DIVERSIFY WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
DIVERSIFY WEALTH MANAGEMENT, LLC disclosed 1298 stock positions in a recent SEC 13F filing. $6,125,487,743 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 on July 30, 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:
June 30, 2026No. of Stocks:
1298Est. Stock Holding Value:
$6,125,487,743Top 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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