Fund Holdings

Diversified Enterprises, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SEI EXCHANGE TRADED FUNDS
QIM US LARGE VOL
6,4251,611,332+1,604,907207,59252,107,5772.86%+51,899,985
SEI EXCHANGE TRADED FUNDS
SELECT EMERGING
13,0921,347,237+1,334,145407,49244,118,2352.42%+43,710,743
FIRST TR EXCHANGE-TRADED FD2,192349,982+347,790202,78532,464,3301.78%+32,261,545
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0397,837+397,837015,459,9460.85%+15,459,946
SCHWAB STRATEGIC TR16,962,16518,185,644+1,223,479456,451,867466,279,91825.56%+9,828,051
ETF SER SOLUTIONS
OPUS SML CP VL
1,784,8321,868,717+83,88566,092,31673,702,1954.04%+7,609,879
SPDR SERIES TRUST
ST STR SP600GRWO
519,004539,312+20,30848,885,02052,108,3512.86%+3,223,331
EA SERIES TRUST
ALPHA ARCHITECT
060,080+60,08002,940,3780.16%+2,940,378
HARBOR ETF TRUST
INTERNATNAL COMP
2,653,7322,869,967+216,23580,275,40183,085,5384.55%+2,810,137
EXXON MOBIL CORP50,22550,490+2656,044,0878,566,0620.47%+2,521,975
LOCKHEED MARTIN CORP(LMT)3,4576,808+3,3511,672,2164,114,4820.23%+2,442,266
TJX COS INC NEW(TJX)8,80423,294+14,4901,352,3823,720,0520.20%+2,367,670
VANGUARD SPECIALIZED FUNDS665,052690,306+25,254146,165,056148,457,3058.14%+2,292,249
JANUS DETROIT STR TR
HENDRSON AAA CL
044,276+44,27602,230,1820.12%+2,230,182
VANGUARD ADMIRAL FDS INC021,423+21,42302,179,6210.12%+2,179,621
OREILLY AUTOMOTIVE INC(ORLY)6,46729,999+23,532589,8552,769,2080.15%+2,179,353
ISHARES TR178,432201,135+22,70317,821,76919,966,6341.09%+2,144,865
JOHNSON & JOHNSON(JNJ)10,93917,710+6,7712,263,7714,329,1100.24%+2,065,339
SCHWAB STRATEGIC TR1,655,9421,723,223+67,28143,865,91445,854,9642.51%+1,989,050
STATE STR SPDR S&P 500 ETF T(SPY)(Put)03,000+3,00001,951,020+1,951,020
ISHARES TR018,754+18,75401,887,7780.10%+1,887,778
COSTCO WHOLESALE CORPORATION(COST)2,1993,628+1,4291,896,2863,615,0480.20%+1,718,762
ETF SER SOLUTIONS
APTUS COLLRD INV
923,0171,001,338+78,32140,335,82842,016,1312.30%+1,680,303
CME GROUP INC(CME)1,4436,885+5,442394,0542,033,4850.11%+1,639,431
SCHWAB STRATEGIC TR68,900116,855+47,9552,256,4783,850,3860.21%+1,593,908
ROSS STORES INC(ROST)07,022+7,02201,521,1760.08%+1,521,176
WALMART INC(WMT)29,32338,291+8,9683,266,8294,758,7530.26%+1,491,924
J P MORGAN EXCHANGE TRADED F
INCOME ETF
759,765793,208+33,44335,169,54236,543,1052.00%+1,373,563
VANGUARD ADMIRAL FDS INC010,738+10,73801,336,4680.07%+1,336,468
SPDR INDEX SHS FDS
ST PORT MARK ETF
026,536+26,53601,244,8040.07%+1,244,804
ECOLAB INC(ECL)04,629+4,62901,231,4070.07%+1,231,407
MASTERCARD INCORPORATED(MA)4,6737,743+3,0702,667,7853,868,9310.21%+1,201,146
TRACTOR SUPPLY CO(TSCO)026,473+26,47301,199,2270.07%+1,199,227
WEC ENERGY GROUP INC(WEC)3,38413,216+9,832356,9021,530,0280.08%+1,173,126
HERSHEY CO(HSY)1,1326,582+5,450205,9221,368,2420.07%+1,162,320
ALPHABET INC(GOOG)19,44525,308+5,8636,101,8287,259,7860.40%+1,157,958
FS CREDIT OPPORTUNITIES CORP(FSCO)131,965375,799+243,834831,3801,916,5750.11%+1,085,195
ABBOTT LABORATORIES5,14116,615+11,474644,0801,705,8290.09%+1,061,749
PEPSICO INC(PEP)7,23413,347+6,1131,038,2662,072,5800.11%+1,034,314
BECTON DICKINSON & CO(BDX)06,338+6,3380996,5240.05%+996,524
WW GRAINGER INC(GWW)0911+9110993,7280.05%+993,728
BOEING CO(BA)2,1457,323+5,178465,7221,457,4970.08%+991,775
ASTRAZENECA PLC(AZN)04,881+4,8810962,6310.05%+962,631
SCHWAB STRATEGIC TR309,260305,037-4,2238,483,0029,358,5270.51%+875,525
STRYKER CORPORATION(SYK)2,3265,113+2,787817,3611,680,0400.09%+862,679
ETF SER SOLUTIONS
APTUS DEFINED
1,736,5661,831,987+95,42149,440,04350,068,1942.74%+628,151
QUANTA SVCS INC5,3415,226-1152,254,3362,869,3630.16%+615,027
STATE STR SPDR S&P MIDCAP 40(MDY)0985+9850607,5090.03%+607,509
CIENA CORP(CIEN)01,498+1,4980581,5690.03%+581,569
CHEVRON CORPORATION(CVX)10,03410,171+1371,529,2962,104,4220.12%+575,126
PROCTER & GAMBLE CO(PG)11,26514,984+3,7191,614,4452,164,2870.12%+549,842
CATERPILLAR INC(CAT)3,6463,720+742,088,6162,635,5420.14%+546,926
EXPEDITORS INTL WASH INC(EXPD)03,701+3,7010530,0940.03%+530,094
PGIM ETF TR
AAA CLO ETF
010,234+10,2340523,7760.03%+523,776
MONSTER BEVERAGE CORP NEW(MNST)07,117+7,1170515,6980.03%+515,698
ISHARES TR03,967+3,9670493,1430.03%+493,143
AMAZON COM INC(AMZN)40,12646,812+6,6869,261,8009,749,5700.53%+487,770
VISA INC(V)12,07115,578+3,5074,233,4554,708,3150.26%+474,860
MCCORMICK & CO INC(MKC)09,237+9,2370465,9140.03%+465,914
SPDR INDEX SHS FDS
ST STR PO EX ETF
010,170+10,1700464,2610.03%+464,261
ISHARES TR9,47916,093+6,614625,6031,086,7710.06%+461,168
SPDR SERIES TRUST
ST STR SP600SM C
85,32486,591+1,2677,761,9118,189,7920.45%+427,881
VERIZON COMMUNICATIONS INC(VZ)24,07227,872+3,800980,4421,399,1950.08%+418,753
SOUTHERN CO(SO)45,03844,945-933,927,3144,338,0910.24%+410,777
MICRON TECHNOLOGY INC(MU)2,5123,179+667716,9931,074,0750.06%+357,082
CISCO SYS INC(CSCO)25,06329,226+4,1631,930,6202,267,6620.12%+337,042
EOG RES INC(EOG)6,0666,630+564636,991958,4990.05%+321,508
APPLIED MATLS INC4,1504,051-991,066,5781,384,7170.08%+318,139
DANAHER CORP DEL(DHR)01,618+1,6180306,7730.02%+306,773
SELECT SECTOR SPDR TR
ST STR ENERG ETF
17,88318,027+144799,5291,104,3150.06%+304,786
AT&T INC(T)63,10664,525+1,4191,567,5421,870,5770.10%+303,035
ISHARES TR
CORE MSCI EAFE
45,04547,846+2,8014,029,6944,331,5290.24%+301,835
VANECK ETF TRUST
REAL ASSETS ETF
07,349+7,3490299,1780.02%+299,178
SPDR SERIES TRUST
ST PORT HIGH ETF
148,109162,915+14,8063,505,7463,799,1840.21%+293,438
MERCK & CO INC(MRK)13,43214,153+7211,413,8971,702,4510.09%+288,554
ISHARES INC
ESG AWR MSCI EM
13,34019,056+5,716589,209866,4840.05%+277,275
SPDR GOLD TR(GLD)3,5633,922+3591,411,9141,687,4470.09%+275,533
DIAMONDBACK ENERGY INC(FANG)2,5643,340+776385,446660,6190.04%+275,173
SPDR INDEX SHS FDS05,450+5,4500271,2250.01%+271,225
NEBIUS GROUP N.V.(NBIS)5,8897,321+1,432492,939759,6270.04%+266,688
ASML HLDG NV
N Y REGISTRY SHS
1,0391,040+11,111,5851,373,6630.08%+262,078
WATERS CORP(WAT)0880+8800262,0640.01%+262,064
VERTIV HOLDINGS CO(VRT)01,045+1,0450261,8560.01%+261,856
SPDR INDEX SHS FDS
ST STR EUROP ETF
04,811+4,8110246,5160.01%+246,516
SCHWAB STRATEGIC TR189,388193,858+4,4704,552,8894,797,9940.26%+245,105
GE VERNOVA INC(GEV)801877+76523,510765,5330.04%+242,023
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
23,83823,983+1453,733,7353,973,9720.22%+240,237
INTEL CORP(INTC)19,49621,719+2,223719,402958,4590.05%+239,057
KLA CORP(KLAC)614669+55746,059985,0420.05%+238,983
FIFTH THIRD BANCORP(FITB)05,135+5,1350238,5720.01%+238,572
COCA COLA CO(KO)16,79918,565+1,7661,174,3941,411,8420.08%+237,448
IMPERIAL OIL LTD(IMO)5,3205,3200459,169695,9620.04%+236,793
FEDEX CORP(FDX)0632+6320225,1060.01%+225,106
MCDONALDS CORP(MCD)6,8967,504+6082,107,7012,332,0330.13%+224,332
WORKDAY INC(WDAY)01,720+1,7200223,4620.01%+223,462
REALTY INCOME CORP(O)03,594+3,5940219,8800.01%+219,880
CORNING INC(GLW)4,9214,776-145430,912649,3330.04%+218,421
LINDE PLC(LIN)2,1392,280+141912,0481,130,3330.06%+218,285
BRISTOL-MYERS SQUIBB CO(BMY)9,43411,967+2,533508,853725,8090.04%+216,956
PFIZER INC(PFE)48,49450,684+2,1901,207,5011,423,2020.08%+215,701
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