Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Diligent Investors, LLC (CIK 1549042) reported $449.1M across 357 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($19.6M, 4.37%), AAPL ($18.7M, 4.17%), SPYV ($13.2M, 2.94%), NVDA ($8.1M, 1.80%), MSFT ($8.0M, 1.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $19.6M | 4.37% | 164,910 | Trimmed |
| 2 | AAPL | APPLE INC | $18.7M | 4.17% | 64,742 | Trimmed |
| 3 | SPYV | SPDR SERIES TRUST | $13.2M | 2.94% | 217,539 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $8.1M | 1.80% | 40,422 | Added |
| 5 | MSFT | MICROSOFT CORP | $8.0M | 1.79% | 21,489 | Added |
| 6 | SPDW | SPDR INDEX SHS FDS | $8.0M | 1.78% | 158,189 | Trimmed |
| 7 | MDYG | SPDR SERIES TRUST | $6.7M | 1.48% | 59,401 | Trimmed |
| 8 | GLW | CORNING INC | $6.2M | 1.37% | 24,154 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.1M | 1.37% | 12,286 | Added |
| 10 | MDYV | SPDR SERIES TRUST | $6.1M | 1.35% | 63,836 | Trimmed |
| 11 | V | VISA INC | $5.6M | 1.25% | 16,347 | Trimmed |
| 12 | PAUG | INNOVATOR ETFS TRUST | $5.5M | 1.22% | 119,596 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $5.1M | 1.13% | 21,213 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $5.0M | 1.11% | 13,977 | Trimmed |
| 15 | SCHA | SCHWAB STRATEGIC TR | $4.7M | 1.05% | 130,578 | Added |
| 16 | PMAR | INNOVATOR ETFS TRUST | $4.4M | 0.97% | 91,646 | Added |
| 17 | META | META PLATFORMS INC | $4.2M | 0.93% | 7,441 | Added |
| 18 | TSLA | TESLA INC | $4.1M | 0.92% | 9,783 | Added |
| 19 | CVX | CHEVRON CORPORATION | $4.0M | 0.89% | 24,128 | Trimmed |
| 20 | WMT | WALMART INC | $3.9M | 0.88% | 34,709 | Added |
| 21 | MU | MICRON TECHNOLOGY INC | $3.8M | 0.85% | 3,293 | Trimmed |
| 22 | AMAT | APPLIED MATLS INC | $3.8M | 0.84% | 5,213 | Trimmed |
| 23 | GS | GOLDMAN SACHS GROUP INC | $3.6M | 0.81% | 3,577 | Added |
| 24 | INTC | INTEL CORP | $3.6M | 0.79% | 25,460 | Trimmed |
| 25 | PFEB | INNOVATOR ETFS TRUST | $3.5M | 0.77% | 80,460 | Added |
Source: SEC Form 13F filings · as of 2026-06-30