Diversified Portfolios, Inc.

Q3 2025 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
166
Total value ($000)
$1,133,300
Net value change ($000)
+84,858 (8.1%)
New positions
7
Sold out positions
4
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCRB 12,222 17.7%
JBND 11,344 13.0%
VTI 11,006 8.2%
DFSD 9,615 21.5%
AVDE 7,934 13.2%
AVEM 5,237 16.1%
DFLV 4,016 19.8%
DFSV 3,171 20.2%
JMUB 2,363 25.4%
SPY 1,907 7.6%
Top Reduces (Value $000, Stocks/ETFs)
IUSB -8,043 -45.7%
BSV -3,854 -26.0%
FLOT -2,142 -8.4%
MCD -565 -70.5%
VNQ -390 -5.3%
KO -318 -100.0%
ACN -247 -100.0%
BND -237 -18.9%
CVNA -227 -18.1%
FCAL -210 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type