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CIK: 0002030780
Total reported value
$6.0B
$6.0B
1137 檔
16.0%
As reported in its official Q1 2026 Form 13F filing, Diversify Wealth Management, LLC's tracked investment portfolio stood at $6.0B with 1137 total positions.
In Q1 2026, Diversify Wealth Management, LLC displayed an active expansion posture, initiating 36 new positions and adding to 158 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1137 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.89% | -0.85% | +799.77% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.13% | -0.62% | +1235.01% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.31% | +0.07% | +40.42% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.76% | +0.17% | +48.72% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.00% | +0.54% | +270.29% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.60% | -0.16% | +1921.79% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | -0.26% | +209.61% | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.51% | -1.21% | +919.54% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.11% | +185.02% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.38% | +0.15% | +54.47% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.30% | +127.39% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.29% | -0.04% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | -0.21% | +526.69% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.08% | +228.69% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.15% | +236.00% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | -0.15% | +560.63% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.16% | -0.30% | +12720.70% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | -0.08% | +177.18% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.97% | -0.03% | -1.48% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 0.88% | +0.07% | +382.05% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.86% | -0.13% | +986.00% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.74% | -0.07% | +382.69% | |
| 23 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.73% | +0.19% | +6701.57% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | — | +64.16% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | -0.01% | +1224.25% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.68% | +0.34% | +742.78% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.43% | +2768.55% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.57% | -0.39% | +54.41% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.54% | +0.30% | +207.72% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.01% | +137.87% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.54% | -0.27% | +1136.38% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.09% | +2303.82% | |
| 33 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.50% | +0.02% | +128.21% | |
| 34 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.50% | -0.19% | — | |
| 35 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.49% | +0.04% | +82.82% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.15% | +258.37% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | +0.11% | +47.86% | |
| 38 | OPBK | Op Bancorp | Stock-Other | 0.47% | +0.01% | — | |
| 39 | MRVL | Marvell Technology Inc | Stock-Tech | 0.46% | +0.03% | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | +58.81% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.44% | +0.02% | +1245.51% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.44% | +0.03% | +56.89% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.06% | +251.85% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | +0.10% | +80.81% | |
| 45 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.41% | — | +30.87% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.41% | -0.41% | EXIT | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.04% | +117.23% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | -0.11% | +53.19% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | -0.06% | +29.81% | |
| 50 | NOW | Servicenow Inc | Stock-Tech | 0.39% | +0.08% | +97.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.3% | +1235.01% | Add |
| 2 | NVDA | Nvidia CORP | +2.9% | +799.77% | Add |
| 3 | GLDM | Spdr Gold Minishares Trust | +1.1% | +12720.70% | Add |
| 4 | BKLN | Invesco Senior Loan ETF | +1.1% | +919.54% | Add |
| 5 | AVGO | Broadcom Inc | +0.9% | +1921.79% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +526.69% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.7% | +560.63% | Add |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | +0.7% | +6701.57% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +986.00% | Add |
| 10 | AAPL | Apple Inc | +0.6% | +270.29% | Add |
| 11 | GLD | Spdr Gold Shares | +0.6% | +2768.55% | Add |
| 12 | AMD | Advanced Micro Devices | +0.6% | +382.05% | Add |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +1224.25% | Add |
| 14 | MU | Micron Technology Inc | +0.5% | +742.78% | Add |
| 15 | IWM | Ishares Russell 2000 ETF | +0.5% | +2303.82% | Add |
| 16 | ITA | Ishares U.s. Aerospace & Def | +0.4% | +1136.38% | Add |
| 17 | EEM | Ishares Msci Emerging Market | +0.4% | +9367.85% | Add |
| 18 | VGIT | Vanguard Intermediate-term T | +0.4% | +1245.51% | Add |
| 19 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +382.69% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.3% | +236.00% | Add |
| 21 | AMZN | Amazon.com Inc | +0.3% | +209.61% | Add |
| 22 | SOFI | Sofi Technologies Inc | +0.3% | +5982.74% | Add |
| 23 | FBTC | Fidelity Wise Origin Bitcoin | +0.3% | +6152.94% | Add |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +2871.47% | Add |
| 25 | AGG | Ishares Core U.s. Aggregate | +0.2% | +841.32% | Add |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +891.88% | Add |
| 27 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +1019.79% | Add |
| 28 | MSFT | Microsoft CORP | +0.2% | +228.69% | Add |
| 29 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +582.30% | Add |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +2144.12% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | +0.1% | +185.02% | Add |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +573.16% | Add |
| 33 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +583.19% | Add |
| 34 | JNJ | Johnson & Johnson | +0.1% | +239.38% | Add |
| 35 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +1240.01% | Add |
| 36 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.1% | +1560.11% | Add |
| 37 | IJR | Ishares Core S&p Small-cap E | +0.1% | +730.08% | Add |
| 38 | NEE | Nextera Energy Inc | +0.1% | +1277.21% | Add |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | +177.18% | Add |
| 40 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +479.72% | Add |
| 41 | MO | Altria Group Inc | +0.1% | +1427.10% | Add |
| 42 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +1467.25% | Add |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +1078.65% | Add |
| 44 | IGEB | Ishares Investment Grade Sys | +0.1% | +1788.79% | Add |
| 45 | SNOW | Snowflake Inc | +0.1% | +395.30% | Add |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +1308.66% | Add |
| 47 | PANW | Palo Alto Networks Inc | +0.1% | +207.72% | Add |
| 48 | VTV | Vanguard Value ETF | +0.1% | +323.49% | Add |
| 49 | ORCL | Oracle CORP | +0.1% | +258.37% | Add |
| 50 | TSLA | Tesla Inc | +0.1% | +251.85% | Add |
According to official SEC Form 13F filings, Diversify Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.0B across 1137 disclosed positions in Q1 2026.
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 NVDA, SPY, SPYG) accounted for 16.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
VT
市值: $72.5M
Top Position Liquidated / Trimmed
AMCR
前期市值: $4.5M
During Q1 2026, Diversify Wealth Management, LLC's top holdings by market value included NVDA (4.9%)、SPY (4.1%)、SPYG (3.3%). The largest single position, NVDA, represented 4.9% of total portfolio value.
In Q1 2026, Diversify Wealth Management, LLC made 200 total portfolio adjustments, initiating 36 new buys, adding to 158 positions, trimming 5 holdings, and fully liquidating 1 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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