05 |
| FDV Fed Hermes US Strat Div ETF | New | 0.05% | +0.05 |
| JPLD JPMorgan Ltd. Duration ETF | Add +78.9% | 0.09% | +0.04 |
| NVDA Nvidia Corp. | Add +87.0% | 0.07% | +0.03 |
| META Meta Platforms Inc. Class A | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +17.4% | 0.21% | +0.03 |
| BSCY Invesco Bulletshares 2034 CB | New | 0.02% | +0.02 |
| BSCX Invesco Bulletshares 2033 CB | New | 0.02% | +0.02 |
| BSCV Invesco Bulletshares 2031 CB | New | 0.02% | +0.02 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.02% | +0.02 |
| BSCW Invesco Bulletshares 2032 CB | New | 0.02% | +0.02 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.02% | +0.02 |
| BSCS Invesco Bulletshares 2028 CB | New | 0.02% | +0.02 |
| BSCR Invesco Bulletshares 2027 CB | New | 0.02% | +0.02 |
| BSCQ Invesco Bulletshares 2026 CB | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | New | 0.02% | +0.02 |
| IBM Intl Business Machines Corp. | New | 0.02% | +0.02 |
| MUNI PIMCO Intermediate Municipal | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +10.1% | 0.05% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +9.2% | 0.26% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +5.4% | 0.06% | +0.01 |
| JNJ Johnson & Johnson | Add +30.9% | 0.04% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +8.6% | 0.28% | +0.01 |
| AMZN Amazon.com Inc. | Add +4.6% | 0.27% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +28.7% | 0.05% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +14.4% | 0.09% | +0.01 |
| PYLD PIMCO Multisector Bond Actv | Add +11.0% | 0.21% | +0.01 |
| XOM Exxon Mobil Corp. | Add +11.0% | 0.07% | +0.01 |
| CVNA Carvana Co. | Add +2.0% | 0.10% | +0.01 |
| CAT Caterpillar Inc. | Add +10.4% | 0.03% | +0.01 |
| CMF iShares California Muni Bond | Add +16.1% | 0.05% | +0.00 |
| VPLS Vanguard Core-Plus Bond ETF | Add +7.1% | 1.20% | +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 |