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 301–350 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPQ | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| UFPT | UFP TECHNOLOGIES INC | 4K | $1M+ | SH |
| NET | CLOUDFLARE INC | 6K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 4K | $1M+ | SH |
| LIN | LINDE PLC | 2K | $1M+ | SH |
| PBH | PRESTIGE CONSMR HEALTHCARE I | 17K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 86K | $1M+ | SH |
| MS | MORGAN STANLEY | 6K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 5K | $1M+ | SH |
| JNK | SPDR SERIES TRUST | 11K | $1M+ | SH |
| LCTU | BLACKROCK ETF TRUST | 14K | $1M+ | SH |
| PAC | GRUPO AEROPUERTO DEL PACIFIC | 4K | $1M+ | SH |
| ENTG | ENTEGRIS INC | 10K | $1M+ | SH |
| TTE | TOTALENERGIES SE | 16K | $1M+ | SH |
| BMI | BADGER METER INC | 6K | $1M+ | SH |
| EMLC | VANECK ETF TRUST | 41K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 39K | $1M+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 22K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 13K | $1M+ | SH |
| BOOT | BOOT BARN HLDGS INC | 5K | $1M+ | SH |
| RELX | RELX PLC | 25K | $1M+ | SH |
| EXLS | EXLSERVICE HOLDINGS INC | 24K | $1M+ | SH |
| CPRT | COPART INC | 26K | $1M+ | SH |
| GRFS | GRIFOLS S A | 110K | $500K+ | SH |
| HYGW | ISHARES TR | 32K | $500K+ | SH |
| RRC | RANGE RES CORP | 29K | $500K+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 18K | $500K+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| FCN | FTI CONSULTING INC | 5K | $500K+ | SH |
| QQQI | NEOS ETF TRUST | 17K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 6K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 22K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 10K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 12K | $500K+ | SH |
| SAIA | SAIA INC | 3K | $500K+ | SH |
| CVLT | COMMVAULT SYS INC | 7K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 50K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 436 | $500K+ | SH |
| AVY | AVERY DENNISON CORP | 5K | $500K+ | SH |
| IHDG | WISDOMTREE TR | 18K | $500K+ | SH |
| MORN | MORNINGSTAR INC | 4K | $500K+ | SH |
| RBC | RBC BEARINGS INC | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| IJR | ISHARES TR | 7K | $500K+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 5K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 11K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 14K | $500K+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 19K | $500K+ | SH |