Diversified Portfolios, Inc. Portfolio Holdings

Diversified Portfolios, Inc.

  • $851 Million
  • Q2 2025

Diversified Portfolios, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $851 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $135M, American Centy ETF Tr Avantis with a value of $60M, Blackrock Ultra Short Term Bon with a value of $56M, Dimensional ETF Tr Short Durat with a value of $44.8M, and American Centy ETF Tr Avantis with a value of $32.5M.

Examining the 13F form we can see an increase of $73.7M in the current position value, from $778M to 851M.

Diversified Portfolios, Inc. is based out at Bloomfield Hills, MI

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

Portfolio value $851 Million
ETFs: $820 Million
Technology: $8.53 Million
Financial Services: $7.57 Million
Consumer Cyclical: $5.51 Million
Healthcare: $3.38 Million
Industrials: $1.76 Million
Communication Services: $1.01 Million
Energy: $953,000
Other: $969,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$135 Million 15.81% of portfolio
442,791
Q2 2025 Added 2.15%
$0
$60 Million 7.04% of portfolio
810,311
Q2 2025 Added 9.71%
$0
$56 Million 6.57% of portfolio
1,103,609
Q2 2025 Reduced 2.36%
$0
$44.8 Million 5.26% of portfolio
933,135
Q2 2025 Added 13.03%
$0
$32.5 Million 3.82% of portfolio
474,627
Q2 2025 Added 13.63%
$0
$25.6 Million 3.0% of portfolio
500,985
Q2 2025 Reduced 31.97%
$0
$25.2 Million 2.96% of portfolio
40,847
Q2 2025 Added 0.55%
$0
$23.5 Million 2.76% of portfolio
37,866
Q2 2025 Added 0.38%
$0
$21.3 Million 2.5% of portfolio
734,397
Q2 2025 Added 4.0%
$0
$21.1 Million 2.48% of portfolio
853,902
Q2 2025 Added 4.67%
$0
$20.3 Million 2.38% of portfolio
57,830
Q2 2025 Added 7.54%
$0
$17.6 Million 2.07% of portfolio
380,978
Q2 2025 Reduced 16.4%
$0
$15.7 Million 1.84% of portfolio
533,065
Q2 2025 Added 20.08%
$0
$15.2 Million 1.78% of portfolio
138,595
Q2 2025 Added 0.79%
$0
$14.8 Million 1.74% of portfolio
188,180
Q2 2025 Reduced 12.8%
$0
$14.8 Million 1.73% of portfolio
426,841
Q2 2025 Added 10.56%
$0
$13.9 Million 1.63% of portfolio
132,965
Q2 2025 Reduced 5.89%
$0
$13.6 Million 1.6% of portfolio
76,990
Q2 2025 Added 10.8%
$0
$12.8 Million 1.5% of portfolio
303,069
Q2 2025 Reduced 0.05%
$0
$11.7 Million 1.37% of portfolio
228,795
Q2 2025 Added 17.92%
$0
$10.5 Million 1.23% of portfolio
378,478
Q2 2025 Added 17.52%
$0
$9.32 Million 1.09% of portfolio
187,755
Q2 2025 Added 27.34%
$0
$8.8 Million 1.03% of portfolio
40,796
Q2 2025 Reduced 7.39%
$0
$8.33 Million 0.98% of portfolio
127,112
Q2 2025 Reduced 0.57%
$0
$8.04 Million 0.94% of portfolio
18,350
Q1 2025 Reduced 1.05%
$0
$7.49 Million 0.88% of portfolio
176,732
Q2 2025 Reduced 3.06%
$0
$7.29 Million 0.86% of portfolio
81,905
Q2 2025 Added 4.38%
$0
$6.44 Million 0.76% of portfolio
160,502
Q2 2025 Added 47.64%
$0
$6.44 Million 0.76% of portfolio
60,557
Q2 2025 Added 27.02%
$0
$5.99 Million 0.7% of portfolio
44,326
Q2 2025 Added 4.55%
$0
$5.89 Million 0.69% of portfolio
10,393
Q2 2025 Reduced 3.45%
$0
$5.61 Million 0.66% of portfolio
61,621
Q2 2025 Added 23.69%
$0
$5.42 Million 0.64% of portfolio
102,680
Q2 2025 Reduced 1.79%
$0
$5.11 Million 0.6% of portfolio
214,502
Q2 2025 Added 0.18%
$3.69T
$5.09 Million 0.6% of portfolio
24,794
Q2 2025 Added 3.53%
$0
$4.78 Million 0.56% of portfolio
24,606
Q2 2025 Added 0.54%
$0
$4.68 Million 0.55% of portfolio
60,530
Q2 2025 Reduced 15.18%
$0
$4.34 Million 0.51% of portfolio
88,578
Q2 2025 New
$0
$4.18 Million 0.49% of portfolio
9,846
Q2 2025 Reduced 2.77%
$0
$3.91 Million 0.46% of portfolio
72,521
Q2 2025 Reduced 0.85%
$0
$3.84 Million 0.45% of portfolio
82,788
Q2 2025 Added 13.23%
$0
$3.86 Million 0.45% of portfolio
35,345
Q2 2025 Reduced 4.96%
$0
$3.84 Million 0.45% of portfolio
34,915
Q2 2025 Added 0.58%
$0
$3.77 Million 0.44% of portfolio
19,354
Q2 2025 Added 41.9%
$0
$3.6 Million 0.42% of portfolio
39,240
Q2 2025 Reduced 40.64%
$0
$3.49 Million 0.41% of portfolio
8,796
Q1 2025 Reduced 0.96%
$0
$3.26 Million 0.38% of portfolio
40,967
Q2 2025 Reduced 2.02%
$0
$2.99 Million 0.35% of portfolio
29,692
Q2 2025 Reduced 5.09%
$0
$2.92 Million 0.34% of portfolio
21,928
Q2 2025 Added 0.47%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $851 Million
  • Prior Value $778 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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