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 351–400 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRK | MERCK & CO INC | 8K | $500K+ | SH |
| ESGU | ISHARES TR | 6K | $500K+ | SH |
| KC | KINGSOFT CLOUD HLDGS LTD | 65K | $500K+ | SH |
| MSCI | MSCI INC | 1K | $500K+ | SH |
| IONQ | IONQ INC | 17K | $500K+ | SH |
| CASY | CASEYS GEN STORES INC | 1K | $500K+ | SH |
| CDW | CDW CORP | 6K | $500K+ | SH |
| TRNO | TERRENO RLTY CORP | 14K | $500K+ | SH |
| FND | FLOOR & DECOR HLDGS INC | 11K | $500K+ | SH |
| IUSV | ISHARES TR | 8K | $500K+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 98K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 1K | $500K+ | SH |
| SUSC | ISHARES TR | 34K | $500K+ | SH |
| DCO | DUCOMMUN INC DEL | 7K | $500K+ | SH |
| CCB | COASTAL FINL CORP WA | 7K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 16K | $500K+ | SH |
| SPSC | SPS COMM INC | 8K | $500K+ | SH |
| GLW | CORNING INC | 8K | $500K+ | SH |
| KNSL | KINSALE CAP GROUP INC | 2K | $500K+ | SH |
| SHY | ISHARES TR | 9K | $500K+ | SH |
| VRP | INVESCO EXCH TRADED FD TR II | 30K | $500K+ | SH |
| DSI | ISHARES TR | 5K | $500K+ | SH |
| FTI | TECHNIPFMC PLC | 14K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 6K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| SYY | SYSCO CORP | 9K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| DECK | DECKERS OUTDOOR CORP | 7K | $500K+ | SH |
| INTC | INTEL CORP | 15K | $500K+ | SH |
| EPAM | EPAM SYS INC | 3K | $500K+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 8K | $500K+ | SH |
| B | BARRICK MNG CORP | 14K | $500K+ | SH |
| SHLD | GLOBAL X FDS | 9K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 8K | $500K+ | SH |
| XONE | BONDBLOXX ETF TRUST | 14K | $500K+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 16K | $500K+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 3K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 11K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 11K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 2K | $500K+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 15K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 3K | $500K+ | SH |
| IGF | ISHARES TR | 10K | $500K+ | SH |
| EDGF | ADVISORS INNER CIRCLE FD II | 25K | $500K+ | SH |
| LUV | SOUTHWEST AIRLS CO | 14K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 6K | $500K+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |