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CIK: 0002030780
Total reported value
$6.7B
$6.7B
1244 檔
14.7%
In Q2 2026, Diversify Wealth Management, LLC's U.S. equity holdings reached a combined market value of $6.7B, distributed across 1244 disclosed stock positions.
In Q2 2026, Diversify Wealth Management, LLC displayed an active expansion posture, initiating 34 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | +0.94% | -41.40% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.51% | -0.13% | -12.58% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.38% | +0.11% | +5.97% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.93% | -0.03% | +7.66% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.54% | -0.23% | +39.65% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.32% | +26.57% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.53% | -0.05% | +14.42% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | -0.11% | +10.82% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | -0.27% | +0.36% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.01% | -1.51% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.25% | -1.16% | -0.46% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | +0.39% | +20.48% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | +0.09% | +5.12% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | +0.22% | +4.84% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.86% | -14.16% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | -0.02% | -4.81% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.03% | -0.95% | +376.94% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.02% | -0.06% | -8.00% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | +0.17% | -21.46% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.94% | -0.07% | -0.68% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.92% | +0.46% | +34.37% | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.86% | +0.17% | -11.90% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.84% | -0.02% | -5.33% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | -0.09% | -10.17% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | -0.01% | +6.93% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | -0.05% | -1.38% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.67% | -0.16% | -2.05% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | -0.51% | +6536.13% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | +0.10% | +27.13% | |
| 30 | SNOW | Snowflake Inc | Stock-Tech | 0.56% | -0.11% | -0.22% | |
| 31 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.53% | -0.06% | +16.59% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.01% | +174.58% | |
| 33 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.52% | -0.06% | +12.55% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.51% | +0.27% | +35.92% | |
| 35 | MRVL | Marvell Technology Inc | Stock-Tech | 0.49% | +0.08% | -5.25% | |
| 36 | OPBK | Op Bancorp | Stock-Other | 0.48% | -0.07% | +0.58% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.47% | -0.08% | -1.54% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.47% | +0.09% | +8.07% | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.46% | -0.03% | +14.80% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | -0.43% | +1973.40% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.13% | +0.82% | |
| 42 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.43% | -0.08% | +10.18% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.04% | +1.52% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.07% | +5.19% | |
| 45 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.41% | +0.11% | +1.28% | |
| 46 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.40% | +0.08% | +23.25% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.16% | +14.72% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.39% | -0.16% | +90.59% | |
| 49 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.38% | -0.05% | +7.82% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.01% | +10.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +0.8% | +376.94% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +39.65% | Add |
| 3 | XLV | Ss Health Care Select Sector | +0.4% | +1973.40% | Add |
| 4 | MU | Micron Technology Inc | +0.3% | -8.00% | Trim |
| 5 | BUG | Global X Cybersecurity ETF | +0.3% | NEW | New buy |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +26.57% | Add |
| 7 | PANW | Palo Alto Networks Inc | +0.3% | -5.33% | Trim |
| 8 | SNOW | Snowflake Inc | +0.3% | -0.22% | Trim |
| 9 | BRHY | Ishares High Yild Active ETF | +0.2% | NEW | New buy |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +34.37% | Add |
| 11 | IGV | Ishares Expanded Tech-softwa | +0.2% | +90.59% | Add |
| 12 | ✓ | On Holding AG | +0.2% | NEW | New buy |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +7.66% | Add |
| 14 | SOXX | Ishares Semiconductor ETF | +0.2% | +119.75% | Add |
| 15 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +285.54% | Add |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +14.42% | Add |
| 17 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +0.1% | +116.85% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.82% | Add |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +27.13% | Add |
| 20 | JPST | Jpmorgan Ultra-short Income | +0.1% | +62.46% | Add |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +35.92% | Add |
| 22 | FTNT | Fortinet Inc | +0.1% | -7.73% | Trim |
| 23 | HUBB | Hubbell Inc | +0.1% | NEW | New buy |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | +6536.13% | Add |
| 25 | SECU | Ishrs Secur Incom Act ETF | +0.1% | NEW | New buy |
| 26 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | New buy |
| 27 | SIMO | Silicon Motion Technol-adr | +0.1% | NEW | New buy |
| 28 | NOW | Servicenow Inc | +0.1% | +8.07% | Add |
| 29 | VRT | Vertiv Holdings Co-a | +0.1% | +217.22% | Add |
| 30 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | +125.90% | Add |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +5.97% | Add |
| 32 | AMD | Advanced Micro Devices | +0.1% | -21.46% | Trim |
| 33 | LLY | Eli Lilly & Co | +0.1% | -2.76% | Trim |
| 34 | EVTR | Eaton Vance Total Return | +0.1% | NEW | New buy |
| 35 | GGOV | Ishares Global Gb Usd Ha ETF | +0.1% | NEW | New buy |
| 36 | ✓ | +0.1% | NEW | New buy | |
| 37 | AFRM | Affirm Holdings Inc | +0.1% | +10.18% | Add |
| 38 | VZ | Verizon Communications Inc | +0.1% | +29.52% | Add |
| 39 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +250.56% | Add |
| 40 | ICVT | Ishares Convertible Bond ETF | +0.1% | +104.69% | Add |
| 41 | HFSI | Hartfor Strateg Income Etf-u | +0.1% | NEW | New buy |
| 42 | RBRK | Rubrik Inc-a | +0.1% | +75.65% | Add |
| 43 | JNJ | Johnson & Johnson | +0.1% | +5.19% | Add |
| 44 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +23.25% | Add |
| 45 | CSCO | Cisco Systems Inc | +0.1% | -2.54% | Trim |
| 46 | NFLX | Netflix Inc | +0.1% | +85.16% | Add |
| 47 | ABBV | Abbvie Inc | +0.1% | +0.98% | Add |
| 48 | ASML | ASML Holding N.V. | +0.1% | +9.43% | Add |
| 49 | FTLS | First Trust Long/short Eqty | +0.1% | NEW | New buy |
| 50 | UCON | First Trust Smith Unconstrai | +0.1% | +230.63% | Add |
According to official SEC Form 13F filings, Diversify Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.7B across 1244 disclosed positions in Q2 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 14.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
BUG
市值: $19.7M
Top Position Liquidated / Trimmed
EEM
前期市值: $22.8M
During Q2 2026, Diversify Wealth Management, LLC's top holdings by market value included NVDA (4.0%)、SPY (3.5%)、SPYG (3.4%). The largest single position, NVDA, represented 4.0% of total portfolio value.
In Q2 2026, Diversify Wealth Management, LLC made 200 total portfolio adjustments, initiating 34 new buys, adding to 91 positions, trimming 65 holdings, and fully liquidating 10 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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