Diversified Portfolios, Inc.
All 13F Filings
- Location
- Bloomfield Hills, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,379,027
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 201 | 1,379,027 | 13F-HR | Diversified Portfolios, Inc. |
| Q1 2026 | 5/6/2026 | 174 | 1,216,947 | 13F-HR | Diversified Portfolios, Inc. |
| Q4 2025 | 2/9/2026 | 181 | 1,201,174 | 13F-HR | Diversified Portfolios, Inc. |
| Q3 2025 | 11/12/2025 | 166 | 1,133,300 | 13F-HR | Diversified Portfolios, Inc. |
| Q2 2025 | 8/11/2025 | 163 | 1,048,442 | 13F-HR | Diversified Portfolios, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.93 K | 2.2% | 9.552 K | 0 | 9.552 K |
| ETFs | 1.349 M | 97.8% | 152.5 K | 0 | 152.5 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,379,027
Holdings
201
QoQ value change ($000)
162,080
(13.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.