Universe · entity
Diligent Investors, LLC
Institutional manager (13F) · CIK 1549042
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $206M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $17M | 65,776 |
| 2 | SPDR SERIES TRUST | $16M | 166,309 |
| 3 | SPDR SERIES TRUST | $12M | 219,388 |
| 4 | MICROSOFT CORP | $8M | 21,453 |
| 5 | SPDR INDEX SHS FDS | $7M | 161,121 |
| 6 | NVIDIA CORPORATION | $7M | 39,849 |
| 7 | SPDR SERIES TRUST | $6M | 59,951 |
| 8 | BERKSHIRE HATHAWAY INC DEL | $6M | 11,773 |
| 9 | SPDR SERIES TRUST | $5M | 64,478 |
| 10 | CHEVRON CORPORATION | $5M | 25,926 |
| 11 | INNOVATOR ETFS TRUST | $5M | 119,913 |
| 12 | VISA INC | $5M | 16,537 |
| 13 | AMAZON COM INC | $4M | 21,328 |
| 14 | WALMART INC | $4M | 34,127 |
| 15 | META PLATFORMS INC | $4M | 7,242 |
| 16 | INNOVATOR ETFS TRUST | $4M | 90,776 |
| 17 | ALPHABET INC | $4M | 14,031 |
| 18 | SCHWAB STRATEGIC TR | $4M | 124,353 |
| 19 | TESLA INC | $4M | 9,664 |
| 20 | CORNING INC | $3M | 24,613 |
| 21 | S&P GLOBAL INC | $3M | 7,827 |
| 22 | DISNEY WALT CO | $3M | 33,425 |
| 23 | INNOVATOR ETFS TRUST | $3M | 76,420 |
| 24 | INNOVATOR ETFS TRUST | $3M | 66,289 |
| 25 | GOLDMAN SACHS GROUP INC | $3M | 3,517 |
| 26 | INNOVATOR ETFS TRUST | $3M | 71,183 |
| 27 | INNOVATOR ETFS TRUST | $3M | 64,236 |
| 28 | INNOVATOR ETFS TRUST | $3M | 51,129 |
| 29 | QUALCOMM INC | $3M | 20,931 |
| 30 | JOHNSON & JOHNSON | $3M | 10,961 |
| 31 | INNOVATOR ETFS TRUST | $3M | 53,266 |
| 32 | INNOVATOR ETFS TRUST | $3M | 52,449 |
| 33 | INNOVATOR ETFS TRUST | $2M | 74,793 |
| 34 | INNOVATOR ETFS TRUST | $2M | 57,723 |
| 35 | FIRST TR EXCHNG TRADED FD VI | $2M | 70,359 |
| 36 | FIRST TR EXCHNG TRADED FD VI | $2M | 104,290 |
| 37 | SPDR INDEX SHS FDS | $2M | 52,684 |
| 38 | EXXON MOBIL CORP | $2M | 14,042 |
| 39 | MORGAN STANLEY | $2M | 13,964 |
| 40 | INNOVATOR ETFS TRUST | $2M | 111,008 |
| 41 | SPDR GOLD TR | $2M | 5,261 |
| 42 | INNOVATOR ETFS TRUST | $2M | 51,517 |
| 43 | CANADIAN PACIFIC KANSAS CITY | $2M | 27,845 |
| 44 | CORTEVA INC | $2M | 25,476 |
| 45 | INTERNATIONAL BUSINESS MACHS | $2M | 8,720 |
| 46 | INNOVATOR ETFS TRUST | $2M | 41,518 |
| 47 | ISHARES TR | $2M | 20,010 |
| 48 | ALPHABET INC | $2M | 6,912 |
| 49 | EMCOR GROUP INC | $2M | 2,661 |
| 50 | INNOVATOR ETFS TRUST | $2M | 27,335 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.