Diversify Wealth Management
Latest statistics and disclosures from Diversify Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPYV, DFAU, SPY, NVDA, and represent 15.84% of Diversify Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYV (+$6.3M), FTNT, RUN, OWL, SPYG, SPDW, O, CYD, IVV, VOO.
- Started 30 new stock positions in BOOT, FTNT, SPMO, VIV, BTI, CX, SBSW, VEU, BVN, OWL.
- Reduced shares in these 10 stocks: DFAU, GGAL, MRK, PG, YPF, PAM, BND, DFAI, QFIN, NOK.
- Sold out of its positions in IVVB, WHD, CHH, FVD, FOXF, HDB, HEI.A, INDA, HDV, ESGU. BBJP, JQUA, MP, Nuveen Preferred And equity, PNFP, SLYG, SPSB, SPTL, SPYD, QFIN, VUSB, VRNA, WAL, CHKP.
- Diversify Wealth Management was a net buyer of stock by $37M.
- Diversify Wealth Management has $1.7B in assets under management (AUM), dropping by 7.09%.
- Central Index Key (CIK): 0002030780
Tip: Access up to 7 years of quarterly data
Positions held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Diversify Wealth Management
Diversify Wealth Management holds 541 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Diversify Wealth Management has 541 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Diversify Wealth Management Sept. 30, 2025 positions
- Download the Diversify Wealth Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 3.8 | $65M | +4% | 600k | 108.60 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 3.3 | $57M | +12% | 1.0M | 55.88 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 3.0 | $52M | -6% | 1.1M | 46.69 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $52M | 76k | 683.34 |
|
|
| NVIDIA Corporation (NVDA) | 2.8 | $48M | -2% | 233k | 206.88 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.0 | $35M | +7% | 793k | 43.63 |
|
| Apple (AAPL) | 1.7 | $30M | +4% | 110k | 269.05 |
|
| Amazon (AMZN) | 1.6 | $28M | 109k | 254.00 |
|
|
| Microsoft Corporation (MSFT) | 1.5 | $26M | +3% | 51k | 517.03 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $23M | +6% | 37k | 628.26 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $23M | 115k | 196.02 |
|
|
| Servicenow (NOW) | 1.3 | $22M | 24k | 913.85 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $19M | +4% | 30k | 637.70 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.1 | $19M | +6% | 741k | 25.09 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 1.0 | $18M | +6% | 797k | 22.67 |
|
| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 1.0 | $18M | +3% | 164k | 107.70 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.0 | $17M | -8% | 470k | 36.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $15M | 54k | 284.12 |
|
|
| Broadcom (AVGO) | 0.9 | $15M | +8% | 42k | 362.55 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.9 | $15M | -2% | 388k | 39.03 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.8 | $15M | 343k | 42.77 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $14M | +3% | 259k | 55.09 |
|
| Spdr Series Trust Portfli High Yld (SPHY) | 0.7 | $13M | +8% | 546k | 23.59 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.7 | $13M | +2% | 271k | 47.09 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.7 | $12M | 494k | 24.33 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $12M | -3% | 46k | 257.85 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $12M | +6% | 12k | 928.07 |
|
| Palo Alto Networks (PANW) | 0.7 | $11M | +4% | 52k | 219.23 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $11M | 44k | 254.42 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $11M | 17k | 632.08 |
|
|
| Lam Research Corp Com New (LRCX) | 0.6 | $11M | 66k | 161.24 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $10M | +3% | 35k | 290.01 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $9.9M | +3% | 32k | 309.35 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.6 | $9.6M | 98k | 97.82 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.5 | $9.5M | +14% | 183k | 51.85 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.5 | $9.1M | +12% | 393k | 23.11 |
|
| Packaging Corporation of America (PKG) | 0.5 | $9.0M | 46k | 195.59 |
|
|
| Advanced Micro Devices (AMD) | 0.5 | $9.0M | +2% | 35k | 259.65 |
|
| Sunrun (RUN) | 0.5 | $8.8M | +57% | 440k | 19.97 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $8.6M | 307k | 27.99 |
|
|
| Healthequity (HQY) | 0.5 | $8.6M | 91k | 94.81 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.5 | $8.6M | -9% | 261k | 32.87 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.5 | $8.5M | +14% | 172k | 49.64 |
|
| Stagwell Com Cl A (STGW) | 0.5 | $8.3M | 1.8M | 4.75 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $8.1M | 176k | 46.32 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $8.1M | 29k | 283.72 |
|
|
| salesforce (CRM) | 0.5 | $8.0M | +4% | 31k | 261.34 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $7.7M | +11% | 77k | 100.40 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $7.7M | +7% | 152k | 50.57 |
|
| Snowflake Com Shs (SNOW) | 0.4 | $7.6M | +3% | 28k | 277.14 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $7.6M | -6% | 53k | 142.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $7.5M | +8% | 16k | 475.67 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $7.4M | -6% | 43k | 172.94 |
|
| Pepsi (PEP) | 0.4 | $7.3M | +3% | 51k | 143.60 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $7.3M | +7% | 139k | 52.80 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.4 | $7.3M | 159k | 46.00 |
|
|
| Visa Com Cl A (V) | 0.4 | $7.3M | 22k | 336.90 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.4 | $7.3M | +13% | 348k | 20.90 |
|
| Atmos Energy Corporation (ATO) | 0.4 | $7.2M | +3% | 42k | 172.70 |
|
| Abbvie (ABBV) | 0.4 | $7.2M | +3% | 34k | 211.96 |
|
| Cisco Systems (CSCO) | 0.4 | $7.2M | +2% | 96k | 74.45 |
|
| Wal-Mart Stores (WMT) | 0.4 | $7.1M | +6% | 70k | 101.59 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $7.1M | +2% | 24k | 301.91 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $6.9M | +4% | 13k | 551.94 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $6.6M | +2% | 7.4k | 896.58 |
|
| Chevron Corporation (CVX) | 0.4 | $6.4M | +3% | 42k | 154.04 |
|
| Bank of America Corporation (BAC) | 0.4 | $6.3M | +2% | 119k | 53.56 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $6.3M | 12k | 544.07 |
|
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.4 | $6.3M | 125k | 50.21 |
|
|
| Cme (CME) | 0.4 | $6.2M | +5% | 24k | 264.16 |
|
| Verizon Communications (VZ) | 0.4 | $6.2M | +2% | 158k | 39.47 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $6.2M | -20% | 84k | 74.25 |
|
| Nrg Energy Com New (NRG) | 0.3 | $6.0M | +4% | 35k | 174.48 |
|
| International Business Machines (IBM) | 0.3 | $6.0M | +2% | 20k | 304.74 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $6.0M | 9.5k | 632.17 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $6.0M | 34k | 177.04 |
|
|
| Moelis & Co Cl A (MC) | 0.3 | $5.9M | +5% | 94k | 63.40 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.3 | $5.9M | 123k | 48.09 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $5.9M | +16% | 126k | 46.97 |
|
| Home Depot (HD) | 0.3 | $5.9M | +3% | 16k | 378.36 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $5.9M | +4% | 37k | 157.59 |
|
| Uber Technologies (UBER) | 0.3 | $5.7M | +13% | 57k | 99.72 |
|
| Intuit (INTU) | 0.3 | $5.7M | +10% | 8.4k | 676.19 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $5.7M | 169k | 33.52 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $5.6M | -4% | 210k | 26.47 |
|
| Essex Property Trust (ESS) | 0.3 | $5.5M | +8% | 22k | 254.32 |
|
| Qualcomm (QCOM) | 0.3 | $5.5M | +3% | 30k | 180.72 |
|
| Tesla Motors (TSLA) | 0.3 | $5.4M | -3% | 12k | 468.38 |
|
| Innovator Etfs Trust Laddered Alc Bfr (BUFB) | 0.3 | $5.4M | +2% | 149k | 36.17 |
|
| Medtronic SHS (MDT) | 0.3 | $5.4M | +3% | 59k | 90.20 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $5.3M | +6% | 47k | 113.76 |
|
| Comfort Systems USA (FIX) | 0.3 | $5.3M | -18% | 5.4k | 977.75 |
|
| Airbnb Com Cl A (ABNB) | 0.3 | $5.2M | +3% | 41k | 126.80 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $5.2M | -3% | 9.6k | 544.23 |
|
| Cummins (CMI) | 0.3 | $5.2M | +2% | 12k | 437.70 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $5.2M | -5% | 12k | 426.01 |
|
| Tempus Ai Cl A (TEM) | 0.3 | $5.1M | +2% | 58k | 88.71 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $5.1M | -2% | 6.4k | 795.98 |
|
| Zoetis Cl A (ZTS) | 0.3 | $5.1M | +4% | 35k | 144.35 |
|
| McDonald's Corporation (MCD) | 0.3 | $5.0M | +6% | 17k | 296.37 |
|
| Walt Disney Company (DIS) | 0.3 | $4.9M | -10% | 44k | 112.12 |
|
| Johnson & Johnson (JNJ) | 0.3 | $4.9M | 26k | 186.26 |
|
|
| Emerson Electric (EMR) | 0.3 | $4.9M | +6% | 35k | 140.03 |
|
| Moody's Corporation (MCO) | 0.3 | $4.8M | +8% | 9.9k | 485.97 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.3 | $4.8M | -14% | 205k | 23.28 |
|
| Philip Morris International (PM) | 0.3 | $4.8M | 33k | 144.60 |
|
|
| Celsius Hldgs Com New (CELH) | 0.3 | $4.7M | 80k | 59.25 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $4.7M | 19k | 248.44 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $4.7M | -4% | 22k | 215.97 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.3 | $4.5M | +16% | 79k | 57.05 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.3 | $4.5M | +8% | 66k | 67.46 |
|
| American Express Company (AXP) | 0.3 | $4.5M | +4% | 12k | 361.62 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.3 | $4.4M | -6% | 48k | 91.47 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $4.4M | 13k | 337.46 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $4.4M | +6% | 17k | 257.17 |
|
| Amcor Ord (AMCR) | 0.3 | $4.3M | +13% | 553k | 7.86 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $4.3M | 146k | 29.47 |
|
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $4.2M | +4% | 157k | 27.04 |
|
| Paypal Holdings (PYPL) | 0.2 | $4.2M | -10% | 62k | 68.34 |
|
| Vistra Energy (VST) | 0.2 | $4.2M | +4% | 22k | 193.04 |
|
| UnitedHealth (UNH) | 0.2 | $4.2M | +7% | 13k | 333.79 |
|
| Stryker Corporation (SYK) | 0.2 | $4.1M | +9% | 12k | 358.17 |
|
| Air Products & Chemicals (APD) | 0.2 | $4.1M | +7% | 17k | 239.36 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $4.1M | +4% | 8.4k | 487.96 |
|
| Viking Holdings Ord Shs (VIK) | 0.2 | $4.1M | +3% | 68k | 60.44 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $4.0M | +3% | 8.2k | 487.94 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.9M | -17% | 27k | 144.42 |
|
| Coca-Cola Company (KO) | 0.2 | $3.9M | +4% | 58k | 67.97 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $3.9M | -6% | 15k | 263.96 |
|
| Amgen (AMGN) | 0.2 | $3.8M | +7% | 13k | 296.31 |
|
| Edwards Lifesciences (EW) | 0.2 | $3.8M | -13% | 46k | 83.07 |
|
| Fortinet (FTNT) | 0.2 | $3.8M | NEW | 44k | 87.52 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $3.8M | 160k | 23.83 |
|
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.2 | $3.7M | -6% | 77k | 48.18 |
|
| Union Pacific Corporation (UNP) | 0.2 | $3.6M | +4% | 17k | 218.82 |
|
| General Dynamics Corporation (GD) | 0.2 | $3.6M | +3% | 11k | 341.89 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $3.6M | +4% | 17k | 207.18 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.2 | $3.6M | +4% | 130k | 27.34 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $3.5M | +4% | 12k | 292.72 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.2 | $3.4M | +2% | 42k | 82.18 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $3.4M | +2% | 11k | 304.87 |
|
| Progressive Corporation (PGR) | 0.2 | $3.3M | +7% | 16k | 203.70 |
|
| Embraer Sponsored Ads (ERJ) | 0.2 | $3.3M | 51k | 64.67 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.2M | -2% | 16k | 206.02 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $3.2M | +2% | 73k | 44.11 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.2 | $3.1M | NEW | 194k | 16.16 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.1M | +102% | 4.6k | 686.62 |
|
| Sterling Construction Company (STRL) | 0.2 | $3.1M | +7% | 7.9k | 392.79 |
|
| Curtiss-Wright (CW) | 0.2 | $3.1M | +2% | 5.1k | 601.74 |
|
| CBOE Holdings (CBOE) | 0.2 | $3.0M | 12k | 246.93 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $3.0M | 53k | 56.39 |
|
|
| Elf Beauty (ELF) | 0.2 | $2.9M | -2% | 24k | 120.94 |
|
| Rubrik Cl A (RBRK) | 0.2 | $2.9M | +5% | 38k | 75.80 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.8M | 2.6k | 1067.01 |
|
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $2.8M | 21k | 135.60 |
|
|
| Herbalife Com Shs (HLF) | 0.2 | $2.8M | +25% | 345k | 8.07 |
|
| Extra Space Storage (EXR) | 0.2 | $2.7M | 21k | 131.20 |
|
|
| Waste Management (WM) | 0.2 | $2.7M | +6% | 14k | 196.77 |
|
| Danaher Corporation (DHR) | 0.2 | $2.6M | +8% | 12k | 214.05 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $2.6M | +3% | 2.0k | 1300.02 |
|
| Cyberark Software SHS (CYBR) | 0.1 | $2.5M | +2% | 4.9k | 518.91 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.5M | 29k | 87.30 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $2.5M | 124k | 19.88 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.5M | 18k | 139.73 |
|
|
| Realty Income (O) | 0.1 | $2.3M | NEW | 40k | 58.20 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $2.3M | +2% | 1.4k | 1650.62 |
|
| Steris Shs Usd (STE) | 0.1 | $2.3M | +4% | 9.5k | 237.33 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $2.2M | 146k | 15.17 |
|
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $2.2M | +4% | 136k | 16.13 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $2.2M | -19% | 36k | 59.97 |
|
| Lowe's Companies (LOW) | 0.1 | $2.2M | -2% | 9.2k | 235.65 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $2.1M | 91k | 23.42 |
|
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $2.1M | -2% | 24k | 88.45 |
|
| Sila Realty Trust Common Stock (SILA) | 0.1 | $2.1M | -4% | 90k | 23.53 |
|
| Sea Sponsord Ads (SE) | 0.1 | $2.1M | 13k | 157.41 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.0M | -20% | 41k | 50.03 |
|
| Gold Fields Sponsored Adr (GFI) | 0.1 | $2.0M | +5% | 54k | 38.00 |
|
| Barclays Adr (BCS) | 0.1 | $2.0M | +3% | 94k | 21.51 |
|
| Nvent Electric SHS (NVT) | 0.1 | $2.0M | +4% | 18k | 112.36 |
|
| Procter & Gamble Company (PG) | 0.1 | $2.0M | -48% | 14k | 148.02 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $2.0M | +30% | 46k | 42.75 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.9M | +7% | 62k | 31.51 |
|
| Enbridge (ENB) | 0.1 | $1.9M | 42k | 46.62 |
|
|
| Netflix (NFLX) | 0.1 | $1.9M | -3% | 1.8k | 1100.21 |
|
| Direxion Shs Etf Tr Daily Pltr Bull (PLTU) | 0.1 | $1.9M | 15k | 128.01 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.9M | 68k | 27.95 |
|
|
| China Yuchai Intl (CYD) | 0.1 | $1.9M | NEW | 50k | 37.46 |
|
| Medpace Hldgs (MEDP) | 0.1 | $1.9M | +4% | 3.2k | 594.07 |
|
| Vnet Group Sponsored Ads A (VNET) | 0.1 | $1.9M | -5% | 184k | 10.14 |
|
| Cooper Cos (COO) | 0.1 | $1.8M | +3% | 26k | 69.82 |
|
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.1 | $1.8M | -7% | 164k | 10.91 |
|
| Rambus (RMBS) | 0.1 | $1.8M | +2% | 17k | 105.76 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.8M | +7% | 5.7k | 308.62 |
|
| Unilever Spon Adr New (UL) | 0.1 | $1.8M | 29k | 60.67 |
|
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.1 | $1.7M | 9.0k | 194.23 |
|
|
| Micron Technology (MU) | 0.1 | $1.7M | +8% | 7.4k | 234.69 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $1.7M | 113k | 15.11 |
|
|
| Virtu Finl Cl A (VIRT) | 0.1 | $1.7M | 49k | 34.94 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $1.7M | 19k | 89.17 |
|
|
| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.1 | $1.7M | 15k | 112.73 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $1.7M | 23k | 71.78 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $1.7M | 3.2k | 518.32 |
|
|
| Pjt Partners Com Cl A (PJT) | 0.1 | $1.7M | 10k | 162.42 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.6M | -8% | 4.9k | 335.81 |
|
| Valmont Industries (VMI) | 0.1 | $1.6M | +5% | 3.9k | 410.71 |
|
| Advisors Inner Circle Fd Ii 3edge Dynamic In (EDGI) | 0.1 | $1.6M | +23% | 57k | 28.07 |
|
| CRH Ord (CRH) | 0.1 | $1.6M | +3% | 13k | 118.40 |
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $1.6M | -3% | 32k | 49.31 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.5M | 17k | 89.05 |
|
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $1.5M | +5% | 17k | 90.82 |
|
| Pool Corporation (POOL) | 0.1 | $1.5M | 6.0k | 259.47 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.5M | +4% | 8.3k | 184.89 |
|
| Insulet Corporation (PODD) | 0.1 | $1.5M | +5% | 4.8k | 318.80 |
|
| Ptc (PTC) | 0.1 | $1.5M | +5% | 7.7k | 196.35 |
|
| Markel Corporation (MKL) | 0.1 | $1.5M | +3% | 770.00 | 1955.11 |
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.1 | $1.5M | +6% | 93k | 15.96 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $1.5M | 12k | 124.29 |
|
|
| Copart (CPRT) | 0.1 | $1.5M | +5% | 35k | 43.00 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.5M | +5% | 23k | 64.90 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.1 | $1.5M | +2% | 7.3k | 200.98 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $1.5M | -22% | 55k | 26.42 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.5M | 2.9k | 501.78 |
|
|
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.1 | $1.4M | NEW | 66k | 21.92 |
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.1 | $1.4M | NEW | 138k | 10.46 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $1.4M | 8.8k | 164.69 |
|
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $1.4M | -26% | 43k | 33.88 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $1.4M | 5.8k | 248.11 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $1.4M | -42% | 32k | 44.17 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $1.4M | +5% | 16k | 90.17 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.4M | 3.7k | 386.57 |
|
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $1.4M | +2% | 19k | 72.76 |
|
| Axil Brands Com New (AXIL) | 0.1 | $1.4M | +46% | 245k | 5.74 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.4M | -19% | 11k | 123.84 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $1.4M | +4% | 22k | 65.00 |
|
| Tractor Supply Company (TSCO) | 0.1 | $1.4M | +6% | 27k | 52.49 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.4M | +7% | 6.7k | 204.06 |
|
| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 0.1 | $1.4M | +5% | 39k | 34.39 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $1.3M | +2% | 82k | 16.35 |
|
| Halozyme Therapeutics (HALO) | 0.1 | $1.3M | +3% | 20k | 66.20 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $1.3M | 20k | 66.50 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.3M | -3% | 21k | 61.13 |
|
| Advisors Inner Circle Fd Ii 3edge Dynamic Ha (EDGH) | 0.1 | $1.3M | +38% | 44k | 28.93 |
|
| Linde SHS (LIN) | 0.1 | $1.3M | +3% | 3.1k | 412.15 |
|
| MercadoLibre (MELI) | 0.1 | $1.3M | -6% | 550.00 | 2316.62 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.1 | $1.3M | NEW | 125k | 10.15 |
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $1.3M | +3% | 67k | 18.70 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $1.3M | +3% | 23k | 54.36 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.2M | +5% | 20k | 61.57 |
|
| FTI Consulting (FCN) | 0.1 | $1.2M | +2% | 7.4k | 165.07 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.2M | +4% | 25k | 49.11 |
|
Past Filings by Diversify Wealth Management
SEC 13F filings are viewable for Diversify Wealth Management going back to 2024
- Diversify Wealth Management 2025 Q3 filed Nov. 12, 2025
- Diversify Wealth Management 2025 Q2 filed Aug. 14, 2025
- Diversify Wealth Management 2025 Q1 filed May 1, 2025
- Diversify Wealth Management 2024 Q4 filed Jan. 16, 2025
- Diversify Wealth Management 2024 Q3 filed Oct. 25, 2024
- Diversify Wealth Management 2024 Q2 filed Aug. 8, 2024