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 401–450 of 622
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| FLOT | ISHARES TR | 12K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 17K | $500K+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 46K | $500K+ | SH |
| EVR | EVERCORE INC | 2K | $500K+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 22K | $500K+ | SH |
| BSY | BENTLEY SYS INC | 15K | $500K+ | SH |
| EAGG | ISHARES TR | 12K | $500K+ | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 3K | $500K+ | SH |
| CI | THE CIGNA GROUP | 2K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 905 | $500K+ | SH |
| LKQ | LKQ CORP | 17K | $500K+ | SH |
| TYL | TYLER TECHNOLOGIES INC | 1K | $500K+ | SH |
| JLL | JONES LANG LASALLE INC | 2K | $500K+ | SH |
| EDGU | ADVISORS INNER CIRCLE FD II | 19K | $500K+ | SH |
| CSMD | PROFESIONALLY MANAGED PORTFO | 17K | $500K+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 3K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP | 13K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 9K | $500K+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 23K | $500K+ | SH |
| AES | AES CORP | 39K | $500K+ | SH |
| YSG | YATSEN HLDG LTD | 121K | $500K+ | SH |
| PFF | ISHARES TR | 17K | $500K+ | SH |
| ICF | ISHARES TR | 9K | $500K+ | SH |
| VOX | VANGUARD WORLD FD | 3K | $500K+ | SH |
| TIP | ISHARES TR | 5K | $500K+ | SH |
| OKLO | OKLO INC | 5K | $500K+ | SH |
| HYG | ISHARES TR | 6K | $500K+ | SH |
| BLK | BLACKROCK INC | 480 | $500K+ | SH |
| MCO | MOODYS CORP | 975 | $500K+ | SH |
| DUOL | DUOLINGO INC | 3K | $500K+ | SH |
| THC | TENET HEALTHCARE CORP | 3K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 5K | $500K+ | SH |
| IWO | ISHARES TR | 1K | $500K+ | SH |
| GIS | GENERAL MLS INC | 12K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 6K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $500K+ | SH |
| CSX | CSX CORP | 14K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 6K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 9K | $100K–$500K | SH |
| PCG | PG&E CORP | 31K | $100K–$500K | SH |
| SPMB | SPDR SERIES TRUST | 21K | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC | 3K | $100K–$500K | SH |
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| MET | METLIFE INC | 6K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 7K | $100K–$500K | SH |
| AOA | ISHARES TR | 5K | $100K–$500K | SH |