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 151–200 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FALN | ISHARES TR | 138K | $1M+ | SH |
| ADBE | ADOBE INC | 12K | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INC | 245K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 11K | $1M+ | SH |
| VST | VISTRA CORP | 21K | $1M+ | SH |
| IMCG | ISHARES TR | 44K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 62K | $1M+ | SH |
| VIK | VIKING HOLDINGS LTD | 50K | $1M+ | SH |
| CELH | CELSIUS HLDGS INC | 67K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 67K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| GEV | GE VERNOVA INC | 5K | $1M+ | SH |
| TEM | TEMPUS AI INC | 51K | $1M+ | SH |
| CW | CURTISS WRIGHT CORP | 5K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 67K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 59K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 34K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 15K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 73K | $1M+ | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 130K | $1M+ | SH |
| ASML | ASML HOLDING N V | 3K | $1M+ | SH |
| IGSB | ISHARES TR | 60K | $1M+ | SH |
| O | REALTY INCOME CORP | 52K | $1M+ | SH |
| HMY | HARMONY GOLD MINING CO LTD | 139K | $1M+ | SH |
| SAP | SAP SE | 12K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 9K | $1M+ | SH |
| IAGG | ISHARES TR | 59K | $1M+ | SH |
| IJH | ISHARES TR | 42K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 2K | $1M+ | SH |
| GFI | GOLD FIELDS LTD | 58K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 12K | $1M+ | SH |
| EXR | EXTRA SPACE STORAGE INC | 20K | $1M+ | SH |
| FICO | FAIR ISAAC CORP | 2K | $1M+ | SH |
| DGRO | ISHARES TR | 40K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 30K | $1M+ | SH |
| ANGX | ANGEL STUDIOS INC | 664K | $1M+ | SH |
| RBRK | RUBRIK INC. | 39K | $1M+ | SH |
| QLTA | ISHARES TR | 57K | $1M+ | SH |
| ITA | ISHARES TR | 11K | $1M+ | SH |
| STRL | STERLING INFRASTRUCTURE INC | 8K | $1M+ | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 153K | $1M+ | SH |
| BALI | BLACKROCK ETF TRUST | 82K | $1M+ | SH |
| FIG | FIGMA INC | 76K | $1M+ | SH |
| SBSW | SIBANYE STILLWATER LTD | 149K | $1M+ | SH |
| LOW | LOWES COS INC | 9K | $1M+ | SH |
| BCS | BARCLAYS PLC | 99K | $1M+ | SH |
| GE | GE AEROSPACE | 8K | $1M+ | SH |
| BVN | COMPANIA DE MINAS BUENAVENTU | 71K | $1M+ | SH |
| CYBR | CYBERARK SOFTWARE LTD | 5K | $1M+ | SH |
| CYD | CHINA YUCHAI INTL LTD | 54K | $1M+ | SH |