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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) |
|---|---|---|---|---|---|
| MORGAN STANLEY | COM NEW | 617446448 | — | 6,615 shares | $1,244,096 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 5,932 shares | $1,234,003 |
| INNOVATOR ETFS TRUST | EMRGNG MKT JAN | 45782C516 | — | 33,076 shares | $1,229,471 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U661 | — | 27,283 shares | $1,215,864 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 7,984 shares | $1,204,443 |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | 45782C342 | — | 30,532 shares | $1,204,094 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,312 shares | $1,194,518 |
| INNOVATOR ETFS TRUST | INTL DEV PWR MAY | 45783Y293 | — | 37,350 shares | $1,190,655 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 6,157 shares | $1,188,686 |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | 45783Y541 | — | 38,665 shares | $1,185,658 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 16,705 shares | $1,185,568 |
| INNOVATOR ETFS TRUST | INNOVATOR INTER | 45783Y533 | — | 33,945 shares | $1,185,281 |
| FIRST TR EXCHNG TRADED FD VI | FT VE US EQ EQUA | 33740U489 | — | 50,340 shares | $1,180,997 |
| HOME DEPOT INC | COM | 437076102 | — | 4,065 shares | $1,156,527 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C318 | — | 27,198 shares | $1,149,257 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | 33740U588 | — | 32,375 shares | $1,146,557 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | — | 31,014 shares | $1,145,967 |
| METLIFE INC | COM | 59156R108 | — | 12,111 shares | $1,140,335 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD 100 | 33740U513 | — | 44,085 shares | $1,139,156 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASDAQ 1 | 33740F284 | — | 43,700 shares | $1,115,582 |
| FIRST TR EXCHNG TRADED FD VI | VEST NASDAQ-100 | 33740F193 | — | 41,908 shares | $1,103,019 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F367 | — | 27,018 shares | $1,091,527 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 DECE | 45784N858 | — | 40,000 shares | $1,074,196 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 10,035 shares | $1,073,457 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 36,386 shares | $1,066,469 |
| NETFLIX INC. | COM | 64110L106 | — | 15,290 shares | $1,063,878 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 3,970 shares | $1,051,058 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F516 | — | 22,451 shares | $1,034,957 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 10,066 shares | $1,028,194 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U315 | — | 30,150 shares | $1,017,864 |
| AFLAC INC | COM | 001055102 | — | 9,000 shares | $1,006,020 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F417 | — | 37,050 shares | $1,005,396 |
| FIRST TR EXCHNG TRADED FD VI | FT VE NA 100 CO | 33740U448 | — | 40,700 shares | $975,913 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F482 | — | 21,426 shares | $969,312 |
| FIRST TR EXCHNG TRADED FD VI | VEST NASDAQ 100 | 33740F268 | — | 35,735 shares | $964,845 |
| INNOVATOR ETFS TRUST | US SM CA PWR MAY | 45784N668 | — | 32,150 shares | $953,151 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 39,600 shares | $938,527 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 2,293 shares | $932,403 |
| INNOVATOR ETFS TRUST | GROWTH 100 POWER | 45784N205 | — | 28,830 shares | $932,074 |
| EATON CORP PLC | SHS | G29183103 | — | 2,161 shares | $928,603 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD 100 | 33740F219 | — | 35,450 shares | $924,660 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,250 shares | $924,410 |
| REALTY INCOME CORP | COM | 756109104 | — | 16,980 shares | $921,996 |
| PUBLIC STORAGE | COM | 74460D109 | — | 3,223 shares | $911,662 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 4,198 shares | $907,104 |
| TEXAS INSTRS INC | COM | 882508104 | — | 3,238 shares | $906,887 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 4,024 shares | $895,361 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,613 shares | $889,794 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C748 | — | 20,126 shares | $885,343 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 14,158 shares | $867,336 |
| BROADCOM INC | COM | 11135F101 | — | 2,435 shares | $855,137 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740U810 | — | 18,852 shares | $853,545 |
| EDISON INTL | COM | 281020107 | — | 15,528 shares | $834,328 |
| MCDONALDS CORP | COM | 580135101 | — | 3,609 shares | $833,577 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 13,554 shares | $833,571 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 4,096 shares | $801,792 |
| PEPSICO INC | COM | 713448108 | — | 6,320 shares | $800,856 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 33740F334 | — | 19,750 shares | $799,875 |
| ISHARES TR | USD INV GRDE ETF | 464288620 | — | 16,373 shares | $797,518 |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | 45783Y343 | — | 26,116 shares | $796,517 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U737 | — | 17,475 shares | $787,291 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 3,273 shares | $772,035 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 9,829 shares | $770,821 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,433 shares | $759,698 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 1,761 shares | $751,489 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F441 | — | 17,015 shares | $747,232 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740U786 | — | 17,000 shares | $744,770 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 9,002 shares | $735,229 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 2,056 shares | $732,985 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 | — | 12,530 shares | $721,853 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U695 | — | 16,825 shares | $718,091 |
| DEUTSCHE BK AG | NAMEN AKT | D18190898 | — | 20,000 shares | $717,800 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 20,971 shares | $713,434 |
| INNOVATOR ETFS TRUST | INTL DE PW JUNE | 45783Y285 | — | 22,834 shares | $713,106 |
| INNOVATOR ETFS TRUST | GROWTH 100 PWR B | 45784N841 | — | 22,750 shares | $705,705 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | — | 15,224 shares | $705,010 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U711 | — | 16,665 shares | $701,930 |
| ABBVIE INC | COM | 00287Y109 | — | 2,629 shares | $687,729 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 5,980 shares | $681,814 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 12,768 shares | $681,787 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 21,825 shares | $658,024 |
| ORACLE CORP | COM | 68389X105 | — | 4,732 shares | $649,751 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 45782C300 | — | 13,890 shares | $644,496 |
| AMGEN INC | COM | 031162100 | — | 1,502 shares | $633,161 |
| TOYOTA MOTOR CORP | ADS | 892331307 | — | 3,449 shares | $631,512 |
| INNOVATOR ETFS TRUST | GROWTH 100 PWR B | 45784N874 | — | 19,175 shares | $624,449 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740U844 | — | 13,720 shares | $621,790 |
| TEREX CORP NEW | COM | 880779103 | — | 11,760 shares | $618,576 |
| SALESFORCE INC | COM | 79466L302 | — | 2,674 shares | $613,947 |
| INNOVATOR ETFS TRUST | US SM CAP BUFFER | 45784N783 | — | 20,000 shares | $611,140 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 6,800 shares | $610,368 |
| POOL CORP | COM | 73278L105 | — | 3,740 shares | $605,447 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 9,025 shares | $602,509 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT JUNE | 33740U869 | — | 22,400 shares | $601,664 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829F108 | — | 63,346 shares | $596,081 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 3,564 shares | $595,117 |
| UNION PAC CORP | COM | 907818108 | — | 2,179 shares | $592,976 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 1,733 shares | $588,457 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F466 | — | 21,100 shares | $583,940 |
| CVS HEALTH CORP | COM | 126650100 | — | 6,786 shares | $581,483 |