Diversify Wealth Management
$6.0B 13F equity value
1,303 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Diversify Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,231,450 | $242M | 4.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 284,244 | $210M | 3.5% |
| SPYG | SPDR SERIES TRUST | 1,766,081 | $202M | 3.4% |
| SPYV | SPDR SERIES TRUST | 2,818,867 | $175M | 2.9% |
| AAPL | APPLE INC | 449,050 | $151M | 2.5% |
| IVV | ISHARES TR | 128,359 | $95M | 1.6% |
| SPDW | SPDR INDEX SHS FDS | 1,848,949 | $92M | 1.5% |
| VOO | VANGUARD INDEX FDS | 132,212 | $90M | 1.5% |
| AVGO | BROADCOM INC | 218,358 | $84M | 1.4% |
| AMZN | AMAZON COM INC | 343,596 | $80M | 1.3% |
Track Diversify Wealth Management's 13F portfolio: $6.0B in reported holdings, 1,303 positions. Top holdings and quarterly changes on SentiSense.
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