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

About Diversify Wealth Management, LLC

Investment Activity

Diversify Wealth Management, LLC has $6.69 billion in total holdings as of September 30, 2026.
Diversify Wealth Management, LLC owns shares of 1,272 different stocks, but just 215 companies or ETFs make up 80% of its holdings.
Approximately 14.57% of the portfolio was purchased this quarter.
About 39.08% of the portfolio was sold this quarter.
This quarter, Diversify Wealth Management, LLC has purchased 1,244 new stocks and bought additional shares in 706 stocks.
Diversify Wealth Management, LLC sold shares of 405 stocks and completely divested from 75 stocks this quarter.

Largest Holdings

NVIDIA: $332,824,698
SPDR Portfolio S&P 500 Growth ETF: $233,530,746
SPDR S&P 500 ETF Trust: $225,774,219
SPDR Portfolio S&P 500 Value ETF: $193,985,168
Apple: $154,239,292

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $20,320,517 Holding
12811T530 - CALAMOS ETF TR: $7,134,658 Holding
33738R704 - First Trust RBA American Industrial Renaissance ETF: $4,961,258 Holding
25239Y147 - DFA INVT DIMENSIONS GROUP IN: $4,368,906 Holding
03875R791 - ARBITRAGE FDS: $3,837,933 Holding

Largest Purchases this Quarter

NVIDIA: 300,679 shares (about $65.31M)
Technology Select Sector SPDR Fund: 337,021 shares (about $63.76M)
Invesco QQQ: 83,692 shares (about $60.89M)
SPDR Blackstone Senior Loan ETF: 940,030 shares (about $37.71M)
iShares Core S&P 500 ETF: 36,853 shares (about $28.57M)

Largest Sales this Quarter

iShares Russell 2000 ETF: 7,032,451 shares (about $1.93B)
Broadcom: 590,238 shares (about $203.24M)
Vanguard Total World Stock ETF: 447,217 shares (about $70.80M)
Invesco S&P 500 Equal Weight ETF: 262,995 shares (about $56.54M)
Apple: 128,059 shares (about $43.79M)

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	$332,824,698	$65,312,298 ▲	24.4%	1,532,229	5.0%	Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$233,530,746	$16,885,644 ▲	7.8%	1,903,732	3.5%	ETF
SPY SPDR S&P 500 ETF Trust	$225,774,219	$6,379,787 ▲	2.9%	293,127	3.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$193,985,168	$16,058,295 ▲	9.0%	3,073,276	2.9%	ETF
AAPL Apple	$154,239,292	$43,786,574 ▼	-22.1%	451,091	2.3%	Technology
QQQ Invesco QQQ	$128,338,166	$60,893,472 ▲	90.3%	176,388	1.9%	ETF
IVV iShares Core S&P 500 ETF	$128,065,900	$28,567,009 ▲	28.7%	165,212	1.9%	ETF
MSFT Microsoft	$105,672,604	$3,543,067 ▼	-3.2%	196,190	1.6%	Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$99,075,055	$7,515,105 ▲	8.2%	2,000,708	1.5%	ETF
VOO Vanguard S&P 500 ETF	$93,024,854	$770,442 ▼	-0.8%	131,126	1.4%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$92,284,349	$37,714,005 ▲	69.1%	2,300,208	1.4%	ETF
AMZN Amazon.com	$89,901,726	$2,366,311 ▲	2.7%	352,987	1.3%	Consumer Discretionary
GOOG Alphabet	$85,915,953	$19,074,199 ▲	28.5%	249,196	1.3%	Communication Services
AVGO Broadcom	$78,548,642	$203,236,864 ▼	-72.1%	228,120	1.2%	Technology
META Meta Platforms	$76,850,141	$2,014,191 ▼	-2.6%	104,314	1.1%	Communication Services
XLK Technology Select Sector SPDR Fund	$76,311,644	$63,760,974 ▲	508.0%	403,360	1.1%	ETF
AMD Advanced Micro Devices	$74,988,761	$10,571,078 ▲	16.4%	133,377	1.1%	Technology
GOOGL Alphabet	$68,845,835	$1,520,851 ▲	2.3%	197,142	1.0%	Communication Services
GLDM SPDR Gold MiniShares Trust	$68,720,349	$16,300,545 ▲	31.1%	832,066	1.0%	ETF
MU Micron Technology	$63,983,004	$14,992,526 ▲	30.6%	88,507	1.0%	Technology
DFAU Dimensional US Core Equity Market ETF	$58,160,184	$113,029 ▼	-0.2%	1,095,502	0.9%	ETF
PANW Palo Alto Networks	$55,007,310	$3,396,445 ▼	-5.8%	148,659	0.8%	Technology
IUSB iShares Core Total USD Bond Market ETF	$52,021,673	$22,048,937 ▲	73.6%	1,169,815	0.8%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$47,966,413	$3,877,671 ▲	8.8%	815,894	0.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$46,172,728	$10,902,902 ▲	30.9%	662,830	0.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$43,606,651	$3,495,143 ▲	8.7%	597,106	0.7%	ETF
TSM Taiwan Semiconductor Manufacturing	$42,898,656	$3,533,824 ▼	-7.6%	101,595	0.6%	Technology
MRVL Marvell Technology	$38,451,894	$998,249 ▲	2.7%	159,393	0.6%	Technology
IVW iShares S&P 500 Growth ETF	$38,020,260	$9,638,376 ▲	34.0%	268,372	0.6%	ETF
NOW ServiceNow	$37,274,434	$2,124,848 ▼	-5.4%	250,888	0.6%	Technology
VTI Vanguard Total Stock Market ETF	$36,628,151	$12,350,913 ▲	50.9%	96,792	0.5%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$34,844,586	$9,502,633 ▲	37.5%	501,722	0.5%	ETF
COST Costco Wholesale	$34,552,532	$841,930 ▲	2.5%	84,829	0.5%	Consumer Staples
VMBS Vanguard Mortgage-Backed Securities ETF	$34,281,035	$4,706,730 ▼	-12.1%	762,988	0.5%	ETF
PULS PGIM Ultra Short Bond ETF	$31,933,839	$8,014,515 ▲	33.5%	644,477	0.5%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$31,165,053	$200,697 ▲	0.6%	1,383,269	0.5%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$31,080,639	$727,472 ▲	2.4%	631,720	0.5%	ETF
SNOW Snowflake	$30,393,160	$10,732,280 ▼	-26.1%	90,707	0.5%	Technology
SOXX iShares Semiconductor ETF	$29,548,702	$11,350,988 ▲	62.4%	57,408	0.4%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$28,679,165	$1,494,835 ▲	5.5%	502,526	0.4%	ETF
IVE iShares S&P 500 Value ETF	$27,904,672	$8,076,285 ▲	40.7%	118,411	0.4%	ETF
OPBK OP Bancorp	$27,439,488		0.0%	1,847,777	0.4%	Finance
LAM RESEARCH CORP	$26,114,814	$816,565 ▼	-3.0%	94,121	0.4%	COM NEW
JPM JPMorgan Chase & Co.	$25,940,371	$1,554,503 ▲	6.4%	77,312	0.4%	Finance
V Visa	$25,862,201	$1,761,697 ▲	7.3%	64,696	0.4%	Finance
TSLA Tesla	$25,751,219	$154,399 ▼	-0.6%	71,050	0.4%	Consumer Discretionary
AFRM Affirm	$23,363,145	$3,653,267 ▼	-13.5%	307,734	0.3%	Finance
JNJ Johnson & Johnson	$23,333,465	$660,809 ▼	-2.8%	92,125	0.3%	Healthcare
BUG Global X Cybersecurity ETF	$22,630,169	$1,673,473 ▼	-6.9%	483,551	0.3%	ETF
LLY Eli Lilly and Company	$22,474,026	$1,592,056 ▲	7.6%	17,956	0.3%	Healthcare
ORCL Oracle	$22,311,552	$96,818 ▼	-0.4%	165,922	0.3%	Technology
DFCF Dimensional Core Fixed Income ETF	$22,278,174	$58,493 ▲	0.3%	548,453	0.3%	ETF
BLACKROCK ETF TRUST	$21,921,112	$12,975,274 ▲	145.0%	614,209	0.3%	ISHA IN CTRY ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$21,549,182	$1,059,225 ▲	5.2%	403,997	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$21,280,813	$608,315 ▼	-2.8%	106,139	0.3%	CL A
FTNT Fortinet	$20,502,070	$847,704 ▲	4.3%	112,704	0.3%	Technology
CSCO Cisco Systems	$20,467,878	$1,116,733 ▲	5.8%	186,326	0.3%	Technology
EXXONMOBIL HOLDINGS CORP	$20,320,517	$20,320,517 ▲	New Holding	116,330	0.3%	COM SHS
CRWD CrowdStrike	$20,011,911	$119,839 ▼	-0.6%	81,825	0.3%	Technology
CVX Chevron	$19,850,295	$527,767 ▲	2.7%	90,607	0.3%	Energy
DFAI Dimensional International Core Equity Market ETF	$19,404,367	$449,595 ▼	-2.3%	467,462	0.3%	ETF
VZ Verizon Communications	$19,197,141	$1,000,776 ▲	5.5%	432,368	0.3%	Communication Services
BKLN Invesco Senior Loan ETF	$18,998,992	$1,123,005 ▲	6.3%	928,138	0.3%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$18,870,366	$602,383 ▼	-3.1%	417,578	0.3%	ETF
ABBV AbbVie	$18,676,056	$305,047 ▲	1.7%	65,999	0.3%	Healthcare
SCHC Schwab International Small-Cap Equity ETF	$18,124,774	$1,190,814 ▲	7.0%	371,943	0.3%	ETF
SOFI SoFi Technologies	$17,876,247	$549,880 ▲	3.2%	1,184,642	0.3%	Finance
JPST JPMorgan Ultra-Short Income ETF	$17,531,740	$2,334,546 ▼	-11.8%	348,405	0.3%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$17,415,447	$86,476 ▲	0.5%	144,599	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$17,393,014	$177,421 ▲	1.0%	222,730	0.3%	ETF
TIDAL TRUST I	$17,181,669	$1,816,548 ▼	-9.6%	619,829	0.3%	FUND GRAN US ETF
IEFA iShares Core MSCI EAFE ETF	$16,958,130	$3,131,062 ▲	22.6%	175,514	0.3%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$16,806,039	$8,646,337 ▲	106.0%	467,744	0.3%	ETF
CGCP Capital Group Core Plus Income ETF	$16,734,138	$716,298 ▼	-4.1%	780,874	0.3%	ETF
KO CocaCola	$16,543,097	$1,399,874 ▲	9.2%	179,816	0.2%	Consumer Staples
MUB iShares National Muni Bond ETF	$16,210,138	$5,576,331 ▲	52.4%	158,179	0.2%	ETF
QCOM Qualcomm	$16,102,267	$2,727,211 ▲	20.4%	90,259	0.2%	Technology
MA Mastercard	$15,911,455	$947,279 ▼	-5.6%	25,817	0.2%	Finance
BLACKROCK ETF TRUST	$15,803,929	$8,067,677 ▲	104.3%	318,820	0.2%	ISHA LA CORE ETF
BAC Bank of America	$15,740,556	$252,658 ▲	1.6%	304,459	0.2%	Finance
STGW Stagwell	$15,700,435	$44,974 ▼	-0.3%	1,719,653	0.2%	Communication Services
IGV iShares Expanded Tech-Software Sector ETF	$15,684,667	$12,208,696 ▼	-43.8%	143,108	0.2%	ETF
PM Philip Morris International	$15,650,364	$384,607 ▲	2.5%	78,291	0.2%	Consumer Staples
VB Vanguard Small-Cap ETF	$15,448,383	$353,050 ▼	-2.2%	53,646	0.2%	ETF
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	$15,441,262	$665,304 ▲	4.5%	307,779	0.2%	ETF
GOVT iShares U.S. Treasury Bond ETF	$15,051,743	$4,165,795 ▲	38.3%	682,619	0.2%	ETF
IBM International Business Machines	$14,963,134	$2,601,551 ▲	21.0%	63,912	0.2%	Technology
GLD SPDR Gold Shares	$14,807,741	$406,819 ▲	2.8%	38,692	0.2%	ETF
NFLX Netflix	$14,806,142	$1,914,365 ▲	14.8%	203,913	0.2%	Communication Services
ITA iShares U.S. Aerospace & Defense ETF	$14,614,745	$819,402 ▲	5.9%	70,630	0.2%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$14,608,736	$4,225,820 ▲	40.7%	612,269	0.2%	ETF
ASML ASML	$14,503,896	$404,798 ▲	2.9%	8,850	0.2%	Technology
TLH iShares 10-20 Year Treasury Bond ETF	$14,409,180	$7,864,655 ▲	120.2%	153,257	0.2%	ETF
VGT Vanguard Information Technology ETF	$14,115,915	$1,011,382 ▲	7.7%	115,383	0.2%	ETF
VO Vanguard Mid-Cap ETF	$13,950,073	$920,125 ▲	7.1%	172,457	0.2%	ETF
UBER Uber Technologies	$13,634,308	$6,324,714 ▼	-31.7%	191,305	0.2%	Industrials
IWF iShares Russell 1000 Growth ETF	$13,470,920	$1,243,514 ▲	10.2%	108,427	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$13,465,480	$492,259 ▼	-3.5%	44,916	0.2%	ETF
ARISTA NETWORKS INC	$13,442,875	$187,436 ▼	-1.4%	72,437	0.2%	COM SHS
EFG iShares MSCI EAFE Growth ETF	$13,138,180	$2,707,903 ▲	26.0%	109,961	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