Diligent Investors, LLC

REDLANDS, CA · CIK 1549042 · 13F filing filed 2025-07-22

SEC-registered investment adviser since 2011 · limited liability company

Assets managed$663.1m
Staff3 · 3 in investment roles
Main clients (by assets)High net worth individuals 58%, Individuals 19%, Pension plans 13%
Websitediligentinvestorsllc.com
Form ADV · 2026-02-25SEC adviser record

Kindwealth
Others nearbyRedlands, CA

$422.1m reported value +2.7% vs Q1 2025

335positions

24.2%in top 10

25 new 82 added 154 reduced 52 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	179,826	$17.1m4.06%	4.06%	Added +875	+875 0.5%
2	APPLE INC COM AAPL	AAPL	81,504	$16.7m3.96%	3.96%	Reduced -86	-86 -0.1%
3	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	286,385	$15.0m3.55%	3.55%	Added +437	+437 0.1%
4	MICROSOFT CORP COM MSFT	MSFT	21,971	$10.9m2.59%	2.59%	Reduced -31.4k	-31,437 -58.9%
5	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	410,300	$10.0m2.37%	2.37%	Added +401.2k	+401,231 4424.2%
6	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	201,072	$8.1m1.93%	1.93%	Added +6.7k	+6,722 3.5%
7	NVIDIA CORPORATION COM NVDA	NVDA	38,678	$6.1m1.45%	1.45%	Added +672	+672 1.8%
8	VISA INC COM CL A V	V	17,126	$6.1m1.44%	1.44%	Added +103	+103 0.6%
9	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,408	$6.0m1.43%	1.43%	Reduced -173	-173 -1.4%
10	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	100,000	$5.9m1.39%	1.39%	New
11	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	200,000	$5.9m1.39%	1.39%	New
12	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	65,734	$5.7m1.35%	1.35%	Reduced -5.2k	-5,152 -7.3%
13	SPDR SER TR S&P 400 MDCP VAL MDYV	MDYV	70,629	$5.6m1.33%	1.33%	Reduced -5.7k	-5,691 -7.5%
14	META PLATFORMS INC CL A META	META	6,804	$5.0m1.19%	1.19%	Added +281	+281 4.3%
15	INNOVATOR ETFS TRUST US EQTY PWR BF PAUG	PAUG	118,243	$4.8m1.13%	1.13%	Reduced -696	-696 -0.6%
16	S&P GLOBAL INC COM SPGI	SPGI	8,252	$4.4m1.03%	1.03%	Unchanged
17	DISNEY WALT CO COM DIS	DIS	35,020	$4.3m1.03%	1.03%	Reduced -1.6k	-1,650 -4.5%
18	AMAZON COM INC COM AMZN	AMZN	18,954	$4.2m0.99%	0.99%	Added +540	+540 2.9%
19	CHEVRON CORP NEW COM CVX	CVX	26,843	$3.8m0.91%	0.91%	Added +2.3k	+2,302 9.4%
20	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAR	PMAR	89,536	$3.8m0.90%	0.90%	Added +498	+498 0.6%
21	WALMART INC COM WMT	WMT	36,149	$3.5m0.84%	0.84%	Reduced -3.3k	-3,349 -8.5%
22	QUALCOMM INC COM QCOM	QCOM	21,536	$3.4m0.81%	0.81%	Reduced -69	-69 -0.3%
23	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	134,442	$3.4m0.81%	0.81%	Reduced -6.7k	-6,650 -4.7%
24	JPMORGAN CHASE & CO COM JPM	JPM	10,907	$3.2m0.75%	0.75%	Reduced -159	-159 -1.4%
25	INNOVATOR ETFS TRUST US EQTY PWR BUF PJAN	PJAN	69,478	$3.1m0.72%	0.72%	Unchanged
26	BANK AMERICA CORP COM BAC	BAC	62,037	$2.9m0.70%	0.70%	Reduced -5.6k	-5,552 -8.2%
27	TESLA INC COM TSLA	TSLA	8,646	$2.7m0.65%	0.65%	Added +550	+550 6.8%
28	INNOVATOR ETFS TRUST US EQT PWR BUF PAPR	PAPR	73,424	$2.7m0.65%	0.65%	Reduced -2.8k	-2,768 -3.6%
29	AMERICAN HOMES 4 RENT CL A AMH	AMH	75,619	$2.7m0.65%	0.65%	Reduced -5.5k	-5,525 -6.8%
30	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,076	$2.7m0.63%	0.63%	Reduced -60	-60 -0.7%
31	INNOVATOR ETFS TRUST GRWT100 PWR BF NJAN	NJAN	52,159	$2.6m0.63%	0.63%	Unchanged
32	GOLDMAN SACHS GROUP INC COM GS	GS	3,715	$2.6m0.62%	0.62%	Reduced -150	-150 -3.9%
33	INNOVATOR ETFS TRUST US EQUT BUFR AUG BAUG	BAUG	56,350	$2.6m0.61%	0.61%	Reduced -517	-517 -0.9%
34	PROCTER AND GAMBLE CO COM PG	PG	15,887	$2.5m0.60%	0.60%	Added +349	+349 2.2%
35	INNOVATOR ETFS TRUST US EQTY BUF SEP BSEP	BSEP	55,893	$2.5m0.60%	0.60%	Reduced -2.0k	-2,031 -3.5%
36	INNOVATOR ETFS TRUST US EQTY PWR BUF PDEC	PDEC	62,978	$2.5m0.60%	0.60%	Reduced -984	-984 -1.5%
37	APPLIED MATLS INC COM AMAT	AMAT	13,652	$2.5m0.59%	0.59%	Reduced -4	-4 -0.0%
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	14,010	$2.5m0.58%	0.58%	Added +366	+366 2.7%
39	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	27,968	$2.4m0.56%	0.56%	Reduced -494	-494 -1.7%
40	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	53,636	$2.3m0.54%	0.54%	Added +4.5k	+4,524 9.2%
41	CANADIAN PACIFIC KANSAS CITY COM CP	CP	28,892	$2.3m0.54%	0.54%	Reduced -300	-300 -1.0%
42	FIRST TR EXCHNG TRADED FD VI FT VEST EQ ENHAN XFEB	XFEB	66,648	$2.3m0.54%	0.54%	Reduced -45	-45 -0.1%
43	INNOVATOR ETFS TRUST NASDAQ 100 MANA QFLR	QFLR	75,665	$2.3m0.53%	0.53%	Added +11.1k	+11,093 17.2%
44	ISHARES TR CORE US AGGBD ET AGG	AGG	22,213	$2.2m0.52%	0.52%	Reduced -26.8k	-26,839 -54.7%
45	BLACKSTONE INC COM BX	BX	14,593	$2.2m0.52%	0.52%	Reduced -7.9k	-7,870 -35.0%
46	INNOVATOR ETFS TRUST US EQTY PWR BUF PSEP	PSEP	51,572	$2.1m0.50%	0.50%	Reduced -1.3k	-1,253 -2.4%
47	INNOVATOR ETFS TRUST US EQTY PWR BUF POCT	POCT	50,956	$2.1m0.50%	0.50%	Reduced -602	-602 -1.2%
48	ZOETIS INC CL A ZTS	ZTS	13,361	$2.1m0.49%	0.49%	Reduced -104	-104 -0.8%
49	BOEING CO COM BA	BA	9,917	$2.1m0.49%	0.49%	Added +370	+370 3.9%
50	INNOVATOR ETFS TRUST US EQTY PWR BUF PFEB	PFEB	54,470	$2.1m0.49%	0.49%	Unchanged
51	CORTEVA INC COM CTVA	CTVA	27,482	$2.0m0.49%	0.49%	Reduced -598	-598 -2.1%
52	INNOVATOR ETFS TRUST LADERD ALCTN PWR BUFF	BUFF	42,895	$2.0m0.48%	0.48%	Added +5	+5 0.0%
53	MORGAN STANLEY COM NEW MS	MS	14,213	$2.0m0.47%	0.47%	Added +307	+307 2.2%
54	AMERICAN EXPRESS CO COM AXP	AXP	6,170	$2.0m0.47%	0.47%	Added +51	+51 0.8%
55	NETFLIX INC COM NFLX	NFLX	1,452	$1.9m0.46%	0.46%	Added +59	+59 4.2%
56	BLACKROCK MUNIHLDNGS CALI QL COM MUC	MUC	180,928	$1.9m0.44%	0.44%	Added +12.1k	+12,135 7.2%
57	INNOVATOR ETFS TRUST GRWT100 PWR BUF NJUL	NJUL	27,410	$1.9m0.44%	0.44%	Reduced -201	-201 -0.7%
58	FIRST TR EXCHNG TRADED FD VI FT VEST US SMALL SFEB	SFEB	86,578	$1.8m0.44%	0.44%	Added +3.6k	+3,609 4.3%
59	HOME DEPOT INC COM HD	HD	5,006	$1.8m0.43%	0.43%	Added +16	+16 0.3%
60	CATERPILLAR INC COM CAT	CAT	4,534	$1.8m0.42%	0.42%	Added +209	+209 4.8%
61	CISCO SYS INC COM CSCO	CSCO	25,222	$1.7m0.41%	0.41%	Reduced -1.2k	-1,237 -4.7%
62	JOHNSON & JOHNSON COM JNJ	JNJ	11,244	$1.7m0.41%	0.41%	Added +96	+96 0.9%
63	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	6,600	$1.7m0.39%	0.39%	Unchanged
64	INNOVATOR ETFS TRUST EQUITY DEF PROTN TJUL	TJUL	57,415	$1.6m0.39%	0.39%	Unchanged
65	SIMON PPTY GROUP INC NEW COM SPG	SPG	10,222	$1.6m0.39%	0.39%	Reduced -2.1k	-2,056 -16.8%
66	EXXON MOBIL CORP COM XOM	XOM	15,221	$1.6m0.39%	0.39%	Added +2.5k	+2,458 19.3%
67	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUL	PJUL	37,086	$1.6m0.39%	0.39%	Reduced -421	-421 -1.1%
68	VERIZON COMMUNICATIONS INC COM VZ	VZ	37,510	$1.6m0.38%	0.38%	Reduced -1.4k	-1,369 -3.5%
69	INNOVATOR ETFS TRUST US SML CP PWR B KJUL	KJUL	55,299	$1.6m0.38%	0.38%	Reduced -613	-613 -1.1%
70	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	18,118	$1.6m0.38%	0.38%	Reduced -229	-229 -1.2%
71	COCA COLA CO COM KO	KO	22,346	$1.6m0.37%	0.37%	Reduced -619	-619 -2.7%
72	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	19,638	$1.6m0.37%	0.37%	Reduced -1.0k	-1,031 -5.0%
73	MONDELEZ INTL INC CL A MDLZ	MDLZ	23,180	$1.6m0.37%	0.37%	Reduced -691	-691 -2.9%
74	ABBVIE INC COM ABBV	ABBV	8,414	$1.6m0.37%	0.37%	Added +9	+9 0.1%
75	AT&T INC COM T	T	53,692	$1.6m0.37%	0.37%	Reduced -433	-433 -0.8%
76	INNOVATOR ETFS TRUST LADDERED ALC BFR BUFB	BUFB	45,183	$1.5m0.36%	0.36%	Reduced -1.8k	-1,775 -3.8%
77	EMCOR GROUP INC COM EME	EME	2,738	$1.5m0.35%	0.35%	Reduced -75	-75 -2.7%
78	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	15,875	$1.5m0.34%	0.34%	New
79	POOL CORP COM POOL	POOL	4,856	$1.4m0.34%	0.34%	Reduced -849	-849 -14.9%
80	PUBLIC STORAGE COM PSA	PSA	4,775	$1.4m0.33%	0.33%	Reduced -48	-48 -1.0%
81	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XJUL	XJUL	37,637	$1.4m0.33%	0.33%	Reduced -1.2k	-1,250 -3.2%
82	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	10,257	$1.4m0.33%	0.33%	Added +458	+458 4.7%
83	MCDONALDS CORP COM MCD	MCD	4,666	$1.4m0.32%	0.32%	Added +20	+20 0.4%
84	WELLS FARGO CO NEW COM WFC	WFC	17,014	$1.4m0.32%	0.32%	Reduced -86	-86 -0.5%
85	INNOVATOR ETFS TRUST EQUITY DEFINED P ZJUL	ZJUL	48,337	$1.4m0.32%	0.32%	Reduced -938	-938 -1.9%
86	CAPITAL ONE FINL CORP COM COF	COF	6,376	$1.4m0.32%	0.32%	New
87	CORNING INC COM GLW	GLW	25,605	$1.3m0.32%	0.32%	Added +5	+5 0.0%
88	MERCK & CO INC COM MRK	MRK	16,905	$1.3m0.32%	0.32%	Reduced -370	-370 -2.1%
89	INNOVATOR ETFS TRUST INTRNL DEV JAN IJAN	IJAN	38,996	$1.3m0.32%	0.32%	Unchanged
90	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	53,218	$1.3m0.32%	0.32%	Reduced -3.3k	-3,321 -5.9%
91	INNOVATOR ETFS TRUST INTRNL DEV JULY IJUL	IJUL	41,582	$1.3m0.31%	0.31%	Reduced -638	-638 -1.5%
92	JABIL INC COM JBL	JBL	6,000	$1.3m0.31%	0.31%	Unchanged
93	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	52,622	$1.3m0.30%	0.30%	Added +100	+100 0.2%
94	PFIZER INC COM PFE	PFE	52,900	$1.3m0.30%	0.30%	Reduced -295	-295 -0.6%
95	INNOVATOR ETFS TRUST EMRGNG MKT JAN EJAN	EJAN	39,451	$1.3m0.30%	0.30%	Reduced -796	-796 -2.0%
96	INNOVATOR ETFS TRUST EMRGNG MKT JULY EJUL	EJUL	45,504	$1.3m0.30%	0.30%	Reduced -1.2k	-1,234 -2.6%
97	COSTCO WHSL CORP NEW COM COST	COST	1,269	$1.3m0.30%	0.30%	Added +248	+248 24.3%
98	WILLIAMS COS INC COM WMB	WMB	19,935	$1.3m0.30%	0.30%	Added +552	+552 2.9%
99	3M CO COM MMM	MMM	8,214	$1.3m0.30%	0.30%	Reduced -176	-176 -2.1%
100	FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT GJUN	GJUN	32,657	$1.2m0.29%	0.29%	Added +4.5k	+4,500 16.0%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
SEAGATE TECHNOLOGY HLDNGS PL STX	STX	18,250	$1.6m18.2k shares
DISCOVER FINL SVCS DFS	DFS	6,257	$1.1m6.3k shares
BEACON ROOFING SUPPLY INC BECN	BECN	5,016	$620.5k5.0k shares
BRISTOL-MYERS SQUIBB CO BMY	BMY	9,898	$603.7k9.9k shares
NRG ENERGY INC NRG	NRG	5,400	$515.5k5.4k shares
INTERNATIONAL PAPER CO IP	IP	8,092	$431.7k8.1k shares
VALERO ENERGY CORP VLO	VLO	2,888	$381.4k2.9k shares
KONINKLIJKE PHILIPS N V PHG	PHG	15,010	$381.3k15.0k shares
ZIMMER BIOMET HOLDINGS INC ZBH	ZBH	3,254	$368.3k3.3k shares
DOMINION ENERGY INC D	D	6,455	$361.9k6.5k shares
FORD MTR CO F	F	35,504	$356.1k35.5k shares
TYSON FOODS INC TSN	TSN	5,317	$339.3k5.3k shares
UNILEVER PLC		5,619	$334.6k5.6k shares
BLACKSTONE SECD LENDING FD BXSL	BXSL	10,128	$327.8k10.1k shares
FOX CORP FOXA	FOXA	5,750	$325.4k5.8k shares
MACERICH CO MAC	MAC	18,745	$321.8k18.7k shares
TRUSTMARK CORP TRMK	TRMK	8,711	$300.5k8.7k shares
ALIBABA GROUP HLDG LTD BABA	BABA	2,178	$288.0k2.2k shares
PETROLEO BRASILEIRO SA PETRO PBR	PBR	20,000	$286.8k20.0k shares
TJX COS INC NEW TJX	TJX	2,346	$285.8k2.3k shares
TARGET CORP TGT	TGT	2,686	$280.3k2.7k shares
ISHARES TR ITA	ITA	1,800	$275.6k1.8k shares
LYONDELLBASELL INDUSTRIES N LYB	LYB	3,893	$274.1k3.9k shares
PHILIP MORRIS INTL INC PM	PM	1,709	$271.3k1.7k shares
UNITED STS COMMODITY INDEX F CPER	CPER	8,425	$266.2k8.4k shares