Diversify Wealth Management, LLC Top Holdings and 13F Report (2026)

About Diversify Wealth Management, LLC

Investment Activity

Diversify Wealth Management, LLC has $5.61 billion in total holdings as of March 31, 2026.
Diversify Wealth Management, LLC owns shares of 1,137 different stocks, but just 198 companies or ETFs make up 80% of its holdings.
Approximately 63.91% of the portfolio was purchased this quarter.
About 1.17% of the portfolio was sold this quarter.
This quarter, Diversify Wealth Management, LLC has purchased 622 new stocks and bought additional shares in 543 stocks.
Diversify Wealth Management, LLC sold shares of 51 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

NVIDIA: $274,034,277
SPDR S&P 500 ETF Trust: $231,436,384
SPDR Portfolio S&P 500 Growth ETF: $185,866,125
SPDR Portfolio S&P 500 Value ETF: $154,877,686
Apple: $112,013,619

Largest New Holdings this Quarter

922042742 - Vanguard Total World Stock ETF: $72,491,471 Holding
886364231 - TIDAL TRUST I: $27,777,456 Holding
67109R109 - OP Bancorp: $26,510,536 Holding
573874104 - Marvell Technology: $25,655,795 Holding
00827B106 - Affirm: $20,501,590 Holding

Largest Purchases this Quarter

NVIDIA: 1,868,120 shares (about $243.58M)
SPDR S&P 500 ETF Trust: 301,430 shares (about $214.10M)
Broadcom: 775,117 shares (about $85.35M)
Apple: 302,710 shares (about $81.76M)
Invesco Senior Loan ETF: 3,713,488 shares (about $76.42M)

Largest Sales this Quarter

BNY Mellon US Mid Cap Core Equity ETF: 161,795 shares (about $18.64M)
iShares S&P 100 ETF: 20,591 shares (about $7.25M)
Edwards Lifesciences: 42,906 shares (about $3.48M)
iShares U.S. Treasury Bond ETF: 130,983 shares (about $2.99M)
PayPal: 46,665 shares (about $2.38M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$274,034,277	$243,578,375 â–²	799.8%	2,101,701	4.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$231,436,384	$214,100,514 â–²	1,235.0%	325,837	4.1%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$185,866,125	$53,505,059 â–²	40.4%	1,666,662	3.3%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$154,877,686	$50,738,981 â–²	48.7%	2,618,389	2.8%	ETF
AAPL Apple	$112,013,619	$81,763,678 â–²	270.3%	414,703	2.0%	Computer and Technology
AVGO Broadcom	$89,786,810	$85,345,862 â–²	1,921.8%	815,450	1.6%	Computer and Technology
AMZN Amazon.com	$89,187,011	$60,380,641 â–²	209.6%	348,963	1.6%	Retail/Wholesale
BKLN Invesco Senior Loan ETF	$84,734,617	$76,423,589 â–²	919.5%	4,117,328	1.5%	ETF
VOO Vanguard S&P 500 ETF	$78,053,730	$50,668,258 â–²	185.0%	119,306	1.4%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$77,176,276	$27,213,690 â–²	54.5%	1,615,919	1.4%	ETF
IVV iShares Core S&P 500 ETF	$72,500,255	$40,617,014 â–²	127.4%	101,415	1.3%	ETF
VT Vanguard Total World Stock ETF	$72,491,471	$72,491,471 â–²	New Holding	486,716	1.3%	ETF
QQQ Invesco QQQ	$71,378,515	$59,988,833 â–²	526.7%	107,992	1.3%	Finance
MSFT Microsoft	$71,313,377	$49,617,301 â–²	228.7%	168,307	1.3%	Computer and Technology
META Meta Platforms	$68,136,350	$47,857,372 â–²	236.0%	101,830	1.2%	Computer and Technology
GOOGL Alphabet	$67,410,923	$57,206,890 â–²	560.6%	202,536	1.2%	Computer and Technology
GLDM SPDR Gold MiniShares Trust	$64,813,951	$64,308,409 â–²	12,720.7%	720,395	1.2%	Finance
GOOG Alphabet	$64,192,401	$41,033,623 â–²	177.2%	184,926	1.1%	Computer and Technology
DFAU Dimensional US Core Equity Market ETF	$54,240,191	$815,955 â–¼	-1.5%	1,105,138	1.0%	ETF
AMD Advanced Micro Devices	$49,178,508	$38,976,571 â–²	382.1%	145,883	0.9%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$48,210,310	$43,771,058 â–²	986.0%	122,414	0.9%	Computer and Technology
VMBS Vanguard Mortgage-Backed Securities ETF	$41,470,646	$32,879,049 â–²	382.7%	885,936	0.7%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$41,078,206	$40,474,254 â–²	6,701.6%	1,012,277	0.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$40,733,249	$15,919,555 â–²	64.2%	701,330	0.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$39,860,254	$36,850,236 â–²	1,224.3%	556,941	0.7%	ETF
MU Micron Technology	$38,189,064	$33,657,745 â–²	742.8%	73,659	0.7%	Computer and Technology
GLD SPDR Gold Shares	$37,728,858	$36,413,599 â–²	2,768.5%	90,388	0.7%	Finance
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$31,796,307	$11,203,595 â–²	54.4%	1,283,662	0.6%	ETF
PANW Palo Alto Networks	$30,249,443	$20,419,272 â–²	207.7%	166,726	0.5%	Computer and Technology
COST Costco Wholesale	$30,100,432	$17,446,486 â–²	137.9%	30,141	0.5%	Retail/Wholesale
ITA iShares U.S. Aerospace & Defense ETF	$30,023,142	$27,594,836 â–²	1,136.4%	140,861	0.5%	ETF
IWM iShares Russell 2000 ETF	$28,927,713	$27,724,308 â–²	2,303.8%	106,321	0.5%	Finance
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$28,053,887	$15,760,614 â–²	128.2%	548,142	0.5%	Manufacturing
TIDAL TRUST I	$27,777,456	$27,777,456 â–²	New Holding	1,063,048	0.5%	FUNDSTRAT GRANNY
SPHY SPDR Portfolio High Yield Bond ETF	$27,690,210	$12,544,228 â–²	82.8%	1,178,808	0.5%	ETF
ORCL Oracle	$26,862,689	$19,366,982 â–²	258.4%	163,967	0.5%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$26,714,662	$8,647,613 â–²	47.9%	398,251	0.5%	ETF
OPBK OP Bancorp	$26,510,536	$26,510,536 â–²	New Holding	1,837,182	0.5%	Finance
MRVL Marvell Technology	$25,655,795	$25,655,795 â–²	New Holding	163,861	0.5%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$25,603,913	$9,481,299 â–²	58.8%	198,711	0.5%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$24,575,482	$22,749,006 â–²	1,245.5%	414,916	0.4%	ETF
LAM RESEARCH CORP	$24,522,039	$8,892,072 â–²	56.9%	98,581	0.4%	COM NEW
TSLA Tesla	$24,018,746	$17,192,409 â–²	251.9%	64,428	0.4%	Auto/Tires/Trucks
IUSB iShares Core Total USD Bond Market ETF	$22,879,339	$10,225,588 â–²	80.8%	495,868	0.4%	Manufacturing
DYNF iShares U.S. Equity Factor Rotation Active ETF	$22,860,202	$5,392,740 â–²	30.9%	360,287	0.4%	ETF
EEM iShares MSCI Emerging Markets ETF	$22,762,245	$22,521,829 â–²	9,367.8%	363,092	0.4%	Finance
JPM JPMorgan Chase & Co.	$22,138,807	$11,947,515 â–²	117.2%	71,589	0.4%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$22,018,569	$7,645,196 â–²	53.2%	286,067	0.4%	ETF
IVE iShares S&P 500 Value ETF	$22,001,783	$5,052,219 â–²	29.8%	99,596	0.4%	ETF
NOW ServiceNow	$21,812,563	$10,758,279 â–²	97.3%	245,388	0.4%	Computer and Technology
CGCP Capital Group Core Plus Income ETF	$21,790,650	$2,811,401 â–²	14.8%	972,363	0.4%	ETF
DFCF Dimensional Core Fixed Income ETF	$21,399,379	$4,962,981 â–²	30.2%	507,335	0.4%	ETF
AFRM Affirm	$20,501,590	$20,501,590 â–²	New Holding	322,961	0.4%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$20,501,355	$7,709,197 â–²	60.3%	391,247	0.4%	ETF
JNJ Johnson & Johnson	$20,475,361	$14,442,176 â–²	239.4%	90,061	0.4%	Medical
VTI Vanguard Total Stock Market ETF	$19,584,013	$12,304,578 â–²	169.0%	55,921	0.3%	ETF
V Visa	$19,483,930	$11,970,637 â–²	159.3%	58,185	0.3%	Business Services
PULS PGIM Ultra Short Bond ETF	$19,462,576	$8,689,140 â–²	80.7%	391,680	0.3%	ETF
DFAI Dimensional International Core Equity Market ETF	$18,880,186	$727,596 â–²	4.0%	470,710	0.3%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$18,333,862	$3,226,356 â–²	21.4%	436,833	0.3%	ETF
SNOW Snowflake	$17,370,995	$13,863,807 â–²	395.3%	123,007	0.3%	Computer and Technology
AVUV Avantis U.S. Small Cap Value ETF	$16,938,590	$4,423,073 â–²	35.3%	142,821	0.3%	ETF
BAC Bank of America	$16,555,416	$6,927,443 â–²	72.0%	313,075	0.3%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$16,460,233	$14,711,608 â–²	841.3%	166,332	0.3%	Finance
SOFI SoFi Technologies	$16,198,351	$15,932,051 â–²	5,982.7%	1,043,372	0.3%	Finance
CSCO Cisco Systems	$16,189,815	$7,547,992 â–²	87.3%	180,750	0.3%	Computer and Technology
CVX Chevron	$16,037,076	$7,998,187 â–²	99.5%	83,530	0.3%	Energy
EFV iShares MSCI EAFE Value ETF	$15,769,973	$5,169,635 â–²	48.8%	208,157	0.3%	ETF
XOM ExxonMobil	$15,519,518	$8,252,071 â–²	113.5%	100,340	0.3%	Energy
SCHC Schwab International Small-Cap Equity ETF	$15,415,804	$5,731,573 â–²	59.2%	314,544	0.3%	ETF
VB Vanguard Small-Cap ETF	$14,868,360	$2,817,974 â–²	23.4%	53,248	0.3%	ETF
FIDELITY WISE ORIGIN BITCOIN	$14,861,555	$14,623,882 â–²	6,152.9%	226,169	0.3%	SHS
VZ Verizon Communications	$14,748,575	$7,561,403 â–²	105.2%	316,425	0.3%	Computer and Technology
LLY Eli Lilly and Company	$14,605,359	$8,590,586 â–²	142.8%	17,158	0.3%	Medical
IEI iShares 3-7 Year Treasury Bond ETF	$14,348,942	$14,348,942 â–²	New Holding	121,560	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$14,268,708	$5,095,262 â–²	55.5%	69,346	0.3%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$14,140,211	$12,714,614 â–²	891.9%	196,174	0.3%	Manufacturing
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$13,928,338	$13,459,602 â–²	2,871.5%	128,100	0.2%	Finance
ARM HOLDINGS PLC	$13,685,110	$13,685,110 â–²	New Holding	67,852	0.2%	SPONSORED ADS
BND Vanguard Total Bond Market ETF	$13,646,292	$4,584,823 â–²	50.6%	185,942	0.2%	ETF
MA Mastercard	$13,627,054	$7,330,614 â–²	116.4%	25,945	0.2%	Business Services
PALANTIR TECHNOLOGIES INC	$13,529,388	$7,952,206 â–²	142.6%	98,060	0.2%	CL A
IEFA iShares Core MSCI EAFE ETF	$13,312,943	$11,361,744 â–²	582.3%	142,552	0.2%	ETF
ABBV AbbVie	$13,087,968	$6,100,797 â–²	87.3%	64,290	0.2%	Medical
SCHO Schwab Short-Term U.S. Treasury ETF	$12,947,683	$430,373 â–²	3.4%	534,366	0.2%	ETF
BRK.B Berkshire Hathaway	$12,930,470	$5,143,665 â–²	66.1%	27,200	0.2%	Finance
WALMART INC	$12,705,788	$3,630,371 â–²	40.0%	99,256	0.2%	COM
PM Philip Morris International	$12,461,186	$7,237,039 â–²	138.5%	76,585	0.2%	Consumer Staples
UBER Uber Technologies	$12,426,612	$8,904,471 â–²	252.8%	166,867	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$12,319,792	$9,268,356 â–²	303.7%	162,359	0.2%	ETF
JPST JPMorgan Ultra-Short Income ETF	$12,294,269	$4,186,875 â–²	51.6%	243,018	0.2%	ETF
KO CocaCola	$12,170,026	$7,610,397 â–²	166.9%	154,305	0.2%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$12,078,143	$10,999,533 â–²	1,019.8%	60,267	0.2%	ETF
QCOM Qualcomm	$11,846,056	$7,135,776 â–²	151.5%	75,936	0.2%	Computer and Technology
STGW Stagwell	$11,591,054	$116,446 â–¼	-1.0%	1,732,594	0.2%	Business Services
BINC iShares Flexible Income Active ETF	$11,567,280	$8,092,227 â–²	232.9%	221,426	0.2%	ETF
JAAA Janus Henderson AAA CLO ETF	$11,446,295	$9,745,917 â–²	573.2%	225,765	0.2%	ETF
EWY iShares MSCI South Korea ETF	$11,410,035	$11,410,035 â–²	New Holding	74,110	0.2%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$11,283,623	$11,283,623 â–²	New Holding	133,534	0.2%	ETF
FBND Fidelity Total Bond ETF	$11,240,596	$2,945,398 â–²	35.5%	247,046	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Diversify Wealth Management, LLC Top Holdings and 13F Report (2026)

About Diversify Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Diversify Wealth Management, LLC Top Holdings and 13F Report (2026)

About Diversify Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDiversify Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools