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 251–300 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 28K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 12K | $1M+ | SH |
| RGEN | REPLIGEN CORP | 9K | $1M+ | SH |
| PEN | PENUMBRA INC | 5K | $1M+ | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 41K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 10K | $1M+ | SH |
| UL | UNILEVER PLC | 22K | $1M+ | SH |
| PODD | INSULET CORP | 5K | $1M+ | SH |
| POOL | POOL CORP | 5K | $1M+ | SH |
| EDGH | ADVISORS INNER CIRCLE FD II | 44K | $1M+ | SH |
| PTC | PTC INC | 8K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC | 24K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 5K | $1M+ | SH |
| ACWX | ISHARES TR | 20K | $1M+ | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 2K | $1M+ | SH |
| EMB | ISHARES TR | 14K | $1M+ | SH |
| ABT | ABBOTT LABS | 11K | $1M+ | SH |
| ETN | EATON CORP PLC | 4K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| KRMN | KARMAN HLDGS INC | 12K | $1M+ | SH |
| NVDL | GRANITESHARES ETF TR | 15K | $1M+ | SH |
| CRH | CRH PLC | 10K | $1M+ | SH |
| VIRT | VIRTU FINL INC | 38K | $1M+ | SH |
| BA | BOEING CO | 5K | $1M+ | SH |
| IYW | ISHARES TR | 6K | $1M+ | SH |
| VIV | TELEFONICA BRASIL SA | 107K | $1M+ | SH |
| CION | CION INVT CORP | 133K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 23K | $1M+ | SH |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 51K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 5K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INC | 5K | $1M+ | SH |
| SHYG | ISHARES TR | 28K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 20K | $1M+ | SH |
| TLT | ISHARES TR | 14K | $1M+ | SH |
| WRB | BERKLEY W R CORP | 17K | $1M+ | SH |
| C | CITIGROUP INC | 10K | $1M+ | SH |
| SMMD | ISHARES TR | 15K | $1M+ | SH |
| AEG | AEGON LTD | 152K | $1M+ | SH |
| ALLE | ALLEGION PLC | 7K | $1M+ | SH |
| IWM | ISHARES TR | 4K | $1M+ | SH |
| KT | KT CORP | 61K | $1M+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 33K | $1M+ | SH |
| HWKN | HAWKINS INC | 8K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 547 | $1M+ | SH |
| VEON | VEON LTD | 21K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 2K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 13K | $1M+ | SH |