DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780 · SANDY, UT · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.98B
2026 Q2
Positions
1,286
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
4.0%
SPY
STATE STR SPDR S&P 500 ETF T
3.5%
SPYG
SPDR SERIES TRUST
3.4%
SPYV
SPDR SERIES TRUST
2.9%
AAPL
APPLE INC
2.5%
IVV
ISHARES TR
1.6%
SPDW
SPDR INDEX SHS FDS
1.5%
VOO
VANGUARD INDEX FDS
1.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.