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CIK: 0002030780
Total reported value
$6.0B
$6.0B
514 檔
3.2%
In Q4 2024, Diversify Wealth Management, LLC's U.S. equity holdings reached a combined market value of $6.0B, distributed across 514 disclosed stock positions.
During Q4 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 514 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.77% | -0.03% | -3.70% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.34% | -0.62% | +29.47% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.93% | +0.07% | +45.65% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.53% | +0.17% | +41.77% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.34% | -0.85% | +54.24% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.86% | +0.54% | +57.94% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.26% | +30.20% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.52% | +0.15% | +43.57% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.49% | -0.12% | +3.89% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.08% | +35.73% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.43% | -0.01% | +4.71% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.11% | +203.82% | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 1.34% | -0.01% | +2.48% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.21% | -0.39% | +12.18% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | -0.15% | +90.46% | |
| 16 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.13% | -0.09% | +50.29% | |
| 17 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 1.07% | — | -11.72% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.90% | -0.22% | -13.33% | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.89% | — | -2.08% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.84% | -0.02% | -3.26% | |
| 21 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.82% | +0.01% | +0.05% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.06% | +3.62% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.01% | +27.72% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | — | +3.33% | |
| 25 | HQY | Healthequity Inc | Stock-Healthcare | 0.72% | +0.02% | -0.10% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | -0.08% | +55.68% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.71% | +0.11% | -9.93% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | -0.21% | +206.93% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.69% | — | +21.21% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.68% | — | +8.17% | |
| 31 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.67% | -0.02% | +1.90% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.67% | +0.01% | +3.08% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.63% | +0.30% | +217.37% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | -0.16% | +32.33% | |
| 35 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.60% | +0.04% | +46.80% | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.60% | -0.01% | +1.04% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.59% | — | +44.88% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.58% | +0.02% | +0.94% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.15% | +28.59% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.57% | — | +2.66% | |
| 41 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.56% | — | -1.45% | |
| 42 | IHDG | Wisdomtree International Hed | ETF-Other | 0.54% | -0.01% | +6.51% | |
| 43 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.53% | — | +2.40% | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.52% | +0.08% | +0.65% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | +0.01% | +38.40% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.52% | -0.01% | -14.86% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.02% | +45.47% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.05% | +11.32% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.04% | +16.00% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | +0.01% | +2.05% |
According to official SEC Form 13F filings, Diversify Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.0B across 514 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, SPY, SPYG) accounted for 3.2% of total reported equity market value during Q4 2024.
During Q4 2024, Diversify Wealth Management, LLC's top holdings by market value included DFAU (3.8%)、SPY (3.3%)、SPYG (2.9%). The largest single position, DFAU, represented 3.8% of total portfolio value.
In Q4 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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