DIVERSIFIED PORTFOLIOS, INC.

Filed: 2/9/2026ACC: 0000905729-26-000035

📋 What this filing means

DIVERSIFIED PORTFOLIOS, INC. filed this quarterly 13F‑HR report disclosing 181 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

181

Positions

$1.20B

Total AUM (reported)

17.28M

Total Shares

Allocation by class

ETF$1.02B85.3%

COM$176.81M14.7%

Portfolio Concentration

Top 3$345.59M28.8%

4–10$311.94M26.0%

11–25$252.40M21.0%

Rest$291.25M24.2%

Top 3 weight

28.8%

Top 10 weight

54.7%

Voting Authority Distribution

Total shares with voting rights: 17.28M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

17.28M

% of voting shares100.0%

Investment Discretion (by position count)

Sole181

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings181

Rows:

Vanguard Total Stock Mkt

SOLE

ETF

Shares458.48K

TypeSH

Market value$153.71M

12.80%

Sole

0.00

Shared

0.00

None

458.48K

JPMorgan Active Bond ETF

SOLE

ETF

Shares1.92M

TypeSH

Market value$103.89M

8.65%

Sole

0.00

Shared

0.00

None

1.92M

Vanguard Core Bond ETF

SOLE

ETF

Shares1.13M

TypeSH

Market value$87.98M

7.32%

Sole

0.00

Shared

0.00

None

1.13M

Avantis International Equity ETF

SOLE

COM

Shares943.60K

TypeSH

Market value$77.68M

6.47%

Sole

0.00

Shared

0.00

None

943.60K

DFA Short-Duration Fixed Inc ETF

SOLE

ETF

Shares1.24M

TypeSH

Market value$59.30M

4.94%

Sole

0.00

Shared

0.00

None

1.24M

iShares Ultra Short-Term Bond ETF

SOLE

ETF

Shares1.08M

TypeSH

Market value$54.53M

4.54%

Sole

0.00

Shared

0.00

None

1.08M

Avantis Emerging Markets EQ ETF

SOLE

COM

Shares549.54K

TypeSH

Market value$42.33M

3.52%

Sole

0.00

Shared

0.00

None

549.54K

SPDR Trust (S&P 500)

SOLE

ETF

Shares40.29K

TypeSH

Market value$27.48M

2.29%

Sole

0.00

Shared

0.00

None

40.29K

DFA US Large Cap Value ETF

SOLE

ETF

Shares768.14K

TypeSH

Market value$26.28M

2.19%

Sole

0.00

Shared

0.00

None

768.14K

iShares Core S&P 500 ETF

SOLE

COM

Shares35.56K

TypeSH

Market value$24.36M

2.03%

Sole

0.00

Shared

0.00

None

35.56K

DFA Core Emerging Mkt ETF

SOLE

ETF

Shares709.89K

TypeSH

Market value$23.12M

1.92%

Sole

0.00

Shared

0.00

None

709.89K

Russell 3000

SOLE

ETF

Shares56.47K

TypeSH

Market value$21.85M

1.82%

Sole

0.00

Shared

0.00

None

56.47K

DFA US Small Cap Value ETF

SOLE

ETF

Shares645.75K

TypeSH

Market value$21.24M

1.77%

Sole

0.00

Shared

0.00

None

645.75K

Ishares Floating Rate

SOLE

ETF

Shares402.38K

TypeSH

Market value$20.47M

1.70%

Sole

0.00

Shared

0.00

None

402.38K

Nuveen AA-BBB CLO ETF

SOLE

ETF

Shares761.28K

TypeSH

Market value$19.07M

1.59%

Sole

0.00

Shared

0.00

None

761.28K

Vanguard Russell 3000 ETF

SOLE

ETF

Shares53.53K

TypeSH

Market value$16.08M

1.34%

Sole

0.00

Shared

0.00

None

53.53K

Vanguard ESG U.S. Stock ETF

SOLE

ETF

Shares125.61K

TypeSH

Market value$15.19M

1.26%

Sole

0.00

Shared

0.00

None

125.61K

JPMorgan Ultra-Short Municipal Inc ETF

SOLE

ETF

Shares297.13K

TypeSH

Market value$15.14M

1.26%

Sole

0.00

Shared

0.00

None

297.13K

DFA Int'l Core Equity ETF

SOLE

ETF

Shares391.37K

TypeSH

Market value$14.91M

1.24%

Sole

0.00

Shared

0.00

None

391.37K

iShares Global REIT ETF

SOLE

ETF

Shares588.79K

TypeSH

Market value$14.69M

1.22%

Sole

0.00

Shared

0.00

None

588.79K

Vanguard Value

SOLE

ETF

Shares76.28K

TypeSH

Market value$14.57M

1.21%

Sole

0.00

Shared

0.00

None

76.28K

Vanguard Core-Plus Bond ETF

SOLE

ETF

Shares184.20K

TypeSH

Market value$14.39M

1.20%

Sole

0.00

Shared

0.00

None

184.20K

JPMorgan Municipal ETF

SOLE

ETF

Shares284.60K

TypeSH

Market value$14.37M

1.20%

Sole

0.00

Shared

0.00

None

284.60K

DFA Tax-Managed US Marketwide Value II

SOLE

ETF

Shares299.72K

TypeSH

Market value$13.96M

1.16%

Sole

0.00

Shared

0.00

None

299.72K

iShares National Muni Bond ETF

SOLE

ETF

Shares124.63K

TypeSH

Market value$13.35M

1.11%

Sole

0.00

Shared

0.00

None

124.63K

Issuer	Class	Shares	Type	Value / Portfolio %	None
Vanguard Total Stock MktSOLE	ETF	458.48K	SH	$153.71M 12.80%	458.48K
JPMorgan Active Bond ETFSOLE	ETF	1.92M	SH	$103.89M 8.65%	1.92M
Vanguard Core Bond ETFSOLE	ETF	1.13M	SH	$87.98M 7.32%	1.13M
Avantis International Equity ETFSOLE	COM	943.60K	SH	$77.68M 6.47%	943.60K
DFA Short-Duration Fixed Inc ETFSOLE	ETF	1.24M	SH	$59.30M 4.94%	1.24M
iShares Ultra Short-Term Bond ETFSOLE	ETF	1.08M	SH	$54.53M 4.54%	1.08M
Avantis Emerging Markets EQ ETFSOLE	COM	549.54K	SH	$42.33M 3.52%	549.54K
SPDR Trust (S&P 500)SOLE	ETF	40.29K	SH	$27.48M 2.29%	40.29K
DFA US Large Cap Value ETFSOLE	ETF	768.14K	SH	$26.28M 2.19%	768.14K
iShares Core S&P 500 ETFSOLE	COM	35.56K	SH	$24.36M 2.03%	35.56K
DFA Core Emerging Mkt ETFSOLE	ETF	709.89K	SH	$23.12M 1.92%	709.89K
Russell 3000SOLE	ETF	56.47K	SH	$21.85M 1.82%	56.47K
DFA US Small Cap Value ETFSOLE	ETF	645.75K	SH	$21.24M 1.77%	645.75K
Ishares Floating RateSOLE	ETF	402.38K	SH	$20.47M 1.70%	402.38K
Nuveen AA-BBB CLO ETFSOLE	ETF	761.28K	SH	$19.07M 1.59%	761.28K
Vanguard Russell 3000 ETFSOLE	ETF	53.53K	SH	$16.08M 1.34%	53.53K
Vanguard ESG U.S. Stock ETFSOLE	ETF	125.61K	SH	$15.19M 1.26%	125.61K
JPMorgan Ultra-Short Municipal Inc ETFSOLE	ETF	297.13K	SH	$15.14M 1.26%	297.13K
DFA Int'l Core Equity ETFSOLE	ETF	391.37K	SH	$14.91M 1.24%	391.37K
iShares Global REIT ETFSOLE	ETF	588.79K	SH	$14.69M 1.22%	588.79K
Vanguard ValueSOLE	ETF	76.28K	SH	$14.57M 1.21%	76.28K
Vanguard Core-Plus Bond ETFSOLE	ETF	184.20K	SH	$14.39M 1.20%	184.20K
JPMorgan Municipal ETFSOLE	ETF	284.60K	SH	$14.37M 1.20%	284.60K
DFA Tax-Managed US Marketwide Value IISOLE	ETF	299.72K	SH	$13.96M 1.16%	299.72K
iShares National Muni Bond ETFSOLE	ETF	124.63K	SH	$13.35M 1.11%	124.63K

Page 1 of 8

…