DIVERSIFIED TRUST CO
Q3 2026 Form 13-F
MEMPHIS, TENNESSEE
CIK 0001479844
· Institutional investment manager
$4.7B Reported Value Total
Reported value
$4.7B
Quarter over quarter
+0.0%
Holdings
1,034
Top-10 concentration
48.6%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Terry Stanford
Chief Compliance Officer
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | November 06, 2026 |
| Form | 13F-HR |
| Reported value | $4.7B |
| Positions | 1,034 |
| Change in reported value | -24.8% |
| New positions | 176 |
| Exited positions | 256 |
| Position turnover | 33.5% |
| Top-10 concentration | 48.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 6, 2026
|
1,034 | $4.7B |
|
Q2 2026 13F
Filed Jul 17, 2026
|
1,114 | $6.2B |
|
Q1 2026 13F
Filed Apr 16, 2026
|
1,048 | $5.4B |
|
Q4 2025 13F
Filed Jan 9, 2026
|
1,037 | $5.4B |
|
Q3 2025 13F
Filed Oct 20, 2025
|
995 | $5.0B |
|
Q2 2025 13F
Filed Jul 11, 2025
|
938 | $4.5B |
|
Q1 2025 13F
Filed Apr 24, 2025
|
927 | $4.0B |
|
Q4 2024 13F
Filed Jan 7, 2025
|
925 | $4.1B |
|
Q3 2024 13F
Filed Oct 7, 2024
|
909 | $4.0B |
|
Q2 2024 13F
Filed Jul 16, 2024
|
875 | $3.5B |
|
Q1 2024 13F
Filed Apr 18, 2024
|
832 | $3.3B |
|
Q4 2023 13F
Filed Jan 8, 2024
|
874 | $3.0B |
|
Q3 2023 13F
Filed Nov 17, 2023
|
831 | $2.6B |
|
Q2 2023 13F
Filed Jul 18, 2023
|
828 | $2.7B |
|
Q1 2023 13F
Filed Apr 7, 2023
|
818 | $2.6B |
|
Q4 2022 13F
Filed Jan 17, 2023
|
797 | $2.4B |
|
Q3 2022 13F
Filed Oct 14, 2022
|
766 | $2.2B |
|
Q2 2022 13F
Filed Jul 12, 2022
|
743 | $2.4B |
|
Q1 2022 13F
Filed Apr 7, 2022
|
797 | $2.9B |
|
Q4 2021 13F
Filed Jan 13, 2022
|
831 | $3.0B |
32 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS S&P 500 ETF | $647.1M | 13.79% |
| 2 | VEU VANGUARD INTL EQUITY INDEX FDS | $493.4M | 10.51% |
| 3 | COKE COCA-COLA CONSOLIDATED, INC. | $277.6M | 5.91% |
| 4 | NVDA NVIDIA CORP COM | $165.5M | 3.53% |
| 5 | SPY STATE STREET SPDR S&P 500 ETF T | $132.4M | 2.82% |
| 6 | JMST J P MORGAN EXCHANGE-TRADED F | $127.3M | 2.71% |
| 7 | VXF VANGUARD INDEX FDS VANGUARD EXT | $121.9M | 2.6% |
| 8 | MSFT MICROSOFT CORP COM | $112.8M | 2.4% |
| 9 | IEFA ISHARES TR CORE MSCI EAFE ETF | $103.6M | 2.21% |
| 10 | GOOGL ALPHABET INC CAP STK CL A | $97.6M | 2.08% |
| 11 | AVGO BROADCOM INC COM | $59.1M | 1.26% |
| 12 | KO COCA COLA CO COM | $57.7M | 1.23% |
| 13 | META META PLATFORM, INC. | $56.1M | 1.2% |
| 14 | VTI VANGUARD MORNINGSTAR TOTAL STOC | $52.4M | 1.12% |
| 15 | IJH ISHARES CORE S&P MID-CAP ETF | $39.9M | 0.85% |
| 16 | VIG VANGUARD SPECIALIZED PORTFOLIOS | $38.5M | 0.82% |
| 17 | GOOG ALPHABET INC CAP STK CL C | $37.1M | 0.79% |
| 18 | SGOV ISHARES TR ISHARES 0-3 MNTH TRE | $35.3M | 0.75% |
| 19 | TSM TAIWAN SEMICONDUCTOR MFG CO LTD | $34.3M | 0.73% |
| 20 | JPM JPMORGAN CHASE & CO COM | $33.0M | 0.7% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.