§ 13F · FUND PROFILE
DIVERSIFY WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1732.7T (13F)Positions · 541Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$155.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 1.19M | $128.3T | 6.0% | +98% |
| 2 | SPYV | SPDR SERIES TRUST | 1.76M | $102.2T | 4.8% | +72% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 1.12M | $53.7T | 2.5% | ±0% |
| 4 | SPDW | SPDR INDEX SHS FDS | 1.05M | $48.0T | 2.2% | +32% |
| 5 | NVDA | NVIDIA CORPORATION | 234K | $43.4T | 2.0% | ±0% |
| 6 | IVV | ISHARES TR | 45K | $31.1T | 1.4% | +880% |
| 7 | AAPL | APPLE INC | 112K | $29.2T | 1.4% | +2% |
| 8 | AMZN | AMAZON COM INC | 113K | $27.3T | 1.3% | +3% |
| 9 | VOO | VANGUARD INDEX FDS | 42K | $26.7T | 1.2% | +12% |
| 10 | BKMC | BNY MELLON ETF TRUST | 212K | $24.5T | 1.1% | +29% |
§ 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 $1732729.1 trillion in assets. The fund runs a broad portfolio of 541 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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