Diligent Investors, LLC

Est. AUM

$403.7M

13F long equity, this entity only

Positions

346

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$16.7M	65776	4.13%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$16.3M	166309	4.03%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$12.4M	219388	3.07%	SOLE
4	MICROSOFT CORP	COM	$7.9M	21453	1.97%	SOLE
5	SPDR INDEX SHS FDS	STATE STREET SPD	$7.4M	161121	1.82%	SOLE
6	NVIDIA CORPORATION	COM	$6.9M	39849	1.72%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	59951	1.42%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.6M	11773	1.40%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$5.5M	64478	1.36%	SOLE
10	CHEVRON CORPORATION	COM	$5.4M	25926	1.33%	SOLE
11	INNOVATOR ETFS TRUST	US EQTY PWR BF	$5.1M	119913	1.27%	SOLE
12	VISA INC	COM CL A	$5.0M	16537	1.24%	SOLE
13	AMAZON COM INC	COM	$4.4M	21328	1.10%	SOLE
14	WALMART INC	COM	$4.2M	34127	1.05%	SOLE
15	META PLATFORMS INC	CL A	$4.1M	7242	1.03%	SOLE
16	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.0M	90776	1.00%	SOLE
17	ALPHABET INC	CAP STK CL A	$4.0M	14031	1.00%	SOLE
18	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.6M	124353	0.90%	SOLE
19	TESLA INC	COM	$3.6M	9664	0.89%	SOLE
20	CORNING INC	COM	$3.3M	24613	0.83%	SOLE
21	S&P GLOBAL INC	COM	$3.3M	7827	0.82%	SOLE
22	DISNEY WALT CO	COM	$3.2M	33425	0.80%	SOLE
23	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.1M	76420	0.76%	SOLE
24	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.1M	66289	0.76%	SOLE
25	GOLDMAN SACHS GROUP INC	COM	$3.0M	3517	0.74%	SOLE
26	INNOVATOR ETFS TRUST	US EQT PWR BUF	$2.8M	71183	0.70%	SOLE
27	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.7M	64236	0.68%	SOLE
28	INNOVATOR ETFS TRUST	GRWT100 PWR BF	$2.7M	51129	0.68%	SOLE
29	QUALCOMM INC	COM	$2.7M	20931	0.67%	SOLE
30	JOHNSON & JOHNSON	COM	$2.7M	10961	0.66%	SOLE
31	INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$2.6M	53266	0.64%	SOLE
32	INNOVATOR ETFS TRUST	US EQTY BUF SEP	$2.5M	52449	0.62%	SOLE
33	INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$2.5M	74793	0.62%	SOLE
34	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.5M	57723	0.62%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST EQ ENHAN	$2.5M	70359	0.61%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	FT VEST US SMALL	$2.5M	104290	0.61%	SOLE
37	SPDR INDEX SHS FDS	STATE STREET SPD	$2.5M	52684	0.61%	SOLE
38	EXXON MOBIL CORP	COM	$2.4M	14042	0.59%	SOLE
39	MORGAN STANLEY	COM NEW	$2.3M	13964	0.57%	SOLE
40	INNOVATOR ETFS TRUST	EQUITY DUAL DIRT	$2.3M	111008	0.56%	SOLE
41	SPDR GOLD TR	GOLD SHS	$2.3M	5261	0.56%	SOLE
42	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.2M	51517	0.55%	SOLE
43	CANADIAN PACIFIC KANSAS CITY	COM	$2.2M	27845	0.54%	SOLE
44	CORTEVA INC	COM	$2.1M	25476	0.53%	SOLE
45	INTERNATIONAL BUSINESS MACHS	COM	$2.1M	8720	0.52%	SOLE
46	INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$2.1M	41518	0.51%	SOLE
47	ISHARES TR	CORE US AGGBD ET	$2.0M	20010	0.49%	SOLE
48	ALPHABET INC	CAP STK CL C	$2.0M	6912	0.49%	SOLE
49	EMCOR GROUP INC	COM	$2.0M	2661	0.49%	SOLE
50	INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$2.0M	27335	0.48%	SOLE

1–50 of 346

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.