Holders — by stockHoldings — by fund
DIVERSIFY WEALTH MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2030780
$5.98B
disclosed book value
1,244
positions
4%
largest position share
Positions, as of 2026-06-30
top 100 of 1,244 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1.2M | $242.0M | 4% |
| 2 | SPYSTATE STR SPDR S&P 500 ETF T | 284,244 | $210.1M | 3.5% |
| 3 | SPYGSPDR SERIES TRUST | 1.8M | $202.3M | 3.4% |
| 4 | SPYVSPDR SERIES TRUST | 2.8M | $175.4M | 2.9% |
| 5 | AAPLAPPLE INC | 449,050 | $151.3M | 2.5% |
| 6 | IVVISHARES TR | 128,359 | $95.3M | 1.6% |
| 7 | SPDWSPDR INDEX SHS FDS | 1.8M | $91.7M | 1.5% |
| 8 | VOOVANGUARD INDEX FDS | 132,212 | $89.8M | 1.5% |
| 9 | AVGOBROADCOM INC | 218,358 | $83.7M | 1.4% |
| 10 | AMZNAMAZON COM INC | 343,596 | $79.5M | 1.3% |
| 11 | VTVANGUARD INTL EQUITY INDEX F | 484,457 | $74.8M | 1.3% |
| 12 | MSFTMICROSOFT CORP | 182,468 | $71.0M | 1.2% |
| 13 | METAMETA PLATFORMS INC | 107,048 | $63.6M | 1.1% |
| 14 | GOOGALPHABET INC | 193,772 | $63.3M | 1.1% |
| 15 | QQQINVESCO QQQ TR | 92,596 | $63.2M | 1.1% |
| 16 | GOOGLALPHABET INC | 192,787 | $63.0M | 1.1% |
| 17 | RSPINVESCO EXCHANGE TRADED FD T | 287,437 | $61.9M | 1% |
| 18 | MUMICRON TECHNOLOGY INC | 67,768 | $61.0M | 1% |
| 19 | AMDADVANCED MICRO DEVICES INC | 114,575 | $56.7M | 0.9% |
| 20 | DFAUDIMENSIONAL ETF TRUST | 1.1M | $56.3M | 0.9% |
| 21 | SRLNSSGA ACTIVE ETF TR | 1.4M | $54.9M | 0.9% |
| 22 | GLDMWORLD GOLD TR | 634,699 | $51.3M | 0.9% |
| 23 | PANWPALO ALTO NETWORKS INC | 157,738 | $50.1M | 0.8% |
| 24 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 109,964 | $43.9M | 0.7% |
| 25 | VWOVANGUARD INTL EQUITY INDEX F | 749,936 | $43.7M | 0.7% |
| 26 | IJHISHARES TR | 549,247 | $41.7M | 0.7% |
| 27 | VMBSVANGUARD SCOTTSDALE FDS | 867,745 | $40.2M | 0.7% |
| 28 | VEAVANGUARD TAX-MANAGED FDS | 506,314 | $35.4M | 0.6% |
| 29 | SNOWSNOWFLAKE INC | 122,737 | $33.5M | 0.6% |
| 30 | SPHYSPDR SERIES TRUST | 1.4M | $31.9M | 0.5% |
| 31 | COSTCOSTCO WHOLESALE CORPORATION | 32,762 | $31.2M | 0.5% |
| 32 | USIGISHARES TR | 616,934 | $31.1M | 0.5% |
| 33 | IUSBISHARES TR | 673,999 | $30.7M | 0.5% |
| 34 | MRVLMARVELL TECHNOLOGY INC | 155,255 | $29.4M | 0.5% |
| 35 | OP BANCORP | 1.8M | $28.7M | 0.5% |
| 36 | LRCXLAM RESEARCH CORP | 97,064 | $28.3M | 0.5% |
| 37 | NOWSERVICENOW INC | 265,190 | $28.0M | 0.5% |
| 38 | VGITVANGUARD SCOTTSDALE FDS | 476,333 | $27.8M | 0.5% |
| 39 | XLVSELECT SECTOR SPDR TR | 169,666 | $27.7M | 0.5% |
| 40 | IVWISHARES TR | 200,338 | $26.5M | 0.4% |
| 41 | AFRMAFFIRM HLDGS INC | 355,854 | $26.0M | 0.4% |
| 42 | JPMJPMORGAN CHASE & CO | 72,679 | $25.9M | 0.4% |
| 43 | JNJJOHNSON & JOHNSON | 94,734 | $25.2M | 0.4% |
| 44 | DYNFBLACKROCK ETF TRUST | 364,895 | $24.5M | 0.4% |
| 45 | PULSPGIM ETF TR | 482,731 | $24.0M | 0.4% |
| 46 | VTIVANGUARD INDEX FDS | 64,154 | $23.4M | 0.4% |
| 47 | IGVISHARES TR | 254,501 | $23.1M | 0.4% |
| 48 | DFCFDIMENSIONAL ETF TRUST | 547,013 | $22.8M | 0.4% |
| 49 | TSLATESLA INC | 71,476 | $22.1M | 0.4% |
| 50 | VVISA INC | 60,289 | $21.9M | 0.4% |
| 51 | SPSMSPDR SERIES TRUST | 384,139 | $21.7M | 0.4% |
| 52 | IWMISHARES TRCALL | 7.0M | $20.5M | 0.3% |
| 53 | CSCOCISCO SYS INC | 176,160 | $20.2M | 0.3% |
| 54 | ORCLORACLE CORP | 166,642 | $20.0M | 0.3% |
| 55 | LLYELI LILLY & CO | 16,684 | $20.0M | 0.3% |
| 56 | JPSTJ P MORGAN EXCHANGE TRADED F | 394,799 | $19.9M | 0.3% |
| 57 | DFAIDIMENSIONAL ETF TRUST | 478,293 | $19.9M | 0.3% |
| 58 | GLOBAL X FDS | 519,309 | $19.7M | 0.3% |
| 59 | IVEISHARES TR | 84,140 | $19.6M | 0.3% |
| 60 | VZVERIZON COMMUNICATIONS INC | 409,828 | $19.4M | 0.3% |
| 61 | SOFISOFI TECHNOLOGIES INC | 1.1M | $19.4M | 0.3% |
| 62 | DFACDIMENSIONAL ETF TRUST | 430,908 | $19.1M | 0.3% |
| 63 | BACBANK OF AMER CORP | 299,572 | $18.6M | 0.3% |
| 64 | GRNYTIDAL TRUST I | 685,361 | $18.5M | 0.3% |
| 65 | SOXXISHARES TR | 35,355 | $18.3M | 0.3% |
| 66 | AVUVAMERICAN CENTY ETF TR | 143,881 | $18.0M | 0.3% |
| 67 | CGCPCAPITAL GRP FIXED INCM ETF T | 814,299 | $18.0M | 0.3% |
| 68 | BKLNINVESCO EXCH TRADED FD TR II | 873,277 | $17.8M | 0.3% |
| 69 | IEMGISHARES INC | 220,458 | $17.1M | 0.3% |
| 70 | SCHCSCHWAB STRATEGIC TR | 347,506 | $16.7M | 0.3% |
| 71 | CVXCHEVRON CORPORATION | 88,098 | $16.7M | 0.3% |
| 72 | ABBVABBVIE INC | 64,821 | $16.7M | 0.3% |
| 73 | EXMOCEXXON MOBIL CORP | 106,449 | $16.5M | 0.3% |
| 74 | FTNTFORTINET INC | 108,044 | $16.5M | 0.3% |
| 75 | VBVANGUARD INDEX FDS | 54,872 | $16.3M | 0.3% |
| 76 | IWMISHARES TR | 55,597 | $16.3M | 0.3% |
| 77 | ITAISHARES TR | 66,670 | $16.3M | 0.3% |
| 78 | AGGISHARES TR | 156,611 | $15.3M | 0.3% |
| 79 | IEIISHARES TR | 131,264 | $15.3M | 0.3% |
| 80 | MAMASTERCARD INCORPORATED | 27,354 | $15.1M | 0.3% |
| 81 | PMPHILIP MORRIS INTL INC | 76,367 | $14.9M | 0.2% |
| 82 | CRWDCROWDSTRIKE HLDGS INC | 82,315 | $14.8M | 0.2% |
| 83 | XHLFBONDBLOXX ETF TRUST | 294,518 | $14.8M | 0.2% |
| 84 | PLTRPALANTIR TECHNOLOGIES INC | 109,173 | $14.4M | 0.2% |
| 85 | GLDSPDR GOLD TR | 37,629 | $14.1M | 0.2% |
| 86 | ASML HLDG NV | 8,503 | $14.1M | 0.2% |
| 87 | UNHUNITEDHEALTH GROUP INC | 33,396 | $13.9M | 0.2% |
| 88 | ARMARM HOLDINGS PLC | 52,208 | $13.9M | 0.2% |
| 89 | IEFAISHARES TR | 143,108 | $13.9M | 0.2% |
| 90 | KOCOCA COLA CO | 164,600 | $13.8M | 0.2% |
| 91 | LQDISHARES TR | 127,286 | $13.6M | 0.2% |
| 92 | STGWSTAGWELL INC | 1.7M | $13.3M | 0.2% |
| 93 | QQQMINVESCO EXCH TRADED FD TR II | 46,558 | $13.1M | 0.2% |
| 94 | VOVANGUARD INDEX FDS | 161,082 | $13.0M | 0.2% |
| 95 | BNDVANGUARD BD INDEX FDS | 178,765 | $13.0M | 0.2% |
| 96 | BLACKROCK ETF TRUST II | 255,016 | $13.0M | 0.2% |
| 97 | QCOMQUALCOMM INC | 74,972 | $12.7M | 0.2% |
| 98 | UNPUNION PAC CORP | 42,167 | $12.6M | 0.2% |
| 99 | ANETARISTA NETWORKS INC | 73,447 | $12.5M | 0.2% |
| 100 | NFLXNETFLIX INC. | 177,548 | $12.5M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.