DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 2030780
13F filing for Q2 2026・No. 801
- Holdings
- US$5.98B
- Quarter change
- +US$374.82M
- Entries
- 1,286
- Net bought (estimate)
- +US$125.55M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 168
- Sold out 61
- Cut 417
- Added 605
- Corporate actions 2
- Unchanged 54
Largest holdings
1,244 stocks worth US$5.96B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 1,231,450 | US$241.99M | 4.06% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 284,244 | US$210.08M | 3.53% |
| SPDR SERIES TRUSTST STR P500GRW | Added | 1,766,081 | US$202.3M | 3.40% |
| SPDR SERIES TRUSTST STR P500VAL | Added | 2,818,867 | US$175.45M | 2.94% |
| AAPLAppleCOM | Added | 449,050 | US$151.29M | 2.54% |
| IVVISHARES TRCORE S&P500 ETF | Added | 128,359 | US$95.31M | 1.60% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 1,848,949 | US$91.69M | 1.54% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 132,212 | US$89.81M | 1.51% |
| AVGOBroadcomCOM | Added | 218,358 | US$83.68M | 1.40% |
| AMZNAmazonCOM | Added | 343,596 | US$79.5M | 1.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.