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 51–100 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ORCL | ORACLE CORP | 46K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 123K | $1M+ | SH |
| QUAL | ISHARES TR | 45K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 184K | $1M+ | SH |
| WMT | WALMART INC | 71K | $1M+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 404K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 248K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 182K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 11K | $1M+ | SH |
| RUN | SUNRUN INC | 451K | $1M+ | SH |
| IWF | ISHARES TR | 18K | $1M+ | SH |
| TSLA | TESLA INC | 18K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 160K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 16K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 95K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 168K | $1M+ | SH |
| TLH | ISHARES TR | 76K | $1M+ | SH |
| HQY | HEALTHEQUITY INC | 90K | $1M+ | SH |
| LLY | ELI LILLY & CO | 7K | $1M+ | SH |
| ABBV | ABBVIE INC | 34K | $1M+ | SH |
| V | VISA INC | 22K | $1M+ | SH |
| CSCO | CISCO SYS INC | 96K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 40K | $1M+ | SH |
| SGOV | ISHARES TR | 71K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| MUB | ISHARES TR | 66K | $1M+ | SH |
| MC | MOELIS & CO | 95K | $1M+ | SH |
| ATO | ATMOS ENERGY CORP | 41K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 47K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 42K | $1M+ | SH |
| XHLF | BONDBLOXX ETF TRUST | 135K | $1M+ | SH |
| BUFB | INNOVATOR ETFS TRUST | 182K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 30K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 12K | $1M+ | SH |
| CMI | CUMMINS INC | 11K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 115K | $1M+ | SH |
| CME | CME GROUP INC | 24K | $1M+ | SH |
| DBEF | DBX ETF TR | 128K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 65K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 221K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 154K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 211K | $1M+ | SH |
| HD | HOME DEPOT INC | 16K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 154K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 20K | $1M+ | SH |
| SHOP | SHOPIFY INC | 36K | $1M+ | SH |
| RTX | RTX CORPORATION | 31K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 47K | $1M+ | SH |
| ABNB | AIRBNB INC | 41K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 10K | $1M+ | SH |