Universe · entity

Diligent Investors, LLC

Institutional manager (13F) · CIK 1549042
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $206M
#IssuerValueShares
1APPLE INC$17M65,776
2SPDR SERIES TRUST$16M166,309
3SPDR SERIES TRUST$12M219,388
4MICROSOFT CORP$8M21,453
5SPDR INDEX SHS FDS$7M161,121
6NVIDIA CORPORATION$7M39,849
7SPDR SERIES TRUST$6M59,951
8BERKSHIRE HATHAWAY INC DEL$6M11,773
9SPDR SERIES TRUST$5M64,478
10CHEVRON CORPORATION$5M25,926
11INNOVATOR ETFS TRUST$5M119,913
12VISA INC$5M16,537
13AMAZON COM INC$4M21,328
14WALMART INC$4M34,127
15META PLATFORMS INC$4M7,242
16INNOVATOR ETFS TRUST$4M90,776
17ALPHABET INC$4M14,031
18SCHWAB STRATEGIC TR$4M124,353
19TESLA INC$4M9,664
20CORNING INC$3M24,613
21S&P GLOBAL INC$3M7,827
22DISNEY WALT CO$3M33,425
23INNOVATOR ETFS TRUST$3M76,420
24INNOVATOR ETFS TRUST$3M66,289
25GOLDMAN SACHS GROUP INC$3M3,517
26INNOVATOR ETFS TRUST$3M71,183
27INNOVATOR ETFS TRUST$3M64,236
28INNOVATOR ETFS TRUST$3M51,129
29QUALCOMM INC$3M20,931
30JOHNSON & JOHNSON$3M10,961
31INNOVATOR ETFS TRUST$3M53,266
32INNOVATOR ETFS TRUST$3M52,449
33INNOVATOR ETFS TRUST$2M74,793
34INNOVATOR ETFS TRUST$2M57,723
35FIRST TR EXCHNG TRADED FD VI$2M70,359
36FIRST TR EXCHNG TRADED FD VI$2M104,290
37SPDR INDEX SHS FDS$2M52,684
38EXXON MOBIL CORP$2M14,042
39MORGAN STANLEY$2M13,964
40INNOVATOR ETFS TRUST$2M111,008
41SPDR GOLD TR$2M5,261
42INNOVATOR ETFS TRUST$2M51,517
43CANADIAN PACIFIC KANSAS CITY$2M27,845
44CORTEVA INC$2M25,476
45INTERNATIONAL BUSINESS MACHS$2M8,720
46INNOVATOR ETFS TRUST$2M41,518
47ISHARES TR$2M20,010
48ALPHABET INC$2M6,912
49EMCOR GROUP INC$2M2,661
50INNOVATOR ETFS TRUST$2M27,335
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.