DIVERSIFY WEALTH MANAGEMENT, LLC Portfolio
Auto-discovered 13F filer (Top-2000 by latest reported value).
Q2 2026 · 1244 positions · Total reported value $4.77B · Top-10 concentration 20.5%
Turnover: 100.0% · 1244 new · 0 cut · 0 exited
Active Share (vs S&P 500): 75.1% · vs QQQ: 87.6% — share of the book that differs from index weights (higher = more active) · ranking
In its Q2 2026 13F filing, DIVERSIFY WEALTH MANAGEMENT, LLC disclosed 1244 equity positions with a combined reported value of $4.77B. The filing implies a diversified portfolio: its ten largest positions account for 20.5% of reported value. HoldingsHub classifies the profile as Mid / Diversified / High Turnover.
The largest disclosed positions as of Q2 2026 were SPYG ($202.30M), SPYV ($175.45M), IVV ($95.31M). By sector, the heaviest allocations are Technology 14.9%, Financials 7.1%.
Versus the prior quarter, DIVERSIFY WEALTH MANAGEMENT, LLC opened 1244 new positions, trimmed 0 and fully exited 0, a turnover rate of 100.0% of positions.
Figures come from the fund's SEC Form 13F filing. 13F reports are filed within 45 days of quarter end and cover long positions of $100,000 or more; they exclude short positions and non-13F asset classes, so treat this page as a quarter-end snapshot rather than the fund's live book.
Sector Allocation
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST History | 1.77M | $202.30M | 4.24% | New |
| 2 | SPYV | SPDR SERIES TRUST History | 2.82M | $175.45M | 3.68% | New |
| 3 | IVV | ISHARES TR History | 128.36K | $95.31M | 2.00% | New |
| 4 | SPDW | SPDR INDEX SHS FDS History | 1.85M | $91.69M | 1.92% | New |
| 5 | VOO | VANGUARD INDEX FDS History | 132.21K | $89.81M | 1.88% | New |
| 6 | VT | VANGUARD INTL EQUITY INDEX F History | 484.46K | $74.82M | 1.57% | New |
| 7 | META | Meta Platforms, Inc. History | 107.05K | $63.57M | 1.33% | New |
| 8 | GOOGL | Alphabet Inc. Class C History | 192.79K | $62.96M | 1.32% | New |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T History | 287.44K | $61.85M | 1.30% | New |
| 10 | MU | Micron Technology, Inc. History | 67.77K | $61.00M | 1.28% | New |
| 11 | AMD | Advanced Micro Devices, Inc. History | 114.58K | $56.71M | 1.19% | New |
| 12 | DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF History | 1.10M | $56.30M | 1.18% | New |
| 13 | SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF History | 1.36M | $54.92M | 1.15% | New |
| 14 | GLDM | WORLD GOLD TR History | 634.70K | $51.27M | 1.07% | New |
| 15 | TSM | Taiwan Semiconductor Mfg Ltd History | 109.96K | $43.89M | 0.92% | New |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F History | 749.94K | $43.67M | 0.92% | New |
| 17 | IJH | ISHARES TR History | 549.25K | $41.74M | 0.88% | New |
| 18 | VMBS | VANGUARD SCOTTSDALE FDS History | 867.75K | $40.16M | 0.84% | New |
| 19 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF History | 506.31K | $35.44M | 0.74% | New |
| 20 | SNOW | Snowflake Inc. History | 122.74K | $33.50M | 0.70% | New |
| 21 | SPHY | SPDR SERIES TRUST History | 1.37M | $31.90M | 0.67% | New |
| 22 | USIG | ISHARES TR History | 616.93K | $31.09M | 0.65% | New |
| 23 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF History | 674.00K | $30.71M | 0.64% | New |
| 24 | MRVL | Marvell Technology, Inc. History | 155.25K | $29.37M | 0.61% | New |
| 25 | OPBK | OP BANCORP COM History | 1.85M | $28.73M | 0.60% | New |
| 26 | LRCX | LAM RESEARCH CORP History | 97.06K | $28.30M | 0.59% | New |
| 27 | NOW | ServiceNow, Inc. History | 265.19K | $27.99M | 0.59% | New |
| 28 | VGIT | VANGUARD SCOTTSDALE FDS History | 476.33K | $27.82M | 0.58% | New |
| 29 | XLV | SELECT SECTOR SPDR TR History | 169.67K | $27.72M | 0.58% | New |
| 30 | IVW | ISHARES TR History | 200.34K | $26.51M | 0.56% | New |
| 31 | AFRM | AFFIRM HLDGS INC COM CL A History | 355.85K | $26.00M | 0.55% | New |
| 32 | JPM | JPMorgan Chase & Co. History | 72.68K | $25.89M | 0.54% | New |
| 33 | JNJ | Johnson & Johnson History | 94.73K | $25.19M | 0.53% | New |
| 34 | DYNF | BLACKROCK ETF TRUST History | 364.89K | $24.45M | 0.51% | New |
| 35 | PULS | PGIM ULTRA SHORT BOND ETF History | 482.73K | $23.97M | 0.50% | New |
| 36 | VTI | VANGUARD INDEX FDS History | 64.15K | $23.43M | 0.49% | New |
| 37 | IGV | ISHARES TR History | 254.50K | $23.14M | 0.48% | New |
| 38 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF History | 547.01K | $22.75M | 0.48% | New |
| 39 | TSLA | Tesla, Inc. History | 71.48K | $22.10M | 0.46% | New |
| 40 | V | Visa Inc. History | 60.29K | $21.86M | 0.46% | New |
| 41 | SPSM | SPDR SERIES TRUST History | 384.14K | $21.74M | 0.46% | New |
| 42 | CSCO | Cisco Systems, Inc. History | 176.16K | $20.18M | 0.42% | New |
| 43 | ORCL | ORACLE CORP History | 166.64K | $19.98M | 0.42% | New |
| 44 | LLY | ELI LILLY & CO History | 16.68K | $19.98M | 0.42% | New |
| 45 | JPST | J P MORGAN EXCHANGE TRADED F History | 394.80K | $19.93M | 0.42% | New |
| 46 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF History | 478.29K | $19.88M | 0.42% | New |
| 47 | BUG | GLOBAL X FDS History | 519.31K | $19.75M | 0.41% | New |
| 48 | IVE | ISHARES TR History | 84.14K | $19.55M | 0.41% | New |
| 49 | VZ | Verizon Communications Inc. History | 409.83K | $19.39M | 0.41% | New |
| 50 | SOFI | SOFI TECHNOLOGIES INC History | 1.15M | $19.38M | 0.41% | New |