Diversified Portfolios, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Diversified Portfolios, Inc. reported 174 stock positions worth $1.2 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 12.1% of the portfolio, followed by JPMorgan Active Bond ETF (JBND, 8.8%) and Vanguard Core Bond ETF (VCRB, 7.6%). Compared with Q4 2025, it opened 9 new positions, sold out of 16, added to 50 and reduced 88. The biggest buy was Dim US Large Cap Value ETF (DFLV, shares +19%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Bloomfield Hills, MI
- CIK
- 0001634212
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0000905729-26-000095 ↗ filed May 6, 2026
Holdings Value
Holdings 174 stocks · $1.2B
| VTI VG Morningstar TS MKT ETF-US | 12.07% | 457,854 | $146.9M | Reduce -0.1% |
| JBND JPMorgan Active Bond ETF | 8.78% | 1,987,378 | $106.9M | Add +3.4% |
| VCRB Vanguard Core Bond ETF | 7.60% | 1,194,683 | $92.4M | Add +5.8% |
| AVDE Avantis International Equity | 6.50% | 932,696 | $79.1M | Reduce -1.2% |
| DFSD Dimensional Short Duration | 5.26% | 1,336,422 | $64.0M | Add +8.1% |
| ICSH iShares Ultra Short Duration | 4.59% | 1,102,918 | $55.8M | Add +2.3% |
| AVEM Avantis Emerging Markets Eq | 3.82% | 576,945 | $46.5M | Add +5.0% |
| DFLV Dim US Large Cap Value ETF | 2.69% | 916,445 | $32.7M | Add +19.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.13% | 39,851 | $25.9M | Reduce -1.1% |
| DFSV Dimensional US Small Cap Val | 2.00% | 695,442 | $24.4M | Add +7.7% |
| DFAE Dimensional Emerging Core Eq | 1.95% | 699,905 | $23.7M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 1.94% | 36,119 | $23.6M | Add +1.6% |
| NCLO Nuveen Aa-BBB Clo ETF | 1.86% | 907,773 | $22.6M | Add +19.2% |
| IWV iShares Russell 3000 ETF | 1.72% | 56,356 | $20.9M | Reduce -0.2% |
| FLOT iShares Floating Rate Bond E | 1.65% | 393,718 | $20.1M | Reduce -2.1% |
| VTHR Vanguard Russell 3000 | 1.35% | 57,183 | $16.4M | Add +6.8% |
| DFAI Dimensional International Co. | 1.24% | 386,944 | $15.1M | Reduce -1.1% |
| VPLS Vanguard Core-Plus Bond ETF | 1.23% | 193,358 | $15.0M | Add +5.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.21% | 75,123 | $14.7M | Reduce -1.5% |
| ESGV Vanguard ESG US Stock ETF | 1.20% | 130,513 | $14.7M | Add +3.9% |
| DFUV Dimensional US Marketwide Va | 1.17% | 294,450 | $14.3M | Reduce -1.8% |
| JMUB JPMorgan Municipal ETF | 1.11% | 271,206 | $13.6M | Reduce -4.7% |
| MUB iShares National Muni Bond E | 1.07% | 122,698 | $13.0M | Reduce -1.6% |
| REET iShares Global REIT ETF | 1.02% | 494,490 | $12.4M | Reduce -16.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.02% | 242,886 | $12.4M | Reduce -18.3% |
| SCHV Schwab US Large-Cap Value | 0.97% | 386,127 | $11.8M | Add +8.5% |
| IWM iShares Russell 2000 ETF | 0.82% | 40,114 | $9.9M | Reduce -1.1% |
| TOTL SS Doubleline TR Tact ETF | 0.76% | 232,668 | $9.2M | Add +32.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.70% | 119,320 | $8.6M | Reduce -2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.67% | 18,560 | $8.1M | Reduce -1.2% |
| AVUV Avantis US Small Cap Value | 0.65% | 71,484 | $7.9M | Add +7.1% |
| BSV Vanguard Short-Term Bond ETF | 0.61% | 95,401 | $7.5M | Reduce -21.3% |
| ITOT iShares Core S&P Total U.S. | 0.61% | 51,769 | $7.4M | Add +16.0% |
| DFAU Dimensional US Core Equity M | 0.60% | 162,939 | $7.4M | Reduce -2.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.60% | 157,855 | $7.3M | Reduce -17.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.59% | 143,493 | $7.2M | Add +41.4% |
| CLOI Vaneck Clo ETF | 0.53% | 122,637 | $6.5M | Add +19.3% |
| AAPL Apple Inc. | 0.50% | 23,761 | $6.0M | Reduce -21.4% |
| MDY State Street SPDR S&P Midcap | 0.49% | 9,679 | $6.0M | Reduce -3.8% |
| SCHB Schwab US Broad Market ETF | 0.46% | 224,900 | $5.6M | Add +4.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.44% | 102,614 | $5.4M | Reduce -0.1% |
| IWD iShares Russell 1000 Value E | 0.43% | 24,515 | $5.2M | Reduce -0.3% |
| VNQ Vanguard Real Estate ETF | 0.38% | 52,100 | $4.6M | Reduce -14.5% |
| SUB iShares Short-Term National | 0.38% | 43,164 | $4.6M | Reduce -8.0% |
| DFAT Dimensional US Target Value | 0.36% | 69,706 | $4.4M | Reduce -2.2% |
| IWF iShares Russell 1000 Growth | 0.34% | 9,619 | $4.1M | Reduce -1.9% |
| EVSM Eaton Vance SHRT Dur Muni | 0.34% | 81,241 | $4.1M | Add +27.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.33% | 84,563 | $4.0M | Reduce -0.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.32% | 17,787 | $3.9M | Reduce -6.6% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 33,442 | $3.8M | Reduce -1.6% |
| VONG Vanguard Russell 1000 Growth | 0.30% | 33,813 | $3.7M | Reduce -0.1% |
| VCIT Vanguard Int-Term Corporate | 0.27% | 39,705 | $3.3M | Add +60.0% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 26,279 | $3.3M | Reduce -7.0% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 21,823 | $3.2M | No change |
| DFCF Dimensional Core Fixed Inc. | 0.26% | 74,465 | $3.1M | Add +666.8% |
| IEMG iShares Core MSCI Emerging | 0.26% | 44,955 | $3.1M | Reduce -3.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 37,944 | $3.0M | Reduce -4.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.25% | 7,352 | $3.0M | No change |
| JPLD JPMorgan Ltd. Duration ETF | 0.24% | 56,007 | $2.9M | Add +175.2% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 45,170 | $2.9M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.23% | 13,670 | $2.8M | Reduce -1.9% |
| BIV Vanguard Intermediate-Term B | 0.23% | 36,172 | $2.8M | Reduce -30.8% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 39,163 | $2.6M | Reduce -4.8% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.21% | 105,254 | $2.6M | Add +2.8% |
| SCHF Schwab Intl Equity ETF | 0.20% | 100,277 | $2.5M | Add +12.8% |
| VOO Vanguard S&P 500 ETF | 0.20% | 4,018 | $2.4M | Reduce -2.4% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 0.20% | 46,428 | $2.4M | Add +23.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.18% | 24,088 | $2.2M | Add +10.7% |
| UMBF Umb Financial Corp. | 0.17% | 17,883 | $2.0M | Reduce -15.3% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.16% | 19,830 | $2.0M | Reduce -0.4% |
| DFUS Dimensional US Eq MKT ETF | 0.16% | 27,010 | $1.9M | Add +158.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 3,257 | $1.9M | Add +3.0% |
| LLY Eli Lilly & Co. | 0.15% | 2,036 | $1.9M | Reduce -2.6% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 32,340 | $1.6M | Add +40.8% |
| FLXR TCW Flexible Income ETF | 0.13% | 41,382 | $1.6M | Add +32.9% |
| AVSU Avantis Resp US Equity ETF | 0.13% | 21,393 | $1.6M | No change |
| MSFT Microsoft Corp. | 0.13% | 4,170 | $1.5M | Reduce -5.9% |
| IVE iShares S&P 500 Value ETF | 0.13% | 7,225 | $1.5M | No change |
| SGOV iShares 0-3 Month Treasury B | 0.13% | 15,112 | $1.5M | Reduce -12.4% |
| VONV Vanguard Russell 1000 Value | 0.12% | 15,929 | $1.5M | No change |
| PRF Invesco Rafi US 1000 ETF | 0.12% | 30,825 | $1.5M | No change |
| CLOB Vaneck Aa-BB Clo ETF | 0.12% | 29,180 | $1.5M | Add +78.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.12% | 26,902 | $1.4M | Add +12.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 24,837 | $1.4M | Add +2.0% |
| EFA iShares MSCI Eafe ETF | 0.11% | 14,292 | $1.4M | Add +1.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.11% | 27,297 | $1.4M | New |
| JPM JPMorgan Chase & Co. | 0.11% | 4,666 | $1.4M | Reduce -4.5% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 24,582 | $1.3M | Reduce -0.3% |
| DFIV Dimensional International Va | 0.10% | 23,317 | $1.2M | Reduce -28.5% |
| NOC Northrop Grumman Corp. | 0.10% | 1,773 | $1.2M | Reduce -0.9% |
| JBBB Janus Henderson B-BBB Clo Et | 0.10% | 25,545 | $1.2M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 2,478 | $1.2M | No change |
| JSCP JPMorgan Short Duration Core | 0.09% | 23,842 | $1.1M | New |
| XOM Exxon Mobil Corp. | 0.09% | 6,591 | $1.1M | Reduce -6.3% |
| ABBV Abbvie Inc. | 0.09% | 4,893 | $1.1M | Reduce -14.1% |
| CVNA Carvana Co. | 0.08% | 3,260 | $1.0M | Add +17.5% |
| VXUS Vanguard Total Intl Stock | 0.08% | 13,066 | $1.0M | Reduce -9.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 3,722 | $975K | Reduce -0.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.07% | 18,116 | $886K | No change |
| AVUS Avantis U.S. Equity ETF | 0.07% | 7,900 | $878K | Add +34.0% |
Portfolio Sells Q4 2025 → Q1 2026
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 12.07% | −0.73 |
| JMST JPM Ultra-Short Muni Income | Reduce -18.3% | 1.02% | −0.24 |
| REET iShares Global REIT ETF | Reduce -16.0% | 1.02% | −0.20 |
| AAPL Apple Inc. | Reduce -21.4% | 0.50% | −0.19 |
| BSV Vanguard Short-Term Bond ETF | Reduce -21.3% | 0.61% | −0.18 |
| PYLD PIMCO Multisector Bond Actv | Reduce -81.8% | 0.04% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 2.13% | −0.16 |
| MMIT Nylim Mackay Muni Intermedia | Sold out | 0.00% | −0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -17.1% | 0.60% | −0.14 |
| BIV Vanguard Intermediate-Term B | Reduce -30.8% | 0.23% | −0.11 |
| BND Vanguard Total Bond Market | Reduce -71.8% | 0.04% | −0.10 |
| IWV iShares Russell 3000 ETF | Reduce -0.2% | 1.72% | −0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.2% | 0.67% | −0.10 |
| JMUB JPMorgan Municipal ETF | Reduce -4.7% | 1.11% | −0.08 |
| VNQ Vanguard Real Estate ETF | Reduce -14.5% | 0.38% | −0.07 |
| FLOT iShares Floating Rate Bond E | Reduce -2.1% | 1.65% | −0.06 |
| MSFT Microsoft Corp. | Reduce -5.9% | 0.13% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -1.9% | 0.34% | −0.05 |
| FDV Fed Hermes US Strat Div ETF | Sold out | 0.00% | −0.05 |
| DFAU Dimensional US Core Equity M | Reduce -2.3% | 0.60% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -1.6% | 1.07% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -52.6% | 0.03% | −0.04 |
| SUB iShares Short-Term National | Reduce -8.0% | 0.38% | −0.04 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.1% | 0.30% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 0.31% | −0.04 |
| UMBF Umb Financial Corp. | Reduce -15.3% | 0.17% | −0.04 |
| DFIV Dimensional International Va | Reduce -28.5% | 0.10% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 0.23% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 0.15% | −0.03 |
| ORCL Oracle Corp. | Reduce -38.9% | 0.03% | −0.03 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.03 |
| BSCY Invesco Bulletshares 2034 CB | Sold out | 0.00% | −0.02 |
| BSCX Invesco Bulletshares 2033 CB | Sold out | 0.00% | −0.02 |
| BSCV Invesco Bulletshares 2031 CB | Sold out | 0.00% | −0.02 |
| BSCU Invesco Bulletshares 2030 CB | Sold out | 0.00% | −0.02 |
| BSCW Invesco Bulletshares 2032 CB | Sold out | 0.00% | −0.02 |
| BSCT Invesco Bulletshares 2029 CB | Sold out | 0.00% | −0.02 |
| BSCS Invesco Bulletshares 2028 CB | Sold out | 0.00% | −0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -2.0% | 0.70% | −0.02 |
| BSCR Invesco Bulletshares 2027 CB | Sold out | 0.00% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Sold out | 0.00% | −0.02 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.02 |
| ABBV Abbvie Inc. | Reduce -14.1% | 0.09% | −0.02 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -37.2% | 0.03% | −0.02 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.02 |
| SGOV iShares 0-3 Month Treasury B | Reduce -12.4% | 0.13% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.5% | 0.11% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.6% | 0.32% | −0.02 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| DFLV Dim US Large Cap Value ETF | Add +19.3% | 2.69% | +0.50 |
| DFSD Dimensional Short Duration | Add +8.1% | 5.26% | +0.32 |
| AVEM Avantis Emerging Markets Eq | Add +5.0% | 3.82% | +0.30 |
| NCLO Nuveen Aa-BBB Clo ETF | Add +19.2% | 1.86% | +0.27 |
| VCRB Vanguard Core Bond ETF | Add +5.8% | 7.60% | +0.27 |
| DFSV Dimensional US Small Cap Val | Add +7.7% | 2.00% | +0.23 |
| DFCF Dimensional Core Fixed Inc. | Add +666.8% | 0.26% | +0.22 |
| TOTL SS Doubleline TR Tact ETF | Add +32.4% | 0.76% | +0.17 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +41.4% | 0.59% | +0.16 |
| JPLD JPMorgan Ltd. Duration ETF | Add +175.2% | 0.24% | +0.15 |
| JBND JPMorgan Active Bond ETF | Add +3.4% | 8.78% | +0.13 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.11% | +0.11 |
| JBBB Janus Henderson B-BBB Clo Et | New | 0.10% | +0.10 |
| VCIT Vanguard Int-Term Corporate | Add +60.0% | 0.27% | +0.10 |
| DFUS Dimensional US Eq MKT ETF | Add +158.1% | 0.16% | +0.09 |
| JSCP JPMorgan Short Duration Core | New | 0.09% | +0.09 |
| SCHV Schwab US Large-Cap Value | Add +8.5% | 0.97% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +7.1% | 0.65% | +0.08 |
| CLOI Vaneck Clo ETF | Add +19.3% | 0.53% | +0.08 |
| EVSM Eaton Vance SHRT Dur Muni | Add +27.4% | 0.34% | +0.07 |
| EVTR Eaton Vance Total Return | New | 0.06% | +0.06 |
| ITOT iShares Core S&P Total U.S. | Add +16.0% | 0.61% | +0.05 |
| CLOB Vaneck Aa-BB Clo ETF | Add +78.7% | 0.12% | +0.05 |
| ICSH iShares Ultra Short Duration | Add +2.3% | 4.59% | +0.05 |
| JMTG Mortgage-Backed Securities | Add +40.8% | 0.14% | +0.04 |
| VPLS Vanguard Core-Plus Bond ETF | Add +5.0% | 1.23% | +0.03 |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | Add +23.8% | 0.20% | +0.03 |
| VCLT Vanguard Long-Term Corp. Bond | New | 0.03% | +0.03 |
| FLXR TCW Flexible Income ETF | Add +32.9% | 0.13% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +12.8% | 0.20% | +0.03 |
| CVX Chevron Corp. | New | 0.02% | +0.02 |
| JPIE JPMorgan Income ETF | New | 0.02% | +0.02 |
| AVUS Avantis U.S. Equity ETF | Add +34.0% | 0.07% | +0.02 |
| WELL Welltower Inc. | New | 0.02% | +0.02 |
| GLW Corning Inc. | New | 0.02% | +0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +10.7% | 0.18% | +0.02 |
| CMF iShares California Muni Bond | Add +33.3% | 0.07% | +0.02 |
| VTHR Vanguard Russell 3000 | Add +6.8% | 1.35% | +0.01 |
| COST Costco Wholesale Corp. | Add +25.5% | 0.04% | +0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +12.0% | 0.12% | +0.01 |
| DVY iShares Select Dividend ETF | Add +33.7% | 0.03% | +0.01 |
| MUNI PIMCO Intermediate Municipal | Add +23.4% | 0.02% | +0.00 |
| MBB iShares MBS ETF | Add +7.2% | 0.07% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.4% | 0.06% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +13.3% | 0.03% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Add +9.6% | 0.03% | +0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +2.8% | 0.21% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +1.3% | 0.11% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +0.3% | 0.04% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.0% | 0.12% | +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 |