SEC 13F Intelligence

Managers / Q1 2026

Diversified Portfolios, Inc.

CIK 0001634212 · 39520 WOODWARD AVE, STE 200, BLOOMFIELD HILLS, MI, 48304 · 248-644-3030

Reported Value
$1.2B
Q1 2026
Positions
174
Filings on Record
31
2019–present window
Filed
May 6, 2026
original filing

Summary

Diversified Portfolios, Inc. reported $1.2B in U.S.-listed holdings across 174 positions for Q1 2026.

Its largest position, VTI, represents 12.1% of the portfolio.

Compared with Q4 2025, the fund opened 9 new positions and exited 16.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $161MQ4 ’18Q1 ’19: $180MQ2 ’19: $182MQ3 ’19: $198MQ4 ’19: $211MQ4 ’19Q1 ’20: $180MQ2 ’20: $209MQ3 ’20: $231MQ4 ’20: $280MQ4 ’20Q1 ’21: $304MQ2 ’21: $265MQ3 ’21: $362MQ4 ’21: $416MQ4 ’21Q1 ’22: $417MQ2 ’22: $351MQ3 ’22: $372MQ4 ’22: $436.3BQ4 ’22Q1 ’23: $449MQ2 ’23: $498MQ3 ’23: $530MQ4 ’23: $636MQ4 ’23Q1 ’24: $710MQ2 ’24: $759MQ3 ’24: $890MQ4 ’24: $917MQ4 ’24Q1 ’25: $951MQ2 ’25: $1.0BQ3 ’25: $1.1BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $1.2Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.2B174May 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B181Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B166Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.0B163Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$951M141Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$917M146Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$890M139Nov 6, 202413F-HRchanges · EDGAR ↗
Q2 2024$759M135Jul 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$710M126May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$636M124Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$530M115Nov 2, 202313F-HRchanges · EDGAR ↗
Q2 2023$498M125Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$449M131May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$436.3B130Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$372M132Nov 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$351M112Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$417M134May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$416M135Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$362M117Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$265M106Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$304M98May 4, 202113F-HRchanges · EDGAR ↗
Q4 2020$280M93Feb 9, 202113F-HRchanges · EDGAR ↗
Q3 2020$231M73Oct 28, 202013F-HRchanges · EDGAR ↗
Q2 2020$209M60Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$180M53May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$211M65Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$198M58Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$182M52Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$180M56May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$161M47Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.