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Diligent Investors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $454,961,272
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $21,269,420
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $20,009,911
- SPDR SERIES TRUST · ST STR P500VAL · 78464A508 · shares: $13,153,710
- MICROSOFT CORP · COM · 594918104 · shares: $10,805,747
- NVIDIA CORPORATION · COM · 67066G104 · shares: $9,147,114
- SPDR INDEX SHS FDS · ST STR PO EX ETF · 78463X889 · shares: $7,971,725
- SPDR SERIES TRUST · ST STR SP400GRW · 78464A821 · shares: $6,095,626
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $6,071,504
- VISA INC · COM CL A · 92826C839 · shares: $5,817,813
- INNOVATOR ETFS TRUST · US EQTY PWR BF · 45782C680 · shares: $5,526,905
Reported holdings
362 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 63,868 shares | $21,269,420 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 162,576 shares | $20,009,911 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 215,176 shares | $13,153,710 |
| MICROSOFT CORP | COM | 594918104 | — | 21,068 shares | $10,805,747 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 40,052 shares | $9,147,114 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 158,768 shares | $7,971,725 |
| SPDR SERIES TRUST | ST STR SP400GRW | 78464A821 | — | 58,315 shares | $6,095,626 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 12,193 shares | $6,071,504 |
| VISA INC | COM CL A | 92826C839 | — | 16,191 shares | $5,817,813 |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | 45782C680 | — | 118,476 shares | $5,526,905 |
| SPDR SERIES TRUST | ST STR SP400VAL | 78464A839 | — | 62,441 shares | $5,526,667 |
| META PLATFORMS INC | CL A | 30303M102 | — | 7,471 shares | $5,417,647 |
| AMAZON COM INC | COM | 023135106 | — | 20,861 shares | $5,197,469 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 14,131 shares | $4,862,291 |
| CHEVRON CORPORATION | COM | 166764100 | — | 23,550 shares | $4,809,056 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C383 | — | 89,690 shares | $4,391,124 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 130,587 shares | $4,261,062 |
| WALMART INC | COM | 931142103 | — | 35,312 shares | $3,669,647 |
| CORNING INC | COM | 219350105 | — | 23,656 shares | $3,637,319 |
| TESLA INC | COM | 88160R101 | — | 10,181 shares | $3,612,383 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C417 | — | 80,448 shares | $3,543,734 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 3,303 shares | $3,518,156 |
| DISNEY WALT CO | COM | 254687106 | — | 30,879 shares | $3,239,202 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C508 | — | 63,777 shares | $3,234,769 |
| QUALCOMM INC | COM | 747525103 | — | 17,361 shares | $3,195,113 |
| S&P GLOBAL INC | COM | 78409V104 | — | 7,827 shares | $3,087,563 |
| INTEL CORP | COM | 458140100 | — | 25,460 shares | $3,061,000 |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 45782C870 | — | 69,826 shares | $3,015,087 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 3,328 shares | $2,996,585 |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | 45782C698 | — | 53,256 shares | $2,944,146 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 11,079 shares | $2,933,150 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C540 | — | 62,036 shares | $2,922,578 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | 45782C466 | — | 47,968 shares | $2,910,698 |
| INNOVATOR ETFS TRUST | US EQTY BUF SEP | 45782C664 | — | 52,699 shares | $2,844,165 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C797 | — | 57,601 shares | $2,758,512 |
| CISCO SYS INC | COM | 17275R102 | — | 25,099 shares | $2,701,352 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 51,963 shares | $2,689,616 |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | 45783Y681 | — | 74,120 shares | $2,674,994 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US SMALL | 33740F292 | — | 103,050 shares | $2,649,416 |
| APPLIED MATLS INC | COM | 038222105 | — | 5,073 shares | $2,594,373 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C656 | — | 55,044 shares | $2,579,362 |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRT | 45784N536 | — | 118,448 shares | $2,562,623 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST EQ ENHAN | 33740U638 | — | 66,851 shares | $2,556,021 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 12,941 shares | $2,420,614 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 14,264 shares | $2,321,506 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 45782C276 | — | 29,406 shares | $2,312,194 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 6,766 shares | $2,305,525 |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | 45783Y814 | — | 41,119 shares | $2,215,492 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | 33733E690 | — | 103,047 shares | $2,149,566 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 25,245 shares | $2,148,350 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 5,405 shares | $2,058,440 |
| INNOVATOR ETFS TRUST | US SML CP PWR B | 45782C284 | — | 60,942 shares | $2,004,992 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 2,652 shares | $2,000,889 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C573 | — | 43,682 shares | $1,992,773 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 5,899 shares | $1,951,611 |
| BANK OF AMER CORP | COM | 060505104 | — | 35,841 shares | $1,950,835 |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | 45782C722 | — | 53,956 shares | $1,949,393 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 9,685 shares | $1,944,376 |
| CORTEVA INC | COM | 22052L104 | — | 24,817 shares | $1,927,045 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 45782C615 | — | 28,198 shares | $1,818,207 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 8,237 shares | $1,811,552 |
| COCA COLA CO | COM | 191216100 | — | 20,853 shares | $1,795,018 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,918 shares | $1,785,207 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 27,246 shares | $1,759,819 |
| INNOVATOR ETFS TRUST | INNOVATOR GW 100 | 45784N791 | — | 56,303 shares | $1,758,624 |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | 45782C714 | — | 56,233 shares | $1,753,345 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 18,417 shares | $1,741,127 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C813 | — | 34,876 shares | $1,732,640 |
| MERCK & CO INC | COM | 58933Y105 | — | 10,890 shares | $1,582,438 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 10,892 shares | $1,582,376 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 33,081 shares | $1,517,407 |
| BOEING CO | COM | 097023105 | — | 8,132 shares | $1,513,037 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 18,311 shares | $1,504,798 |
| BLACKSTONE INC | COM | 09260D107 | — | 13,355 shares | $1,496,911 |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | 45783Y756 | — | 36,840 shares | $1,484,026 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F425 | — | 35,332 shares | $1,473,606 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F433 | — | 34,481 shares | $1,446,133 |
| INNOVATOR ETFS TRUST | US EQTY BUF OCT | 45782C771 | — | 25,531 shares | $1,404,971 |
| INNOVATOR ETFS TRUST | EQUI DUAL 15 DEC | 45784N437 | — | 68,900 shares | $1,402,115 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | — | 45,983 shares | $1,397,410 |
| WILLIAMS COS INC | COM | 969457100 | — | 20,353 shares | $1,383,404 |
| BLACKROCK MUNIHLDNGS CALI | COM | 09254L107 | — | 141,727 shares | $1,381,834 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | 45782C334 | — | 22,585 shares | $1,374,523 |
| PFIZER INC | COM | 717081103 | — | 48,110 shares | $1,372,103 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 3,452 shares | $1,371,514 |
| RTX CORPORATION | COM | 75513E101 | — | 7,254 shares | $1,346,793 |
| CATERPILLAR INC | COM | 149123101 | — | 1,652 shares | $1,339,808 |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | 45782C524 | — | 34,794 shares | $1,336,438 |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAY | 45782C326 | — | 27,475 shares | $1,331,439 |
| WELLS FARGO & CO | COM | 949746101 | — | 16,623 shares | $1,330,695 |
| 3M CO | COM | 88579Y101 | — | 8,087 shares | $1,327,554 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 7,876 shares | $1,326,404 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U885 | — | 27,250 shares | $1,303,913 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F391 | — | 32,454 shares | $1,286,837 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 4,154 shares | $1,263,284 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 21,847 shares | $1,263,185 |
| PACER FDS TR | SWAN SOS FD OF | 69374H568 | — | 35,725 shares | $1,254,305 |
| INNOVATOR ETFS TRUST | GROW 100 PWR BUF | 45784N676 | — | 41,386 shares | $1,254,281 |
| AT&T INC | COM | 00206R102 | — | 51,180 shares | $1,248,801 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 JULY | 45783Y251 | — | 41,137 shares | $1,244,555 |