Diversified Enterprises, LLC - Portfolio overview

Diversified Enterprises, LLC has 425 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 25.55%
2. VIG - VANGUARD SPECIALIZED FUNDS, 8.13%
3. OSEA - HARBOR ETF TRUST, 4.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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