CIK 2030780
DIVERSIFY WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
622
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 1.2M | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 1.8M | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 1.0M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 234K | $1M+ | SH |
| IVV | ISHARES TR | 45K | $1M+ | SH |
| AAPL | APPLE INC | 112K | $1M+ | SH |
| AMZN | AMAZON COM INC | 113K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 42K | $1M+ | SH |
| BKMC | BNY MELLON ETF TRUST | 212K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 51K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 427K | $1M+ | SH |
| GOOG | ALPHABET INC | 67K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 831K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 847K | $1M+ | SH |
| META | META PLATFORMS INC | 30K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 453K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 269K | $1M+ | SH |
| NOW | SERVICENOW INC | 124K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 24K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 275K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 390K | $1M+ | SH |
| IVE | ISHARES TR | 77K | $1M+ | SH |
| IVW | ISHARES TR | 125K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 645K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 360K | $1M+ | SH |
| AVGO | BROADCOM INC | 40K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 63K | $1M+ | SH |
| IEMG | ISHARES INC | 187K | $1M+ | SH |
| IUSB | ISHARES TR | 274K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 517K | $1M+ | SH |
| USIG | ISHARES TR | 240K | $1M+ | SH |
| GOVT | ISHARES TR | 540K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 40K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 244K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 13K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 43K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 106K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 17K | $1M+ | SH |
| PULS | PGIM ETF TR | 217K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 54K | $1M+ | SH |
| GOOGL | ALPHABET INC | 31K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 33K | $1M+ | SH |
| EFV | ISHARES TR | 140K | $1M+ | SH |
| PKG | PACKAGING CORP AMER | 46K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 182K | $1M+ | SH |
| STGW | STAGWELL INC | 1.8M | $1M+ | SH |
| OEF | ISHARES TR | 27K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 310K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 198K | $1M+ | SH |