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CIK: 0002030780
Total reported value
$6.0B
$6.0B
432 檔
2.4%
During the Q2 2024 filing period, Diversify Wealth Management, LLC (CIK: 0002030780) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.0B across 432 reported positions.
During Q2 2024, Diversify Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 432 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.40% | -0.03% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.36% | -0.01% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.52% | -0.62% | — | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.35% | +0.17% | — | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.29% | +0.07% | — | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.01% | -0.12% | — | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 2.01% | -0.01% | — | |
| 8 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 1.69% | — | — | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.54% | — | — | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.45% | +0.15% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | -0.26% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.54% | — | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.34% | -0.02% | — | |
| 14 | PRG | Prog Holdings Inc | Stock-Other | 1.29% | — | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.08% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | -0.85% | — | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.00% | -0.02% | — | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.96% | — | — | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | +0.04% | — | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.90% | -0.01% | — | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | — | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.85% | — | — | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.85% | -0.01% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.01% | — | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.81% | +0.01% | — | |
| 26 | HQY | Healthequity Inc | Stock-Healthcare | 0.80% | +0.02% | — | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 0.79% | — | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | — | — | |
| 29 | IHDG | Wisdomtree International Hed | ETF-Other | 0.71% | -0.01% | — | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.66% | +0.08% | — | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.65% | +0.11% | — | |
| 32 | DFSD | Dimensional Short Duration | ETF-Other | 0.60% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.08% | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.59% | — | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | +0.01% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.06% | — | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.04% | — | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.56% | +0.30% | — | |
| 40 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.56% | +0.04% | — | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.54% | +0.05% | — | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.54% | — | — | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.54% | +0.02% | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.05% | — | |
| 45 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.51% | — | — | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.49% | +0.03% | — | |
| 47 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.48% | — | — | |
| 48 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.45% | -0.01% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.15% | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.02% | — |
According to official SEC Form 13F filings, Diversify Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.0B across 432 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFAC, SPY) accounted for 2.4% of total reported equity market value during Q2 2024.
During Q2 2024, Diversify Wealth Management, LLC's top holdings by market value included DFAU (5.4%)、DFAC (4.4%)、SPY (3.5%). The largest single position, DFAU, represented 5.4% of total portfolio value.
In Q2 2024, Diversify Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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