Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DIVERSIFY WEALTH MANAGEMENT, LLC (CIK 2030780) reported $5.98B across 1,244 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($242.0M, 4.04%), SPY ($210.1M, 3.51%), SPYG ($202.3M, 3.38%), SPYV ($175.4M, 2.93%), AAPL ($151.7M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $242.0M | 4.04% | 1.2M | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $210.1M | 3.51% | 284,844 | Trimmed |
| 3 | SPYG | SPDR SERIES TRUST | $202.3M | 3.38% | 1.8M | Added |
| 4 | SPYV | SPDR SERIES TRUST | $175.4M | 2.93% | 2.8M | Added |
| 5 | AAPL | APPLE INC | $151.7M | 2.54% | 579,150 | Added |
| 6 | IVV | ISHARES TR | $95.3M | 1.59% | 128,359 | Added |
| 7 | SPDW | SPDR INDEX SHS FDS | $91.7M | 1.53% | 1.8M | Added |
| 8 | VOO | VANGUARD INDEX FDS | $89.8M | 1.50% | 132,212 | Added |
| 9 | AVGO | BROADCOM INC | $86.0M | 1.44% | 818,358 | Added |
| 10 | AMZN | AMAZON COM INC | $79.5M | 1.33% | 343,696 | Trimmed |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | $74.8M | 1.25% | 484,457 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $71.1M | 1.19% | 202,768 | Added |
| 13 | QQQ | INVESCO QQQ TR | $63.2M | 1.06% | 92,696 | Trimmed |
| 14 | META | META PLATFORMS INC | $63.6M | 1.06% | 107,048 | Added |
| 15 | GOOG | ALPHABET INC | $63.3M | 1.06% | 193,872 | Added |
| 16 | GOOGL | ALPHABET INC | $63.0M | 1.05% | 192,787 | Trimmed |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $61.9M | 1.03% | 287,437 | Added |
| 18 | MU | MICRON TECHNOLOGY INC | $61.0M | 1.02% | 67,768 | Trimmed |
| 19 | AMD | ADVANCED MICRO DEVICES INC | $56.7M | 0.95% | 114,575 | Trimmed |
| 20 | DFAU | DIMENSIONAL ETF TRUST | $56.3M | 0.94% | 1.1M | Trimmed |
| 21 | SRLN | SSGA ACTIVE ETF TR | $54.9M | 0.92% | 1.4M | Added |
| 22 | GLDM | WORLD GOLD TR | $51.3M | 0.86% | 634,699 | Trimmed |
| 23 | PANW | PALO ALTO NETWORKS INC | $50.1M | 0.84% | 157,838 | Trimmed |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $43.7M | 0.73% | 749,936 | Added |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.9M | 0.73% | 109,964 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30