DIVERSIFY WEALTH MANAGEMENT, LLC

Est. AUM

$5.58B

13F long equity, this entity only

Positions

1,164

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$272.4M	1301601	4.88%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$231.4M	325237	4.15%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$185.9M	1666662	3.33%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$154.9M	2618389	2.77%	SOLE
5	APPLE INC	COM	$112.0M	414603	2.01%	SOLE
6	AMAZON COM INC	COM	$89.2M	338963	1.60%	SOLE
7	BROADCOM INC	COM	$87.4M	215450	1.57%	SOLE
8	INVESCO EXCH TRADED FD TR II	SR LN ETF	$84.7M	4117328	1.52%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$78.1M	119306	1.40%	SOLE
10	SPDR INDEX SHS FDS	STATE STREET SPD	$77.2M	1615919	1.38%	SOLE
11	ISHARES TR	CORE S&P500 ETF	$72.5M	101415	1.30%	SOLE
12	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$72.5M	486716	1.30%	SOLE
13	INVESCO QQQ TR	UNIT SER 1	$71.4M	107892	1.28%	SOLE
14	MICROSOFT CORP	COM	$71.3M	168007	1.28%	SOLE
15	META PLATFORMS INC	CL A	$68.1M	101830	1.22%	SOLE
16	ALPHABET INC	CAP STK CL A	$67.4M	192536	1.21%	SOLE
17	WORLD GOLD TR	SPDR GLD MINIS	$64.8M	720395	1.16%	SOLE
18	ALPHABET INC	CAP STK CL C	$64.2M	184826	1.15%	SOLE
19	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$54.2M	1105138	0.97%	SOLE
20	ADVANCED MICRO DEVICES INC	COM	$49.2M	145883	0.88%	SOLE
21	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$48.2M	122414	0.86%	SOLE
22	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$41.5M	885936	0.74%	SOLE
23	SSGA ACTIVE ETF TR	STATE STREET BLA	$41.1M	1012277	0.74%	SOLE
24	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$40.7M	701330	0.73%	SOLE
25	ISHARES TR	CORE S&P MCP ETF	$39.9M	556941	0.71%	SOLE
26	MICRON TECHNOLOGY INC	COM	$38.2M	73659	0.68%	SOLE
27	SPDR GOLD TR	GOLD SHS	$37.7M	90388	0.68%	SOLE
28	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$31.8M	1283662	0.57%	SOLE
29	PALO ALTO NETWORKS INC	COM	$30.2M	166626	0.54%	SOLE
30	COSTCO WHOLESALE CORPORATION	COM	$30.1M	30141	0.54%	SOLE
31	ISHARES TR	US AER DEF ETF	$30.0M	140861	0.54%	SOLE
32	ISHARES TR	RUSSELL 2000 ETF	$28.9M	106321	0.52%	SOLE
33	ISHARES TR	USD INV GRDE ETF	$28.1M	548142	0.50%	SOLE
34	TIDAL TRUST I	FUNDSTRAT GRANNY	$27.8M	1063048	0.50%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$27.7M	1178808	0.50%	SOLE
36	ORACLE CORP	COM	$26.9M	163967	0.48%	SOLE
37	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$26.7M	398251	0.48%	SOLE
38	OP BANCORP	COM	$26.5M	1837182	0.47%	SOLE
39	MARVELL TECHNOLOGY INC	COM	$25.7M	163861	0.46%	SOLE
40	ISHARES TR	S&P 500 GRWT ETF	$25.6M	198711	0.46%	SOLE
41	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$24.6M	414916	0.44%	SOLE
42	LAM RESEARCH CORP	COM NEW	$24.5M	98581	0.44%	SOLE
43	TESLA INC	COM	$24.0M	64428	0.43%	SOLE
44	ISHARES TR	CORE UNIVRSL USD	$22.9M	495868	0.41%	SOLE
45	BLACKROCK ETF TRUST	ISHARES US EQUIT	$22.9M	360287	0.41%	SOLE
46	ISHARES TR	MSCI EMG MKT ETF	$22.8M	363092	0.41%	SOLE
47	JPMORGAN CHASE & CO	COM	$22.1M	71589	0.40%	SOLE
48	ISHARES INC	CORE MSCI EMKT	$22.0M	286067	0.39%	SOLE
49	ISHARES TR	S&P 500 VAL ETF	$22.0M	99596	0.39%	SOLE
50	SERVICENOW INC	COM	$21.8M	245388	0.39%	SOLE

1–50 of 1,164

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.