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 Trust Co (CIK 1479844) reported $5.39B across 1,029 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($543.1M, 10.07%), VEU ($415.7M, 7.71%), ($286.2M, 5.31%), COKE ($280.6M, 5.21%), ($206.5M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $543.1M | 10.07% | 908,858 | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $415.7M | 7.71% | 5.5M | Added |
| 3 | INTL- ACADIAN - COM | $286.2M | 5.31% | 17.2M | Added | |
| 4 | COKE | COCA COLA CONS INC | $280.6M | 5.21% | 1.5M | Added |
| 5 | INTL - LAZARD - COM | $206.5M | 3.83% | 14.1M | Hold | |
| 6 | AAPL | APPLE INC | $177.3M | 3.29% | 698,440 | Added |
| 7 | DTC US ACTIVE EQUITY - WESTFIELD COM | $163.4M | 3.03% | 12.5M | Added | |
| 8 | INTL - VONTOBEL - COM | $148.7M | 2.76% | 8.8M | Hold | |
| 9 | INTL - CAUSEWAY - COM | $140.1M | 2.60% | 9.5M | Trimmed | |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $118.5M | 2.20% | 182,289 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $117.1M | 2.17% | 671,438 | Trimmed |
| 12 | VXF | VANGUARD INDEX FDS | $104.2M | 1.93% | 506,078 | Added |
| 13 | IEFA | ISHARES TR | $91.9M | 1.71% | 1.0M | Added |
| 14 | MSFT | MICROSOFT CORP | $86.7M | 1.61% | 234,093 | Added |
| 15 | GOOGL | ALPHABET INC | $82.4M | 1.53% | 286,565 | Added |
| 16 | AMZN | AMAZON COM INC | $57.4M | 1.07% | 275,698 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $52.0M | 0.97% | 162,183 | Added |
| 18 | AVGO | BROADCOM INC | $47.5M | 0.88% | 153,535 | Added |
| 19 | KO | COCA COLA CO | $44.2M | 0.82% | 581,413 | Trimmed |
| 20 | META | META PLATFORMS INC | $42.0M | 0.78% | 73,423 | Trimmed |
| 21 | IJH | ISHARES TR | $37.2M | 0.69% | 550,987 | Trimmed |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $36.2M | 0.67% | 168,309 | Added |
| 23 | SGOV | ISHARES TR | $35.4M | 0.66% | 351,555 | Added |
| 24 | GOOG | ALPHABET INC | $35.2M | 0.65% | 122,824 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.5M | 0.60% | 67,742 | Added |
Source: SEC Form 13F filings · as of 2026-03-31