Diversified Enterprises, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.48 Trillion distributed in 321 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $434B, Vanguard Dividend Appreciation with a value of $138B, Harbor ETF Tr Harbor Intl Comp with a value of $74.9B, Opus Small Cap Value ETF with a value of $65.1B, and Vaneck ETF Tr Semiconductor Et with a value of $58.7B.

Examining the 13F form we can see an increase of $145B in the current position value, from $1.34T to 1.48T.

Diversified Enterprises, LLC is based out at Wilmington, DE

Below you can find more details about Diversified Enterprises, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.48 Trillion
Technology: $69 Billion
Financial Services: $28 Billion
Communication Services: $17.3 Billion
Healthcare: $16 Billion
Consumer Cyclical: $13 Billion
Industrials: $12.7 Billion
Utilities: $8.62 Billion
Energy: $7.47 Billion
Other: $14.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 321
  • Current Value $1.48 Trillion
  • Prior Value $1.34 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
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