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CIK: 0001479844
Total reported value
$6.2B
$6.2B
939 檔
21.0%
During the Q2 2025 filing period, Diversified Trust Co (CIK: 0001479844) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.2B across 939 reported positions.
In Q2 2025, Diversified Trust Co displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEU, INTL- ACADIAN - COM) accounted for 21.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
MELI
市值: $3.3M
Top Position Liquidated / Trimmed
TRGP
前期市值: $2.3M
Showing top 200 holdings (of 939 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.10% | +0.03% | +0.39% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.38% | -0.11% | +10.14% | |
| 3 | ✓ | Intl- Acadian - Com | Stock-Other | 4.89% | +0.15% | +8.70% | |
| 4 | ✓ | Intl - Causeway - Com | Stock-Other | 3.88% | +0.08% | +7.96% | |
| 5 | LAZ | Lazard, Inc. | Stock-Financials | 3.85% | -0.12% | +7.37% | |
| 6 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 3.62% | -0.72% | +899.96% | |
| 7 | ✓ | Dtc US Active Equity - Westfield Com | Stock-Other | 3.28% | -0.05% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.94% | -0.16% | -0.21% | |
| 9 | UBS 0 01-18-13 008NBond | UBS AG | Bond | 2.85% | -0.08% | +7.21% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | -0.07% | -1.30% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | -0.26% | -3.32% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | +0.03% | -0.72% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.99% | +0.10% | +7.61% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.57% | -0.11% | +6.31% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.12% | -3.67% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.07% | -0.65% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.23% | -11.70% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.07% | -0.83% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.90% | +0.07% | -0.91% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.87% | -0.15% | +1.87% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | -0.01% | +13.48% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.82% | -0.07% | +520.47% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.02% | +2.77% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | +5.36% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.04% | -7.32% | |
| 26 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.51% | — | +0.02% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.18% | -0.53% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.04% | -2.37% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.02% | -9.92% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.04% | -1.29% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.07% | +2.50% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.04% | -0.06% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.04% | -23.22% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.35% | -0.04% | -3.80% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.34% | -0.04% | -14.38% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | -0.04% | +3.79% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.01% | -11.51% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | +0.07% | -3.41% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.10% | +46.44% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | +0.01% | +0.45% | |
| 41 | ELV | Elevance Health Inc | Stock-Healthcare | 0.31% | +0.01% | +35.34% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.30% | -0.02% | -4.48% | |
| 43 | ✓ | Lsv Global Concentrated | Stock-Other | 0.30% | — | +0.89% | |
| 44 | COR | Cencora Inc | Stock-Healthcare | 0.30% | +0.01% | -11.61% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.12% | +1.32% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | -0.04% | -0.28% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.27% | +0.04% | -6.06% | |
| 48 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.27% | -0.03% | -13.27% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.27% | -0.01% | +3.04% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.04% | -0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.7% | +520.47% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +10.14% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | -0.72% | Trim |
| 4 | ✓ | Intl- Acadian - Com | +0.4% | +8.70% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | -3.32% | Trim |
| 6 | AVGO | Broadcom Inc | +0.3% | -0.83% | Trim |
| 7 | ✓ | Intl - Causeway - Com | +0.3% | +7.96% | Add |
| 8 | LAZ | Lazard, Inc. | +0.3% | +7.37% | Add |
| 9 | ✓ | Dtc US Active Equity - Westfield Com | +0.2% | — | Unchanged |
| 10 | UBS 0 01-18-13 008NBond | UBS AG | +0.2% | +7.21% | Add |
| 11 | NFLX | Netflix Inc | +0.2% | +46.44% | Add |
| 12 | VXF | Vanguard Extended Market ETF | +0.1% | +7.61% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +135.13% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -3.67% | Trim |
| 15 | IPMLF | Imperial Metals CORP | +0.1% | — | Unchanged |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +6.31% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +39.87% | Add |
| 18 | IQV | Iqvia Holdings Inc | +0.1% | +1415.21% | Add |
| 19 | GEV | GE Vernova Inc | +0.1% | +8.74% | Add |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +183.20% | Add |
| 21 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 22 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | NEW | New buy |
| 23 | IWB | Ishares Russell 1000 ETF | +0.1% | +87.48% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +13.48% | Add |
| 25 | AMAT | Applied Materials Inc | +0.1% | +45.58% | Add |
| 26 | EQIX | Equinix Inc | +0.1% | +416.39% | Add |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 28 | TSLA | Tesla Inc | +0.1% | +2.50% | Add |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +56.00% | Add |
| 30 | AMD | Advanced Micro Devices | +0.1% | +201.52% | Add |
| 31 | CARE | Carter Bankshares Inc | +0.1% | NEW | New buy |
| 32 | QLTY | Gmo U.s. Quality ETF | 0% | +33.56% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | -0.65% | Trim |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +5.36% | Add |
| 35 | ELV | Elevance Health Inc | 0% | +35.34% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.87% | Add |
| 37 | VIG | Vanguard Dividend Apprec ETF | 0% | +2.77% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.39% | Add |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.30% | Trim |
| 40 | TRGP | Targa Resources CORP | -0.1% | EXIT | Sold out |
| 41 | DKNG | Draftkings Inc-cl A | -0.1% | EXIT | Sold out |
| 42 | RBA | Rb Global Inc | -0.1% | -63.23% | Trim |
| 43 | KMB | Kimberly-clark CORP | -0.1% | -30.94% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.1% | -23.22% | Trim |
| 45 | AON | Aon plc | -0.1% | -55.43% | Trim |
| 46 | AZO | Autozone Inc | -0.1% | -24.23% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -7.32% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.3% | -3.41% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | -0.21% | Trim |
| 50 | COKE | Coca-cola Consolidated Inc | -1.3% | +899.96% | Add |
According to official SEC Form 13F filings, Diversified Trust Co reported a total U.S. public equity portfolio value of $6.2B across 939 disclosed positions in Q2 2025.
During Q2 2025, Diversified Trust Co's top holdings by market value included VOO (10.1%)、VEU (6.4%)、INTL- ACADIAN - COM (4.9%). The largest single position, VOO, represented 10.1% of total portfolio value.
In Q2 2025, Diversified Trust Co made 48 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 14 holdings, and fully liquidating 2 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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