Holders — by stockHoldings — by fund
Diligent Investors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1549042
$449.1M
disclosed book value
357
positions
4.4%
largest position share
Positions, as of 2026-06-30
top 100 of 357 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYGSPDR SERIES TRUST | 164,910 | $19.6M | 4.4% |
| 2 | AAPLAPPLE INC | 64,742 | $18.7M | 4.2% |
| 3 | SPYVSPDR SERIES TRUST | 217,539 | $13.2M | 2.9% |
| 4 | NVDANVIDIA CORPORATION | 40,422 | $8.1M | 1.8% |
| 5 | MSFTMICROSOFT CORP | 21,489 | $8.0M | 1.8% |
| 6 | SPDWSPDR INDEX SHS FDS | 158,189 | $8.0M | 1.8% |
| 7 | MDYGSPDR SERIES TRUST | 59,401 | $6.7M | 1.5% |
| 8 | GLWCORNING INC | 24,154 | $6.2M | 1.4% |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,286 | $6.1M | 1.4% |
| 10 | MDYVSPDR SERIES TRUST | 63,836 | $6.1M | 1.3% |
| 11 | VVISA INC | 16,347 | $5.6M | 1.2% |
| 12 | PAUGINNOVATOR ETFS TRUST | 119,596 | $5.5M | 1.2% |
| 13 | AMZNAMAZON COM INC | 21,213 | $5.1M | 1.1% |
| 14 | GOOGLALPHABET INC | 13,977 | $5.0M | 1.1% |
| 15 | SCHASCHWAB STRATEGIC TR | 130,578 | $4.7M | 1.1% |
| 16 | INNOVATOR ETFS TRUST | 91,646 | $4.4M | 1% |
| 17 | METAMETA PLATFORMS INC | 7,441 | $4.2M | 0.9% |
| 18 | TSLATESLA INC | 9,783 | $4.1M | 0.9% |
| 19 | CVXCHEVRON CORPORATION | 24,128 | $4.0M | 0.9% |
| 20 | WMTWALMART INC | 34,709 | $3.9M | 0.9% |
| 21 | MUMICRON TECHNOLOGY INC | 3,293 | $3.8M | 0.8% |
| 22 | AMATAPPLIED MATLS INC | 5,213 | $3.8M | 0.8% |
| 23 | GSGOLDMAN SACHS GROUP INC | 3,577 | $3.6M | 0.8% |
| 24 | INTCINTEL CORP | 25,460 | $3.6M | 0.8% |
| 25 | PFEBINNOVATOR ETFS TRUST | 80,460 | $3.5M | 0.8% |
| 26 | QCOMQUALCOMM INC | 17,445 | $3.2M | 0.7% |
| 27 | PJANINNOVATOR ETFS TRUST | 64,777 | $3.2M | 0.7% |
| 28 | SPGIS&P GLOBAL INC | 7,827 | $3.2M | 0.7% |
| 29 | DISDISNEY WALT CO | 31,678 | $3.0M | 0.7% |
| 30 | PAPRINNOVATOR ETFS TRUST | 70,778 | $3.0M | 0.7% |
| 31 | CSCOCISCO SYS INC | 25,196 | $3.0M | 0.7% |
| 32 | INNOVATOR ETFS TRUST | 49,129 | $2.9M | 0.6% |
| 33 | PDECINNOVATOR ETFS TRUST | 63,036 | $2.9M | 0.6% |
| 34 | INNOVATOR ETFS TRUST | 52,266 | $2.8M | 0.6% |
| 35 | JNJJOHNSON & JOHNSON | 10,932 | $2.8M | 0.6% |
| 36 | INNOVATOR ETFS TRUST | 51,949 | $2.7M | 0.6% |
| 37 | FIRST TR EXCHNG TRADED FD VI | 103,835 | $2.7M | 0.6% |
| 38 | SPEMSPDR INDEX SHS FDS | 52,423 | $2.7M | 0.6% |
| 39 | INNOVATOR ETFS TRUST | 74,329 | $2.7M | 0.6% |
| 40 | POCTINNOVATOR ETFS TRUST | 57,723 | $2.7M | 0.6% |
| 41 | FIRST TR EXCHNG TRADED FD VI | 69,902 | $2.6M | 0.6% |
| 42 | GOOGALPHABET INC | 6,973 | $2.5M | 0.5% |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 8,750 | $2.5M | 0.5% |
| 44 | INNOVATOR ETFS TRUST | 114,998 | $2.4M | 0.5% |
| 45 | PSEPINNOVATOR ETFS TRUST | 50,517 | $2.3M | 0.5% |
| 46 | SPGSIMON PPTY GROUP INC NEW | 10,234 | $2.3M | 0.5% |
| 47 | EMEEMCOR GROUP INC | 2,680 | $2.2M | 0.5% |
| 48 | BUFFINNOVATOR ETFS TRUST | 41,524 | $2.2M | 0.5% |
| 49 | CPCANADIAN PACIFIC KANSAS CITY | 25,245 | $2.2M | 0.5% |
| 50 | CTVACORTEVA INC | 25,146 | $2.1M | 0.5% |
| 51 | INNOVATOR ETFS TRUST | 27,253 | $2.1M | 0.5% |
| 52 | BACBANK OF AMER CORP | 36,701 | $2.1M | 0.5% |
| 53 | AGGISHARES TR | 20,515 | $2.0M | 0.5% |
| 54 | JPMJPMORGAN CHASE & CO | 6,037 | $2.0M | 0.4% |
| 55 | GLDSPDR GOLD TR | 5,360 | $2.0M | 0.4% |
| 56 | EXMOCEXXON MOBIL CORP | 14,245 | $1.9M | 0.4% |
| 57 | INNOVATOR ETFS TRUST | 57,159 | $1.9M | 0.4% |
| 58 | PNOVINNOVATOR ETFS TRUST | 43,682 | $1.9M | 0.4% |
| 59 | CATCATERPILLAR INC | 1,771 | $1.9M | 0.4% |
| 60 | BABOEING CO | 8,537 | $1.8M | 0.4% |
| 61 | INNOVATOR ETFS TRUST | 28,198 | $1.8M | 0.4% |
| 62 | KOCOCA COLA CO | 21,630 | $1.8M | 0.4% |
| 63 | INNOVATOR ETFS TRUST | 56,310 | $1.7M | 0.4% |
| 64 | AMDADVANCED MICRO DEVICES INC | 2,918 | $1.7M | 0.4% |
| 65 | PJULINNOVATOR ETFS TRUST | 34,216 | $1.7M | 0.4% |
| 66 | INNOVATOR ETFS TRUST | 45,256 | $1.6M | 0.4% |
| 67 | BXBLACKSTONE INC | 13,791 | $1.6M | 0.4% |
| 68 | PGPROCTER & GAMBLE CO | 10,921 | $1.6M | 0.4% |
| 69 | BLACKROCK MUNIHLDNGS CALI | 140,732 | $1.5M | 0.3% |
| 70 | AMHAMERICAN HOMES 4 RENT | 46,062 | $1.5M | 0.3% |
| 71 | WMBWILLIAMS COS INC | 20,755 | $1.5M | 0.3% |
| 72 | PLTRPALANTIR TECHNOLOGIES INC | 12,987 | $1.5M | 0.3% |
| 73 | GLDMWORLD GOLD TR | 19,011 | $1.5M | 0.3% |
| 74 | INNOVATOR ETFS TRUST | 38,160 | $1.5M | 0.3% |
| 75 | INNOVATOR ETFS TRUST | 46,834 | $1.5M | 0.3% |
| 76 | MRKMERCK & CO INC | 11,294 | $1.5M | 0.3% |
| 77 | FIRST TR EXCHNG TRADED FD VI | 36,954 | $1.4M | 0.3% |
| 78 | HDHOME DEPOT INC | 4,088 | $1.4M | 0.3% |
| 79 | AXPAMERICAN EXPRESS CO | 4,248 | $1.4M | 0.3% |
| 80 | VZVERIZON COMMUNICATIONS INC | 33,673 | $1.4M | 0.3% |
| 81 | MSMORGAN STANLEY | 6,806 | $1.4M | 0.3% |
| 82 | FIRST TR EXCHNG TRADED FD VI | 34,481 | $1.4M | 0.3% |
| 83 | INNOVATOR ETFS TRUST | 68,900 | $1.4M | 0.3% |
| 84 | RTXRTX CORPORATION | 7,253 | $1.4M | 0.3% |
| 85 | WFCWELLS FARGO & CO | 16,609 | $1.4M | 0.3% |
| 86 | INNOVATOR ETFS TRUST | 22,870 | $1.4M | 0.3% |
| 87 | INNOVATOR ETFS TRUST | 25,131 | $1.3M | 0.3% |
| 88 | INNOVATOR ETFS TRUST | 34,797 | $1.3M | 0.3% |
| 89 | FIRST TR EXCHNG TRADED FD VI | 56,340 | $1.3M | 0.3% |
| 90 | MMM3M CO | 8,108 | $1.3M | 0.3% |
| 91 | MDLZMONDELEZ INTL INC | 22,533 | $1.3M | 0.3% |
| 92 | FIRST TR EXCHNG TRADED FD VI | 31,987 | $1.3M | 0.3% |
| 93 | INNOVATOR ETFS TRUST | 27,475 | $1.3M | 0.3% |
| 94 | INNOVATOR ETFS TRUST | 42,665 | $1.3M | 0.3% |
| 95 | COSTCOSTCO WHOLESALE CORPORATION | 1,372 | $1.3M | 0.3% |
| 96 | SYFSYNCHRONY FINANCIAL | 16,748 | $1.3M | 0.3% |
| 97 | FIRST TR EXCHNG TRADED FD VI | 27,250 | $1.3M | 0.3% |
| 98 | INNOVATOR ETFS TRUST | 42,137 | $1.3M | 0.3% |
| 99 | XLVSELECT SECTOR SPDR TR | 7,874 | $1.2M | 0.3% |
| 100 | GBTCGRAYSCALE BITCOIN TRUST ETF | 27,371 | $1.2M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.