Diversified Portfolios, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $905 Million distributed in 166 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 $146M, American Centy ETF Tr Avantis with a value of $67.9M, Blackrock Ultra Short Term Bon with a value of $57.6M, Dimensional ETF Tr Short Durat with a value of $54.4M, and American Centy ETF Tr Avantis with a value of $37.8M.

Examining the 13F form we can see an increase of $53.5M in the current position value, from $851M to 905M.

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 $905 Million
ETFs: $871 Million
Technology: $9.91 Million
Financial Services: $8.28 Million
Consumer Cyclical: $4.77 Million
Healthcare: $3.65 Million
Industrials: $2.2 Million
Energy: $1.23 Million
Communication Services: $1.22 Million
Other: $642,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $905 Million
  • Prior Value $851 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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