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 101–150 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 27K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 171K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 60K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 12K | $1M+ | SH |
| INTU | INTUIT | 9K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 80K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 32K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 12K | $1M+ | SH |
| ESS | ESSEX PPTY TR INC | 21K | $1M+ | SH |
| MTUM | ISHARES TR | 20K | $1M+ | SH |
| PEP | PEPSICO INC | 36K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 25K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 5K | $1M+ | SH |
| MCD | MCDONALDS CORP | 17K | $1M+ | SH |
| DIS | DISNEY WALT CO | 45K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 146K | $1M+ | SH |
| CRM | SALESFORCE INC | 21K | $1M+ | SH |
| QCOM | QUALCOMM INC | 30K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 34K | $1M+ | SH |
| FTNT | FORTINET INC | 62K | $1M+ | SH |
| NRG | NRG ENERGY INC | 32K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 21K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 17K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 54K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 31K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 145K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 35K | $1M+ | SH |
| AMCR | AMCOR PLC | 515K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 8K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 188K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 12K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 16K | $1M+ | SH |
| IXUS | ISHARES TR | 49K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 12K | $1M+ | SH |
| BX | BLACKSTONE INC | 28K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 17K | $1M+ | SH |
| AMGN | AMGEN INC | 13K | $1M+ | SH |
| ZTS | ZOETIS INC | 33K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 12K | $1M+ | SH |
| KO | COCA COLA CO | 58K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 47K | $1M+ | SH |
| APP | APPLOVIN CORP | 6K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 82K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 47K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 157K | $1M+ | SH |
| MBB | ISHARES TR | 41K | $1M+ | SH |
| EMBJ | EMBRAER S.A. | 53K | $1M+ | SH |
| NFLX | NETFLIX INC | 43K | $1M+ | SH |
| UNP | UNION PAC CORP | 17K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 11K | $1M+ | SH |