Diversified Enterprises, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.68 Trillion distributed in 394 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 $456B, Vanguard Dividend Appreciation with a value of $146B, Harbor ETF Tr Harbor Intl Comp with a value of $80.3B, Opus Small Cap Value ETF with a value of $66.1B, and Vaneck ETF Tr Semiconductor Et with a value of $64.1B.

Examining the 13F form we can see an increase of $196B in the current position value, from $1.48T to 1.68T.

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 $1.68 Trillion
Technology: $100 Billion
Financial Services: $48.8 Billion
Communication Services: $30.2 Billion
Healthcare: $27.6 Billion
Consumer Cyclical: $22.6 Billion
Industrials: $20.5 Billion
Energy: $13.1 Billion
Consumer Defensive: $12 Billion
Other: $19.6 Billion

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 394
  • Current Value $1.68 Trillion
  • Prior Value $1.48 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 81 stocks
  • Additional Purchases 253 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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