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 451–500 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SOFI | SOFI TECHNOLOGIES INC | 17K | $100K–$500K | SH |
| NCNO | NCINO INC | 18K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 493 | $100K–$500K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| CSTL | CASTLE BIOSCIENCES INC | 12K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| WSO | WATSCO INC | 1K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 2K | $100K–$500K | SH |
| USXF | ISHARES TR | 8K | $100K–$500K | SH |
| TCHP | T ROWE PRICE ETF INC | 9K | $100K–$500K | SH |
| CIEN | CIENA CORP | 2K | $100K–$500K | SH |
| PCOR | PROCORE TECHNOLOGIES INC | 6K | $100K–$500K | SH |
| TLTW | ISHARES TR | 20K | $100K–$500K | SH |
| AVMA | AMERICAN CENTY ETF TR | 7K | $100K–$500K | SH |
| T | AT&T INC | 19K | $100K–$500K | SH |
| SUB | ISHARES TR | 4K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| STIP | ISHARES TR | 4K | $100K–$500K | SH |
| PJAN | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 3K | $100K–$500K | SH |
| IJT | ISHARES TR | 3K | $100K–$500K | SH |
| ESGE | ISHARES INC | 9K | $100K–$500K | SH |
| CLOA | BLACKROCK ETF TRUST II | 8K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 868 | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 15K | $100K–$500K | SH |
| CNC | CENTENE CORP DEL | 9K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 3K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9K | $100K–$500K | SH |
| USB | US BANCORP DEL | 7K | $100K–$500K | SH |
| APUE | TRUST FOR PROFESSIONAL MANAG | 10K | $100K–$500K | SH |
| IEF | ISHARES TR | 4K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 4K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| QXO | QXO INC | 16K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| IDEV | ISHARES TR | 5K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 9K | $100K–$500K | SH |
| ABVX | ABIVAX SA | 3K | $100K–$500K | SH |
| AFL | AFLAC INC | 3K | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 3K | $100K–$500K | SH |