DIVERSIFY WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
DIVERSIFY WEALTH MANAGEMENT, LLC disclosed 1297 stock positions in a recent SEC 13F filing. $6,125,347,685 of stock holdings were filed, with the largest holdings including NVDA, SPY, and SPYG. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $4,108,276,355 and has 95 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1297Est. Stock Holding Value:
$6,125,347,685Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - DIVERSIFY WEALTH MANAGEMENT, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - DIVERSIFY WEALTH MANAGEMENT, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...