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 $5.61B across 1,103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($274.0M, 4.89%), SPY ($231.4M, 4.13%), SPYG ($185.9M, 3.31%), SPYV ($154.9M, 2.76%), AAPL ($112.0M, 2.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $274.0M | 4.89% | 2.1M | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $231.4M | 4.13% | 325,837 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $185.9M | 3.31% | 1.7M | Added |
| 4 | SPYV | SPDR SERIES TRUST | $154.9M | 2.76% | 2.6M | Added |
| 5 | AAPL | APPLE INC | $112.0M | 2.00% | 414,703 | Added |
| 6 | AVGO | BROADCOM INC | $89.8M | 1.60% | 815,450 | Added |
| 7 | AMZN | AMAZON COM INC | $89.2M | 1.59% | 348,963 | Added |
| 8 | BKLN | INVESCO EXCH TRADED FD TR II | $84.7M | 1.51% | 4.1M | Added |
| 9 | VOO | VANGUARD INDEX FDS | $78.1M | 1.39% | 119,306 | Added |
| 10 | SPDW | SPDR INDEX SHS FDS | $77.2M | 1.38% | 1.6M | Added |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | $72.5M | 1.29% | 486,716 | New |
| 12 | IVV | ISHARES TR | $72.5M | 1.29% | 101,415 | Added |
| 13 | MSFT | MICROSOFT CORP | $71.3M | 1.27% | 168,307 | Added |
| 14 | QQQ | INVESCO QQQ TR | $71.4M | 1.27% | 107,992 | Added |
| 15 | META | META PLATFORMS INC | $68.1M | 1.21% | 101,830 | Added |
| 16 | GOOGL | ALPHABET INC | $67.4M | 1.20% | 202,536 | Added |
| 17 | GLDM | WORLD GOLD TR | $64.8M | 1.16% | 720,395 | Added |
| 18 | GOOG | ALPHABET INC | $64.2M | 1.14% | 184,926 | Added |
| 19 | DFAU | DIMENSIONAL ETF TRUST | $54.2M | 0.97% | 1.1M | Trimmed |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $49.2M | 0.88% | 145,883 | Added |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.2M | 0.86% | 122,414 | Added |
| 22 | VMBS | VANGUARD SCOTTSDALE FDS | $41.5M | 0.74% | 885,936 | Added |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $40.7M | 0.73% | 701,330 | Added |
| 24 | SRLN | SSGA ACTIVE ETF TR | $41.1M | 0.73% | 1.0M | Added |
| 25 | IJH | ISHARES TR | $39.9M | 0.71% | 556,941 | Added |
Source: SEC Form 13F filings · as of 2026-03-31