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CIK: 0001479844
Total reported value
$6.2B
$6.2B
1038 檔
26.6%
In Q4 2025, Diversified Trust Co's U.S. equity holdings reached a combined market value of $6.2B, distributed across 1038 disclosed stock positions.
In Q4 2025, Diversified Trust Co displayed an active expansion posture, initiating 1 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1038 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.25% | +0.03% | +7.23% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.10% | -0.11% | +16.94% | |
| 3 | ✓ | Intl- Acadian - Com | Stock-Other | 5.24% | +0.15% | +8.88% | |
| 4 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 4.13% | -0.72% | +0.01% | |
| 5 | ✓ | Intl - Causeway - Com | Stock-Other | 3.81% | +0.08% | — | |
| 6 | LAZ | Lazard, Inc. | Stock-Financials | 3.79% | -0.12% | +1.02% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.40% | -0.16% | +3.11% | |
| 8 | ✓ | Dtc US Active Equity - Westfield Com | Stock-Other | 3.06% | -0.05% | — | |
| 9 | UBS 0 01-18-13 008NBond | UBS AG | Bond | 2.90% | -0.08% | +11.29% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +0.03% | -1.88% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.30% | -0.07% | -2.20% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.26% | +0.30% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.94% | +0.10% | +4.52% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.67% | -0.11% | +13.04% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.23% | -1.75% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.07% | -3.47% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.12% | +4.13% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.07% | +2.18% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | -0.15% | +32.76% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.80% | +0.07% | +7.85% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.68% | -0.01% | +1.08% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | -0.02% | +2.42% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.04% | +6.80% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.04% | +1.61% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.04% | +32.47% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.02% | +1.23% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.01% | +9.64% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.54% | -0.07% | -22.52% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.12% | +20.64% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.07% | +8.19% | |
| 31 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.44% | — | -4.63% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.04% | -0.59% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | -0.04% | +28.99% | |
| 34 | IPMLF | Imperial Metals CORP | Stock-Other | 0.40% | -0.09% | — | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.04% | -3.50% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | +0.06% | +49.51% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.34% | -0.04% | +4.04% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | +0.01% | -2.20% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | -0.04% | +10.72% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | +0.07% | +5.51% | |
| 41 | ✓ | Lsv Global Concentrated | Stock-Other | 0.28% | — | +3.70% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.27% | — | +2.76% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.27% | +0.21% | +1.98% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.01% | +1.44% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | -0.01% | +8.09% | |
| 46 | RY | Royal Bank Of Canada | Stock-Financials | 0.26% | -0.03% | +3.87% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.10% | +2.99% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.25% | -0.02% | -11.87% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.24% | -0.01% | -5.46% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.24% | -0.01% | +1.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.7% | +16.94% | Add |
| 2 | COKE | Coca-cola Consolidated Inc | +0.7% | +0.01% | Add |
| 3 | ✓ | Intl- Acadian - Com | +0.3% | +8.88% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.75% | Trim |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +32.76% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +20.64% | Add |
| 7 | IPMLF | Imperial Metals CORP | +0.2% | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +6.80% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.23% | Add |
| 10 | V | Visa Inc-class A Shares | +0.1% | +32.47% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +13.04% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +49.51% | Add |
| 13 | TJX | Tjx Companies Inc | +0.1% | +114.58% | Add |
| 14 | ASML | ASML Holding N.V. | +0.1% | +281.46% | Add |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.1% | +28.99% | Add |
| 16 | OMC | Omnicom Group | +0.1% | +96.81% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +3.11% | Add |
| 18 | MU | Micron Technology Inc | +0.1% | +9.26% | Add |
| 19 | GSK | Gsk Plc-spon Adr | +0.1% | +195.85% | Add |
| 20 | TEAM | Atlassian Corp-cl A | +0.1% | +244.77% | Add |
| 21 | PH | Parker Hannifin CORP | +0.1% | +411.01% | Add |
| 22 | UBS 0 01-18-13 008NBond | UBS AG | 0% | +11.29% | Add |
| 23 | MRK | Merck & Co. Inc. | 0% | -3.50% | Trim |
| 24 | COST | Costco Wholesale CORP | 0% | +39.41% | Add |
| 25 | IQV | Iqvia Holdings Inc | 0% | +14.79% | Add |
| 26 | KO | Coca-cola Co/the | 0% | +7.85% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | +9.64% | Add |
| 28 | BAC | Bank Of America CORP | 0% | +10.72% | Add |
| 29 | CB | Chubb Limited | 0% | +4.04% | Add |
| 30 | AVGO | Broadcom Inc | 0% | +2.18% | Add |
| 31 | IWB | Ishares Russell 1000 ETF | -0.1% | -27.91% | Trim |
| 32 | ✓ | Intl - Causeway - Com | -0.1% | — | Unchanged |
| 33 | SCHG | Schwab US Large-cap Growth | -0.1% | -58.63% | Trim |
| 34 | ORCL | Oracle CORP | -0.1% | +9.36% | Add |
| 35 | VXF | Vanguard Extended Market ETF | -0.1% | +4.52% | Add |
| 36 | VZ | Verizon Communications Inc | -0.1% | -80.34% | Trim |
| 37 | LOW | Lowe's Cos Inc | -0.1% | -20.63% | Trim |
| 38 | HD | Home Depot Inc | -0.1% | -17.03% | Trim |
| 39 | AZO | Autozone Inc | -0.1% | -4.26% | Trim |
| 40 | LAZ | Lazard, Inc. | -0.1% | +1.02% | Add |
| 41 | NFLX | Netflix Inc | -0.1% | +594.03% | Add |
| 42 | FISV | Fiserv Inc | -0.1% | -76.00% | Trim |
| 43 | META | Meta Platforms Inc-class A | -0.2% | +4.13% | Add |
| 44 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -22.52% | Trim |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -49.59% | Trim |
| 46 | NVDA | Nvidia CORP | -0.2% | -1.88% | Trim |
| 47 | MSFT | Microsoft CORP | -0.3% | +0.30% | Add |
| 48 | IPG | Interpublic Group Of Cos Inc | — | EXIT | Sold out |
| 49 | CPAY | Corpay Inc | — | EXIT | Sold out |
| 50 | FWONK | Liberty Media Corp-formula-c | — | NEW | New buy |
According to official SEC Form 13F filings, Diversified Trust Co reported a total U.S. public equity portfolio value of $6.2B across 1038 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 VOO, VEU, INTL- ACADIAN - COM) accounted for 26.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
FWONK
市值: $2.5M
Top Position Liquidated / Trimmed
IPG
前期市值: $3.7M
During Q4 2025, Diversified Trust Co's top holdings by market value included VOO (10.3%)、VEU (7.1%)、INTL- ACADIAN - COM (5.2%). The largest single position, VOO, represented 10.3% of total portfolio value.
In Q4 2025, Diversified Trust Co made 48 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 12 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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