Diligent Investors, LLC

REDLANDS, CA · CIK 1549042 · 13F filing filed 2026-07-24

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

$449.1m reported value +11.2% vs Q1 2026

357positions

22.4%in top 10

25 new 124 added 128 reduced 14 sold out vs Q1 2026

Holdings, Q2 2026

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	164,910	$19.6m4.37%	4.37%	Reduced -1.4k	-1,399 -0.8%
2	APPLE INC COM AAPL	AAPL	64,742	$18.7m4.17%	4.17%	Reduced -1.0k	-1,034 -1.6%
3	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	217,539	$13.2m2.94%	2.94%	Reduced -1.8k	-1,849 -0.8%
4	NVIDIA CORPORATION COM NVDA	NVDA	40,422	$8.1m1.80%	1.80%	Added +573	+573 1.4%
5	MICROSOFT CORP COM MSFT	MSFT	21,489	$8.0m1.79%	1.79%	Added +36	+36 0.2%
6	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	158,189	$8.0m1.78%	1.78%	Reduced -2.9k	-2,932 -1.8%
7	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	59,401	$6.7m1.48%	1.48%	Reduced -550	-550 -0.9%
8	CORNING INC COM GLW	GLW	24,154	$6.2m1.37%	1.37%	Reduced -459	-459 -1.9%
9	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,286	$6.1m1.37%	1.37%	Added +513	+513 4.4%
10	SPDR SER TR S&P 400 MDCP VAL MDYV	MDYV	63,836	$6.1m1.35%	1.35%	Reduced -642	-642 -1.0%
11	VISA INC COM CL A V	V	16,347	$5.6m1.25%	1.25%	Reduced -190	-190 -1.1%
12	INNOVATOR ETFS TRUST US EQTY PWR BF PAUG	PAUG	119,596	$5.5m1.22%	1.22%	Reduced -317	-317 -0.3%
13	AMAZON COM INC COM AMZN	AMZN	21,213	$5.1m1.13%	1.13%	Reduced -115	-115 -0.5%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,977	$5.0m1.11%	1.11%	Reduced -54	-54 -0.4%
15	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	130,578	$4.7m1.05%	1.05%	Added +6.2k	+6,225 5.0%
16	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAR	PMAR	91,646	$4.4m0.97%	0.97%	Added +870	+870 1.0%
17	META PLATFORMS INC CL A META	META	7,441	$4.2m0.93%	0.93%	Added +199	+199 2.8%
18	TESLA INC COM TSLA	TSLA	9,783	$4.1m0.92%	0.92%	Added +119	+119 1.2%
19	CHEVRON CORP NEW COM CVX	CVX	24,128	$4.0m0.89%	0.89%	Reduced -1.8k	-1,798 -6.9%
20	WALMART INC COM WMT	WMT	34,709	$3.9m0.88%	0.88%	Added +582	+582 1.7%
21	MICRON TECHNOLOGY INC COM MU	MU	3,293	$3.8m0.85%	0.85%	Reduced -1.4k	-1,378 -29.5%
22	APPLIED MATLS INC COM AMAT	AMAT	5,213	$3.8m0.84%	0.84%	Reduced -41	-41 -0.8%
23	GOLDMAN SACHS GROUP INC COM GS	GS	3,577	$3.6m0.81%	0.81%	Added +60	+60 1.7%
24	INTEL CORP COM INTC	INTC	25,460	$3.6m0.79%	0.79%	Reduced -2.6k	-2,638 -9.4%
25	INNOVATOR ETFS TRUST US EQTY PWR BUF PFEB	PFEB	80,460	$3.5m0.77%	0.77%	Added +4.0k	+4,040 5.3%
26	QUALCOMM INC COM QCOM	QCOM	17,445	$3.2m0.72%	0.72%	Reduced -3.5k	-3,486 -16.6%
27	INNOVATOR ETFS TRUST US EQTY PWR BUF PJAN	PJAN	64,777	$3.2m0.71%	0.71%	Reduced -1.5k	-1,512 -2.3%
28	S&P GLOBAL INC COM SPGI	SPGI	7,827	$3.2m0.71%	0.71%	Unchanged
29	DISNEY WALT CO COM DIS	DIS	31,678	$3.0m0.68%	0.68%	Reduced -1.7k	-1,747 -5.2%
30	INNOVATOR ETFS TRUST US EQT PWR BUF PAPR	PAPR	70,778	$3.0m0.67%	0.67%	Reduced -405	-405 -0.6%
31	CISCO SYS INC COM CSCO	CSCO	25,196	$3.0m0.66%	0.66%	Added +61	+61 0.2%
32	INNOVATOR ETFS TRUST GRWT100 PWR BF NJAN	NJAN	49,129	$2.9m0.65%	0.65%	Reduced -2.0k	-2,000 -3.9%
33	INNOVATOR ETFS TRUST US EQTY PWR BUF PDEC	PDEC	63,036	$2.9m0.64%	0.64%	Reduced -1.2k	-1,200 -1.9%
34	INNOVATOR ETFS TRUST US EQUT BUFR AUG BAUG	BAUG	52,266	$2.8m0.62%	0.62%	Reduced -1.0k	-1,000 -1.9%
35	JOHNSON & JOHNSON COM JNJ	JNJ	10,932	$2.8m0.62%	0.62%	Reduced -29	-29 -0.3%
36	INNOVATOR ETFS TRUST US EQTY BUF SEP BSEP	BSEP	51,949	$2.7m0.61%	0.61%	Reduced -500	-500 -0.9%
37	FIRST TR EXCHNG TRADED FD VI FT VEST US SMALL SFEB	SFEB	103,835	$2.7m0.61%	0.61%	Reduced -455	-455 -0.4%
38	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	52,423	$2.7m0.60%	0.60%	Reduced -261	-261 -0.5%
39	INNOVATOR ETFS TRUST NASDAQ 100 MANA QFLR	QFLR	74,329	$2.7m0.60%	0.60%	Reduced -464	-464 -0.6%
40	INNOVATOR ETFS TRUST US EQTY PWR BUF POCT	POCT	57,723	$2.7m0.60%	0.60%	Unchanged
41	FIRST TR EXCHNG TRADED FD VI FT VEST EQ ENHAN XFEB	XFEB	69,902	$2.6m0.58%	0.58%	Reduced -457	-457 -0.7%
42	ALPHABET INC CAP STK CL C GOOG	GOOG	6,973	$2.5m0.55%	0.55%	Added +61	+61 0.9%
43	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,750	$2.5m0.55%	0.55%	Added +30	+30 0.3%
44	INNOVATOR ETFS TRUST EQUITY DUAL DIRT DDFL	DDFL	114,998	$2.4m0.54%	0.54%	Added +4.0k	+3,990 3.6%
45	INNOVATOR ETFS TRUST US EQTY PWR BUF PSEP	PSEP	50,517	$2.3m0.52%	0.52%	Reduced -1.0k	-1,000 -1.9%
46	SIMON PPTY GROUP INC NEW COM SPG	SPG	10,234	$2.3m0.51%	0.51%	Added +32	+32 0.3%
47	EMCOR GROUP INC COM EME	EME	2,680	$2.2m0.50%	0.50%	Added +19	+19 0.7%
48	INNOVATOR ETFS TRUST LADERD ALCTN PWR BUFF	BUFF	41,524	$2.2m0.49%	0.49%	Added +6	+6 0.0%
49	CANADIAN PACIFIC KANSAS CITY COM CP	CP	25,245	$2.2m0.49%	0.49%	Reduced -2.6k	-2,600 -9.3%
50	CORTEVA INC COM CTVA	CTVA	25,146	$2.1m0.47%	0.47%	Reduced -330	-330 -1.3%
51	INNOVATOR ETFS TRUST GRWT100 PWR BUF NJUL	NJUL	27,253	$2.1m0.47%	0.47%	Reduced -82	-82 -0.3%
52	BANK AMERICA CORP COM BAC	BAC	36,701	$2.1m0.47%	0.47%	Added +250	+250 0.7%
53	ISHARES TR CORE US AGGBD ET AGG	AGG	20,515	$2.0m0.45%	0.45%	Added +505	+505 2.5%
54	JPMORGAN CHASE & CO COM JPM	JPM	6,037	$2.0m0.44%	0.44%	Added +49	+49 0.8%
55	SPDR GOLD TR GOLD SHS GLD	GLD	5,360	$2.0m0.44%	0.44%	Added +99	+99 1.9%
56	EXXON MOBIL CORP COM XOM	XOM	14,245	$1.9m0.43%	0.43%	Added +203	+203 1.4%
57	INNOVATOR ETFS TRUST US SML CP PWR B KJUL	KJUL	57,159	$1.9m0.43%	0.43%	Unchanged
58	INNOVATOR ETFS TRUST US EQTY PWR BUF PNOV	PNOV	43,682	$1.9m0.43%	0.43%	Reduced -200	-200 -0.5%
59	CATERPILLAR INC COM CAT	CAT	1,771	$1.9m0.42%	0.42%	Reduced -35	-35 -1.9%
60	BOEING CO COM BA	BA	8,537	$1.8m0.41%	0.41%	Added +200	+200 2.4%
61	INNOVATOR ETFS TRUST GRWT100 PWR BUF NOCT	NOCT	28,198	$1.8m0.39%	0.39%	Reduced -250	-250 -0.9%
62	COCA COLA CO COM KO	KO	21,630	$1.8m0.39%	0.39%	Added +8	+8 0.0%
63	INNOVATOR ETFS TRUST INNOVATOR GW 100 NFEB	NFEB	56,310	$1.7m0.38%	0.38%	Added +5.0k	+4,998 9.7%
64	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,918	$1.7m0.38%	0.38%	Added +91	+91 3.2%
65	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUL	PJUL	34,216	$1.7m0.37%	0.37%	Reduced -2.2k	-2,175 -6.0%
66	INNOVATOR ETFS TRUST INTRNL DEV JULY IJUL	IJUL	45,256	$1.6m0.36%	0.36%	Unchanged
67	BLACKSTONE INC COM BX	BX	13,791	$1.6m0.36%	0.36%	Reduced -757	-757 -5.2%
68	PROCTER AND GAMBLE CO COM PG	PG	10,921	$1.6m0.36%	0.36%	Reduced -58	-58 -0.5%
69	BLACKROCK MUNIHLDNGS CALI QL COM MUC	MUC	140,732	$1.5m0.34%	0.34%	Reduced -4.5k	-4,543 -3.1%
70	AMERICAN HOMES 4 RENT CL A AMH	AMH	46,062	$1.5m0.34%	0.34%	Reduced -212	-212 -0.5%
71	WILLIAMS COS INC COM WMB	WMB	20,755	$1.5m0.34%	0.34%	Added +3	+3 0.0%
72	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	12,987	$1.5m0.34%	0.34%	Added +1.3k	+1,258 10.7%
73	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	19,011	$1.5m0.34%	0.34%	Unchanged
74	INNOVATOR ETFS TRUST LADDERED ALC BFR BUFB	BUFB	38,160	$1.5m0.33%	0.33%	Reduced -2.9k	-2,937 -7.2%
75	INNOVATOR ETFS TRUST EMRGNG MKT JULY EJUL	EJUL	46,834	$1.5m0.33%	0.33%	Reduced -6	-6 -0.0%
76	MERCK & CO INC COM MRK	MRK	11,294	$1.5m0.32%	0.32%	Reduced -169	-169 -1.5%
77	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XAUG	XAUG	36,954	$1.4m0.32%	0.32%	Reduced -1.9k	-1,861 -4.8%
78	HOME DEPOT INC COM HD	HD	4,088	$1.4m0.32%	0.32%	Added +70	+70 1.7%
79	AMERICAN EXPRESS CO COM AXP	AXP	4,248	$1.4m0.32%	0.32%	Reduced -2.0k	-1,984 -31.8%
80	VERIZON COMMUNICATIONS INC COM VZ	VZ	33,673	$1.4m0.32%	0.32%	Added +586	+586 1.8%
81	MORGAN STANLEY COM NEW MS	MS	6,806	$1.4m0.32%	0.32%	Reduced -7.2k	-7,158 -51.3%
82	FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT GJUN	GJUN	34,481	$1.4m0.32%	0.32%	Added +2.4k	+2,350 7.3%
83	INNOVATOR ETFS TRUST EQUITY DUAL DIRE DDFD	DDFD	68,900	$1.4m0.31%	0.31%	Reduced -2.0k	-2,000 -2.8%
84	RTX CORPORATION COM RTX	RTX	7,253	$1.4m0.31%	0.31%	Added +1	+1 0.0%
85	WELLS FARGO CO NEW COM WFC	WFC	16,609	$1.4m0.31%	0.31%	Added +15	+15 0.1%
86	INNOVATOR ETFS TRUST GRWT100 PWR BF NAPR	NAPR	22,870	$1.4m0.30%	0.30%	Added +1.9k	+1,879 8.9%
87	INNOVATOR ETFS TRUST US EQTY BUF OCT BOCT	BOCT	25,131	$1.3m0.30%	0.30%	Reduced -42	-42 -0.2%
88	INNOVATOR ETFS TRUST INTRNL DEV JAN IJAN	IJAN	34,797	$1.3m0.30%	0.30%	Reduced -505	-505 -1.4%
89	FIRST TR EXCHNG TRADED FD VI FT VEST US EQUIT RSDE	RSDE	56,340	$1.3m0.29%	0.29%	Unchanged
90	3M CO COM MMM	MMM	8,108	$1.3m0.29%	0.29%	Added +5	+5 0.1%
91	MONDELEZ INTL INC CL A MDLZ	MDLZ	22,533	$1.3m0.29%	0.29%	Reduced -83	-83 -0.4%
92	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XJUL	XJUL	31,987	$1.3m0.29%	0.29%	Reduced -3.8k	-3,750 -10.5%
93	INNOVATOR ETFS TRUST US EQTY BUFR MAY BMAY	BMAY	27,475	$1.3m0.29%	0.29%	New
94	INNOVATOR ETFS TRUST EQUITY DEF PROTN TJUL	TJUL	42,665	$1.3m0.29%	0.29%	Reduced -7.7k	-7,650 -15.2%
95	COSTCO WHSL CORP NEW COM COST	COST	1,372	$1.3m0.29%	0.29%	Added +20	+20 1.5%
96	SYNCHRONY FINANCIAL COM SYF	SYF	16,748	$1.3m0.28%	0.28%	Reduced -199	-199 -1.2%
97	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FAPR	FAPR	27,250	$1.3m0.28%	0.28%	Added +22.2k	+22,250 445.0%
98	INNOVATOR ETFS TRUST EQUITY DEFINED P ZJUL	ZJUL	42,137	$1.3m0.28%	0.28%	Reduced -6.2k	-6,200 -12.8%
99	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	7,874	$1.2m0.28%	0.28%	Reduced -324	-324 -4.0%
100	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	27,371	$1.2m0.28%	0.28%	Added +1.9k	+1,850 7.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR SER TR BIL	BIL	19,500	$1.8m19.5k shares
VANGUARD SCOTTSDALE FDS VGSH	VGSH	20,000	$1.2m20.0k shares
SPDR SER TR SPTS	SPTS	40,000	$1.2m40.0k shares
MEDTRONIC PLC MDT	MDT	9,659	$837.0k9.7k shares
ABBOTT LABS ABT	ABT	7,500	$770.0k7.5k shares
AMERICAN INTL GROUP INC AIG	AIG	5,789	$435.6k5.8k shares
HONEYWELL INTL INC		858	$388.1k858 shares
DUPONT DE NEMOURS INC DWDP	DWDP	2,129	$292.5k2.1k shares
MARATHON PETE CORP MPC	MPC	1,078	$263.3k1.1k shares
SCHLUMBERGER LTD SLB	SLB	4,315	$221.7k4.3k shares
SPDR SER TR XBI	XBI	1,710	$218.4k1.7k shares
ALLEGION PLC ALLE	ALLE	1,463	$212.6k1.5k shares
VANECK ETF TRUST GDX	GDX	2,222	$203.9k2.2k shares
GENERAL MLS INC GIS	GIS	5,383	$200.3k5.4k shares