Filed: 11/14/2025ACC: 0001549042-25-000002
📋 What this filing means
DILIGENT INVESTORS, LLC filed this quarterly 13F‑HR report disclosing 332 equity positions with a total reported market value of $395.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
332
Positions
$395.62M
Total AUM (reported)
6.12M
Total Shares
Allocation by class
COM$163.17M41.2%
US EQTY PWR BUF$20.21M5.1%
PRTFLO S&P500 GW$18.32M4.6%
CL A$13.15M3.3%
PRTFLO S&P500 VL$12.84M3.2%
PORTFOLIO DEVLPD$7.19M1.8%
FT VEST U.S$6.67M1.7%
Portfolio Concentration
Top 3$48.39M12.2%
4–10$49.18M12.4%
11–25$57.24M14.5%
Rest$240.80M60.9%
Top 3 weight
12.2%
Top 10 weight
24.7%
Voting Authority Distribution
Total shares with voting rights: 6.12M
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
6.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole332
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings332
Rows:
SPDR SERIES TRUST
SOLEShares175.29K
TypeSH
Market value$18.32M
4.63%
Sole
0.00
Shared
0.00
None
175.29K
APPLE INC
SOLEShares67.68K
TypeSH
Market value$17.23M
4.36%
Sole
0.00
Shared
0.00
None
67.68K
SPDR SERIES TRUST
SOLEShares232.05K
TypeSH
Market value$12.84M
3.25%
Sole
0.00
Shared
0.00
None
232.05K
MICROSOFT CORP
SOLEShares22.05K
TypeSH
Market value$11.42M
2.89%
Sole
0.00
Shared
0.00
None
22.05K
NVIDIA CORPORATION
SOLEShares38.55K
TypeSH
Market value$7.19M
1.82%
Sole
0.00
Shared
0.00
None
38.55K
SPDR INDEX SHS FDS
SOLEShares167.93K
TypeSH
Market value$7.19M
1.82%
Sole
0.00
Shared
0.00
None
167.93K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.99K
TypeSH
Market value$6.03M
1.52%
Sole
0.00
Shared
0.00
None
11.99K
SPDR SERIES TRUST
SOLEShares63.81K
TypeSH
Market value$5.84M
1.48%
Sole
0.00
Shared
0.00
None
63.81K
VISA INC
SOLEShares16.99K
TypeSH
Market value$5.80M
1.47%
Sole
0.00
Shared
0.00
None
16.99K
SPDR SERIES TRUST
SOLEShares68.41K
TypeSH
Market value$5.71M
1.44%
Sole
0.00
Shared
0.00
None
68.41K
INNOVATOR ETFS TRUST
SOLEShares120.26K
TypeSH
Market value$5.11M
1.29%
Sole
0.00
Shared
0.00
None
120.26K
META PLATFORMS INC
SOLEShares6.92K
TypeSH
Market value$5.09M
1.29%
Sole
0.00
Shared
0.00
None
6.92K
AMAZON COM INC
SOLEShares19.31K
TypeSH
Market value$4.24M
1.07%
Sole
0.00
Shared
0.00
None
19.31K
CHEVRON CORP NEW
SOLEShares27.06K
TypeSH
Market value$4.20M
1.06%
Sole
0.00
Shared
0.00
None
27.06K
S&P GLOBAL INC
SOLEShares8.25K
TypeSH
Market value$4.02M
1.02%
Sole
0.00
Shared
0.00
None
8.25K
INNOVATOR ETFS TRUST
SOLEShares89.54K
TypeSH
Market value$3.93M
0.99%
Sole
0.00
Shared
0.00
None
89.54K
DISNEY WALT CO
SOLEShares34.16K
TypeSH
Market value$3.91M
0.99%
Sole
0.00
Shared
0.00
None
34.16K
TESLA INC
SOLEShares8.79K
TypeSH
Market value$3.91M
0.99%
Sole
0.00
Shared
0.00
None
8.79K
WALMART INC
SOLEShares36.44K
TypeSH
Market value$3.76M
0.95%
Sole
0.00
Shared
0.00
None
36.44K
SCHWAB STRATEGIC TR
SOLEShares133.24K
TypeSH
Market value$3.72M
0.94%
Sole
0.00
Shared
0.00
None
133.24K
QUALCOMM INC
SOLEShares21.44K
TypeSH
Market value$3.57M
0.90%
Sole
0.00
Shared
0.00
None
21.44K
ALPHABET INC
SOLEShares13.97K
TypeSH
Market value$3.40M
0.86%
Sole
0.00
Shared
0.00
None
13.97K
GOLDMAN SACHS GROUP INC
SOLEShares3.57K
TypeSH
Market value$2.84M
0.72%
Sole
0.00
Shared
0.00
None
3.57K
INNOVATOR ETFS TRUST
SOLEShares57.70K
TypeSH
Market value$2.83M
0.71%
Sole
0.00
Shared
0.00
None
57.70K
INNOVATOR ETFS TRUST
SOLEShares71.40K
TypeSH
Market value$2.74M
0.69%
Sole
0.00
Shared
0.00
None
71.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 175.29K | SH | $18.32M 4.63% | 0.00 | 0.00 | 175.29K |
APPLE INCSOLE | COM | 67.68K | SH | $17.23M 4.36% | 0.00 | 0.00 | 67.68K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 232.05K | SH | $12.84M 3.25% | 0.00 | 0.00 | 232.05K |
MICROSOFT CORPSOLE | COM | 22.05K | SH | $11.42M 2.89% | 0.00 | 0.00 | 22.05K |
NVIDIA CORPORATIONSOLE | COM | 38.55K | SH | $7.19M 1.82% | 0.00 | 0.00 | 38.55K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 167.93K | SH | $7.19M 1.82% | 0.00 | 0.00 | 167.93K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.99K | SH | $6.03M 1.52% | 0.00 | 0.00 | 11.99K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP GRW | 63.81K | SH | $5.84M 1.48% | 0.00 | 0.00 | 63.81K |
VISA INCSOLE | COM CL A | 16.99K | SH | $5.80M 1.47% | 0.00 | 0.00 | 16.99K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP VAL | 68.41K | SH | $5.71M 1.44% | 0.00 | 0.00 | 68.41K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BF | 120.26K | SH | $5.11M 1.29% | 0.00 | 0.00 | 120.26K |
META PLATFORMS INCSOLE | CL A | 6.92K | SH | $5.09M 1.29% | 0.00 | 0.00 | 6.92K |
AMAZON COM INCSOLE | COM | 19.31K | SH | $4.24M 1.07% | 0.00 | 0.00 | 19.31K |
CHEVRON CORP NEWSOLE | COM | 27.06K | SH | $4.20M 1.06% | 0.00 | 0.00 | 27.06K |
S&P GLOBAL INCSOLE | COM | 8.25K | SH | $4.02M 1.02% | 0.00 | 0.00 | 8.25K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 89.54K | SH | $3.93M 0.99% | 0.00 | 0.00 | 89.54K |
DISNEY WALT COSOLE | COM | 34.16K | SH | $3.91M 0.99% | 0.00 | 0.00 | 34.16K |
TESLA INCSOLE | COM | 8.79K | SH | $3.91M 0.99% | 0.00 | 0.00 | 8.79K |
WALMART INCSOLE | COM | 36.44K | SH | $3.76M 0.95% | 0.00 | 0.00 | 36.44K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 133.24K | SH | $3.72M 0.94% | 0.00 | 0.00 | 133.24K |
QUALCOMM INCSOLE | COM | 21.44K | SH | $3.57M 0.90% | 0.00 | 0.00 | 21.44K |
ALPHABET INCSOLE | CAP STK CL A | 13.97K | SH | $3.40M 0.86% | 0.00 | 0.00 | 13.97K |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.57K | SH | $2.84M 0.72% | 0.00 | 0.00 | 3.57K |
INNOVATOR ETFS TRUSTSOLE | US EQUT BUFR AUG | 57.70K | SH | $2.83M 0.71% | 0.00 | 0.00 | 57.70K |
INNOVATOR ETFS TRUSTSOLE | US EQT PWR BUF | 71.40K | SH | $2.74M 0.69% | 0.00 | 0.00 | 71.40K |
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