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 501–550 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 1K | $100K–$500K | SH |
| PFFV | GLOBAL X FDS | 16K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 6K | $100K–$500K | SH |
| ALAB | ASTERA LABS INC | 2K | $100K–$500K | SH |
| CRWV | COREWEAVE INC | 4K | $100K–$500K | SH |
| DOMO | DOMO INC | 49K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 653 | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| CWB | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| BOND | PIMCO ETF TR | 4K | $100K–$500K | SH |
| ATRC | ATRICURE INC | 9K | $100K–$500K | SH |
| PFE | PFIZER INC | 13K | $100K–$500K | SH |
| VRSK | VERISK ANALYTICS INC | 1K | $100K–$500K | SH |
| IJK | ISHARES TR | 3K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| OC | OWENS CORNING NEW | 3K | $100K–$500K | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 3K | $100K–$500K | SH |
| APPF | APPFOLIO INC | 1K | $100K–$500K | SH |
| IGEB | ISHARES TR | 7K | $100K–$500K | SH |
| USRT | ISHARES TR | 5K | $100K–$500K | SH |
| STVN | STEVANATO GROUP S P A | 15K | $100K–$500K | SH |
| TKR | TIMKEN CO | 3K | $100K–$500K | SH |
| PAYC | PAYCOM SOFTWARE INC | 2K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 4K | $100K–$500K | SH |
| CSGP | COSTAR GROUP INC | 5K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| BSTP | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| FSV | FIRSTSERVICE CORP NEW | 2K | $100K–$500K | SH |
| IOO | ISHARES TR | 2K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 4K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 351 | $100K–$500K | SH |
| RKLB | ROCKET LAB CORP | 3K | $100K–$500K | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| EVUS | ISHARES TR | 9K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 6K | $100K–$500K | SH |
| DCI | DONALDSON INC | 3K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 1K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 2K | $100K–$500K | SH |
| FXY | INVESCO CURRENCYSHARES JAPAN | 5K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 962 | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 1K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| SYSB | ISHARES TR | 3K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 13K | $100K–$500K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |