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 $403.7M across 341 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($16.7M, 4.14%), SPYG ($16.3M, 4.03%), SPYV ($12.4M, 3.07%), MSFT ($7.9M, 1.97%), SPDW ($7.4M, 1.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.7M | 4.14% | 65,776 | Trimmed |
| 2 | SPYG | SPDR SERIES TRUST | $16.3M | 4.03% | 166,309 | Trimmed |
| 3 | SPYV | SPDR SERIES TRUST | $12.4M | 3.07% | 219,388 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $7.9M | 1.97% | 21,453 | Trimmed |
| 5 | SPDW | SPDR INDEX SHS FDS | $7.4M | 1.82% | 161,121 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $6.9M | 1.72% | 39,849 | Added |
| 7 | MDYG | SPDR SERIES TRUST | $5.8M | 1.43% | 59,951 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.6M | 1.40% | 11,773 | Trimmed |
| 9 | MDYV | SPDR SERIES TRUST | $5.5M | 1.36% | 64,478 | Trimmed |
| 10 | CVX | CHEVRON CORPORATION | $5.4M | 1.33% | 25,926 | Added |
| 11 | PAUG | INNOVATOR ETFS TRUST | $5.1M | 1.27% | 119,913 | Trimmed |
| 12 | V | VISA INC | $5.0M | 1.24% | 16,537 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $4.4M | 1.10% | 21,328 | Added |
| 14 | WMT | WALMART INC | $4.2M | 1.05% | 34,127 | Trimmed |
| 15 | META | META PLATFORMS INC | $4.1M | 1.03% | 7,242 | Added |
| 16 | PMAR | INNOVATOR ETFS TRUST | $4.1M | 1.00% | 90,776 | Added |
| 17 | GOOGL | ALPHABET INC | $4.0M | 1.00% | 14,031 | Trimmed |
| 18 | SCHA | SCHWAB STRATEGIC TR | $3.6M | 0.90% | 124,353 | Trimmed |
| 19 | TSLA | TESLA INC | $3.6M | 0.89% | 9,664 | Added |
| 20 | GLW | CORNING INC | $3.3M | 0.83% | 24,613 | Added |
| 21 | SPGI | S&P GLOBAL INC | $3.3M | 0.82% | 7,827 | Added |
| 22 | DIS | DISNEY WALT CO | $3.2M | 0.80% | 33,425 | Trimmed |
| 23 | PJAN | INNOVATOR ETFS TRUST | $3.1M | 0.76% | 66,289 | Added |
| 24 | PFEB | INNOVATOR ETFS TRUST | $3.1M | 0.76% | 76,420 | Added |
| 25 | GS | GOLDMAN SACHS GROUP INC | $3.0M | 0.74% | 3,517 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31