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CIK: 0001549042
Total reported value
$449.1M
$449.1M
339 檔
14.9%
During the Q4 2025 filing period, Diligent Investors, LLC (CIK: 0001549042) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $449.1M across 339 reported positions.
In Q4 2025, Diligent Investors, LLC displayed an active expansion posture, initiating 13 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 339 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 | 4.44% | +0.34% | -3.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.42% | +0.03% | -2.35% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.12% | -0.13% | -3.86% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.18% | +0.68% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.80% | -0.04% | -1.63% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.08% | +0.96% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.47% | +0.01% | +0.46% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | -0.03% | -1.10% | |
| 9 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.38% | +0.06% | -5.02% | |
| 10 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.36% | -0.01% | -4.63% | |
| 11 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.28% | -0.05% | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.10% | +2.51% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.03% | +4.95% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.11% | +1.73% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | +0.03% | +5.28% | |
| 16 | SPGI | S&p Global Inc | Stock-Financials | 1.00% | -0.11% | -6.06% | |
| 17 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.99% | -0.03% | -0.14% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.44% | -4.28% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.17% | -4.19% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.94% | -0.12% | -1.76% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 0.89% | +0.05% | -1.34% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.89% | +0.15% | -5.01% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.77% | +0.07% | — | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.76% | -0.05% | +13.04% | |
| 25 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.70% | -0.04% | +4.97% | |
| 26 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.69% | -0.03% | +12.05% | |
| 27 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.69% | -0.03% | -0.02% | |
| 28 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.67% | -0.02% | -5.26% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | +0.03% | -2.21% | |
| 30 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.64% | -0.01% | -7.19% | |
| 31 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.63% | -0.02% | -0.06% | |
| 32 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.62% | -0.02% | +7.00% | |
| 33 | MS | Morgan Stanley | Stock-Financials | 0.62% | -0.25% | -0.46% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.60% | -0.01% | -2.17% | |
| 35 | DDFL | Invtr Eq D Di 15 B ETF - Jul | ETF-Other | 0.59% | -0.02% | -0.43% | |
| 36 | XFEB | Ft Vest Enh Mod Buff - Feb | ETF-Other | 0.58% | -0.03% | -1.16% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.56% | -0.15% | +0.02% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.04% | -0.84% | |
| 39 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.55% | -0.03% | -4.63% | |
| 40 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.54% | +0.01% | — | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.54% | -0.05% | -0.22% | |
| 42 | GLW | Corning Inc | Stock-Tech | 0.53% | +0.54% | -1.98% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.53% | — | -0.16% | |
| 44 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.51% | -0.02% | -0.28% | |
| 45 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.51% | -0.05% | -3.02% | |
| 46 | SFEB | Ft Vest US Sc Mb Etf-usd Inc | ETF-Other | 0.50% | — | -0.13% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.08% | +10.09% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | +0.03% | -0.68% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | -0.12% | +30.59% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.06% | +6.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.73% | Add |
| 2 | PNOV | Innovator U.s. Equity Power | +0.2% | +95.48% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +105.26% | Add |
| 4 | QMNV | Ft Ndq100 Mod Buff ETF - Nov | +0.2% | +135.40% | Add |
| 5 | GLD | Spdr Gold Shares | +0.2% | +30.59% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +6.11% | Add |
| 7 | NOCT | Innovator Growth-100 Power B | +0.1% | +40.69% | Add |
| 8 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | +121.78% | Add |
| 9 | NDEC | In Gro-100 Pwr Buf ETF - Dec | +0.1% | +115.28% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +4.95% | Add |
| 11 | PJAN | Innovator U.s. Equity Power | +0.1% | +13.04% | Add |
| 12 | NJAN | Innovator Growth 100 Power B | +0.1% | +12.05% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | -1.36% | Trim |
| 14 | ISRG | Intuitive Surgical Inc | +0.1% | +6.23% | Add |
| 15 | XEXGX | Eaton Vance Tax-managed Glob | +0.1% | +98.54% | Add |
| 16 | AAPL | Apple Inc | +0.1% | -2.35% | Trim |
| 17 | AMAT | Applied Materials Inc | +0.1% | -0.87% | Trim |
| 18 | ORCL | Oracle CORP | +0.1% | +111.76% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 20 | HIMS | Hims & Hers Health Inc | -0.1% | +5.10% | Add |
| 21 | VZ | Verizon Communications Inc | -0.1% | -10.19% | Trim |
| 22 | WPC | Wp Carey Inc | -0.1% | -33.27% | Trim |
| 23 | ZTS | Zoetis Inc | -0.1% | -6.87% | Trim |
| 24 | NFLX | Netflix Inc | -0.1% | +919.42% | Add |
| 25 | ETN | Eaton Corporation plc | -0.1% | -29.11% | Trim |
| 26 | VVV | Valvoline Inc | -0.1% | -40.95% | Trim |
| 27 | POOL | Pool CORP | -0.1% | -14.30% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +2.51% | Add |
| 29 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | -1.88% | Trim |
| 30 | HD | Home Depot Inc | -0.2% | -19.68% | Trim |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | -3.58% | Trim |
| 32 | MSFT | Microsoft CORP | -0.3% | +0.68% | Add |
| 33 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | — | NEW | New buy |
| 34 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 35 | SPTS | Ss Spdr P St Term Tsy ETF | — | NEW | New buy |
| 36 | ZDEK | Inno Equ Def Pro ETF - 1 De | — | NEW | New buy |
| 37 | SAP | Sap Se-sponsored Adr | — | EXIT | Sold out |
| 38 | ARW | Arrow Electronics Inc | — | EXIT | Sold out |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | — | EXIT | Sold out |
| 40 | RSDE | Ftvestuseqeqlwghtbuffetfdec | — | NEW | New buy |
| 41 | NNOV | Innovator G-100 Pb ETF - Nov | — | NEW | New buy |
| 42 | ARKK | Ark Innovation ETF | — | EXIT | Sold out |
| 43 | HTGC | Hercules Capital Inc | — | EXIT | Sold out |
| 44 | INOV | Inno Int Dev Power Buff Nov | — | NEW | New buy |
| 45 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 46 | BNOV | Innovator U.s. Equity Buffer | — | NEW | New buy |
| 47 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 48 | VNO | Vornado Realty Trust | — | NEW | New buy |
| 49 | KNOV | Inn US Sml Cp Pow B ETF - No | — | NEW | New buy |
| 50 | SLV | Ishares Silver Trust | — | NEW | New buy |
According to official SEC Form 13F filings, Diligent Investors, LLC reported a total U.S. public equity portfolio value of $449.1M across 339 disclosed positions in Q4 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.
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 Q4 2025.
Top New Position Initiated
DDFD
市值: $1.3M
Top Position Liquidated / Trimmed
SAP
前期市值: $732.2K
During Q4 2025, Diligent Investors, LLC's top holdings by market value included SPYG (4.4%)、AAPL (4.4%)、SPYV (3.1%). The largest single position, SPYG, represented 4.4% of total portfolio value.
In Q4 2025, Diligent Investors, LLC made 49 total portfolio adjustments, initiating 13 new buys, adding to 19 positions, trimming 12 holdings, and fully liquidating 5 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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