DIVERSIFY WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
DIVERSIFY WEALTH MANAGEMENT, LLC disclosed 1147 stock positions in a recent SEC 13F filing. $5,154,751,947 of stock holdings were filed, with the largest holdings including NVDA, SPY, and SPYG. This filing represented positions held on March 31, 2026, and was filed on May 1, 2026.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:
March 31, 2026No. of Stocks:
1147Est. Stock Holding Value:
$5,154,751,947Top Stock Holdings By Sector
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Portfolio Stock Holdings - DIVERSIFY WEALTH MANAGEMENT, LLC
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Portfolio Options Holdings - DIVERSIFY WEALTH MANAGEMENT, LLC
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