DIVERSIFY WEALTH MANAGEMENT, LLC
Q3 2026 13F filing
Updated 16 days ago1,312 disclosed positions worth $6.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $332.8M | 1.53M | 4.98% | Added(+1532029.0%) |
| 2 | S SPDR SERIES TRUST | $233.5M | 1.90M | 3.49% | Added(+7.8%) |
| 3 | S STATE STR SPDR S&P 500 ETF T | $225.8M | 292.5K | 3.38% | Added(+97409.0%) |
| 4 | S SPDR SERIES TRUST | $194M | 3.07M | 2.90% | Added(+9.0%) |
| 5 | A APPLE INC | $154.2M | 451.0K | 2.31% | Added(+246.7%) |
| 6 | Q INVESCO QQQ TR | $128.3M | 176.3K | 1.92% | Added(+176188.0%) |
| 7 | E ISHARES TR | $128.1M | 165.2K | 1.91% | Added(+28.7%) |
| 8 | M MICROSOFT CORP | $105.7M | 195.9K | 1.58% | Added(+869.8%) |
| 9 | S SPDR INDEX SHS FDS | $99.1M | 2.00M | 1.48% | Added(+8.2%) |
| 10 | V VANGUARD INDEX FDS | $93M | 131.1K | 1.39% | Trimmed(-0.8%) |
| 11 | S SSGA ACTIVE ETF TR | $92.3M | 2.30M | 1.38% | Added(+69.1%) |
| 12 | A AMAZON COM INC | $89.9M | 352.9K | 1.34% | Added(+352787.0%) |
| 13 | G ALPHABET INC | $85.9M | 249.1K | 1.28% | Added(+248996.0%) |
| 14 | A BROADCOM INC | $78.5M | 228.1K | 1.17% | Trimmed(-62.0%) |
| 15 | M META PLATFORMS INC | $76.9M | 104.3K | 1.15% | Trimmed(-2.5%) |
| 16 | S SELECT SECTOR SPDR TR | $76.3M | 403.4K | 1.14% | Added(+508.0%) |
| 17 | A ADVANCED MICRO DEVICES INC | $75M | 133.4K | 1.12% | Added(+16.4%) |
| 18 | G ALPHABET INC | $68.8M | 197.1K | 1.03% | Added(+2.3%) |
| 19 | G WORLD GOLD TR | $68.7M | 832.1K | 1.03% | Added(+31.1%) |
| 20 | M MICRON TECHNOLOGY INC | $63.8M | 68.5K | 0.95% | Added(+1.1%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $58.2M | 1.10M | 0.87% | Trimmed(-0.2%) |
| 22 | P PALO ALTO NETWORKS INC | $55M | 148.6K | 0.82% | Added(+148459.0%) |
| 23 | E ISHARES TR | $52M | 1.17M | 0.78% | Added(+73.6%) |
| 24 | V VANGUARD INTL EQUITY INDEX F | $48M | 815.9K | 0.72% | Added(+8.8%) |
| 25 | V VANGUARD TAX-MANAGED FDS | $46.2M | 662.8K | 0.69% | Added(+30.9%) |
| 26 | E ISHARES TR | $43.6M | 597.1K | 0.65% | Added(+8.7%) |
| 27 | T TAIWAN SEMICONDUCTOR MANUFAC | $42.9M | 101.6K | 0.64% | Trimmed(-7.6%) |
| 28 | M MARVELL TECHNOLOGY INC | $38.5M | 159.4K | 0.57% | Added(+2.7%) |
| 29 | E ISHARES TR | $38M | 268.4K | 0.57% | Added(+34.0%) |
| 30 | N SERVICENOW INC | $37.3M | 250.9K | 0.56% | Trimmed(-5.4%) |
| 31 | V VANGUARD INDEX FDS | $36.6M | 96.8K | 0.55% | Added(+50.9%) |
| 32 | E BLACKROCK ETF TRUST | $34.8M | 501.7K | 0.52% | Added(+37.5%) |
| 33 | V VANGUARD SCOTTSDALE FDS | $34.3M | 763.0K | 0.51% | Trimmed(-12.1%) |
| 34 | C COSTCO WHOLESALE CORPORATION | $34.1M | 34.8K | 0.51% | Trimmed(-30.3%) |
| 35 | O PGIM ETF TR | $31.9M | 644.5K | 0.48% | Added(+33.5%) |
| 36 | S SPDR SERIES TRUST | $31.2M | 1.38M | 0.47% | Added(+0.7%) |
| 37 | E ISHARES TR | $31.1M | 631.7K | 0.46% | Added(+2.4%) |
| 38 | S SNOWFLAKE INC | $30.4M | 90.7K | 0.45% | Trimmed(-26.1%) |
| 39 | E ISHARES TR | $29.5M | 57.4K | 0.44% | Added(+62.4%) |
| 40 | V VANGUARD SCOTTSDALE FDS | $28.7M | 502.5K | 0.43% | Added(+5.5%) |
| 41 | E ISHARES TR | $27.9M | 118.4K | 0.42% | Added(+40.7%) |
| 42 | O OP BANCORP | $27.4M | 1.85M | 0.41% | Unchanged |
| 43 | L LAM RESEARCH CORP | $26.1M | 94.1K | 0.39% | Trimmed(-3.0%) |
| 44 | J JPMORGAN CHASE & CO | $25.9M | 77.3K | 0.39% | Added(+6.4%) |
| 45 | V VISA INC | $25.9M | 64.7K | 0.39% | Added(+7.3%) |
| 46 | T TESLA INC | $25.8M | 71.0K | 0.39% | Trimmed(-0.6%) |
| 47 | A AFFIRM HLDGS INC | $23.4M | 307.7K | 0.35% | Trimmed(-13.5%) |
| 48 | J JOHNSON & JOHNSON | $23.3M | 92.1K | 0.35% | Trimmed(-2.8%) |
| 49 | ? N/A GLOBAL X FDS | $22.6M | 483.6K | 0.34% | Trimmed(-6.9%) |
| 50 | L ELI LILLY & CO | $22.5M | 18.0K | 0.34% | Added(+7.6%) |