Filed: 4/10/2025ACC: 0001085146-25-002036
📋 What this filing means
DILIGENT INVESTORS, LLC filed this quarterly 13F‑HR report disclosing 362 equity positions with a total reported market value of $410.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
362
Positions
$410.99M
Total AUM (reported)
7.15M
Total Shares
Allocation by class
COM$185.90M45.2%
US EQTY PWR BUF$18.30M4.5%
CL A$15.54M3.8%
PRTFLO S&P500 VL$14.60M3.6%
PRTFLO S&P500 GW$14.38M3.5%
PORTFOLIO DEVLPD$7.08M1.7%
COM NEW$6.76M1.6%
Portfolio Concentration
Top 3$52.78M12.8%
4–10$50.49M12.3%
11–25$53.35M13.0%
Rest$254.38M61.9%
Top 3 weight
12.8%
Top 10 weight
25.1%
Voting Authority Distribution
Total shares with voting rights: 7.15M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole362
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings362
Rows:
MICROSOFT CORP
SOLEShares53.41K
TypeSH
Market value$20.05M
4.88%
Sole
0.00
Shared
0.00
None
53.41K
APPLE INC
SOLEShares81.59K
TypeSH
Market value$18.12M
4.41%
Sole
0.00
Shared
0.00
None
81.59K
SPDR SER TR
SOLEShares285.95K
TypeSH
Market value$14.60M
3.55%
Sole
0.00
Shared
0.00
None
285.95K
SPDR SER TR
SOLEShares178.95K
TypeSH
Market value$14.38M
3.50%
Sole
0.00
Shared
0.00
None
178.95K
SPDR INDEX SHS FDS
SOLEShares194.35K
TypeSH
Market value$7.08M
1.72%
Sole
0.00
Shared
0.00
None
194.35K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.58K
TypeSH
Market value$6.70M
1.63%
Sole
0.00
Shared
0.00
None
12.58K
VISA INC
SOLEShares17.02K
TypeSH
Market value$5.97M
1.45%
Sole
0.00
Shared
0.00
None
17.02K
SPDR SER TR
SOLEShares76.32K
TypeSH
Market value$5.88M
1.43%
Sole
0.00
Shared
0.00
None
76.32K
SPDR SER TR
SOLEShares70.89K
TypeSH
Market value$5.63M
1.37%
Sole
0.00
Shared
0.00
None
70.89K
ISHARES TR
SOLEShares49.05K
TypeSH
Market value$4.85M
1.18%
Sole
0.00
Shared
0.00
None
49.05K
INNOVATOR ETFS TRUST
SOLEShares118.94K
TypeSH
Market value$4.49M
1.09%
Sole
0.00
Shared
0.00
None
118.94K
S&P GLOBAL INC
SOLEShares8.25K
TypeSH
Market value$4.19M
1.02%
Sole
0.00
Shared
0.00
None
8.25K
NVIDIA CORPORATION
SOLEShares38.01K
TypeSH
Market value$4.12M
1.00%
Sole
0.00
Shared
0.00
None
38.01K
CHEVRON CORP NEW
SOLEShares24.54K
TypeSH
Market value$4.11M
1.00%
Sole
0.00
Shared
0.00
None
24.54K
META PLATFORMS INC
SOLEShares6.52K
TypeSH
Market value$3.76M
0.91%
Sole
0.00
Shared
0.00
None
6.52K
DISNEY WALT CO
SOLEShares36.67K
TypeSH
Market value$3.62M
0.88%
Sole
0.00
Shared
0.00
None
36.67K
INNOVATOR ETFS TRUST
SOLEShares89.04K
TypeSH
Market value$3.56M
0.87%
Sole
0.00
Shared
0.00
None
89.04K
AMAZON COM INC
SOLEShares18.41K
TypeSH
Market value$3.50M
0.85%
Sole
0.00
Shared
0.00
None
18.41K
WALMART INC
SOLEShares39.50K
TypeSH
Market value$3.47M
0.84%
Sole
0.00
Shared
0.00
None
39.50K
QUALCOMM INC
SOLEShares21.61K
TypeSH
Market value$3.32M
0.81%
Sole
0.00
Shared
0.00
None
21.61K
SCHWAB STRATEGIC TR
SOLEShares141.09K
TypeSH
Market value$3.31M
0.80%
Sole
0.00
Shared
0.00
None
141.09K
BLACKSTONE INC
SOLEShares22.46K
TypeSH
Market value$3.14M
0.76%
Sole
0.00
Shared
0.00
None
22.46K
AMERICAN HOMES 4 RENT
SOLEShares81.14K
TypeSH
Market value$3.07M
0.75%
Sole
0.00
Shared
0.00
None
81.14K
INNOVATOR ETFS TRUST
SOLEShares69.48K
TypeSH
Market value$2.88M
0.70%
Sole
0.00
Shared
0.00
None
69.48K
BANK AMERICA CORP
SOLEShares67.59K
TypeSH
Market value$2.82M
0.69%
Sole
0.00
Shared
0.00
None
67.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 53.41K | SH | $20.05M 4.88% | 0.00 | 0.00 | 53.41K |
APPLE INCSOLE | COM | 81.59K | SH | $18.12M 4.41% | 0.00 | 0.00 | 81.59K |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 285.95K | SH | $14.60M 3.55% | 0.00 | 0.00 | 285.95K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 178.95K | SH | $14.38M 3.50% | 0.00 | 0.00 | 178.95K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 194.35K | SH | $7.08M 1.72% | 0.00 | 0.00 | 194.35K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.58K | SH | $6.70M 1.63% | 0.00 | 0.00 | 12.58K |
VISA INCSOLE | COM CL A | 17.02K | SH | $5.97M 1.45% | 0.00 | 0.00 | 17.02K |
SPDR SER TRSOLE | S&P 400 MDCP VAL | 76.32K | SH | $5.88M 1.43% | 0.00 | 0.00 | 76.32K |
SPDR SER TRSOLE | S&P 400 MDCP GRW | 70.89K | SH | $5.63M 1.37% | 0.00 | 0.00 | 70.89K |
ISHARES TRSOLE | CORE US AGGBD ET | 49.05K | SH | $4.85M 1.18% | 0.00 | 0.00 | 49.05K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BF | 118.94K | SH | $4.49M 1.09% | 0.00 | 0.00 | 118.94K |
S&P GLOBAL INCSOLE | COM | 8.25K | SH | $4.19M 1.02% | 0.00 | 0.00 | 8.25K |
NVIDIA CORPORATIONSOLE | COM | 38.01K | SH | $4.12M 1.00% | 0.00 | 0.00 | 38.01K |
CHEVRON CORP NEWSOLE | COM | 24.54K | SH | $4.11M 1.00% | 0.00 | 0.00 | 24.54K |
META PLATFORMS INCSOLE | CL A | 6.52K | SH | $3.76M 0.91% | 0.00 | 0.00 | 6.52K |
DISNEY WALT COSOLE | COM | 36.67K | SH | $3.62M 0.88% | 0.00 | 0.00 | 36.67K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 89.04K | SH | $3.56M 0.87% | 0.00 | 0.00 | 89.04K |
AMAZON COM INCSOLE | COM | 18.41K | SH | $3.50M 0.85% | 0.00 | 0.00 | 18.41K |
WALMART INCSOLE | COM | 39.50K | SH | $3.47M 0.84% | 0.00 | 0.00 | 39.50K |
QUALCOMM INCSOLE | COM | 21.61K | SH | $3.32M 0.81% | 0.00 | 0.00 | 21.61K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 141.09K | SH | $3.31M 0.80% | 0.00 | 0.00 | 141.09K |
BLACKSTONE INCSOLE | COM | 22.46K | SH | $3.14M 0.76% | 0.00 | 0.00 | 22.46K |
AMERICAN HOMES 4 RENTSOLE | CL A | 81.14K | SH | $3.07M 0.75% | 0.00 | 0.00 | 81.14K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 69.48K | SH | $2.88M 0.70% | 0.00 | 0.00 | 69.48K |
BANK AMERICA CORPSOLE | COM | 67.59K | SH | $2.82M 0.69% | 0.00 | 0.00 | 67.59K |
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