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.
Diversified Enterprises, LLC (CIK 2037264) reported $1.83B across 409 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($466.3M, 25.53%), VIG ($148.5M, 8.13%), OSEA ($83.1M, 4.55%), OSCV ($73.7M, 4.04%), IVV ($55.3M, 3.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $466.3M | 25.53% | 18.2M | Added |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $148.5M | 8.13% | 690,306 | Added |
| 3 | OSEA | HARBOR ETF TRUST | $83.1M | 4.55% | 2.9M | Added |
| 4 | OSCV | ETF SER SOLUTIONS | $73.7M | 4.04% | 1.9M | Added |
| 5 | IVV | ISHARES TR | $55.3M | 3.03% | 84,626 | Trimmed |
| 6 | SELV | SEI EXCHANGE TRADED FUNDS | $52.1M | 2.85% | 1.6M | Added |
| 7 | SLYG | SPDR SERIES TRUST | $52.1M | 2.85% | 539,312 | Added |
| 8 | DRSK | ETF SER SOLUTIONS | $50.1M | 2.74% | 1.8M | Added |
| 9 | SCHP | SCHWAB STRATEGIC TR | $45.9M | 2.51% | 1.7M | Added |
| 10 | SEEM | SEI EXCHANGE TRADED FUNDS | $44.1M | 2.42% | 1.3M | Added |
| 11 | ACIO | ETF SER SOLUTIONS | $42.0M | 2.30% | 1.0M | Added |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $36.5M | 2.00% | 793,208 | Added |
| 13 | FTCS | FIRST TR EXCHANGE-TRADED FD | $32.5M | 1.78% | 349,982 | Added |
| 14 | AAPL | APPLE INC | $27.3M | 1.49% | 107,412 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $22.7M | 1.24% | 130,109 | Added |
| 16 | AGG | ISHARES TR | $20.0M | 1.09% | 201,135 | Added |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | $19.5M | 1.07% | 82,247 | Trimmed |
| 18 | DFAC | DIMENSIONAL ETF TRUST | $15.5M | 0.85% | 397,837 | New |
| 19 | XLC | SELECT SECTOR SPDR TR | $14.6M | 0.80% | 131,483 | Trimmed |
| 20 | SMH | VANECK ETF TRUST | $14.4M | 0.79% | 37,452 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $14.3M | 0.78% | 38,547 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $11.8M | 0.65% | 18,161 | Added |
| 23 | MUB | ISHARES TR | $11.5M | 0.63% | 107,875 | Added |
| 24 | GOOGL | ALPHABET INC | $11.0M | 0.60% | 38,385 | Added |
| 25 | AMZN | AMAZON COM INC | $9.7M | 0.53% | 46,812 | Added |
Source: SEC Form 13F filings · as of 2026-03-31