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J. Bradley Cox

Diversified Portfolios, Inc.

Assets Managed
$1.217B
Holdings
174
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
1.32%(2Q avg: 3.66%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversified Portfolios, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 174 positions.

Assets under management

The assets under management (AUM) of Diversified Portfolios, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.217B in assets, with a quarterly growth rate of 1.32% and a 2-quarter average growth rate of 3.66%. The portfolio is managed by J. Bradley Cox, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.13%
12.07%
$146.884M
457,854 shares@ $320.81 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 3.44%
8.79%
$106.861M
1.987M shares@ $53.77 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 5.78%
7.6%
$92.445M
1.195M shares@ $77.38 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -1.15%
6.51%
$79.13M
932,696 shares@ $84.85 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 8.08%
5.26%
$63.988M
1.336M shares@ $47.89 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Increased 2.3%
4.59%
$55.83M
1.103M shares@ $50.62 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 4.99%
3.83%
$46.49M
576,945 shares@ $80.59 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 19.31%
2.69%
$32.726M
916,445 shares@ $35.71 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.09%
2.13%
$25.917M
39,851 shares@ $650.34 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 7.7%
2.01%
$24.368M
695,442 shares@ $35.05 avg price

1-10 of 174