Diversify Wealth Management
Latest statistics and disclosures from Diversify Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, SPY, SPYG, SPYV, and represent 22.07% of Diversify Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$391M), AVGO (+$314M), SPY (+$215M), AAPL (+$82M), BKLN (+$76M), VT (+$73M), MSI (+$67M), GLDM (+$64M), AMZN (+$62M), GOOGL (+$60M).
- Started 533 new stock positions in OMC, IGV, EOG, KMT, ETH, GRNY, ILCG, SMAX, IDEF, DFAS.
- Reduced shares in these 10 stocks: BKMC (-$19M), OEF (-$7.2M), Amcor, EW, GOVT, FIG, PYPL, CYBR, ACN, CWAN.
- Sold out of its positions in AstraZeneca, CCO, CWAN, PFFR, FIG, PSTP, BSJQ, IOVA, BBJP, MNMD. NINEQ, JFR, BOND, TBIL, MSTX, Traeger, Amcor, CYBR.
- Diversify Wealth Management was a net buyer of stock by $4.0B.
- Diversify Wealth Management has $6.1B in assets under management (AUM), dropping by 183.89%.
- Central Index Key (CIK): 0002030780
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Portfolio Holdings for Diversify Wealth Management
Diversify Wealth Management holds 1137 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Diversify Wealth Management has 1137 total positions. Only the first 250 positions are shown.
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- Download the Diversify Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.2 | $440M | +799% | 2.1M | 209.25 |
|
| Broadcom (AVGO) | 5.4 | $331M | +1921% | 816k | 405.45 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.8 | $232M | +1235% | 326k | 711.58 |
|
| Spdr Series Trust State Street Spd (SPYG) | 3.1 | $186M | +40% | 1.7M | 111.52 |
|
| Spdr Series Trust State Street Spd (SPYV) | 2.5 | $155M | +48% | 2.6M | 59.15 |
|
| Apple (AAPL) | 1.8 | $112M | +270% | 415k | 270.17 |
|
| Amazon (AMZN) | 1.5 | $92M | +209% | 349k | 263.04 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.4 | $85M | +919% | 4.1M | 20.58 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $78M | +185% | 119k | 654.23 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 1.3 | $77M | +54% | 1.6M | 47.76 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $73M | +127% | 101k | 714.89 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.2 | $73M | NEW | 487k | 148.94 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $71M | +526% | 108k | 661.57 |
|
| Microsoft Corporation (MSFT) | 1.2 | $71M | +228% | 168k | 424.46 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $71M | +560% | 203k | 349.94 |
|
| Meta Platforms Cl A (META) | 1.1 | $68M | +235% | 102k | 669.12 |
|
| Motorola Solutions Com New (MSI) | 1.1 | $67M | NEW | 157k | 429.22 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.1 | $65M | +12720% | 720k | 89.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $64M | +177% | 185k | 347.31 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.9 | $54M | 1.1M | 49.08 |
|
|
| Advanced Micro Devices (AMD) | 0.8 | $49M | +382% | 146k | 337.11 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $48M | +986% | 122k | 393.83 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.7 | $42M | +382% | 886k | 46.81 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.7 | $41M | +6701% | 1.0M | 40.58 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $41M | +64% | 701k | 58.08 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $40M | +1224% | 557k | 71.57 |
|
| Micron Technology (MU) | 0.6 | $38M | +742% | 74k | 518.46 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $38M | +2768% | 90k | 417.41 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.5 | $32M | +54% | 1.3M | 24.77 |
|
| Palo Alto Networks (PANW) | 0.5 | $30M | +207% | 167k | 181.54 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $30M | +137% | 30k | 998.65 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $30M | +1136% | 141k | 213.14 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $29M | +2303% | 106k | 272.08 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.5 | $28M | +128% | 548k | 51.18 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.5 | $28M | NEW | 1.1M | 26.13 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.5 | $28M | +82% | 1.2M | 23.49 |
|
| Oracle Corporation (ORCL) | 0.4 | $27M | +258% | 164k | 163.83 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $27M | +47% | 398k | 67.08 |
|
| Op Bancorp Cmn (OPBK) | 0.4 | $27M | NEW | 1.8M | 14.43 |
|
| Marvell Technology (MRVL) | 0.4 | $26M | NEW | 164k | 156.57 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $26M | +58% | 199k | 128.85 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $25M | +1245% | 415k | 59.23 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $25M | +56% | 99k | 248.75 |
|
| Tesla Motors (TSLA) | 0.4 | $24M | +251% | 64k | 372.80 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.4 | $23M | +80% | 496k | 46.14 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.4 | $23M | +30% | 360k | 63.45 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $23M | +9367% | 363k | 62.69 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $22M | +117% | 72k | 309.25 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $22M | +53% | 286k | 76.97 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $22M | +29% | 100k | 220.91 |
|
| Servicenow (NOW) | 0.4 | $22M | +97% | 245k | 88.89 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.4 | $22M | +14% | 972k | 22.41 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.4 | $21M | +30% | 507k | 42.18 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.3 | $21M | NEW | 323k | 63.48 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $21M | +60% | 391k | 52.40 |
|
| Johnson & Johnson (JNJ) | 0.3 | $21M | +239% | 90k | 227.35 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $20M | +169% | 56k | 350.21 |
|
| Visa Com Cl A (V) | 0.3 | $20M | +159% | 58k | 334.86 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $20M | +80% | 392k | 49.69 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $19M | +4% | 471k | 40.11 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $18M | +21% | 437k | 41.97 |
|
| Snowflake Com Shs (SNOW) | 0.3 | $17M | +395% | 123k | 141.22 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $17M | +35% | 143k | 118.60 |
|
| Bank of America Corporation (BAC) | 0.3 | $17M | +71% | 313k | 52.88 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $17M | +841% | 166k | 98.96 |
|
| Sofi Technologies (SOFI) | 0.3 | $16M | +5982% | 1.0M | 15.53 |
|
| Cisco Systems (CSCO) | 0.3 | $16M | +87% | 181k | 89.57 |
|
| Chevron Corporation (CVX) | 0.3 | $16M | +99% | 84k | 192.22 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $16M | +48% | 208k | 75.76 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $16M | +113% | 100k | 154.67 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.3 | $15M | +59% | 315k | 49.01 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $15M | +23% | 53k | 279.23 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $15M | +6152% | 226k | 65.71 |
|
| Verizon Communications (VZ) | 0.2 | $15M | +105% | 316k | 46.61 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $15M | +142% | 17k | 851.23 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $14M | NEW | 122k | 118.04 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $14M | +55% | 69k | 205.76 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $14M | +891% | 196k | 72.08 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $14M | +2871% | 128k | 108.73 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.2 | $14M | NEW | 68k | 201.69 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $14M | +50% | 186k | 73.39 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $14M | +116% | 26k | 525.23 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $14M | +142% | 98k | 137.97 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $13M | +582% | 143k | 93.39 |
|
| Abbvie (ABBV) | 0.2 | $13M | +87% | 64k | 203.89 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $13M | +3% | 534k | 24.23 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $13M | +66% | 27k | 475.38 |
|
| Wal-Mart Stores (WMT) | 0.2 | $13M | +40% | 99k | 128.01 |
|
| Philip Morris International (PM) | 0.2 | $13M | +138% | 77k | 162.71 |
|
| Uber Technologies (UBER) | 0.2 | $12M | +252% | 167k | 74.47 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $12M | +303% | 162k | 75.88 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $12M | +51% | 243k | 50.59 |
|
| Coca-Cola Company (KO) | 0.2 | $12M | +166% | 154k | 78.87 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $12M | +1019% | 60k | 200.41 |
|
| Qualcomm (QCOM) | 0.2 | $12M | +151% | 76k | 156.00 |
|
| Stagwell Com Cl A (STGW) | 0.2 | $12M | 1.7M | 6.69 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.2 | $12M | +232% | 221k | 52.24 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $11M | +573% | 226k | 50.70 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $11M | NEW | 74k | 153.96 |
|
| Ishares Tr Expanded Tech (IGV) | 0.2 | $11M | NEW | 134k | 84.50 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $11M | +35% | 247k | 45.50 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $11M | +89% | 67k | 168.68 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $11M | +105% | 122k | 91.63 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $11M | +58% | 104k | 107.04 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $11M | NEW | 22k | 499.58 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $11M | +45% | 69k | 159.11 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $11M | +212% | 7.9k | 1394.08 |
|
| Atmos Energy Corporation (ATO) | 0.2 | $11M | +40% | 58k | 185.71 |
|
| Union Pacific Corporation (UNP) | 0.2 | $11M | +142% | 40k | 264.78 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $11M | +583% | 114k | 93.88 |
|
| UnitedHealth (UNH) | 0.2 | $11M | +132% | 29k | 370.74 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $11M | +101% | 24k | 452.37 |
|
| Cummins (CMI) | 0.2 | $11M | +43% | 16k | 638.96 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $11M | +829% | 102k | 103.13 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $11M | +127% | 23k | 453.84 |
|
| Comfort Systems USA (FIX) | 0.2 | $10M | +24% | 6.0k | 1724.07 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.2 | $10M | +71% | 249k | 41.51 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $10M | +30% | 125k | 82.65 |
|
| Home Depot (HD) | 0.2 | $10M | +101% | 32k | 322.81 |
|
| Cme (CME) | 0.2 | $10M | +48% | 36k | 287.27 |
|
| Talen Energy Corp (TLN) | 0.2 | $10M | NEW | 29k | 351.92 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $10M | +119% | 118k | 85.55 |
|
| Fortinet (FTNT) | 0.2 | $10M | +90% | 117k | 86.11 |
|
| Packaging Corporation of America (PKG) | 0.2 | $10M | 46k | 216.05 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $10M | 313k | 31.75 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $9.9M | +7% | 266k | 37.36 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $9.9M | +56% | 180k | 54.79 |
|
| Pepsi (PEP) | 0.2 | $9.7M | +72% | 62k | 155.29 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $9.7M | +188% | 211k | 45.95 |
|
| Sunrun (RUN) | 0.2 | $9.5M | +76% | 798k | 11.93 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $9.5M | +2144% | 20k | 488.66 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.2 | $9.5M | +252% | 200k | 47.49 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $9.5M | +49% | 330k | 28.79 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $9.5M | +32% | 94k | 100.67 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $9.5M | +91% | 22k | 423.24 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $9.3M | -24% | 409k | 22.80 |
|
| Ge Vernova (GEV) | 0.2 | $9.2M | +63% | 8.7k | 1063.06 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $9.1M | +101% | 100k | 91.21 |
|
| International Business Machines (IBM) | 0.1 | $9.0M | +100% | 40k | 227.10 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $8.9M | NEW | 184k | 48.53 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $8.9M | +55% | 63k | 140.28 |
|
| Netflix (NFLX) | 0.1 | $8.8M | +125% | 96k | 92.12 |
|
| Essex Property Trust (ESS) | 0.1 | $8.8M | +59% | 33k | 264.92 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.1 | $8.7M | +40% | 217k | 40.33 |
|
| McDonald's Corporation (MCD) | 0.1 | $8.7M | +80% | 30k | 290.08 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $8.7M | +56% | 31k | 277.71 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $8.7M | +479% | 75k | 116.25 |
|
| Super Micro Computer Com New (SMCI) | 0.1 | $8.6M | NEW | 327k | 26.32 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $8.4M | 167k | 50.61 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $8.4M | +10% | 84k | 99.78 |
|
| American Express Company (AXP) | 0.1 | $8.3M | +118% | 26k | 315.65 |
|
| Kla Corp Com New (KLAC) | 0.1 | $8.3M | NEW | 4.6k | 1816.18 |
|
| Intuit (INTU) | 0.1 | $8.3M | +136% | 21k | 395.09 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $8.3M | +297% | 70k | 118.80 |
|
| salesforce (CRM) | 0.1 | $8.2M | +115% | 45k | 181.22 |
|
| Walt Disney Company (DIS) | 0.1 | $8.2M | +77% | 81k | 101.30 |
|
| Zoetis Cl A (ZTS) | 0.1 | $8.2M | +116% | 72k | 113.83 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $8.1M | +52% | 122k | 66.75 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $8.1M | +1240% | 46k | 175.77 |
|
| Air Products & Chemicals (APD) | 0.1 | $7.9M | +59% | 26k | 302.50 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $7.9M | +323% | 39k | 203.59 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $7.9M | +48% | 46k | 172.79 |
|
| Medtronic SHS (MDT) | 0.1 | $7.8M | +51% | 98k | 79.37 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $7.7M | +730% | 57k | 134.73 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $7.6M | +188% | 17k | 443.43 |
|
| Innovator Etfs Trust Laddered Alc Bfr (BUFB) | 0.1 | $7.6M | +9% | 199k | 38.05 |
|
| Automatic Data Processing (ADP) | 0.1 | $7.5M | +110% | 35k | 215.06 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $7.5M | +86% | 15k | 509.80 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $7.5M | +34% | 229k | 32.70 |
|
| Healthequity (HQY) | 0.1 | $7.4M | 91k | 81.48 |
|
|
| Amgen (AMGN) | 0.1 | $7.3M | +69% | 22k | 338.02 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $7.2M | NEW | 16k | 450.00 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.1 | $7.1M | +1560% | 137k | 51.94 |
|
| Waste Management (WM) | 0.1 | $7.0M | +101% | 31k | 230.31 |
|
| Nextera Energy (NEE) | 0.1 | $7.0M | +1277% | 74k | 94.17 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $6.9M | +81% | 73k | 94.61 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $6.9M | +108% | 58k | 119.83 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.1 | $6.8M | 136k | 50.32 |
|
|
| Emerson Electric (EMR) | 0.1 | $6.6M | +44% | 49k | 136.56 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $6.6M | NEW | 38k | 176.12 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $6.5M | +125% | 90k | 72.71 |
|
| Blackrock Etf Trust Ishares Large Ca (BLCR) | 0.1 | $6.4M | NEW | 137k | 46.88 |
|
| Moelis & Co Cl A (MC) | 0.1 | $6.4M | 95k | 67.05 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $6.2M | +1467% | 66k | 94.80 |
|
| Altria (MO) | 0.1 | $6.2M | +1427% | 91k | 68.20 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $6.2M | +41% | 51k | 121.26 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $6.1M | +1078% | 72k | 83.76 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $6.0M | +24% | 39k | 154.50 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $6.0M | NEW | 77k | 77.43 |
|
| Curtiss-Wright (CW) | 0.1 | $5.9M | +57% | 8.5k | 696.23 |
|
| Goldman Sachs (GS) | 0.1 | $5.8M | +356% | 6.5k | 905.58 |
|
| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 0.1 | $5.8M | -76% | 51k | 115.24 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $5.8M | +20% | 174k | 33.33 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $5.8M | -13% | 183k | 31.45 |
|
| Sterling Construction Company (STRL) | 0.1 | $5.7M | +45% | 12k | 469.75 |
|
| Ishares Tr Investment Grade (IGEB) | 0.1 | $5.7M | +1788% | 126k | 45.01 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $5.6M | +58% | 97k | 57.12 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.1 | $5.6M | +107% | 170k | 32.69 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $5.5M | +35% | 213k | 25.91 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $5.5M | +38% | 114k | 47.81 |
|
| Celestica (CLS) | 0.1 | $5.4M | NEW | 14k | 376.54 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $5.3M | -17% | 105k | 50.57 |
|
| Eaton Corp SHS (ETN) | 0.1 | $5.2M | +214% | 13k | 410.78 |
|
| Applied Materials (AMAT) | 0.1 | $5.2M | +198% | 14k | 382.59 |
|
| Nrg Energy Com New (NRG) | 0.1 | $5.1M | +7% | 34k | 149.01 |
|
| Realty Income (O) | 0.1 | $5.1M | +53% | 80k | 63.29 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $5.1M | +49% | 101k | 50.29 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $5.1M | +5% | 199k | 25.39 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $5.0M | +33% | 58k | 86.01 |
|
| Stryker Corporation (SYK) | 0.1 | $4.9M | +26% | 16k | 315.13 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $4.9M | NEW | 32k | 150.39 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $4.9M | NEW | 57k | 85.79 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $4.8M | +1308% | 45k | 106.87 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $4.8M | +139% | 57k | 85.56 |
|
| Tempus Ai Cl A (TEM) | 0.1 | $4.8M | +86% | 96k | 50.02 |
|
| Citigroup Com New (C) | 0.1 | $4.8M | +270% | 38k | 127.61 |
|
| Wells Fargo & Company (WFC) | 0.1 | $4.8M | +94% | 59k | 81.51 |
|
| Ge Aerospace Com New (GE) | 0.1 | $4.7M | +120% | 17k | 283.57 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $4.7M | +59% | 94k | 49.79 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $4.7M | NEW | 139k | 33.50 |
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.1 | $4.6M | NEW | 141k | 32.44 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $4.4M | +279% | 52k | 85.70 |
|
| Caterpillar (CAT) | 0.1 | $4.4M | +296% | 5.5k | 810.11 |
|
| Embraer Sponsored Ads (EMBJ) | 0.1 | $4.4M | +36% | 73k | 60.79 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.4M | NEW | 156k | 28.02 |
|
| Procter & Gamble Company (PG) | 0.1 | $4.4M | +200% | 30k | 146.46 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.4M | +1672% | 53k | 82.68 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $4.4M | -8% | 19k | 225.62 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $4.3M | +88% | 48k | 88.57 |
|
| Amcor Com New (AMCR) | 0.1 | $4.3M | NEW | 115k | 37.35 |
|
| Vistra Energy (VST) | 0.1 | $4.2M | +29% | 28k | 153.79 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.1 | $4.1M | +86% | 457k | 8.88 |
|
| Nvent Elec SHS (NVT) | 0.1 | $4.0M | +52% | 29k | 137.37 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $4.0M | +919% | 47k | 86.23 |
|
| General Dynamics Corporation (GD) | 0.1 | $4.0M | +12% | 12k | 338.72 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $4.0M | +48% | 227k | 17.44 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $4.0M | +42% | 186k | 21.29 |
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $3.9M | 50k | 78.54 |
|
|
| Williams Companies (WMB) | 0.1 | $3.9M | +490% | 54k | 73.32 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.9M | +8% | 17k | 228.98 |
|
| Corning Incorporated (GLW) | 0.1 | $3.8M | +196% | 25k | 151.90 |
|
| Altshares Trust Merger Arbitrage (ARB) | 0.1 | $3.8M | NEW | 128k | 29.51 |
|
| Blackrock Etf Trust Ishares Intl Ctr (CORO) | 0.1 | $3.8M | NEW | 111k | 34.00 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $3.8M | NEW | 53k | 71.45 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $3.7M | +18% | 71k | 52.49 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $3.7M | NEW | 24k | 155.62 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $3.7M | NEW | 52k | 71.20 |
|
| TJX Companies (TJX) | 0.1 | $3.6M | +842% | 23k | 156.07 |
|
| Ishares Tr Long Term Muni (LMUB) | 0.1 | $3.6M | NEW | 70k | 50.68 |
|
| Rambus (RMBS) | 0.1 | $3.5M | +75% | 31k | 112.16 |
|
Past Filings by Diversify Wealth Management
SEC 13F filings are viewable for Diversify Wealth Management going back to 2024
- Diversify Wealth Management 2026 Q1 filed May 1, 2026
- 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