Diversified Enterprises, LLC: 13F holdings

CIK 20372642026Q2

Positions425
Reported value$2.1bn
Filed2026-07-31

Top 10 holdings

SecuritySharesValueWeight
SCHX SCHWAB STRATEGIC TR18,816,940$553.8m26.8%
VIG VANGUARD SPECIALIZED FUNDS719,567$170.3m8.2%
HARBOR ETF TRUST3,020,046$92.2m4.5%
ETF SER SOLUTIONS1,942,866$82.0m4.0%
SLYG SPDR SERIES TRUST554,547$66.1m3.2%
IVV ISHARES TR84,701$63.4m3.1%
SEI EXCHANGE TRADED FUNDS1,393,071$55.9m2.7%
ETF SER SOLUTIONS1,898,865$54.6m2.6%
SEI EXCHANGE TRADED FUNDS1,581,216$51.7m2.5%
SCHP SCHWAB STRATEGIC TR1,795,139$47.6m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2037264")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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