SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Diversified Enterprises, LLC

CIK 0002037264 · 3705 CONCORD PIKE, WILMINGTON, DE, 19803 · 302-765-3500

Reported Value
$1.3B
Q2 2025
Positions
313
Filings on Record
7
2019–present window
Filed
Jul 16, 2025
original filing

Summary

Diversified Enterprises, Llc reported $1.3B in U.S.-listed holdings across 313 positions for Q2 2025.

The portfolio is heavily concentrated: SCHX alone accounts for 29.7% of reported value.

Compared with Q1 2025, the fund opened 24 new positions and exited 15.

Reported Value by Quarter

13F Reported Value
Q3 ’24: $911MQ3 ’24Q4 ’24: $1.1BQ4 ’24Q1 ’25: $1.2BQ1 ’25Q2 ’25: $1.3BQ2 ’25Q3 ’25: $1.5BQ3 ’25Q4 ’25: $1.7BQ4 ’25Q1 ’26: $1.8BQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 87.8%Common Stock: 11.4%Other: 0.4%ADR: 0.3%Closed-End Fund: 0.1%Other: 0.0%
  • ETP · 87.8% · $1.2B
  • Common Stock · 11.4% · $152M
  • Other · 0.4% · $6M
  • ADR · 0.3% · $3M
  • Closed-End Fund · 0.1% · $2M
  • Other · 0.0% · $599,272

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.8B413May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.7B394Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.5B321Oct 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.3B313Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.2B304May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B232Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$911M229Nov 14, 202413F-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 ↗.