Diversified Portfolios, Inc.
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$1.9B
Holdings
194
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VYMI
VANGUARD WHITEHALL FDS
Q1 2026: New position (35.8k shares)
8.5%
02
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: Sold 25.9% (421.8k → 312.6k shares)
8.4%
03
$VUG
VANGUARD INDEX FDS
Q1 2026: Increased +87.9% (9.2k → 17.2k shares)
6.9%
04
$SPBO
SPDR SERIES TRUST
Held since at least Q1 2024
4.6%
05
$BILZ
PIMCO ETF TR
Held since at least Q1 2024
4.3%
06
$NOBL
PROSHARES TR
Held since at least Q1 2024
3.8%
07
$PFF
ISHARES TR
Held since at least Q1 2024
2.9%
08
$FMDE
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
2.8%
09
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 4.8k shares)
2.6%
10
$IJR
ISHARES TR
Q1 2026: Exited (was 4.4k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.