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Diligent Investors, LLC Top Holdings and 13F Report (2026)

About Diligent Investors, LLC

Investment Activity

  • Diligent Investors, LLC has $449.05 million in total holdings as of June 30, 2026.
  • Diligent Investors, LLC owns shares of 357 different stocks, but just 148 companies or ETFs make up 80% of its holdings.
  • Approximately 4.56% of the portfolio was purchased this quarter.
  • About 4.34% of the portfolio was sold this quarter.
  • This quarter, Diligent Investors, LLC has purchased 346 new stocks and bought additional shares in 124 stocks.
  • Diligent Investors, LLC sold shares of 128 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Apple
$18,733,624
NVIDIA
$8,088,091
Microsoft
$8,015,857

Largest New Holdings this Quarter

45782C326 - Innovator U.S. Equity Buffer ETF - May
$1,300,941 Holding
45784N676 - INNOVATOR ETFS TRUST
$1,223,097 Holding
33740F284 - FIRST TR EXCHNG TRADED FD VI
$1,088,497 Holding
33733E690 - FIRST TR EXCHANGE-TRADED FD
$998,092 Holding
45784N668 - INNOVATOR ETFS TRUST
$976,717 Holding

Largest Purchases this Quarter

Innovator U.S. Equity Buffer ETF - May
27,475 shares (about $1.30M)
INNOVATOR ETFS TRUST
41,386 shares (about $1.22M)
FIRST TR EXCHNG TRADED FD VI
43,700 shares (about $1.09M)
FT Vest U.S. Equity Buffer ETF - April
22,250 shares (about $1.04M)
FIRST TR EXCHANGE-TRADED FD
48,008 shares (about $998.09K)

Largest Sales this Quarter

Micron Technology
1,378 shares (about $1.59M)
Morgan Stanley
7,158 shares (about $1.50M)
American Express
1,984 shares (about $671.13K)
Qualcomm
3,486 shares (about $644.19K)
Snowflake
2,356 shares (about $599.60K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDiligent Investors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$19,622,645$166,467 â–¼-0.8%164,9104.4%ETF
Apple Inc. stock logo
AAPL
Apple
$18,733,624$299,196 â–¼-1.6%64,7424.2%Computer and Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$13,224,195$112,401 â–¼-0.8%217,5392.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,088,091$114,652 â–²1.4%40,4221.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$8,015,857$13,429 â–²0.2%21,4891.8%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$7,971,127$147,743 â–¼-1.8%158,1891.8%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$6,658,231$61,649 â–¼-0.9%59,4011.5%ETF
Corning Incorporated stock logo
GLW
Corning
$6,169,695$117,243 â–¼-1.9%24,1541.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,147,792$256,700 â–²4.4%12,2861.4%Finance
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$6,054,837$60,894 â–¼-1.0%63,8361.3%ETF
Visa Inc. stock logo
V
Visa
$5,608,579$65,188 â–¼-1.1%16,3471.2%Business Services
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$5,458,361$14,468 â–¼-0.3%119,5961.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,055,860$27,409 â–¼-0.5%21,2131.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,994,839$19,298 â–¼-0.4%13,9771.1%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$4,717,772$224,909 â–²5.0%130,5781.1%ETF
Innovator U.S. Equity Power Buffer ETF - March stock logo
PMAR
Innovator U.S. Equity Power Buffer ETF - March
$4,377,911$41,560 â–²1.0%91,6461.0%Transportation
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,191,699$112,102 â–²2.7%7,4410.9%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$4,114,755$50,052 â–²1.2%9,7830.9%Auto/Tires/Trucks
Chevron Corporation stock logo
CVX
Chevron
$3,999,467$298,037 â–¼-6.9%24,1280.9%Energy
WALMART INC
$3,931,141$65,917 â–²1.7%34,7090.9%COM
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,801,053$1,590,602 â–¼-29.5%3,2930.8%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,768,924$29,642 â–¼-0.8%5,2130.8%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$3,617,889$60,686 â–²1.7%3,5770.8%Finance
Intel Corporation stock logo
INTC
Intel
$3,554,915$368,337 â–¼-9.4%25,4600.8%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - February stock logo
PFEB
Innovator U.S. Equity Power Buffer ETF - February
$3,464,608$173,962 â–²5.3%80,4600.8%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$3,223,742$644,194 â–¼-16.7%17,4450.7%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$3,205,814$74,829 â–¼-2.3%64,7770.7%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$3,187,6240.0%7,8270.7%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$3,049,024$168,150 â–¼-5.2%31,6780.7%Consumer Discretionary
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$2,986,832$17,091 â–¼-0.6%70,7780.7%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,959,581$7,165 â–²0.2%25,1960.7%Computer and Technology
NJAN
Innovator Growth-100 Power Buffer ETF - January
$2,899,594$118,040 â–¼-3.9%49,1290.6%ETF
Innovator U.S. Equity Power Buffer ETF - December stock logo
PDEC
Innovator U.S. Equity Power Buffer ETF - December
$2,892,722$55,068 â–¼-1.9%63,0360.6%ETF
BAUG
Innovator U.S. Equity Buffer ETF - August
$2,802,215$53,614 â–¼-1.9%52,2660.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,776,451$7,365 â–¼-0.3%10,9320.6%Medical
BSEP
Innovator U.S. Equity Buffer ETF - September
$2,739,271$26,365 â–¼-1.0%51,9490.6%ETF
FIRST TR EXCHNG TRADED FD VI
$2,725,108$11,941 â–¼-0.4%103,8350.6%FT VEST US SMALL
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$2,714,474$13,515 â–¼-0.5%52,4230.6%ETF
INNOVATOR ETFS TRUST
$2,711,525$16,927 â–¼-0.6%74,3290.6%NASDAQ 100 MANA
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$2,678,9240.0%57,7230.6%ETF
FIRST TR EXCHNG TRADED FD VI
$2,613,985$17,090 â–¼-0.6%69,9020.6%FT VEST EQ ENHAN
Alphabet Inc. stock logo
GOOG
Alphabet
$2,463,877$21,554 â–²0.9%6,9730.5%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,460,497$8,436 â–²0.3%8,7500.5%Computer and Technology
INNOVATOR ETFS TRUST
$2,441,408$84,708 â–²3.6%114,9980.5%EQUITY DUAL DIRT
Innovator U.S. Equity Power Buffer ETF - September stock logo
PSEP
Innovator U.S. Equity Power Buffer ETF - September
$2,326,308$46,050 â–¼-1.9%50,5170.5%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$2,288,850$7,157 â–²0.3%10,2340.5%Finance
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$2,223,729$15,765 â–²0.7%2,6800.5%Construction
BUFF
Innovator Laddered Allocation Power Buffer ETF
$2,187,484$316 â–²0.0%41,5240.5%ETF
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$2,187,479$225,290 â–¼-9.3%25,2450.5%Transportation
Corteva, Inc. stock logo
CTVA
Corteva
$2,129,639$27,948 â–¼-1.3%25,1460.5%Consumer Staples
NJUL
Innovator Growth-100 Power Buffer ETF - July
$2,110,200$6,349 â–¼-0.3%27,2530.5%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$2,091,223$14,245 â–²0.7%36,7010.5%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,030,602$49,986 â–²2.5%20,5150.5%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,975,930$16,038 â–²0.8%6,0370.4%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,974,517$36,470 â–²1.9%5,3600.4%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,947,521$27,753 â–²1.4%14,2450.4%Energy
KJUL
Innovator U.S. Small Cap Power Buffer ETF - July
$1,941,6910.0%57,1590.4%ETF
Innovator U.S. Equity Power Buffer ETF - November stock logo
PNOV
Innovator U.S. Equity Power Buffer ETF - November
$1,937,297$8,870 â–¼-0.5%43,6820.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,886,250$37,278 â–¼-1.9%1,7710.4%Industrials
The Boeing Company stock logo
BA
Boeing
$1,848,096$43,296 â–²2.4%8,5370.4%Aerospace
NOCT
Innovator Growth-100 Power Buffer ETF - October
$1,763,080$15,631 â–¼-0.9%28,1980.4%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,757,902$650 â–²0.0%21,6300.4%Consumer Staples
INNOVATOR ETFS TRUST
$1,708,417$151,637 â–²9.7%56,3100.4%INNOVATOR GW 100
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,695,182$52,866 â–²3.2%2,9180.4%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$1,670,083$106,162 â–¼-6.0%34,2160.4%ETF
IJUL
Innovator MSCI EAFE Power Buffer ETF - July
$1,627,8580.0%45,2560.4%ETF
Blackstone Inc. stock logo
BX
Blackstone
$1,622,817$89,078 â–¼-5.2%13,7910.4%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,601,410$8,505 â–¼-0.5%10,9210.4%Consumer Staples
BlackRock MuniHoldings California Quality Fund, Inc. stock logo
MUC
BlackRock MuniHoldings California Quality Fund
$1,546,643$49,928 â–¼-3.1%140,7320.3%Finance
American Homes 4 Rent stock logo
AMH
American Homes 4 Rent
$1,543,997$7,106 â–¼-0.5%46,0620.3%Finance
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$1,542,902$223 â–²0.0%20,7550.3%Energy
PALANTIR TECHNOLOGIES INC
$1,515,193$146,771 â–²10.7%12,9870.3%CL A
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$1,509,8540.0%19,0110.3%Finance
BUFB
Innovator Laddered Allocation Buffer ETF
$1,500,070$115,454 â–¼-7.1%38,1600.3%ETF
EJUL
Innovator MSCI Emerging Markets Power Buffer ETF - July
$1,463,005$187 â–¼0.0%46,8340.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,451,324$21,717 â–¼-1.5%11,2940.3%Medical
FIRST TR EXCHNG TRADED FD VI
$1,444,528$72,746 â–¼-4.8%36,9540.3%FT VEST U.S
The Home Depot, Inc. stock logo
HD
Home Depot
$1,441,624$24,685 â–²1.7%4,0880.3%Retail/Wholesale
American Express Company stock logo
AXP
American Express
$1,436,968$671,126 â–¼-31.8%4,2480.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,425,700$24,811 â–²1.8%33,6730.3%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$1,422,803$1,496,389 â–¼-51.3%6,8060.3%Finance
FIRST TR EXCHNG TRADED FD VI
$1,420,272$96,796 â–²7.3%34,4810.3%FT VEST U.S EQT
INNOVATOR ETFS TRUST
$1,376,450$39,955 â–¼-2.8%68,9000.3%EQUI DUAL 15 DEC
RTX Corporation stock logo
RTX
RTX
$1,376,129$190 â–²0.0%7,2530.3%Aerospace
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,372,538$1,240 â–²0.1%16,6090.3%Finance
NAPR
Innovator Growth-100 Power Buffer ETF - April
$1,353,904$111,237 â–²9.0%22,8700.3%ETF
BOCT
Innovator U.S. Equity Buffer ETF - October
$1,332,483$2,227 â–¼-0.2%25,1310.3%ETF
IJAN
Innovator MSCI EAFE Power Buffer ETF - January
$1,325,066$19,230 â–¼-1.4%34,7970.3%ETF
FIRST TR EXCHNG TRADED FD VI
$1,323,1840.0%56,3400.3%FT VE US EQ EQUA
3M Company stock logo
MMM
3M
$1,312,717$810 â–²0.1%8,1080.3%Multi-Sector Conglomerates
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,303,304$4,801 â–¼-0.4%22,5330.3%Consumer Staples
FIRST TR EXCHNG TRADED FD VI
$1,302,351$152,681 â–¼-10.5%31,9870.3%FT VEST U.S
BMAY
Innovator U.S. Equity Buffer ETF - May
$1,300,941$1,300,941 â–²New Holding27,4750.3%ETF
INNOVATOR ETFS TRUST
$1,289,763$231,260 â–¼-15.2%42,6650.3%EQUITY DEF PROTN
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,283,290$18,707 â–²1.5%1,3720.3%Retail/Wholesale
Synchrony Financial stock logo
SYF
Synchrony Financial
$1,273,668$15,134 â–¼-1.2%16,7480.3%Finance
FT Vest U.S. Equity Buffer ETF - April stock logo
FAPR
FT Vest U.S. Equity Buffer ETF - April
$1,273,665$1,039,965 â–²445.0%27,2500.3%ETF
INNOVATOR ETFS TRUST
$1,262,846$185,814 â–¼-12.8%42,1370.3%EQUI DEFI 1 JULY
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,249,318$51,407 â–¼-4.0%7,8740.3%ETF
GRAYSCALE BITCOIN TRUST ETF
$1,245,928$84,212 â–²7.2%27,3710.3%SHS REP COM UT

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