Diversified Portfolios, Inc.

RIA/Wealth

Diversified Portfolios, Inc. is a RIA/Wealth based in Los Altos, CA led by Katharine Post Wagner, reporting $1.7B in AUM as of Q3 2025 with 97% ETF concentration, 55% concentrated in top 10 holdings, and minimal technology exposure.

PresidentKatharine Post Wagner

Portfolio Value: $1.1B
Positions: 165
Top Holding: VTI at 12.86%
Last Reported: Q3 2025

Address4546 El Camino Real B10, #1013, Los Altos, CA, 94022, United States

Top Holdings

Largest long holdings in Diversified Portfolios, Inc.'s portfolio (54.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$145.6M	12.86%	+$272.4K Bought	— 443.6K shares	Q4 2014 Held for 10y 11m
2 JBND JPMorgan Active Bond JBND	ETF ETF	$98.4M	8.69%	+$10.4M Bought	— 1.8M shares	Q2 2024 Held for 1y 5m
3 VCRB Vanguard Core Bond VCRB	ETF ETF	$81.4M	7.19%	+$11.5M Bought	— 1.0M shares	Q2 2024 Held for 1y 5m
4 Avantis International Equity AVDE	ETF ETF	$67.9M	6.00%	+$4.0M Bought	— 860.7K shares	Q4 2021 Held for 3y 11m
5 BlackRock Ultra Short-Term Bond ICSH	ETF ETF	$57.6M	5.09%	+$1.6M Bought	— 1.1M shares	Q3 2021 Held for 4y 2m
6 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$54.4M	4.81%	+$9.4M Bought	— 1.1M shares	Q2 2024 Held for 1y 5m
7 Avantis Emerging Markets Equity AVEM	ETF ETF	$37.8M	3.34%	+$2.1M Bought	— 502.8K shares	Q1 2022 Held for 3y 8m
8 SPDR S&P 500 ETF Trust SPY	ETF ETF	$27.1M	2.40%	-$67.3K Sold	— 40.7K shares	Q4 2014 Held for 10y 11m
9 iShares Core S&P 500 ETF IVV	ETF ETF	$24.9M	2.20%	-$481.2K Sold	— 37.1K shares	Q4 2014 Held for 10y 11m
10 DFLV Dimensional US Large Cap Value DFLV	ETF ETF	$24.3M	2.14%	+$2.8M Bought	— 737.3K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Diversified Portfolios, Inc.'s latest filing

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Market Value

$1.1B

Prior: $1.0B

Q/Q Change

+8.05%

+$84.3M

Net Flows % of MV

+2.93%

Turnover Ratio

3.5%

New Purchases

3 stocks

$1.0M

Added To

63 stocks

+$54.7M

Sold Out Of

4 stocks

$977.9K

Reduced Holdings

64 stocks

-$21.6M

Increased Positions

Position	Shares Δ	Change
1 iShares California Muni Bond CMF	New	0 → 9.1K +$521.3K
2 FLXR TCW Flexible Income FLXR	New	0 → 7.1K +$280.6K
3 iShares Select Dividend DVY	New	0 → 1.5K +$213.2K
4 EVSM Eaton Vance Short Duration Municipal Income EVSM	+368.33%	5.2K → 24.2K +$959.1K
5 Janus Henderson AAA CLO JAAA	+69.2%	7.3K → 12.4K +$257.7K

Decreased Positions

Position	Shares Δ	Change
1 Coca-Cola KO	Sold	4.5K → 0 −$318.2K
2 Accenture ACN	Sold	826.0 → 0 −$246.9K
3 First Trust California Municipal High Income FCAL	Sold	4.4K → 0 −$210.3K
4 International Business Machines IBM	Sold	687.0 → 0 −$202.5K
5 McDonald's MCD	-71.66%	2.7K → 777.0 −$596.8K