§ 13F · FUND PROFILE
DIVERSIFY WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 541Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$740M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.30M | $272M | 4.9% | +800% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 325K | $231M | 4.1% | +1235% |
| 3 | SPYG | SPDR SERIES TRUST | 1.67M | $186M | 3.3% | +40% |
| 4 | SPYV | SPDR SERIES TRUST | 2.62M | $155M | 2.8% | +49% |
| 5 | AAPL | APPLE INC | 415K | $112M | 2.0% | +270% |
| 6 | AMZN | AMAZON COM INC | 339K | $89M | 1.6% | +210% |
| 7 | AVGO | BROADCOM INC | 215K | $87M | 1.6% | — |
| 8 | BKLN | INVESCO EXCH TRADED FD TR II | 4.12M | $85M | 1.5% | +920% |
| 9 | VOO | VANGUARD INDEX FDS | 119K | $78M | 1.4% | +185% |
| 10 | SPDW | SPDR INDEX SHS FDS | 1.62M | $77M | 1.4% | +54% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIVERSIFY SIGNAL
AC read
DIVERSIFY WEALTH MANAGEMENT, LLC is a Other fund managing $1.7 billion in assets. The fund runs a broad portfolio of 541 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed