Diligent Investors, LLC Top Holdings and 13F Report (2026) About Diligent Investors, LLCInvestment ActivityDiligent Investors, LLC has $403.70 million in total holdings as of March 31, 2026.Diligent Investors, LLC owns shares of 346 different stocks, but just 143 companies or ETFs make up 80% of its holdings.Approximately 3.43% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Diligent Investors, LLC has purchased 339 new stocks and bought additional shares in 103 stocks.Diligent Investors, LLC sold shares of 127 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $16,693,256SPDR Portfolio S&P 500 Growth ETF $16,283,354SPDR Portfolio S&P 500 Value ETF $12,412,950Microsoft $7,941,142SPDR Portfolio Developed World ex-US ETF $7,355,175 Largest New Holdings this Quarter 33740U448 - FIRST TR EXCHNG TRADED FD VI $952,068 Holding33740F516 - FT Vest U.S. Equity Moderate Buffer ETF - January $940,921 Holding45784N783 - INNOVATOR ETFS TRUST $561,712 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $561,228 Holding45783Y350 - INNOVATOR ETFS TRUST $545,534 Holding Largest Purchases this Quarter INNOVATOR ETFS TRUST 37,177 shares (about $1.02M)FIRST TR EXCHNG TRADED FD VI 44,200 shares (about $952.07K)FT Vest U.S. Equity Moderate Buffer ETF - January 22,451 shares (about $940.92K)Innovator U.S. Equity Power Buffer ETF - February 22,150 shares (about $888.22K)Micron Technology 1,770 shares (about $598.00K) Largest Sales this Quarter ExxonMobil 2,245 shares (about $380.88K)Boeing 1,565 shares (about $311.50K)Microsoft 746 shares (about $276.14K)SPDR Portfolio S&P 500 Growth ETF 2,701 shares (about $264.46K)SPDR Portfolio S&P 500 Value ETF 3,712 shares (about $210.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDiligent Investors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$16,693,256$78,675 ▼-0.5%65,7764.1%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$16,283,354$264,456 ▼-1.6%166,3094.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$12,412,950$210,025 ▼-1.7%219,3883.1%ETFMSFTMicrosoft$7,941,142$276,143 ▼-3.4%21,4532.0%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$7,355,175$186,206 ▼-2.5%161,1211.8%ETFNVDANVIDIA$6,949,617$161,319 ▲2.4%39,8491.7%Computer and TechnologyMDYGSPDR S&P 400 Mid Cap Growth ETF$5,752,891$63,142 ▼-1.1%59,9511.4%ETFBRK.BBerkshire Hathaway$5,641,622$42,170 ▼-0.7%11,7731.4%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$5,490,342$65,225 ▼-1.2%64,4781.4%ETFCVXChevron$5,364,107$5,379 ▲0.1%25,9261.3%EnergyPAUGInnovator U.S. Equity Power Buffer ETF - August$5,122,683$14,909 ▼-0.3%119,9131.3%ETFVVisa$4,998,263$160,191 ▼-3.1%16,5371.2%Business ServicesAMZNAmazon.com$4,441,942$220,972 ▲5.2%21,3281.1%Retail/WholesaleWALMART INC$4,241,306$97,560 ▼-2.2%34,1271.1%COMMETAMeta Platforms$4,143,413$81,816 ▲2.0%7,2421.0%Computer and TechnologyPMARInnovator U.S. Equity Power Buffer ETF - March$4,050,425$60,906 ▲1.5%90,7761.0%TransportationGOOGLAlphabet$4,034,631$51,184 ▼-1.3%14,0311.0%Computer and TechnologySCHASchwab US Small-Cap ETF$3,616,190$64,238 ▼-1.7%124,3530.9%ETFTSLATesla$3,592,615$152,418 ▲4.4%9,6640.9%Auto/Tires/TrucksGLWCorning$3,346,636$7,070 ▲0.2%24,6130.8%Computer and TechnologySPGIS&P Global$3,329,136$31,900 ▲1.0%7,8270.8%FinanceDISWalt Disney$3,221,464$13,204 ▼-0.4%33,4250.8%Consumer DiscretionaryPFEBInnovator U.S. Equity Power Buffer ETF - February$3,064,442$888,215 ▲40.8%76,4200.8%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$3,057,912$8,672 ▲0.3%66,2890.8%ETFGSThe Goldman Sachs Group$2,975,184$41,451 ▼-1.4%3,5170.7%FinancePAPRInnovator U.S. Equity Power Buffer ETF - April$2,833,083$7,841 ▼-0.3%71,1830.7%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$2,730,030$77,350 ▼-2.8%64,2360.7%ETFNJANInnovator Growth-100 Power Buffer ETF - January$2,728,755$1,601 ▼-0.1%51,1290.7%ETFQCOMQualcomm$2,695,488$28,589 ▼-1.0%20,9310.7%Computer and TechnologyJNJJohnson & Johnson$2,679,215$1,467 ▲0.1%10,9610.7%MedicalBAUGInnovator U.S. Equity Buffer ETF - August$2,601,927$68,387 ▼-2.6%53,2660.6%ETFBSEPInnovator U.S. Equity Buffer ETF - September$2,521,9320.0%52,4490.6%ETFINNOVATOR ETFS TRUST$2,490,610$7,226 ▼-0.3%74,7930.6%NASDAQ 100 MANAPOCTInnovator U.S. Equity Power Buffer ETF - October$2,488,4390.0%57,7230.6%ETFFIRST TR EXCHNG TRADED FD VI$2,477,010$157,825 ▲6.8%70,3590.6%FT VEST EQ ENHANFIRST TR EXCHNG TRADED FD VI$2,476,888$423,938 ▲20.7%104,2900.6%FT VEST US SMALLSPEMSPDR Portfolio Emerging Markets ETF$2,471,428$15,527 ▲0.6%52,6840.6%ETFXOMExxonMobil$2,382,322$380,880 ▼-13.8%14,0420.6%EnergyMSMorgan Stanley$2,298,092$31,433 ▼-1.3%13,9640.6%FinanceINNOVATOR ETFS TRUST$2,280,515$102,718 ▼-4.3%111,0080.6%EQUITY DUAL DIRTGLDSPDR Gold Shares$2,263,756$75,731 ▲3.5%5,2610.6%FinancePSEPInnovator U.S. Equity Power Buffer ETF - September$2,218,322$2,153 ▼-0.1%51,5170.5%ETFCPCanadian Pacific Kansas City$2,190,288$13,766 ▼-0.6%27,8450.5%TransportationCTVACorteva$2,132,592$8,120 ▼-0.4%25,4760.5%Consumer StaplesIBMInternational Business Machines$2,113,522$1,212 ▼-0.1%8,7200.5%Computer and TechnologyBUFFInnovator Laddered Allocation Power Buffer ETF$2,051,404$3,805 ▼-0.2%41,5180.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,986,385$28,689 ▲1.5%20,0100.5%FinanceGOOGAlphabet$1,982,746$140,846 ▲7.6%6,9120.5%Computer and TechnologyEMEEMCOR Group$1,964,800$40,610 ▼-2.0%2,6610.5%ConstructionNJULInnovator Growth-100 Power Buffer ETF - July$1,952,121$6,784 ▼-0.3%27,3350.5%ETFCSCOCisco Systems$1,950,194$9,078 ▼-0.5%25,1350.5%Computer and TechnologySPGSimon Property Group$1,902,933$1,679 ▲0.1%10,2020.5%FinanceAXPAmerican Express$1,885,130$9,075 ▲0.5%6,2320.5%FinanceKJULInnovator U.S. Small Cap Power Buffer ETF - July$1,830,7910.0%57,1590.5%ETFAMATApplied Materials$1,795,874$102,543 ▼-5.4%5,2540.4%Computer and TechnologyPNOVInnovator U.S. Equity Power Buffer ETF - November$1,793,019$4,086 ▼-0.2%43,8820.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,786,9800.0%19,5000.4%ETFBACBank of America$1,776,995$17,648 ▼-1.0%36,4510.4%FinanceGLDMSPDR Gold MiniShares Trust$1,762,1300.0%19,0110.4%FinanceJPMJPMorgan Chase & Co.$1,761,401$5,001 ▼-0.3%5,9880.4%FinancePALANTIR TECHNOLOGIES INC$1,715,718$48,126 ▲2.9%11,7290.4%CL ABXBlackstone$1,672,860$41,281 ▲2.5%14,5480.4%FinancePJULInnovator U.S. Equity Power Buffer ETF - July$1,672,803$23,214 ▼-1.4%36,3910.4%ETFVZVerizon Communications$1,660,965$19,277 ▲1.2%33,0870.4%Computer and TechnologyBABoeing$1,659,397$311,498 ▼-15.8%8,3370.4%AerospaceKOCocaCola$1,644,380$53,236 ▲3.3%21,6220.4%Consumer StaplesNOCTInnovator Growth-100 Power Buffer ETF - October$1,603,472$14,091 ▼-0.9%28,4480.4%ETFPGProcter & Gamble$1,585,783$15,455 ▼-1.0%10,9790.4%Consumer StaplesMUMicron Technology$1,578,100$597,996 ▲61.0%4,6710.4%Computer and TechnologyTAT&T$1,572,745$8,523 ▼-0.5%54,2510.4%Computer and TechnologyIJULInnovator MSCI EAFE Power Buffer ETF - July$1,527,395$675 ▼0.0%45,2560.4%ETFMUCBlackRock MuniHoldings California Quality Fund$1,510,859$85,602 ▲6.0%145,2750.4%FinanceWMBWilliams Companies$1,510,366$146 ▲0.0%20,7520.4%EnergyINNOVATOR ETFS TRUST$1,477,329$61,659 ▼-4.0%50,3150.4%EQUITY DEF PROTNBUFBInnovator Laddered Allocation Buffer ETF$1,475,793$19,032 ▼-1.3%41,0970.4%ETFFIRST TR EXCHNG TRADED FD VI$1,440,8050.0%38,8150.4%FT VEST U.SMCDMcDonald's$1,437,9590.0%4,6270.4%Retail/WholesaleINNOVATOR ETFS TRUST$1,405,492$1,018,319 ▲263.0%51,3120.3%INNOVATOR GW 100INNOVATOR ETFS TRUST$1,405,1470.0%48,3370.3%EQUITY DEFINED PEJULInnovator MSCI Emerging Markets Power Buffer ETF - July$1,399,8650.0%46,8400.3%ETFRTXRTX$1,398,827$18,903 ▼-1.3%7,2520.3%AerospaceFIRST TR EXCHNG TRADED FD VI$1,389,891$23,335 ▼-1.7%35,7370.3%FT VEST U.SNFLXNetflix$1,387,925$126,437 ▲10.0%14,4350.3%Consumer DiscretionaryMRKMerck & Co., Inc.$1,378,930$120 ▼0.0%11,4630.3%MedicalPFEPfizer$1,374,643$21,228 ▼-1.5%48,9550.3%MedicalCOSTCostco Wholesale$1,346,675$12,949 ▲1.0%1,3520.3%Retail/WholesaleGRAYSCALE BITCOIN TRUST ETF$1,346,488$100,244 ▼-6.9%25,5210.3%SHS REP COM UTINNOVATOR ETFS TRUST$1,342,307$99,395 ▲8.0%70,9000.3%EQUITY DUAL DIREHDHome Depot$1,321,619$11,841 ▼-0.9%4,0180.3%Retail/WholesaleWFCWells Fargo & Company$1,321,038$1,115 ▲0.1%16,5940.3%FinanceMDLZMondelez International$1,303,607$18,330 ▼-1.4%22,6160.3%Consumer StaplesAMHAmerican Homes 4 Rent$1,291,966$42,410 ▼-3.2%46,2740.3%FinanceIJANInnovator MSCI EAFE Power Buffer ETF - January$1,280,757$6,603 ▼-0.5%35,3020.3%ETFCATCaterpillar$1,279,574$73,685 ▲6.1%1,8060.3%IndustrialsCOFCapital One Financial$1,270,168$105,999 ▲9.1%6,9620.3%FinanceFIRST TR EXCHNG TRADED FD VI$1,266,604$20,735 ▼-1.6%32,1310.3%FT VEST U.S EQTINTCIntel$1,239,953$4,413 ▼-0.4%28,0980.3%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$1,234,990$592,725 ▲92.3%56,3400.3%FT VEST US EQUITBOCTInnovator U.S. Equity Buffer ETF - October$1,207,972$47,987 ▼-3.8%25,1730.3%ETFXLVHealth Care Select Sector SPDR Fund$1,201,853$7,037 ▼-0.6%8,1980.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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