Diversified Enterprises, LLC
Annual return '25
+13.2%
SPY '25
+17.7%
Alpha
-4.5ptsvs SPY
Invested
$1.8B
Holdings
411
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
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Sold 3.2% (17.4k → 16.9k shares)
25.5%
02
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 640.3k shares)
8.1%
03
$OSEA
HARBOR ETF TRUST
Q4 2025: Exited (was 2.53M shares)
4.5%
04
$OSCV
ETF SER SOLUTIONS
Q4 2025: Exited (was 1.70M shares)
4.0%
05
$IVV
ISHARES TR
Q1 2026: Sold 29.2% (2.2k → 1.5k shares)
3.0%
06
$SELV
SEI EXCHANGE TRADED FUNDS
Q2 2025: Exited (was 7.0k shares)
2.9%
07
$SLYG
SPDR SERIES TRUST
Q4 2025: Exited (was 499.2k shares)
2.9%
08
$DRSK
ETF SER SOLUTIONS
Q4 2025: Exited (was 1.68M shares)
2.7%
09
$SCHP
SCHWAB STRATEGIC TR
Q1 2026: New position (37.1k shares)
2.5%
10
$SEEM
SEI EXCHANGE TRADED FUNDS
Q4 2025: Exited (was 11.6k 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 09:46 UTC.