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 601–622 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UTZ | UTZ BRANDS INC | 17K | $100K–$500K | SH |
| NWG | NATWEST GROUP PLC | 10K | $100K–$500K | SH |
| MSOS | ADVISORSHARES TR | 35K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA | 12K | $100K–$500K | SH |
| DFTX | MIND MEDICINE MINDMED INC | 10K | $100K–$500K | SH |
| ARI | APOLLO COML REAL EST FIN INC | 15K | $100K–$500K | SH |
| NMR | NOMURA HLDGS INC | 16K | $100K–$500K | SH |
| COOK | TRAEGER INC | 126K | $100K–$500K | SH |
| BBAI | BIGBEAR AI HLDGS INC | 20K | $100K–$500K | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 11K | $100K–$500K | SH |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | 10K | $100K–$500K | SH |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 40K | $50K–$100K | SH |
| NOK | NOKIA CORP | 14K | $50K–$100K | SH |
| DCGO | DOCGO INC | 85K | $50K–$100K | SH |
| MSTX | TIDAL TRUST II | 15K | $50K–$100K | SH |
| CODI | COMPASS DIVERSIFIED | 13K | $50K–$100K | SH |
| MVIS | MICROVISION INC DEL | 60K | $50K–$100K | SH |
| OPK | OPKO HEALTH INC | 30K | $15K–$50K | SH |
| OCGN | OCUGEN INC | 20K | $15K–$50K | SH |
| BTAI | BIOXCEL THERAPEUTICS INC | 15K | $15K–$50K | SH |
| ATCH | ATLASCLEAR HOLDINGS INC | 61K | $15K–$50K | SH |
| NINE | NINE ENERGY SERVICE INC | 18K | $1K–$15K | SH |