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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, SPDW, NVDA, and represent 17.52% of Diversify Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$63M), SPYV (+$43M), IVV (+$28M), DYNF (+$17M), IVE (+$17M), VEA (+$16M), IVW (+$15M), NOW (+$14M), IUSB (+$13M), IEMG (+$13M).
Started 99 new stock positions in EAGG, BABA, BAI, AGG, NMR, IUSB, PZA, ICE, CGMU, IYW.
Reduced shares in these 10 stocks: SPY (-$35M), QUAL (-$14M), IHDG (-$13M), VSS (-$6.1M), MCO, IGSB, HLF, CBOE, PGR, DXJ.
Sold out of its positions in BMA, BRSP, CMG, DEO, FPE, FE, GGAL, CART, MSTR, PAM. RYAN, XLE, SMPL, Total, Unilever, VT, VOT, YPF.
Diversify Wealth Management was a net buyer of stock by $406M.
Diversify Wealth Management has $2.1B in assets under management (AUM), dropping by 23.73%.
Central Index Key (CIK): 0002030780

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Portfolio Holdings for Diversify Wealth Management

Diversify Wealth Management holds 622 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Diversify Wealth Management has 622 total positions. Only the first 250 positions are shown.

Sign up to view all of the Diversify Wealth Management Dec. 31, 2025 positions
Download the Diversify Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYG)	6.0	$128M	+97%	1.2M	108.10	View chart
Spdr Series Trust State Street Spd (SPYV)	4.8	$102M	+72%	1.8M	58.04	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.5	$54M		1.1M	47.83	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.2	$48M	+31%	1.0M	45.88	View chart
NVIDIA Corporation (NVDA)	2.0	$43M		234k	185.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$31M	+879%	45k	696.87	View chart
Apple (AAPL)	1.4	$29M		112k	261.05	View chart
Amazon (AMZN)	1.3	$27M	+3%	113k	242.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$27M	+12%	42k	638.02	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	1.1	$25M	+29%	212k	115.23	View chart
Microsoft Corporation (MSFT)	1.1	$24M		51k	470.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$24M	+65%	427k	55.96	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$22M	+22%	67k	336.43	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.0	$21M	+12%	831k	25.10	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.9	$19M	+6%	847k	22.71	View chart
Meta Platforms Cl A (META)	0.9	$19M	+2%	30k	631.09	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$18M	-3%	453k	39.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$17M	+1168%	269k	64.56	View chart
Servicenow (NOW)	0.8	$17M	+416%	124k	138.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$17M	-67%	24k	693.78	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$17M	NEW	275k	61.35	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$17M	+13%	390k	42.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$17M	NEW	77k	216.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$16M	+2779%	125k	124.87	View chart
Spdr Series Trust State Street Spd (SPHY)	0.7	$15M	+18%	645k	23.79	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$15M	-7%	360k	40.65	View chart
Broadcom (AVGO)	0.7	$14M	-4%	40k	354.61	View chart
Lam Research Corp Com New (LRCX)	0.6	$14M	-4%	63k	214.38	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$13M	+2625%	187k	70.47	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$13M	NEW	274k	46.69	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$13M	+4%	517k	24.37	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.6	$13M	+31%	240k	51.97	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$12M	+37%	540k	23.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$12M	+14%	40k	299.42	View chart
Spdr Series Trust State Street Spd (SPSM)	0.6	$12M	+53%	244k	49.29	View chart
Costco Wholesale Corporation (COST)	0.6	$12M	+2%	13k	941.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$12M		43k	272.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$11M	+7%	106k	107.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$11M		17k	626.23	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.5	$11M	+26%	217k	49.69	View chart
Palo Alto Networks (PANW)	0.5	$10M	+4%	54k	190.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$10M	+7%	31k	335.98	View chart
JPMorgan Chase & Co. (JPM)	0.5	$10M	+2%	33k	310.90	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$10M	+2721%	140k	72.70	View chart
Packaging Corporation of America (PKG)	0.5	$10M		46k	218.65	View chart
Bank of America Corporation (BAC)	0.5	$9.9M	+53%	182k	54.54	View chart
Stagwell Com Cl A (STGW)	0.4	$9.6M		1.8M	5.46	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$9.5M	NEW	27k	345.67	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$9.3M		310k	30.13	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$9.3M	+1057%	198k	46.99	View chart
Oracle Corporation (ORCL)	0.4	$9.3M		46k	202.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$9.2M	+47%	124k	74.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$9.1M	-61%	45k	203.53	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$8.7M	+45%	184k	47.26	View chart
Wal-Mart Stores (WMT)	0.4	$8.5M		71k	120.36	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$8.5M	+16%	404k	21.06	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$8.5M	-4%	248k	34.07	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$8.4M	+3%	182k	46.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$8.4M	+70%	11k	764.39	View chart
Sunrun (RUN)	0.4	$8.4M	+2%	451k	18.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$8.3M	+109%	18k	475.82	View chart
Tesla Motors (TSLA)	0.4	$8.2M	+57%	18k	447.21	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$8.1M	+5%	160k	50.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$8.1M	+3%	16k	495.23	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$8.0M	+2265%	96k	84.00	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$7.8M	+131%	168k	46.66	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$7.8M	NEW	76k	102.24	View chart
Healthequity (HQY)	0.4	$7.6M		90k	84.28	View chart
Eli Lilly & Co. (LLY)	0.4	$7.6M	-4%	7.1k	1077.15	View chart
Abbvie (ABBV)	0.4	$7.6M		34k	220.75	View chart
Visa Com Cl A (V)	0.3	$7.4M	+3%	22k	327.88	View chart
Cisco Systems (CSCO)	0.3	$7.3M		97k	75.47	View chart
Palantir Technologies Cl A (PLTR)	0.3	$7.2M	+133%	40k	178.96	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$7.1M	-8%	71k	100.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$7.1M	+327%	21k	342.34	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$7.1M	NEW	66k	107.59	View chart
Moelis & Co Cl A (MC)	0.3	$7.0M		95k	73.61	View chart
Atmos Energy Corporation (ATO)	0.3	$7.0M		41k	168.41	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$6.9M	+101%	47k	146.48	View chart
Chevron Corporation (CVX)	0.3	$6.9M		42k	163.87	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.3	$6.8M	+8%	136k	50.30	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$6.7M	+22%	182k	36.96	View chart
Advanced Micro Devices (AMD)	0.3	$6.7M	-12%	30k	220.97	View chart
Mastercard Incorporated Cl A (MA)	0.3	$6.5M	+4%	12k	544.99	View chart
Cummins (CMI)	0.3	$6.5M	-3%	11k	567.46	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$6.5M	+45%	115k	56.11	View chart
Cme (CME)	0.3	$6.5M		24k	268.45	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$6.4M	+3%	128k	49.98	View chart
Medtronic SHS (MDT)	0.3	$6.3M	+9%	65k	96.42	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$6.0M	+40%	221k	27.38	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$6.0M	NEW	154k	39.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$6.0M		211k	28.62	View chart
Home Depot (HD)	0.3	$6.0M		16k	379.75	View chart
Verizon Communications (VZ)	0.3	$6.0M	-2%	154k	39.01	View chart
International Business Machines (IBM)	0.3	$6.0M		20k	303.15	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$6.0M	-16%	36k	167.44	View chart
Raytheon Technologies Corp (RTX)	0.3	$6.0M	-9%	31k	194.08	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.9M		47k	126.54	View chart
Airbnb Com Cl A (ABNB)	0.3	$5.7M		41k	140.07	View chart
Intuitive Surgical Com New (ISRG)	0.3	$5.7M	+5%	10k	561.84	View chart
Johnson & Johnson (JNJ)	0.3	$5.7M		27k	213.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$5.6M		171k	32.80	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$5.4M	+22%	60k	91.49	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$5.4M	-7%	12k	468.04	View chart
Intuit (INTU)	0.3	$5.4M	+5%	8.9k	605.27	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$5.4M	+20%	80k	67.37	View chart
Philip Morris International (PM)	0.2	$5.3M	-2%	32k	165.85	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$5.3M	-4%	12k	454.68	View chart
Essex Property Trust (ESS)	0.2	$5.2M	-2%	21k	249.92	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$5.2M	+1003%	20k	258.90	View chart
Pepsi (PEP)	0.2	$5.2M	-29%	36k	143.48	View chart
Snowflake Com Shs (SNOW)	0.2	$5.2M	-9%	25k	209.39	View chart
Comfort Systems USA (FIX)	0.2	$5.2M	-10%	4.8k	1073.09	View chart
McDonald's Corporation (MCD)	0.2	$5.2M		17k	309.44	View chart
Walt Disney Company (DIS)	0.2	$5.1M	+3%	46k	112.98	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$5.1M	NEW	146k	35.04	View chart
salesforce (CRM)	0.2	$5.1M	-31%	21k	241.07	View chart
Qualcomm (QCOM)	0.2	$5.0M		30k	165.29	View chart
Emerson Electric (EMR)	0.2	$4.9M	-3%	34k	146.35	View chart
Fortinet (FTNT)	0.2	$4.8M	+40%	62k	78.33	View chart
Nrg Energy Com New (NRG)	0.2	$4.8M	-8%	32k	150.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$4.7M	-2%	21k	224.80	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$4.7M	-10%	17k	276.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$4.7M	+1917%	54k	86.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.6M	+78%	31k	147.59	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$4.6M		145k	31.77	View chart
Arista Networks Com Shs (ANET)	0.2	$4.6M	-5%	35k	129.93	View chart
Amcor Ord	0.2	$4.5M	-6%	515k	8.75	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.4M	-3%	7.9k	558.31	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$4.4M	-8%	188k	23.32	View chart
Stryker Corporation (SYK)	0.2	$4.4M	+6%	12k	355.81	View chart
Air Products & Chemicals (APD)	0.2	$4.3M	-4%	16k	266.19	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$4.3M	+741%	49k	87.59	View chart
American Express Company (AXP)	0.2	$4.3M	-2%	12k	358.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$4.3M		28k	155.25	View chart
Automatic Data Processing (ADP)	0.2	$4.3M		17k	257.07	View chart
Amgen (AMGN)	0.2	$4.1M		13k	324.31	View chart
Zoetis Cl A (ZTS)	0.2	$4.1M	-5%	33k	124.62	View chart
UnitedHealth (UNH)	0.2	$4.1M		12k	333.94	View chart
Coca-Cola Company (KO)	0.2	$4.1M		58k	71.24	View chart
Uber Technologies (UBER)	0.2	$4.0M	-16%	47k	85.41	View chart
Applovin Corp Com Cl A (APP)	0.2	$4.0M	-37%	6.0k	668.68	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$4.0M	+7%	82k	48.03	View chart
Edwards Lifesciences (EW)	0.2	$3.9M		47k	83.84	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$3.9M		157k	24.87	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$3.9M	NEW	41k	95.69	View chart
Embraer Sponsored Ads (EMBJ)	0.2	$3.9M	+3%	53k	72.51	View chart
Netflix (NFLX)	0.2	$3.8M	+2315%	43k	90.32	View chart
Union Pacific Corporation (UNP)	0.2	$3.8M		17k	229.29	View chart
General Dynamics Corporation (GD)	0.2	$3.8M		11k	363.32	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$3.8M	+5%	138k	27.51	View chart
Adobe Systems Incorporated (ADBE)	0.2	$3.8M	-5%	12k	309.92	View chart
Blue Owl Capital Com Cl A (OWL)	0.2	$3.7M	+26%	245k	15.30	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.7M		11k	331.22	View chart
Vistra Energy (VST)	0.2	$3.7M		21k	171.42	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$3.6M	+5%	44k	83.08	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$3.6M	+16%	62k	58.25	View chart
Viking Holdings Ord Shs (VIK)	0.2	$3.6M	-26%	50k	71.55	View chart
Celsius Hldgs Com New (CELH)	0.2	$3.5M	-15%	67k	52.61	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$3.5M	NEW	67k	52.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.5M		16k	221.91	View chart
Ge Vernova (GEV)	0.2	$3.5M	+292%	5.3k	652.10	View chart
Tempus Ai Cl A (TEM)	0.2	$3.5M	-11%	52k	67.15	View chart
Curtiss-Wright (CW)	0.2	$3.4M	+5%	5.4k	635.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.4M	+1099%	67k	50.58	View chart
Paypal Holdings (PYPL)	0.2	$3.3M	-3%	59k	56.56	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$3.3M	+43%	34k	95.92	View chart
Waste Management (WM)	0.2	$3.3M	+8%	15k	216.17	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$3.2M	+58%	73k	44.44	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.2	$3.2M	+5%	131k	24.67	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$3.2M	-4%	2.5k	1270.10	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.2M	-56%	60k	52.96	View chart
Realty Income (O)	0.1	$3.1M	+31%	52k	59.23	View chart
Harmony Gold Mining Sponsored Adr (HMY)	0.1	$3.1M	+2%	139k	22.07	View chart
Sap Se Spon Adr (SAP)	0.1	$3.0M	-15%	12k	247.10	View chart
Micron Technology (MU)	0.1	$3.0M	+18%	8.7k	338.12	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$3.0M	NEW	59k	50.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.9M	+84%	42k	69.36	View chart
TransDigm Group Incorporated (TDG)	0.1	$2.9M	+6%	2.1k	1382.00	View chart
Gold Fields Sponsored Adr (GFI)	0.1	$2.9M	+8%	58k	49.55	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$2.8M	+4%	13k	228.49	View chart
Extra Space Storage (EXR)	0.1	$2.8M	-3%	20k	140.50	View chart
Fair Isaac Corporation (FICO)	0.1	$2.8M	+26%	1.7k	1623.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.8M	NEW	40k	70.94	View chart
Wells Fargo & Company (WFC)	0.1	$2.8M	+4%	30k	93.56	View chart
Angel Studios Cl A Com (ANGX)	0.1	$2.8M	+5469%	664k	4.18	View chart
Rubrik Cl A (RBRK)	0.1	$2.8M		39k	70.82	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$2.7M	NEW	57k	48.25	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.7M	NEW	11k	237.54	View chart
Sterling Construction Company (STRL)	0.1	$2.7M	+5%	8.4k	321.62	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.1	$2.7M	+5%	153k	17.49	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$2.6M	NEW	82k	32.08	View chart
Figma Class A Com Stk (FIG)	0.1	$2.6M	NEW	76k	33.56	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.1	$2.6M	+8%	149k	17.14	View chart
Lowe's Companies (LOW)	0.1	$2.6M		9.3k	274.24	View chart
Barclays Adr (BCS)	0.1	$2.5M	+4%	99k	25.78	View chart
Ge Aerospace Com New (GE)	0.1	$2.5M	+31%	7.5k	327.23	View chart
Compania De Minas Buenaventu Sponsored Adr (BVN)	0.1	$2.4M	+8%	71k	34.34	View chart
Cyberark Software SHS (CYBR)	0.1	$2.4M	+4%	5.1k	460.65	View chart
China Yuchai Intl (CYD)	0.1	$2.3M	+8%	54k	43.25	View chart
Doordash Cl A (DASH)	0.1	$2.3M	NEW	11k	217.40	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$2.3M	NEW	46k	49.07	View chart
Steris Shs Usd (STE)	0.1	$2.3M	-8%	8.7k	259.88	View chart
O'reilly Automotive (ORLY)	0.1	$2.2M	+833%	24k	94.63	View chart
Vnet Group Sponsored Ads A (VNET)	0.1	$2.2M	+6%	195k	11.12	View chart
Sea Sponsord Ads (SE)	0.1	$2.1M	+26%	17k	129.86	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.1M		90k	23.45	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.1M	+88%	26k	80.56	View chart
Nvent Electric SHS (NVT)	0.1	$2.1M	+8%	19k	106.64	View chart
Sila Realty Trust Common Stock (SILA)	0.1	$2.0M	-4%	85k	23.94	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$2.0M	NEW	35k	57.26	View chart
Medpace Hldgs (MEDP)	0.1	$2.0M	+5%	3.3k	608.48	View chart
Elf Beauty (ELF)	0.1	$2.0M	-7%	23k	87.56	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$2.0M	NEW	16k	125.39	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$2.0M	+5%	20k	97.56	View chart
Korea Elec Pwr Corp Sponsored Adr (KEP)	0.1	$1.9M	+8%	102k	19.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.9M	+478%	21k	92.08	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$1.9M	+21%	24k	78.92	View chart
Pjt Partners Com Cl A (PJT)	0.1	$1.9M	+2%	11k	177.24	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$1.8M	-15%	31k	59.96	View chart
Cooper Cos (COO)	0.1	$1.8M	-13%	23k	81.70	View chart
Valmont Industries (VMI)	0.1	$1.8M	+7%	4.2k	435.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.8M	+10%	9.2k	196.59	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.8M	NEW	18k	100.20	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.1	$1.8M	+4%	86k	20.53	View chart
Futu Hldgs Spon Ads Cl A (FUTU)	0.1	$1.7M	+5%	9.5k	184.07	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.7M	-77%	12k	147.74	View chart
Advisors Inner Circle Fd Ii 3edge Dynamic In (EDGI)	0.1	$1.7M	+3%	59k	29.33	View chart
Bj's Wholesale Club Holdings (BJ)	0.1	$1.7M	+5%	18k	95.41	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.7M	-15%	35k	49.53	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$1.7M	NEW	34k	50.66	View chart
Rambus (RMBS)	0.1	$1.7M	+6%	18k	95.48	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.7M	NEW	14k	125.16	View chart
Axil Brands Com New (AXIL)	0.1	$1.7M	-11%	216k	7.79	View chart
Cemex Sab De Cv Spon Adr New (CX)	0.1	$1.7M	+8%	136k	12.36	View chart
Ascendis Pharma A/s Sponsored Adr (ASND)	0.1	$1.7M	+6%	7.8k	215.05	View chart
Up Fintech Hldg Sponsored Ads (TIGR)	0.1	$1.7M	+6%	174k	9.52	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$1.7M		68k	24.41	View chart
Ryanair Holdings Sponsored Adr (RYAAY)	0.1	$1.6M	+11%	24k	68.01	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$1.6M		32k	50.26	View chart
Enbridge (ENB)	0.1	$1.6M	-15%	35k	46.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.6M	+11%	7.5k	217.50	View chart
Herbalife Com Shs (HLF)	0.1	$1.6M	-70%	103k	15.61	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.6M	+617%	33k	48.54	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.6M	+106%	17k	94.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.5M	NEW	13k	118.95	View chart
Halozyme Therapeutics (HALO)	0.1	$1.5M	+7%	21k	71.67	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.5M	+5%	58k	25.80	View chart
Fs Kkr Capital Corp (FSK)	0.1	$1.5M	-9%	103k	14.38	View chart
Direxion Shs Etf Tr Daily Pltr Bull (PLTU)	0.1	$1.5M	+33%	20k	73.70	View chart

Past Filings by Diversify Wealth Management

SEC 13F filings are viewable for Diversify Wealth Management going back to 2024

Diversify Wealth Management 2025 Q4 filed Feb. 3, 2026
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

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