Diligent Investors, LLC
CIK: 1549042SEC EDGAR →
Portfolio Value
$242.9B
Holdings
346
As of
Q1 2026
New Positions
346
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 166,309 | $16.3B | 6.70% |
| 2 | SPDR SERIES TRUST | 219,388 | $12.4B | 5.11% |
| 3 | SPDR INDEX SHS FDS | 161,121 | $7.4B | 3.03% |
| 4 | SPDR SERIES TRUST | 59,951 | $5.8B | 2.37% |
| 5 | SPDR SERIES TRUST | 64,478 | $5.5B | 2.26% |
| 6 | INNOVATOR ETFS TRUST | 119,913 | $5.1B | 2.11% |
| 7 | INNOVATOR ETFS TRUST | 90,776 | $4.1B | 1.67% |
| 8 | SCHWAB STRATEGIC TR | 124,353 | $3.6B | 1.49% |
| 9 | DISNEY WALT CO | 33,425 | $3.2B | 1.33% |
| 10 | INNOVATOR ETFS TRUST | 76,420 | $3.1B | 1.26% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 145 | $154.3B | 63.5% |
| Unknown | 63 | $43.7B | 18.0% |
| Technology | 36 | $9.8B | 4.0% |
| Communication Services | 7 | $6.2B | 2.5% |
| Real Estate | 13 | $5.6B | 2.3% |
| Consumer Defensive | 11 | $4.8B | 2.0% |
| Energy | 13 | $4.6B | 1.9% |
| Industrials | 19 | $4.0B | 1.6% |
| Healthcare | 17 | $3.4B | 1.4% |
| Basic Materials | 4 | $2.9B | 1.2% |
| Utilities | 5 | $2.2B | 0.9% |
| Consumer Cyclical | 13 | $1.5B | 0.6% |