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CIK: 0001549042
Total reported value
$449.1M
$449.1M
332 檔
14.9%
The Q3 2025 SEC filing reveals that Diligent Investors, LLC held a total portfolio value of $449.1M, covering 332 public equity positions.
In Q3 2025, Diligent Investors, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, AAPL, SPYV) accounted for 14.9% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.63% | +0.34% | -2.52% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.36% | +0.03% | -16.96% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.25% | -0.13% | -18.97% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | -0.18% | +0.35% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | +0.08% | -0.32% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.82% | -0.04% | -16.48% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.03% | -3.34% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.48% | +0.06% | -2.93% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.47% | +0.01% | -0.80% | |
| 10 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.44% | -0.01% | -3.14% | |
| 11 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.29% | -0.05% | +1.71% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.10% | +1.78% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | +0.03% | +1.89% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.44% | +0.80% | |
| 15 | SPGI | S&p Global Inc | Stock-Financials | 1.02% | -0.11% | — | |
| 16 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.99% | -0.03% | — | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.99% | -0.12% | -2.45% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.99% | +0.03% | +1.67% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | -0.17% | +0.81% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.94% | +0.15% | -0.89% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 0.90% | +0.05% | -0.45% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.11% | -0.30% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.72% | +0.07% | -4.01% | |
| 24 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.71% | -0.02% | +2.40% | |
| 25 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.69% | -0.03% | -2.76% | |
| 26 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.69% | -0.01% | +1.11% | |
| 27 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.68% | -0.05% | -15.83% | |
| 28 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.67% | -0.04% | -0.08% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | +0.03% | -1.70% | |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.63% | -0.05% | -0.08% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.63% | -0.01% | -0.23% | |
| 32 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.63% | -0.02% | -0.81% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.61% | -0.05% | -2.56% | |
| 34 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.61% | -0.03% | -12.46% | |
| 35 | DDFL | Invtr Eq D Di 15 B ETF - Jul | ETF-Other | 0.59% | -0.02% | — | |
| 36 | XFEB | Ft Vest Enh Mod Buff - Feb | ETF-Other | 0.59% | -0.03% | — | |
| 37 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.02% | +5.87% | |
| 38 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.03% | +4.85% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.57% | -0.25% | +0.05% | |
| 40 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.54% | +0.01% | -0.37% | |
| 41 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.54% | -0.05% | — | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.54% | — | +0.01% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.52% | -0.15% | +0.50% | |
| 44 | GLW | Corning Inc | Stock-Tech | 0.52% | +0.54% | -2.14% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.04% | -1.74% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.01% | +0.82% | |
| 47 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.52% | -0.02% | -2.76% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | -0.04% | -8.54% | |
| 49 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.51% | -0.01% | +3.72% | |
| 50 | SFEB | Ft Vest US Sc Mb Etf-usd Inc | ETF-Other | 0.50% | — | -0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.1% | -2.52% | Trim |
| 2 | NVDA | Nvidia CORP | +0.8% | -0.32% | Add |
| 3 | TSLA | Tesla Inc | +0.5% | +1.67% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +1.78% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.30% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +0.96% | Add |
| 7 | GLW | Corning Inc | +0.2% | -2.14% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.2% | +1.89% | Add |
| 9 | QFLR | Innovator Nasdaq-100 Mf ETF | +0.2% | -0.81% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | -4.01% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +1.51% | Add |
| 12 | EME | Emcor Group Inc | +0.2% | -0.11% | Trim |
| 13 | PAUG | Innovator U.s. Equity Power | +0.2% | +1.71% | Add |
| 14 | GBTC | Grayscale Bitcoin Trust ETF | +0.2% | -0.08% | Trim |
| 15 | MS | Morgan Stanley | +0.2% | +0.05% | Add |
| 16 | SPEM | State Street Sp Ptf Em ETF | +0.2% | -0.23% | Add |
| 17 | AAPL | Apple Inc | -0.1% | -16.96% | Trim |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.34% | Trim |
| 19 | CRM | Salesforce Inc | -0.1% | -46.30% | Trim |
| 20 | CAT | Caterpillar Inc | -0.1% | -61.80% | Trim |
| 21 | BX | Blackstone Inc | -0.2% | -2.56% | Trim |
| 22 | PG | Procter & Gamble Co/the | -0.2% | -24.44% | Trim |
| 23 | DOW | Dow Inc | -0.2% | -61.57% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | -0.2% | -44.29% | Trim |
| 25 | AMAT | Applied Materials Inc | -0.2% | -58.96% | Trim |
| 26 | FSK | Fs Kkr Capital CORP | -0.2% | -47.08% | Trim |
| 27 | ZTS | Zoetis Inc | -0.2% | -31.65% | Trim |
| 28 | BAC | Bank Of America CORP | -0.2% | -40.25% | Trim |
| 29 | CAH | Cardinal Health Inc | -0.2% | +0.05% | Trim |
| 30 | VRP | Invesco Variable Rate Prefer | -0.3% | -82.42% | Trim |
| 31 | ABBV | Abbvie Inc | -0.3% | -69.61% | Trim |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.3% | -18.97% | Trim |
| 33 | INTC | Intel CORP | -0.3% | -9.25% | Trim |
| 34 | AMH | American Homes 4 Rent- A | -0.3% | -35.42% | Trim |
| 35 | AGG | Ishares Core U.s. Aggregate | -0.7% | -8.54% | Trim |
| 36 | MSFT | Microsoft CORP | -2% | +0.35% | Trim |
| 37 | DDFL | Invtr Eq D Di 15 B ETF - Jul | — | NEW | New buy |
| 38 | STX | Seagate Technology Holdings plc | — | EXIT | Sold out |
| 39 | LHX | L3harris Technologies Inc | — | EXIT | Sold out |
| 40 | COF | Capital One Financial CORP | — | NEW | New buy |
| 41 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 43 | JBL | Jabil Inc | — | EXIT | Sold out |
| 44 | PSK | Ss Spdr Ice Pref Sec ETF | — | EXIT | Sold out |
| 45 | OKE | Oneok Inc | — | EXIT | Sold out |
| 46 | BECNUSD | Beacon Roofing Supply Inc | — | EXIT | Sold out |
| 47 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 48 | GSEP | Ft Vest US Equity Moderate B | — | NEW | New buy |
| 49 | ORCL | Oracle CORP | — | NEW | New buy |
| 50 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
According to official SEC Form 13F filings, Diligent Investors, LLC reported a total U.S. public equity portfolio value of $449.1M across 332 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
DDFL
市值: $2.4M
Top Position Liquidated / Trimmed
STX
前期市值: $1.6M
During Q3 2025, Diligent Investors, LLC's top holdings by market value included SPYG (4.6%)、AAPL (4.4%)、SPYV (3.3%). The largest single position, SPYG, represented 4.6% of total portfolio value.
In Q3 2025, Diligent Investors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 11 positions, trimming 25 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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