Diversified Portfolios Inc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 665
- Avg AUM / client
- $2.9M
- Accounts
- 2,514
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Investments (13F portfolio — 174 positions, $1,216,946,536)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt | ETF | $146,884,081 | 457,854 | 12.1% | 7.59% |
| 2 | Jp Morgan Active Bond Etf | ETF | $106,861,309 | 1,987,378 | 8.78% | 5.52% |
| 3 | Vanguard Core Bond Etf | ETF | $92,444,569 | 1,194,683 | 7.6% | 4.78% |
| 4 | Avantis International Equity Etf | COM | $79,129,934 | 932,696 | 6.5% | 4.09% |
| 5 | Dfa Short Duration Fixed Inc Etf | ETF | $63,987,902 | 1,336,422 | 5.26% | 3.31% |
| 6 | I Shares Ultra Short Term Bond Etf | ETF | $55,829,705 | 1,102,918 | 4.59% | 2.88% |
| 7 | Avantis Emerging Markets Eq Etf | COM | $46,490,249 | 576,945 | 3.82% | 2.4% |
| 8 | Dfa Us Large Cap Value Etf | ETF | $32,726,246 | 916,445 | 2.69% | 1.69% |
| 9 | Spdr Trust (S&P 500) | ETF | $25,916,598 | 39,851 | 2.13% | 1.34% |
| 10 | Dfa Us Small Cap Value Etf | ETF | $24,368,295 | 695,442 | 2.0% | 1.26% |
| 11 | Dfa Core Emerging Mkt Etf | ETF | $23,698,767 | 699,905 | 1.95% | 1.22% |
| 12 | I Shares Core S&P 500 Etf | COM | $23,593,429 | 36,119 | 1.94% | 1.22% |
| 13 | Nuveen Aa Bbb Clo Etf | ETF | $22,635,328 | 907,773 | 1.86% | 1.17% |
| 14 | Russell 3000 | ETF | $20,890,050 | 56,356 | 1.72% | 1.08% |
| 15 | Ishares Floating Rate | ETF | $20,059,953 | 393,718 | 1.65% | 1.04% |
| 16 | Vanguard Russell 3000 Etf | ETF | $16,444,384 | 57,183 | 1.35% | 0.85% |
| 17 | Dfa Int'l Core Equity Etf | ETF | $15,075,338 | 386,944 | 1.24% | 0.78% |
| 18 | Vanguard Core Plus Bond Etf | ETF | $15,002,472 | 193,358 | 1.23% | 0.78% |
| 19 | Vanguard Value | ETF | $14,739,157 | 75,123 | 1.21% | 0.76% |
| 20 | Vanguard Esg U.S. Stock Etf | ETF | $14,652,695 | 130,513 | 1.2% | 0.76% |
| 21 | Dfa Tax Managed Us Marketwide Value Ii | ETF | $14,269,047 | 294,450 | 1.17% | 0.74% |
| 22 | Jp Morgan Municipal Etf | ETF | $13,557,588 | 271,206 | 1.11% | 0.7% |
| 23 | I Shares National Muni Bond Etf | ETF | $13,024,393 | 122,698 | 1.07% | 0.67% |
| 24 | I Shares Global Reit Etf | ETF | $12,436,414 | 494,490 | 1.02% | 0.64% |
| 25 | Jp Morgan Ultra Short Municipal Inc Etf | ETF | $12,382,328 | 242,886 | 1.02% | 0.64% |
Top 25 of 174 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 478 | $478M | 24.7% |
| High net worth individuals | 182 | $1.4B | 71.2% |
| Pension and profit sharing plans | 0 | $2.7M | 0.14% |
| Charitable organizations | 0 | $63.5M | 3.28% |
| Corporations and other businesses | 5 | $13.2M | 0.68% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Carpenter Post | Secretary | CFP | Sep 2010 (16y) | 25% – 50% |
| Ronald Mark Yolles | Shareholder | CFA | Oct 2010 (16y) | 25% – 50% |
| Katharine Post Wagner | Shareholder | CFP | Nov 2015 (11y) | 10% – 25% |
| Cox, James, Bradley | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Daniel Ross Goldberg | Registered representative | CFA | Sep 2021 (5y) | |
| Bradley Michael Sorenson | Registered representative | Feb 2023 (3y) | ||
| Noel Dacanay Villajuan | Registered representative | CFP | Jul 2023 (3y) | |
| Catharine O. Betzig | Registered representative | May 2024 (2y) | ||
| Connor Sullivan Hughes | Registered representative | CFP | Mar 2025 (1y) | |
| Ryan Patrick Conner | Registered representative | CFP | Jun 2025 (1y) | |
| Christopher Todd Brittingham | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.9B (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗