Diligent Investors, LLC
359 holdingsFiling period: 2026-06-30Current AUM: $457.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | Spdr Series Trust | 164.9K | $19.6M | $19.7M | 4.31% | -1,399 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 64.7K | $18.7M | $22.3M | 4.87% | -1,034 | 2026-06-30 |
| 3 | SPYV | Spdr Series Trust | 217.5K | $13.2M | $13.9M | 3.05% | -1,849 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 40.4K | $8.1M | $8.7M | 1.91% | +573 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 21.5K | $8.0M | $11.4M | 2.50% | +36 | 2026-06-30 |
| 6 | SPDW | Spdr Index Shs Fds | 158.2K | $8.0M | $7.8M | 1.70% | -2,932 | 2026-06-30 |
| 7 | MDYG | Spdr Series Trust | 59.4K | $6.7M | $6.1M | 1.34% | -550 | 2026-06-30 |
| 8 | GLW | Corning Inc | 24.2K | $6.2M | $3.1M | 0.68% | -459 | 2026-06-30 |
| 9 | BRK-B | Berkshire Hathaway Inc Del | 12.3K | $6.1M | $6.1M | 1.35% | +513 | 2026-06-30 |
| 10 | MDYV | Spdr Series Trust | 63.8K | $6.1M | $5.9M | 1.29% | -642 | 2026-06-30 |
| 11 | V | Visa Inc | 16.3K | $5.6M | $6.6M | 1.45% | -190 | 2026-06-30 |
| 12 | PAUG | Innovator ETFs Trust | 119.6K | $5.5M | $5.6M | 1.23% | -317 | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 21.2K | $5.1M | $5.3M | 1.16% | -115 | 2026-06-30 |
| 14 | GOOGL | Alphabet Inc | 14.0K | $5.0M | $4.4M | 0.97% | -54 | 2026-06-30 |
| 15 | SCHA | Schwab Strategic TR | 130.6K | $4.7M | $4.3M | 0.93% | +6.2K | 2026-06-30 |
| 16 | PMAR | Innovator ETFs Trust | 91.6K | $4.4M | $4.5M | 0.98% | +870 | 2026-06-30 |
| 17 | META | Meta Platforms Inc | 7.4K | $4.2M | $4.7M | 1.03% | +199 | 2026-06-30 |
| 18 | TSLA | Tesla Inc | 9.8K | $4.1M | $3.8M | 0.84% | +119 | 2026-06-30 |
| 19 | CVX | Chevron Corporation | 24.1K | $4.0M | $5.6M | 1.22% | -1,798 | 2026-06-30 |
| 20 | WMT | Walmart Inc | 34.7K | $3.9M | $4.2M | 0.91% | +582 | 2026-06-30 |
| 21 | MU | Micron Technology Inc | 3.3K | $3.8M | $3.0M | 0.65% | -1,378 | 2026-06-30 |
| 22 | AMAT | Applied Matls Inc | 5.2K | $3.8M | $2.0M | 0.44% | -41 | 2026-06-30 |
| 23 | GS | Goldman Sachs Group Inc | 3.6K | $3.6M | $3.2M | 0.70% | +60 | 2026-06-30 |
| 24 | INTC | Intel Corp | 25.5K | $3.6M | $2.3M | 0.50% | -2,638 | 2026-06-30 |
| 25 | PFEB | Innovator ETFs Trust | 80.5K | $3.5M | $3.6M | 0.78% | +4.0K | 2026-06-30 |
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