DD
Diana Davis Spencer Foundation
High-turnover traderConcentrated strategyContrarian
Total reported value
$39.3M
Reporting period: 2026-03-31 · Number of holdings: 2
Diana Davis Spencer Foundation disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $39.3M and a quarterly turnover rate of 100.0%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 100
- Momentum/Contrarian
- 0
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 92.78
Recent moves
Add VOO
0.0% -$1.5M
Sold out BND
Sold out BIV
Sold out VCLT
New buy VIG
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 75.52% | +65.01% | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 24.48% | +24.48% | NEW |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 2 | $39.3M | 100 | |
| 2025-12-31 | 4 | $296.3M | 1 | |
| 2025-09-30 | 4 | $297.2M | 3 | |
| 2025-06-30 | 4 | $291.9M | 0 | |
| 2025-03-31 | 4 | $287.8M | 55 | |
| 2024-12-31 | 4 | $283.4M | 0 | |
| 2024-09-30 | 4 | $296.2M | 0 | |
| 2024-06-30 | 4 | $282.5M | 0 | |
| 2024-03-31 | 3 | $260.4M | 0 | |
| 2023-12-31 | 3 | $264.1M | 0 | |
| 2023-09-30 | 3 | $248.4M | 0 | |
| 2023-06-30 | 3 | $260.4M | 0 | |
| 2023-03-31 | 3 | $264.9M | 0 | |
| 2022-12-31 | 3 | $256.4M | 0 | |
| 2022-09-30 | 3 | $253.3M | 0 | |
| 2022-06-30 | 3 | $269.1M | 0 | |
| 2022-03-31 | 3 | $287.9M | 0 | |
| 2021-12-31 | 3 | $310.0M | 0 | |
| 2021-09-30 | 3 | $313.6M | 0 | |
| 2021-06-30 | 3 | $315.7M | 2 | |
| 2021-03-31 | 3 | $309.4M | 5 | |
| 2020-12-31 | 3 | $325.4M | 1 | |
| 2020-09-30 | 3 | $324.4M | 0 | |
| 2020-06-30 | 3 | $323.9M | 5 | |
| 2020-03-31 | 3 | $309.4M | 2 | |
| 2019-12-31 | 3 | $306.0M | 1 | |
| 2019-09-30 | 3 | $307.9M | 2 | |
| 2019-06-30 | 3 | $301.6M | 3 | |
| 2019-03-31 | 3 | $292.4M | 3 | |
| 2018-12-31 | 3 | $282.6M | 1 | |
| 2018-09-30 | 3 | $281.9M | 1 | |
| 2018-06-30 | 3 | $283.2M | 11 | |
| 2018-03-31 | 3 | $256.4M | 2 | |
| 2017-12-31 | 3 | $262.9M | 1 | |
| 2017-09-30 | 3 | $264.1M | 1 | |
| 2017-06-30 | 3 | $264.5M | 2 | |
| 2017-03-31 | 3 | $260.1M | 1 | |
| 2016-12-31 | 3 | $258.8M | 5 | |
| 2016-09-30 | 3 | $271.8M | 0 | |
| 2016-06-30 | 3 | $272.2M | 2 | |
| 2016-03-31 | 3 | $266.1M | 3 | |
| 2015-12-31 | 3 | $257.3M | 2 | |
| 2015-09-30 | 3 | $261.9M | 20 | |
| 2015-06-30 | 3 | $259.4M | 3 | |
| 2015-03-31 | 3 | $268.3M | 2 | |
| 2014-12-31 | 3 | $264.3M | — |
Holding changes this quarter
Diana Davis Spencer Foundation's most significant position changes for 2026-03-31: Sold out: Vanguard Total Bond Market (BND); Sold out: Vanguard Intermediate-term B (BIV); Sold out: Vanguard Long-term CORP Bond (VCLT); New buy: Vanguard Dividend Apprec ETF (VIG).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +65% | — | Unchanged |
| 2 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 3 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
| 4 | VCLT | Vanguard Long-term CORP Bond | — | EXIT | Sold out |
| 5 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
FAQ
What is Diana Davis Spencer Foundation and what type of investor is it?
Diana Davis Spencer Foundation is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $39.3M, spread across 2 disclosed positions.
What are Diana Davis Spencer Foundation's largest equity positions?
Based on the latest 13F filing, Diana Davis Spencer Foundation's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $29.7M (75.5%)
2. Vanguard Dividend Apprec ETF (VIG) — $9.6M (24.5%)
What changes did Diana Davis Spencer Foundation make in its most recent portfolio filing?
In the latest reported quarter, Diana Davis Spencer Foundation made 4 notable position adjustments: 1 new positions were initiated, 0 existing holdings were added to, 0 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Vanguard Total Bond Market (BND); Sold out: Vanguard Intermediate-term B (BIV); Sold out: Vanguard Long-term CORP Bond (VCLT); New buy: Vanguard Dividend Apprec ETF (VIG)
What sectors does Diana Davis Spencer Foundation focus on?
Sector breakdown data is not yet available for Diana Davis Spencer Foundation. Check back after the next 13F processing cycle.