Diligent Investors, LLC
CIK 1549042 · Holdings on Jun 30, 2026 · First reported Jul 24, 2026
Top ten holdings
Q2 2026- SPYG4.37%
- AAPL4.17%
- SPYV2.94%
- NVDA1.80%
- MSFT1.79%
- SPDW1.78%
- MDYG1.48%
- GLW1.37%
- BRK.B1.37%
- MDYV1.35%
Share classes counted separately22.42%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLWWeight increased · +0.54 pp0.83% → 1.37%Shares -459 (-1.86%)
- INTCWeight increased · +0.48 pp0.31% → 0.79%Shares -2.64K (-9.39%)
- MUWeight increased · +0.46 pp0.39% → 0.85%Shares -1.38K (-29.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYGSS SPDR P S&P 500 GROWTH ETFST STR P500GRW View history and evidence | $19.62M | 4.37% | 164.91K shares | 4.03% → 4.37%+0.34 pp -1.40K (-0.84%) | Reduced | ▾ |
| 02 | AAPLAPPLE INC View history and evidence | $18.73M | 4.17% | 64.74K shares | 4.14% → 4.17%+0.03 pp -1.03K (-1.57%) | Reduced | ▾ |
| 03 | SPYVSS SPDR P S&P 500 VALUE ETFST STR P500VAL View history and evidence | $13.22M | 2.94% | 217.54K shares | 3.07% → 2.94%-0.13 pp -1.85K (-0.84%) | Reduced | ▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $8.09M | 1.80% | 40.42K shares | 1.72% → 1.80%+0.08 pp +573 (+1.44%) | Added | ▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $8.02M | 1.79% | 21.49K shares | 1.97% → 1.79%-0.18 pp +36 (+0.17%) | Added | ▾ |
| 06 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $7.97M | 1.78% | 158.19K shares | 1.82% → 1.78%-0.04 pp -2.93K (-1.82%) | Reduced | ▾ |
| 07 | MDYGSS SPDR S&P 400 MC GR ETFST STR SP400GRW View history and evidence | $6.66M | 1.48% | 59.40K shares | 1.43% → 1.48%+0.05 pp -550 (-0.92%) | Reduced | ▾ |
| 08 | GLWCORNING INC View history and evidence | $6.17M | 1.37% | 24.15K shares | 0.83% → 1.37%+0.54 pp -459 (-1.86%) | Reduced | ▾ |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $6.15M | 1.37% | 12.29K shares | 1.40% → 1.37%-0.03 pp +513 (+4.36%) | Added | ▾ |
| 10 | MDYVSS SPDR S&P 400 MC VAL ETFST STR SP400VAL View history and evidence | $6.05M | 1.35% | 63.84K shares | 1.36% → 1.35%-0.01 pp -642 (-1.00%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BIL SS SPDR BB 1-3M T-BILL ETF | Non-derivative | -19,500 | -$1.79M | SEC filing ↗ | SEC filing ↗ |
| VGSH VANGUARD SHORT-TERM TREASURY | Non-derivative | -20,000 | -$1.17M | SEC filing ↗ | SEC filing ↗ |
| SPTS SS SPDR P ST TERM TSY ETF | Non-derivative | -40,000 | -$1.17M | SEC filing ↗ | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1549042 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 449050757
}Research all 357 reported holdings.
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