# Diligent Investors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1549042. Source: https://holderbook.com/funds/1549042-diligent-investors-llc/

- Reported value: $449.1M
- Positions: 357
- Weight of the ten largest: 22.4%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $19.6M | 164,910 | 4.4% | 29 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $18.7M | 64,742 | 4.2% | 31 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $13.2M | 217,539 | 2.9% | 29 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $8.1M | 40,422 | 1.8% | 27 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $8.0M | 21,489 | 1.8% | 31 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $8.0M | 158,189 | 1.8% | 29 |
| SPDR SERIES TRUST | [MDYG](https://holderbook.com/stocks/MDYG/) | $6.7M | 59,401 | 1.5% | 31 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $6.2M | 24,154 | 1.4% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $6.1M | 12,286 | 1.4% | 31 |
| SPDR SERIES TRUST | [MDYV](https://holderbook.com/stocks/MDYV/) | $6.1M | 63,836 | 1.3% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $5.6M | 16,347 | 1.2% | 31 |
| INNOVATOR ETFS TRUST | [PAUG](https://holderbook.com/stocks/PAUG/) | $5.5M | 119,596 | 1.2% | 12 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.1M | 21,213 | 1.1% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $5.0M | 13,977 | 1.1% | 31 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $4.7M | 130,578 | 1.1% | 29 |
| INNOVATOR ETFS TRUST | [PMAR](https://holderbook.com/stocks/PMAR/) | $4.4M | 91,646 | 1.0% | 14 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.2M | 7,441 | 0.9% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.1M | 9,783 | 0.9% | 25 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $4.0M | 24,128 | 0.9% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.9M | 34,709 | 0.9% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.8M | 3,293 | 0.8% | 11 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $3.8M | 5,213 | 0.8% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $3.6M | 3,577 | 0.8% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $3.6M | 25,460 | 0.8% | 31 |
| INNOVATOR ETFS TRUST | [PFEB](https://holderbook.com/stocks/PFEB/) | $3.5M | 80,460 | 0.8% | 14 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $3.2M | 17,445 | 0.7% | 31 |
| INNOVATOR ETFS TRUST | [PJAN](https://holderbook.com/stocks/PJAN/) | $3.2M | 64,777 | 0.7% | 18 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $3.2M | 7,827 | 0.7% | 31 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $3.0M | 31,678 | 0.7% | 31 |
| INNOVATOR ETFS TRUST | [PAPR](https://holderbook.com/stocks/PAPR/) | $3.0M | 70,778 | 0.7% | 29 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.0M | 25,196 | 0.7% | 31 |
| INNOVATOR ETFS TRUST | [NJAN](https://holderbook.com/stocks/NJAN/) | $2.9M | 49,129 | 0.6% | 18 |
| INNOVATOR ETFS TRUST | [PDEC](https://holderbook.com/stocks/PDEC/) | $2.9M | 63,036 | 0.6% | 14 |
| INNOVATOR ETFS TRUST | [BAUG](https://holderbook.com/stocks/BAUG/) | $2.8M | 52,266 | 0.6% | 28 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.8M | 10,932 | 0.6% | 31 |
| INNOVATOR ETFS TRUST | [BSEP](https://holderbook.com/stocks/BSEP/) | $2.7M | 51,949 | 0.6% | 19 |
| FIRST TR EXCHNG TRADED FD VI | [SFEB](https://holderbook.com/stocks/SFEB/) | $2.7M | 103,835 | 0.6% | 10 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $2.7M | 52,423 | 0.6% | 29 |
| INNOVATOR ETFS TRUST | [QFLR](https://holderbook.com/stocks/QFLR/) | $2.7M | 74,329 | 0.6% | 10 |
| INNOVATOR ETFS TRUST | [POCT](https://holderbook.com/stocks/POCT/) | $2.7M | 57,723 | 0.6% | 30 |
| FIRST TR EXCHNG TRADED FD VI | [XFEB](https://holderbook.com/stocks/XFEB/) | $2.6M | 69,902 | 0.6% | 10 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.5M | 6,973 | 0.5% | 13 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $2.5M | 8,750 | 0.5% | 19 |
| INNOVATOR ETFS TRUST | [DDFL](https://holderbook.com/stocks/DDFL/) | $2.4M | 114,998 | 0.5% | 4 |
| INNOVATOR ETFS TRUST | [PSEP](https://holderbook.com/stocks/PSEP/) | $2.3M | 50,517 | 0.5% | 19 |
| SIMON PPTY GROUP INC NEW | [SPG](https://holderbook.com/stocks/SPG/) | $2.3M | 10,234 | 0.5% | 12 |
| EMCOR GROUP INC | [EME](https://holderbook.com/stocks/EME/) | $2.2M | 2,680 | 0.5% | 31 |
| INNOVATOR ETFS TRUST | [BUFF](https://holderbook.com/stocks/BUFF/) | $2.2M | 41,524 | 0.5% | 11 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $2.2M | 25,245 | 0.5% | 13 |
| CORTEVA INC | [CTVA](https://holderbook.com/stocks/CTVA/) | $2.1M | 25,146 | 0.5% | 29 |
| INNOVATOR ETFS TRUST | [NJUL](https://holderbook.com/stocks/NJUL/) | $2.1M | 27,253 | 0.5% | 19 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.1M | 36,701 | 0.5% | 31 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $2.0M | 20,515 | 0.5% | 29 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.0M | 6,037 | 0.4% | 25 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.0M | 5,360 | 0.4% | 21 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.9M | 14,245 | 0.4% | 23 |
| INNOVATOR ETFS TRUST | [KJUL](https://holderbook.com/stocks/KJUL/) | $1.9M | 57,159 | 0.4% | 19 |
| INNOVATOR ETFS TRUST | [PNOV](https://holderbook.com/stocks/PNOV/) | $1.9M | 43,682 | 0.4% | 18 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.9M | 1,771 | 0.4% | 31 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $1.8M | 8,537 | 0.4% | 31 |
| INNOVATOR ETFS TRUST | [NOCT](https://holderbook.com/stocks/NOCT/) | $1.8M | 28,198 | 0.4% | 19 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.8M | 21,630 | 0.4% | 31 |
| INNOVATOR ETFS TRUST | [NFEB](https://holderbook.com/stocks/NFEB/) | $1.7M | 56,310 | 0.4% | 5 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.7M | 2,918 | 0.4% | 11 |
| INNOVATOR ETFS TRUST | [PJUL](https://holderbook.com/stocks/PJUL/) | $1.7M | 34,216 | 0.4% | 19 |
| INNOVATOR ETFS TRUST | [IJUL](https://holderbook.com/stocks/IJUL/) | $1.6M | 45,256 | 0.4% | 19 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $1.6M | 13,791 | 0.4% | 28 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.6M | 10,921 | 0.4% | 31 |
| BLACKROCK MUNIHLDNGS CALI | [MUC](https://holderbook.com/stocks/MUC/) | $1.5M | 140,732 | 0.3% | 31 |
| AMERICAN HOMES 4 RENT | [AMH](https://holderbook.com/stocks/AMH/) | $1.5M | 46,062 | 0.3% | 31 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $1.5M | 20,755 | 0.3% | 23 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.5M | 12,987 | 0.3% | 8 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $1.5M | 19,011 | 0.3% | 18 |
| INNOVATOR ETFS TRUST | [BUFB](https://holderbook.com/stocks/BUFB/) | $1.5M | 38,160 | 0.3% | 11 |
| INNOVATOR ETFS TRUST | [EJUL](https://holderbook.com/stocks/EJUL/) | $1.5M | 46,834 | 0.3% | 19 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.5M | 11,294 | 0.3% | 31 |
| FIRST TR EXCHNG TRADED FD VI | [XAUG](https://holderbook.com/stocks/XAUG/) | $1.4M | 36,954 | 0.3% | 12 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.4M | 4,088 | 0.3% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.4M | 4,248 | 0.3% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.4M | 33,673 | 0.3% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $1.4M | 6,806 | 0.3% | 31 |
| FIRST TR EXCHNG TRADED FD VI | [GJUN](https://holderbook.com/stocks/GJUN/) | $1.4M | 34,481 | 0.3% | 13 |
| INNOVATOR ETFS TRUST | [DDFD](https://holderbook.com/stocks/DDFD/) | $1.4M | 68,900 | 0.3% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.4M | 7,253 | 0.3% | 25 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.4M | 16,609 | 0.3% | 31 |
| INNOVATOR ETFS TRUST | [NAPR](https://holderbook.com/stocks/NAPR/) | $1.4M | 22,870 | 0.3% | 13 |
| INNOVATOR ETFS TRUST | [BOCT](https://holderbook.com/stocks/BOCT/) | $1.3M | 25,131 | 0.3% | 29 |
| INNOVATOR ETFS TRUST | [IJAN](https://holderbook.com/stocks/IJAN/) | $1.3M | 34,797 | 0.3% | 18 |
| FIRST TR EXCHNG TRADED FD VI | [RSDE](https://holderbook.com/stocks/RSDE/) | $1.3M | 56,340 | 0.3% | 3 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $1.3M | 8,108 | 0.3% | 31 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $1.3M | 22,533 | 0.3% | 31 |
| FIRST TR EXCHNG TRADED FD VI | [XJUL](https://holderbook.com/stocks/XJUL/) | $1.3M | 31,987 | 0.3% | 12 |
| INNOVATOR ETFS TRUST | [BMAY](https://holderbook.com/stocks/BMAY/) | $1.3M | 27,475 | 0.3% | 1 |
| INNOVATOR ETFS TRUST | [TJUL](https://holderbook.com/stocks/TJUL/) | $1.3M | 42,665 | 0.3% | 12 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.3M | 1,372 | 0.3% | 19 |
| SYNCHRONY FINANCIAL | [SYF](https://holderbook.com/stocks/SYF/) | $1.3M | 16,748 | 0.3% | 31 |
| FIRST TR EXCHNG TRADED FD VI | [FAPR](https://holderbook.com/stocks/FAPR/) | $1.3M | 27,250 | 0.3% | 5 |
| INNOVATOR ETFS TRUST | [ZJUL](https://holderbook.com/stocks/ZJUL/) | $1.3M | 42,137 | 0.3% | 8 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $1.2M | 7,874 | 0.3% | 31 |
| GRAYSCALE BITCOIN TRUST ETF | [GBTC](https://holderbook.com/stocks/GBTC/) | $1.2M | 27,371 | 0.3% | 10 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.2% | +14.8% | -3.6% | 100% |
| Q1 2026 | -2.5% | -4.6% | +2.2% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.0% | 100% |
| Q3 2025 | +5.6% | +7.8% | -2.2% | 100% |
| Q2 2025 | +7.9% | +10.5% | -2.6% | 100% |
| Q1 2025 | -2.3% | -4.6% | +2.2% | 100% |
| Q4 2024 | +0.5% | +2.1% | -1.6% | 100% |
| Q3 2024 | +5.3% | +5.4% | -0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $449.1M | 357 |
| Q1 2026 | $403.7M | 346 |
| Q4 2025 | $406.6M | 339 |
| Q3 2025 | $395.6M | 332 |
| Q2 2025 | $422.1M | 335 |
| Q1 2025 | $411.0M | 362 |
| Q4 2024 | $436.0M | 363 |
| Q3 2024 | $431.0M | 352 |
| Q2 2024 | $403.8M | 337 |
| Q1 2024 | $398.6M | 331 |
| Q4 2023 | $363.9M | 319 |
| Q3 2023 | $327.4M | 300 |