§ 13F · FUND PROFILE
DIVERSIFY WEALTH MANAGEMENT, LLC.
AUM · $6.0B (13F)Positions · 1286Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$188M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.23M | $242M | 4.0% | −41% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 284K | $210M | 3.5% | −13% |
| 3 | SPYG | SPDR SERIES TRUST | 1.77M | $202M | 3.4% | +6% |
| 4 | SPYV | SPDR SERIES TRUST | 2.82M | $175M | 2.9% | +8% |
| 5 | AAPL | APPLE INC | 449K | $151M | 2.5% | +40% |
| 6 | IVV | ISHARES TR | 128K | $95M | 1.6% | +27% |
| 7 | SPDW | SPDR INDEX SHS FDS | 1.85M | $92M | 1.5% | +14% |
| 8 | VOO | VANGUARD INDEX FDS | 132K | $90M | 1.5% | +11% |
| 9 | AVGO | BROADCOM INC | 218K | $84M | 1.4% | — |
| 10 | AMZN | AMAZON COM INC | 344K | $80M | 1.3% | −2% |
§ 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 $6.0 billion in assets. The fund runs a massive portfolio of 1,286 positions.
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