Universe · entity
Diversified Trust Co
Institutional manager (13F) · CIK 1479844
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $543M | 908,858 |
| 2 | VANGUARD INTL EQUITY INDEX F | $416M | 5,535,204 |
| 3 | INTL- ACADIAN - COM | $286M | 17,241,598 |
| 4 | COCA COLA CONS INC | $281M | 1,463,682 |
| 5 | INTL - LAZARD - COM | $207M | 14,054,639 |
| 6 | APPLE INC | $177M | 698,440 |
| 7 | DTC US ACTIVE EQUITY - WESTFIELD COM | $163M | 12,541,755 |
| 8 | INTL - VONTOBEL - COM | $149M | 8,821,057 |
| 9 | INTL - CAUSEWAY - COM | $140M | 9,504,641 |
| 10 | STATE STR SPDR S&P 500 ETF T | $119M | 182,289 |
| 11 | NVIDIA CORPORATION | $117M | 671,438 |
| 12 | VANGUARD INDEX FDS | $104M | 506,078 |
| 13 | ISHARES TR | $92M | 1,015,521 |
| 14 | MICROSOFT CORP | $87M | 234,093 |
| 15 | ALPHABET INC | $82M | 286,565 |
| 16 | AMAZON COM INC | $57M | 275,698 |
| 17 | VANGUARD INDEX FDS | $52M | 162,183 |
| 18 | BROADCOM INC | $48M | 153,535 |
| 19 | COCA COLA CO | $44M | 581,413 |
| 20 | META PLATFORMS INC | $42M | 73,423 |
| 21 | ISHARES TR | $37M | 550,987 |
| 22 | VANGUARD SPECIALIZED FUNDS | $36M | 168,309 |
| 23 | ISHARES TR | $35M | 351,555 |
| 24 | ALPHABET INC | $35M | 122,824 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $32M | 67,742 |
| 26 | JPMORGAN CHASE & CO | $30M | 100,511 |
| 27 | ISHARES TR | $28M | 43,023 |
| 28 | JOHNSON & JOHNSON | $27M | 109,696 |
| 29 | ELI LILLY & CO | $25M | 27,197 |
| 30 | VISA INC | $25M | 82,009 |
| 31 | ISHARES TR | $24M | 240,736 |
| 32 | MERCK & CO INC | $23M | 195,208 |
| 33 | VANGUARD SCOTTSDALE FDS | $23M | 80,229 |
| 34 | TAIWAN SEMICONDUCTOR MANUFAC | $23M | 66,897 |
| 35 | EXXON MOBIL CORP | $23M | 132,744 |
| 36 | TESLA INC | $19M | 52,375 |
| 37 | ISHARES TR | $18M | 71,958 |
| 38 | LSV GLOBAL CONCENTRATED | $18M | 17,583,575 |
| 39 | CHUBB LTD SWITZ | $17M | 53,192 |
| 40 | KLA CORP | $17M | 11,590 |
| 41 | PROCTER & GAMBLE CO | $17M | 115,813 |
| 42 | IMPERIAL METALS CORPORATION | $16M | 2,945,460 |
| 43 | GOLDMAN SACHS GROUP INC | $16M | 18,354 |
| 44 | ABBVIE INC | $15M | 70,121 |
| 45 | COSTCO WHOLESALE CORPORATION | $15M | 15,255 |
| 46 | UNITEDHEALTH GROUP INC | $14M | 52,833 |
| 47 | ISHARES TR | $14M | 145,992 |
| 48 | CHEVRON CORPORATION | $14M | 67,811 |
| 49 | PEPSICO INC | $14M | 89,115 |
| 50 | VANGUARD STAR FDS | $14M | 177,419 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.