Filed: 4/15/2026ACC: 0001549042-26-000002
📋 What this filing means
DILIGENT INVESTORS, LLC filed this quarterly 13F‑HR report disclosing 346 equity positions with a total reported market value of $403.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
346
Positions
$403.70M
Total AUM (reported)
6.60M
Total Shares
Allocation by class
COM$158.03M39.1%
STATE STREET SPD$55.90M13.8%
US EQTY PWR BUF$22.62M5.6%
CL A$11.48M2.8%
FT VEST U.S$6.73M1.7%
COM NEW$6.10M1.5%
CL B NEW$5.64M1.4%
Portfolio Concentration
Top 3$45.39M11.2%
4–10$44.49M11.0%
11–25$57.24M14.2%
Rest$256.58M63.6%
Top 3 weight
11.2%
Top 10 weight
22.3%
Voting Authority Distribution
Total shares with voting rights: 6.60M
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
6.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole346
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings346
Rows:
APPLE INC
SOLEShares65.78K
TypeSH
Market value$16.69M
4.14%
Sole
0.00
Shared
0.00
None
65.78K
SPDR SERIES TRUST
SOLEShares166.31K
TypeSH
Market value$16.28M
4.03%
Sole
0.00
Shared
0.00
None
166.31K
SPDR SERIES TRUST
SOLEShares219.39K
TypeSH
Market value$12.41M
3.07%
Sole
0.00
Shared
0.00
None
219.39K
MICROSOFT CORP
SOLEShares21.45K
TypeSH
Market value$7.94M
1.97%
Sole
0.00
Shared
0.00
None
21.45K
SPDR INDEX SHS FDS
SOLEShares161.12K
TypeSH
Market value$7.36M
1.82%
Sole
0.00
Shared
0.00
None
161.12K
NVIDIA CORPORATION
SOLEShares39.85K
TypeSH
Market value$6.95M
1.72%
Sole
0.00
Shared
0.00
None
39.85K
SPDR SERIES TRUST
SOLEShares59.95K
TypeSH
Market value$5.75M
1.43%
Sole
0.00
Shared
0.00
None
59.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.77K
TypeSH
Market value$5.64M
1.40%
Sole
0.00
Shared
0.00
None
11.77K
SPDR SERIES TRUST
SOLEShares64.48K
TypeSH
Market value$5.49M
1.36%
Sole
0.00
Shared
0.00
None
64.48K
CHEVRON CORPORATION
SOLEShares25.93K
TypeSH
Market value$5.36M
1.33%
Sole
0.00
Shared
0.00
None
25.93K
INNOVATOR ETFS TRUST
SOLEShares119.91K
TypeSH
Market value$5.12M
1.27%
Sole
0.00
Shared
0.00
None
119.91K
VISA INC
SOLEShares16.54K
TypeSH
Market value$5.00M
1.24%
Sole
0.00
Shared
0.00
None
16.54K
AMAZON COM INC
SOLEShares21.33K
TypeSH
Market value$4.44M
1.10%
Sole
0.00
Shared
0.00
None
21.33K
WALMART INC
SOLEShares34.13K
TypeSH
Market value$4.24M
1.05%
Sole
0.00
Shared
0.00
None
34.13K
META PLATFORMS INC
SOLEShares7.24K
TypeSH
Market value$4.14M
1.03%
Sole
0.00
Shared
0.00
None
7.24K
INNOVATOR ETFS TRUST
SOLEShares90.78K
TypeSH
Market value$4.05M
1.00%
Sole
0.00
Shared
0.00
None
90.78K
ALPHABET INC
SOLEShares14.03K
TypeSH
Market value$4.03M
1.00%
Sole
0.00
Shared
0.00
None
14.03K
SCHWAB STRATEGIC TR
SOLEShares124.35K
TypeSH
Market value$3.62M
0.90%
Sole
0.00
Shared
0.00
None
124.35K
TESLA INC
SOLEShares9.66K
TypeSH
Market value$3.59M
0.89%
Sole
0.00
Shared
0.00
None
9.66K
CORNING INC
SOLEShares24.61K
TypeSH
Market value$3.35M
0.83%
Sole
0.00
Shared
0.00
None
24.61K
S&P GLOBAL INC
SOLEShares7.83K
TypeSH
Market value$3.33M
0.82%
Sole
0.00
Shared
0.00
None
7.83K
DISNEY WALT CO
SOLEShares33.42K
TypeSH
Market value$3.22M
0.80%
Sole
0.00
Shared
0.00
None
33.42K
INNOVATOR ETFS TRUST
SOLEShares76.42K
TypeSH
Market value$3.06M
0.76%
Sole
0.00
Shared
0.00
None
76.42K
INNOVATOR ETFS TRUST
SOLEShares66.29K
TypeSH
Market value$3.06M
0.76%
Sole
0.00
Shared
0.00
None
66.29K
GOLDMAN SACHS GROUP INC
SOLEShares3.52K
TypeSH
Market value$2.98M
0.74%
Sole
0.00
Shared
0.00
None
3.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 65.78K | SH | $16.69M 4.14% | 0.00 | 0.00 | 65.78K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 166.31K | SH | $16.28M 4.03% | 0.00 | 0.00 | 166.31K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 219.39K | SH | $12.41M 3.07% | 0.00 | 0.00 | 219.39K |
MICROSOFT CORPSOLE | COM | 21.45K | SH | $7.94M 1.97% | 0.00 | 0.00 | 21.45K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 161.12K | SH | $7.36M 1.82% | 0.00 | 0.00 | 161.12K |
NVIDIA CORPORATIONSOLE | COM | 39.85K | SH | $6.95M 1.72% | 0.00 | 0.00 | 39.85K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 59.95K | SH | $5.75M 1.43% | 0.00 | 0.00 | 59.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.77K | SH | $5.64M 1.40% | 0.00 | 0.00 | 11.77K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 64.48K | SH | $5.49M 1.36% | 0.00 | 0.00 | 64.48K |
CHEVRON CORPORATIONSOLE | COM | 25.93K | SH | $5.36M 1.33% | 0.00 | 0.00 | 25.93K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BF | 119.91K | SH | $5.12M 1.27% | 0.00 | 0.00 | 119.91K |
VISA INCSOLE | COM CL A | 16.54K | SH | $5.00M 1.24% | 0.00 | 0.00 | 16.54K |
AMAZON COM INCSOLE | COM | 21.33K | SH | $4.44M 1.10% | 0.00 | 0.00 | 21.33K |
WALMART INCSOLE | COM | 34.13K | SH | $4.24M 1.05% | 0.00 | 0.00 | 34.13K |
META PLATFORMS INCSOLE | CL A | 7.24K | SH | $4.14M 1.03% | 0.00 | 0.00 | 7.24K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 90.78K | SH | $4.05M 1.00% | 0.00 | 0.00 | 90.78K |
ALPHABET INCSOLE | CAP STK CL A | 14.03K | SH | $4.03M 1.00% | 0.00 | 0.00 | 14.03K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 124.35K | SH | $3.62M 0.90% | 0.00 | 0.00 | 124.35K |
TESLA INCSOLE | COM | 9.66K | SH | $3.59M 0.89% | 0.00 | 0.00 | 9.66K |
CORNING INCSOLE | COM | 24.61K | SH | $3.35M 0.83% | 0.00 | 0.00 | 24.61K |
S&P GLOBAL INCSOLE | COM | 7.83K | SH | $3.33M 0.82% | 0.00 | 0.00 | 7.83K |
DISNEY WALT COSOLE | COM | 33.42K | SH | $3.22M 0.80% | 0.00 | 0.00 | 33.42K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 76.42K | SH | $3.06M 0.76% | 0.00 | 0.00 | 76.42K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 66.29K | SH | $3.06M 0.76% | 0.00 | 0.00 | 66.29K |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.52K | SH | $2.98M 0.74% | 0.00 | 0.00 | 3.52K |
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