Diversified Portfolios, Inc.

CIK 0001634212 · Q2 2026

13F Equity AUM

$1.4B

+13.3% QoQ

Positions

201

+27 QoQ

AUM Rank

#2,847

Top 23%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,654 · Top 44%

vs S&P -4.4%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 37.3%Top 10: 52.0%Top 20: 68.6%

VTI12.4%

VCRB7.7%

AVDE6.4%

JBND6.1%

DFSD4.6%

ICSH3.9%

AVEM3.4%

DFLV2.9%

SPY2.2%

JMTG2.2%

Others (191)48.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services94.8%

Fund2.4%

Other2.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 201Median: 0.08%Avg: 0.50%

0–0.5%

161(15.9%)

0.5–1%

17(12.0%)

1–3%

16(27.4%)

3–5%

3(12.0%)

5%+

4(32.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 201vs 20 funds

0%Low

201

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New30Increased79Decreased62Exited3

New Positions

AVES0.6%

+117K

VCRM0.1%

+24K

VTEL0.1%

+10K

MMIT0.1%

+26K

JCPB0.0%

+11K

GE0.0%

+1K

CSCO0.0%

+5K

MU0.0%

+433

AMD0.0%

+599

LQD0.0%

+4K

Increased

JMTG2.2%

+559K(+1728%)

NCLO2.1%

+267K(+29%)

VCRB7.7%

+180K(+15%)

JMUB1.4%

+109K(+40%)

DFLV2.9%

+108K(+12%)

CLOI0.9%

+100K(+82%)

VUG0.7%

+94K(+507%)

VTEB0.9%

+91K(+64%)

EVSM0.6%

+69K(+85%)

AVDE6.4%

+62K(+7%)

Decreased

JBND6.1%

-403,430(-20%)

REET0.7%

-140,037(-28%)

AVEM3.4%

-88,606(-15%)

TOTL0.4%

-85,412(-37%)

ICSH3.9%

-29,143(-3%)

JMST0.8%

-28,304(-12%)

DFAR0.0%

-21,643(-61%)

FLOT1.4%

-20,001(-5%)

VSGX0.6%

-13,370(-11%)

VNQ0.3%

-9,486(-18%)

Exited

EVTR

-13,800

SCHG

-12,581

ASML

-322

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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