Diversified Portfolios, Inc.

13F Filings History

Latest 13F report
Q2 2025 - Aug 11, 2025
Value $
$1.05B
Signature - Title
Katie Wagner - President
Location
Bloomfield Hills, MI
Summary
This page shows a list of all the recent 13F filings made by Diversified Portfolios, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Diversified Portfolios, Inc. reported 163 stock holdings with total value $1.05B as of Q2 2025. Top holdings included VTI, JBND, VCRB, AVDE, and ICSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 163 $1.05B +$78.2M -$30.3M +$47.9M VTI, JBND, VCRB, AVDE, ICSH 13F-HR 8/11/2025, 03:55 PM
Q1 2025 141 $951M +$84.3M -$43.7M +$40.6M VTI, JBND, VCRB, ICSH, AVDE 13F-HR 4/22/2025, 04:57 PM
Q4 2024 146 $916M +$76.1M -$25.9M +$50.2M VTI, JBND, ICSH, VCRB, AVDE 13F-HR 1/29/2025, 03:52 PM
Q3 2024 139 $889M +$164M -$71.2M +$93M VTI, JBND, ICSH, AVDE, FLOT 13F-HR 11/6/2024, 10:10 AM
Q2 2024 135 $758M +$54.7M -$13.4M +$41.3M VTI, BSV, ICSH, IUSB, FLOT 13F-HR 7/22/2024, 03:19 PM
Q1 2024 126 $710M +$51.7M -$3.95M +$47.7M VTI, BSV, ICSH, IUSB, AVDE 13F-HR 5/7/2024, 11:10 AM
Q4 2023 124 $636M +$68.7M -$7.17M +$61.6M VTI, BSV, ICSH, IUSB, AVDE 13F-HR 1/30/2024, 10:37 AM
Q3 2023 128 $530M +$65.3M -$17.3M +$48M VTI, BSV, ICSH, IUSB, BIV 13F-HR 11/2/2023, 01:08 PM
Q2 2023 125 $498M +$46M -$9.73M +$36.3M VTI, BSV, BIV, AVDE, SPY 13F-HR 8/9/2023, 04:13 PM
Q1 2023 131 $449M +$27.6M -$26.7M +$861K VTI, BSV, BIV, AVDE, SPY 13F-HR 5/2/2023, 08:38 AM
Q4 2022 130 $436M +$61.5M -$16M +$45.6M VTI, BSV, BIV, SPY, AVDE 13F-HR 1/24/2023, 12:02 PM
Q3 2022 132 $372M +$46.3M -$12.5M +$33.9M VTI, BSV, BIV, SPY, IWV 13F-HR 11/7/2022, 04:03 PM
Q2 2022 16 $7.74M BRKA, FRME, NVO, TSLA, TMO New Holdings 11/7/2022, 04:01 PM
Q2 2022 128 $359M +$47.8M -$31.9M +$15.9M VTI, BSV, BIV, SPY, IWV 13F-HR 8/9/2022, 09:46 AM
Q1 2022 132 $407M +$38.7M -$177M -$138M VTI, BSV, BIV, SPY, IWV 13F-HR 5/12/2022, 08:46 AM
Q4 2021 134 $414M +$39M -$6.18M +$32.8M VTI, BSV, BIV, SPY, IWV 13F-HR 1/31/2022, 03:35 PM
Q3 2021 117 $362M +$106M -$8.54M +$97.6M VTI, BSV, BIV, IWV, SPY 13F-HR 11/15/2021, 12:49 PM
Q2 2021 106 $265M +$44.9M -$97.5M -$52.6M VTI, ALTR, IWV, SPY, ESGV 13F-HR 8/3/2021, 10:57 AM
Q1 2021 98 $304M +$18.9M -$5.29M +$13.6M VTI, BSV, BIV, IWV, SPY 13F-HR 5/4/2021, 08:44 AM
Q4 2020 93 $280M +$32.2M -$5.05M +$27.2M VTI, BSV, BIV, IWV, SPY 13F-HR 2/9/2021, 10:55 AM
Q3 2020 73 $231M +$17M -$4.96M +$12M VTI, BSV, BIV, SPY, IWV 13F-HR 10/28/2020, 04:35 PM
Q2 2020 60 $209M +$5.28M -$3.05M +$2.23M VTI, BSV, BIV, IWV, SPY 13F-HR 8/4/2020, 10:29 AM
Q1 2020 53 $180M +$7.76M -$2.26M +$5.5M VTI, BSV, BIV, IWV, SPY 13F-HR 5/12/2020, 03:21 PM
Q4 2019 65 $211M +$3.52M -$1.43M +$2.1M VTI, BSV, BIV, IWV, SPY 13F-HR 2/4/2020, 12:09 PM
Q3 2019 58 $198M +$15.6M -$1.36M +$14.3M VTI, BSV, BIV, IWV, SPY 13F-HR 11/12/2019, 09:59 AM
Q2 2019 52 $182M +$1.87M -$2.8M -$932K VTI, BSV, BIV, IWV, SPY 13F-HR 8/13/2019, 02:32 PM
Q1 2019 54 $177M +$4.09M -$1.75M +$2.34M VTI, BSV, BIV, IWV, SPY 13F-HR 5/14/2019, 09:08 AM
Q4 2018 47 $161M +$4.1M -$3.81M +$292K VTI, BSV, BIV, IWV, SPY 13F-HR 2/12/2019, 10:25 AM
Q3 2018 49 $181M +$2.41M -$3.15M -$739K VTI, BSV, BIV, IWV, SPY 13F-HR 10/10/2018, 11:11 AM
Q2 2018 48 $175M +$753K -$3.23M -$2.47M VTI, BSV, BIV, IWV, SPY 13F-HR 7/31/2018, 10:19 AM
Q1 2018 48 $174M +$1.41M -$6.28M -$4.86M VTI, BSV, BIV, IWV, SPY 13F-HR 4/17/2018, 10:22 AM
Q4 2017 55 $183M +$5M -$4.55M +$448K VTI, BSV, BIV, IWV, SPY 13F-HR 1/10/2018, 03:48 PM
Q3 2017 52 $176M +$13.1M -$2.64M +$10.4M VTI, BSV, BIV, IWV, SPY 13F-HR 10/24/2017, 02:58 PM
Q2 2017 49 $168M +$4.03M -$4.29M -$251K VTI, BSV, BIV, IWV, SPY 13F-HR 8/10/2017, 02:23 PM
Q1 2017 50 $165M +$5.12M -$6.52M -$1.41M VTI, BSV, BIV, IWV, SPY 13F-HR 5/8/2017, 10:55 AM
Q4 2016 46 $162M +$5.21M -$4.8M +$410K VTI, BSV, BIV, SPY, IWV 13F-HR 2/13/2017, 03:52 PM
Q3 2016 47 $160M +$2.87M -$2.29M +$583K VTI, BIV, BSV, SPY, IWV 13F-HR 11/8/2016, 12:43 PM
Q2 2016 52 $160M +$650K -$2.06M -$1.41M VTI, BIV, BSV, SPY, IWV 13F-HR 8/4/2016, 04:04 PM
Q1 2016 51 $159M +$9.19M -$8.41M +$779K VTI, BIV, BSV, SPY, IWV 13F-HR 5/10/2016, 01:05 PM
Q4 2015 51 $157M +$5.87M -$3.73M +$2.15M VTI, BIV, BSV, SPY, IWM 13F-HR 2/16/2016, 11:21 AM
Q3 2015 51 $151M +$3.61M -$860K +$2.75M VTI, BIV, BSV, SPY, IWM 13F-HR 11/9/2015, 09:04 AM
Q2 2015 49 $158M +$5.63M -$2.17M +$3.46M VTI, BIV, BSV, SPY, IWM 13F-HR 8/13/2015, 03:07 PM
Q1 2015 53 $158M +$4.76M -$6.7M -$1.94M VTI, BIV, SPY, BSV, IWM 13F-HR 5/8/2015, 03:21 PM
Q4 2014 77 $168M VTI, BIV, BSV, SPY, IWM 13F-HR 2/20/2015, 01:00 PM