Diligent Investors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Diligent Investors, LLC 13F Holdings
CIK 0001549042 · REDLANDS, CA
As of Sep 30, 2025, Diligent Investors, LLC reported
332 positions worth $356.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 175,294 |
|
8.3M5.14% |
| APPLE INC | AAPL | Technology | 67,677 |
7.2M | 4.83% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 232,048 |
2.8M | 3.60% |
| MICROSOFT CORP | MSFT | Technology | 22,048 |
1.4M | 3.20% |
| NVIDIA CORP | NVDA | Technology | 38,554 | $7.2M | 2.02% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 167,931 | $7.2M | 2.01% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 11,993 | $6.0M | 1.69% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF | MDYG | — | 63,811 | $5.8M | 1.64% |
| VISA INC-CLASS A SHARES | V | Financial Services | 16,989 | $5.8M | 1.63% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF | MDYV | — | 68,413 | $5.7M | 1.60% |
| INNOVATOR US EQUITY POWER BUFFER ETF - AUGUST | PAUG | — | 120,262 | $5.1M | 1.43% |
| META PLATFORMS INC | META | Communication Services | 6,925 | $5.1M | 1.43% |
| AMAZON.COM INC | AMZN | Equity | 19,312 | $4.2M | 1.19% |
| CHEVRON CORP | CHV | Energy | 27,059 | $4.2M | 1.18% |
| S&P GLOBAL INC | SPGI | Financial Services | 8,252 | $4.0M | 1.13% |
| INNOVATOR US EQUITY POWER BUFFER ETF - MARCH | PMAR | — | 89,536 | $3.9M | 1.10% |
| WALT DISNEY CO | DIS | Communication Services | 34,163 | $3.9M | 1.10% |
| TESLA INC | TSLA | Consumer Cyclical | 8,790 | $3.9M | 1.10% |
| WALMART INC | WMT | Consumer Defensive | 36,440 | $3.8M | 1.05% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 133,241 | $3.7M | 1.04% |
| QUALCOMM INC | QCOM | Technology | 21,440 | $3.6M | 1.00% |
| ALPHABET INC | GOOGL | Equity | 13,968 | $3.4M | 0.95% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 3,566 | $2.8M | 0.80% |
| INNOVATOR US EQUITY BUFFER ETF - AUGUST | BAUG | — | 57,700 | $2.8M | 0.79% |
| INNOVATOR US EQUITY POWER BUFFER ETF - APRIL | PAPR | — | 71,396 | $2.7M | 0.77% |