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 551–600 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FSSL | FS SPECIALTY LENDING FD | 18K | $100K–$500K | SH |
| AVTR | AVANTOR INC | 20K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 3K | $100K–$500K | SH |
| NAZ | NUVEEN ARIZONA QLTY MUN INC | 21K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 767 | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| ESGD | ISHARES TR | 3K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| SCZ | ISHARES TR | 3K | $100K–$500K | SH |
| USFR | WISDOMTREE TR | 5K | $100K–$500K | SH |
| SEIX | VIRTUS ETF TR II | 10K | $100K–$500K | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 7K | $100K–$500K | SH |
| TDC | TERADATA CORP DEL | 8K | $100K–$500K | SH |
| BATRK | ATLANTA BRAVES HLDGS INC | 6K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 45 | $100K–$500K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| PSTP | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| HLI | HOULIHAN LOKEY INC | 1K | $100K–$500K | SH |
| PFFR | ETFIS SER TR I | 13K | $100K–$500K | SH |
| JFR | NUVEEN FLOATING RATE INCOME | 29K | $100K–$500K | SH |
| WSM | WILLIAMS SONOMA INC | 1K | $100K–$500K | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 8K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC | 3K | $100K–$500K | SH |
| BIDD | BLACKROCK ETF TRUST | 8K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 423 | $100K–$500K | SH |
| SPTL | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | 16K | $100K–$500K | SH |
| ARGX | ARGENX SE | 273 | $100K–$500K | SH |
| GXO | GXO LOGISTICS INCORPORATED | 4K | $100K–$500K | SH |
| EEM | ISHARES TR | 4K | $100K–$500K | SH |
| SSRM | SSR MINING IN | 9K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| TBIL | RBB FD INC | 4K | $100K–$500K | SH |
| USHY | ISHARES TR | 6K | $100K–$500K | SH |
| AME | AMETEK INC | 1K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 1K | $100K–$500K | SH |
| TOL | TOLL BROTHERS INC | 1K | $100K–$500K | SH |
| DXJ | WISDOMTREE TR | 1K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 8K | $100K–$500K | SH |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS | 100K | $100K–$500K | SH |
| MSGS | MADISON SQUARE GRDN SPRT COR | 740 | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 751 | $100K–$500K | SH |
| APIE | TRUST FOR PROFESSIONAL MANAG | 5K | $100K–$500K | SH |
| SHYM | BLACKROCK ETF TRUST II | 9K | $100K–$500K | SH |