13F holdings
DIVERSIFY WEALTH MANAGEMENT, LLC portfolio
Managed by . 1,137 reported positions worth $5.6B as of 2026-03-31, filed with the SEC on 2026-05-01. Parsed from the filing itself, not a reseller.
$5.6B
Book value
1,137
Positions
25%
Top 10 weight
+533
New this quarter
-18
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 31 days old on 2026-05-01, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (533)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $72.5M | 486,716 | 1.29% |
| GRNY | TIDAL TRUST I | $27.8M | 1,063,048 | 0.50% |
| OPBK | OP BANCORP | $26.5M | 1,837,182 | 0.47% |
| MRVL | MARVELL TECHNOLOGY INC | $25.7M | 163,861 | 0.46% |
| AFRM | AFFIRM HLDGS INC | $20.5M | 322,961 | 0.37% |
| IEI | ISHARES TR | $14.3M | 121,560 | 0.26% |
| ARM | ARM HOLDINGS PLC | $13.7M | 67,852 | 0.24% |
| EWY | ISHARES INC | $11.4M | 74,110 | 0.20% |
| IGV | ISHARES TR | $11.3M | 133,534 | 0.20% |
| SMH | VANECK ETF TRUST | $11.1M | 22,207 | 0.20% |
| TLN | TALEN ENERGY CORP | $10.3M | 29,150 | 0.18% |
| PVAL | PUTNAM ETF TRUST | $8.9M | 183,588 | 0.16% |
| SMCI | SUPER MICRO COMPUTER INC | $8.6M | 327,404 | 0.15% |
| KLAC | KLA CORP | $8.3M | 4,589 | 0.15% |
| SOXX | ISHARES TR | $7.2M | 16,089 | 0.13% |
| IUSG | ISHARES TR | $6.6M | 37,487 | 0.12% |
| BLCR | BLACKROCK ETF TRUST | $6.4M | 137,259 | 0.11% |
| DFUS | DIMENSIONAL ETF TRUST | $6.0M | 76,933 | 0.11% |
| CLS | CELESTICA INC | $5.4M | 14,298 | 0.10% |
| MGV | VANGUARD WORLD FD | $4.9M | 32,431 | 0.09% |
| IGRO | ISHARES TR | $4.9M | 56,756 | 0.09% |
| SPIB | SPDR SERIES TRUST | $4.7M | 139,059 | 0.08% |
| IDEF | BLACKROCK ETF TRUST | $4.6M | 141,061 | 0.08% |
| SCHX | SCHWAB STRATEGIC TR | $4.4M | 156,034 | 0.08% |
| AMCR | AMCOR PLC | $4.3M | 114,537 | 0.08% |
Closed out (18)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AMCR | AMCOR PLC | $4.5M | 514,530 | 0.00% |
| FIG | FIGMA INC | $2.6M | 76,397 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $2.4M | 5,116 | 0.00% |
| CWAN | CLEARWATER ANALYTICS HLDGS I | $1.2M | 50,705 | 0.00% |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $545,970 | 23,377 | 0.00% |
| AZNN | ASTRAZENECA PLC | $394,449 | 4,174 | 0.00% |
| BOND | PIMCO ETF TR | $337,728 | 3,611 | 0.00% |
| BBJP | J P MORGAN EXCHANGE TRADED F | $237,326 | 3,446 | 0.00% |
| PSTP | INNOVATOR ETFS TRUST | $235,458 | 6,614 | 0.00% |
| PFFR | ETFIS SER TR I | $233,781 | 12,831 | 0.00% |
| JFR | NUVEEN FLOATING RATE INCOME | $233,024 | 29,201 | 0.00% |
| TBIL | RBB FD INC | $215,785 | 4,321 | 0.00% |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS | $206,000 | 100,000 | 0.00% |
| BRD1EUR | MIND MEDICINE MINDMED INC | $148,700 | 10,000 | 0.00% |
| TRAEGER INC | TRAEGER INC | $124,497 | 125,755 | 0.00% |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $94,000 | 40,000 | 0.00% |
| TIDAL TRUST II | TIDAL TRUST II | $72,750 | 15,000 | 0.00% |
| NINEQ | NINE ENERGY SERVICE INC | $8,293 | 17,500 | 0.00% |
Added to (532)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $272.4M | 1,301,601 | 4.86% | +457% |
| SPY | STATE STR SPDR S&P 500 ETF T | $231.4M | 325,237 | 4.13% | +1233% |
| SPYG | SPDR SERIES TRUST | $185.9M | 1,666,662 | 3.32% | +40% |
| SPYV | SPDR SERIES TRUST | $154.9M | 2,618,389 | 2.76% | +49% |
| AAPL | APPLE INC | $112.0M | 414,603 | 2.00% | +270% |
| AMZN | AMAZON COM INC | $89.2M | 338,963 | 1.59% | +201% |
| AVGO | BROADCOM INC | $87.4M | 215,450 | 1.56% | +434% |
| BKLN | INVESCO EXCH TRADED FD TR II | $84.7M | 4,117,328 | 1.51% | +920% |
| VOO | VANGUARD INDEX FDS | $78.1M | 119,306 | 1.39% | +185% |
| SPDW | SPDR INDEX SHS FDS | $77.2M | 1,615,919 | 1.38% | +54% |
| IVV | ISHARES TR | $72.5M | 101,415 | 1.29% | +127% |
| QQQ | INVESCO QQQ TR | $71.4M | 107,892 | 1.27% | +526% |
| MSFT | MICROSOFT CORP | $71.3M | 168,007 | 1.27% | +228% |
| META | META PLATFORMS INC | $68.1M | 101,830 | 1.22% | +236% |
| GOOGL | ALPHABET INC | $67.4M | 192,536 | 1.20% | +528% |
Trimmed (47)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES CORP | $317,570 | 3,910 | 0.01% | -92% |
| YSG | YATSEN HLDG LTD | $64,087 | 23,220 | 0.00% | -81% |
| PYPL | PAYPAL HLDGS INC | $636,947 | 12,504 | 0.01% | -79% |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $215,256 | 873 | 0.00% | -78% |
| GRFS | GRIFOLS S A | $193,868 | 24,509 | 0.00% | -78% |
| BKMC | BNY MELLON ETF TRUST | $5.8M | 50,462 | 0.10% | -76% |
| KC | KINGSOFT CLOUD HLDGS LTD | $232,567 | 15,619 | 0.00% | -76% |
| OEF | ISHARES TR | $2.4M | 6,847 | 0.04% | -75% |
| TIGR | UP FINTECH HLDG LTD | $292,363 | 44,841 | 0.01% | -74% |
| HLF | HERBALIFE LTD | $528,235 | 33,056 | 0.01% | -68% |
| KT | KT CORP | $477,413 | 22,594 | 0.01% | -63% |
| EMB | ISHARES TR | $531,802 | 5,569 | 0.01% | -60% |
| SMMD | ISHARES TR | $514,182 | 6,193 | 0.01% | -58% |
| ACN | ACCENTURE PLC IRELAND | $1.5M | 8,085 | 0.03% | -52% |
| FDVV | FIDELITY COVINGTON TRUST | $1.3M | 21,403 | 0.02% | -40% |
The book
Largest 150 of 1,137 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $272.4M | 1,301,601 | 4.86% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $231.4M | 325,237 | 4.13% | — |
| SPYG | SPDR SERIES TRUST | $185.9M | 1,666,662 | 3.32% | — |
| SPYV | SPDR SERIES TRUST | $154.9M | 2,618,389 | 2.76% | — |
| AAPL | APPLE INC | $112.0M | 414,603 | 2.00% | — |
| AMZN | AMAZON COM INC | $89.2M | 338,963 | 1.59% | — |
| AVGO | BROADCOM INC | $87.4M | 215,450 | 1.56% | — |
| BKLN | INVESCO EXCH TRADED FD TR II | $84.7M | 4,117,328 | 1.51% | — |
| VOO | VANGUARD INDEX FDS | $78.1M | 119,306 | 1.39% | — |
| SPDW | SPDR INDEX SHS FDS | $77.2M | 1,615,919 | 1.38% | — |
| IVV | ISHARES TR | $72.5M | 101,415 | 1.29% | — |
| VT | VANGUARD INTL EQUITY INDEX F | $72.5M | 486,716 | 1.29% | — |
| QQQ | INVESCO QQQ TR | $71.4M | 107,892 | 1.27% | — |
| MSFT | MICROSOFT CORP | $71.3M | 168,007 | 1.27% | — |
| META | META PLATFORMS INC | $68.1M | 101,830 | 1.22% | — |
| GOOGL | ALPHABET INC | $67.4M | 192,536 | 1.20% | — |
| GLDM | WORLD GOLD TR | $64.8M | 720,395 | 1.16% | — |
| GOOG | ALPHABET INC | $64.2M | 184,826 | 1.15% | — |
| DFAU | DIMENSIONAL ETF TRUST | $54.2M | 1,105,138 | 0.97% | — |
| AMD | ADVANCED MICRO DEVICES INC | $49.2M | 145,883 | 0.88% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.2M | 122,414 | 0.86% | — |
| VMBS | VANGUARD SCOTTSDALE FDS | $41.5M | 885,936 | 0.74% | — |
| SRLN | SSGA ACTIVE ETF TR | $41.1M | 1,012,277 | 0.73% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $40.7M | 701,330 | 0.73% | — |
| IJH | ISHARES TR | $39.9M | 556,941 | 0.71% | — |
| MU | MICRON TECHNOLOGY INC | $38.2M | 73,659 | 0.68% | — |
| GLD | SPDR GOLD TR | $37.7M | 90,388 | 0.67% | — |
| SCHR | SCHWAB STRATEGIC TR | $31.8M | 1,283,662 | 0.57% | — |
| PANW | PALO ALTO NETWORKS INC | $30.2M | 166,626 | 0.54% | — |
| COST | COSTCO WHOLESALE CORPORATION | $30.1M | 30,141 | 0.54% | — |
| ITA | ISHARES TR | $30.0M | 140,861 | 0.54% | — |
| IWM | ISHARES TR | $28.9M | 106,321 | 0.52% | — |
| USIG | ISHARES TR | $28.1M | 548,142 | 0.50% | — |
| GRNY | TIDAL TRUST I | $27.8M | 1,063,048 | 0.50% | — |
| SPHY | SPDR SERIES TRUST | $27.7M | 1,178,808 | 0.49% | — |
| ORCL | ORACLE CORP | $26.9M | 163,967 | 0.48% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $26.7M | 398,251 | 0.48% | — |
| OPBK | OP BANCORP | $26.5M | 1,837,182 | 0.47% | — |
| MRVL | MARVELL TECHNOLOGY INC | $25.7M | 163,861 | 0.46% | — |
| IVW | ISHARES TR | $25.6M | 198,711 | 0.46% | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $24.6M | 414,916 | 0.44% | — |
| LRCX | LAM RESEARCH CORP | $24.5M | 98,581 | 0.44% | — |
| TSLA | TESLA INC | $24.0M | 64,428 | 0.43% | — |
| IUSB | ISHARES TR | $22.9M | 495,868 | 0.41% | — |
| DYNF | BLACKROCK ETF TRUST | $22.9M | 360,287 | 0.41% | — |
| EEM | ISHARES TR | $22.8M | 363,092 | 0.41% | — |
| JPM | JPMORGAN CHASE & CO | $22.1M | 71,589 | 0.40% | — |
| IEMG | ISHARES INC | $22.0M | 286,067 | 0.39% | — |
| IVE | ISHARES TR | $22.0M | 99,596 | 0.39% | — |
| NOW | SERVICENOW INC | $21.8M | 245,388 | 0.39% | — |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $21.8M | 972,363 | 0.39% | — |
| DFCF | DIMENSIONAL ETF TRUST | $21.4M | 507,335 | 0.38% | — |
| AFRM | AFFIRM HLDGS INC | $20.5M | 322,961 | 0.37% | — |
| SPSM | SPDR SERIES TRUST | $20.5M | 391,247 | 0.37% | — |
| JNJ | JOHNSON & JOHNSON | $20.5M | 90,061 | 0.37% | — |
| VTI | VANGUARD INDEX FDS | $19.6M | 55,921 | 0.35% | — |
| V | VISA INC | $19.5M | 58,185 | 0.35% | — |
| PULS | PGIM ETF TR | $19.5M | 391,680 | 0.35% | — |
| DFAI | DIMENSIONAL ETF TRUST | $18.9M | 470,710 | 0.34% | — |
| DFAC | DIMENSIONAL ETF TRUST | $18.3M | 436,833 | 0.33% | — |
| SNOW | SNOWFLAKE INC | $17.4M | 123,007 | 0.31% | — |
| AVUV | AMERICAN CENTY ETF TR | $16.9M | 142,821 | 0.30% | — |
| BAC | BANK AMERICA CORP | $16.6M | 313,075 | 0.30% | — |
| AGG | ISHARES TR | $16.5M | 166,332 | 0.29% | — |
| SOFI | SOFI TECHNOLOGIES INC | $16.2M | 1,043,372 | 0.29% | — |
| CSCO | CISCO SYS INC | $16.2M | 180,750 | 0.29% | — |
| CVX | CHEVRON CORPORATION | $16.0M | 83,430 | 0.29% | — |
| EFV | ISHARES TR | $15.8M | 208,157 | 0.28% | — |
| EXMOC | EXXON MOBIL CORP | $15.5M | 100,340 | 0.28% | — |
| SCHC | SCHWAB STRATEGIC TR | $15.4M | 314,544 | 0.28% | — |
| VB | VANGUARD INDEX FDS | $14.9M | 53,248 | 0.27% | — |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $14.9M | 226,169 | 0.27% | — |
| VZ | VERIZON COMMUNICATIONS INC | $14.7M | 316,425 | 0.26% | — |
| LLY | ELI LILLY & CO | $14.6M | 17,158 | 0.26% | — |
| IEI | ISHARES TR | $14.3M | 121,560 | 0.26% | — |
| QUAL | ISHARES TR | $14.3M | 69,346 | 0.25% | — |
| ACWX | ISHARES TR | $14.1M | 196,174 | 0.25% | — |
| LQD | ISHARES TR | $13.9M | 128,100 | 0.25% | — |
| ARM | ARM HOLDINGS PLC | $13.7M | 67,852 | 0.24% | — |
| BND | VANGUARD BD INDEX FDS | $13.6M | 185,942 | 0.24% | — |
| MA | MASTERCARD INCORPORATED | $13.6M | 25,945 | 0.24% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $13.5M | 98,060 | 0.24% | — |
| IEFA | ISHARES TR | $13.3M | 142,552 | 0.24% | — |
| ABBV | ABBVIE INC | $13.1M | 64,190 | 0.23% | — |
| SCHO | SCHWAB STRATEGIC TR | $12.9M | 534,366 | 0.23% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.9M | 27,200 | 0.23% | — |
| WMT | WALMART INC | $12.7M | 99,256 | 0.23% | — |
| PM | PHILIP MORRIS INTL INC | $12.5M | 76,585 | 0.22% | — |
| UBER | UBER TECHNOLOGIES INC | $12.4M | 166,867 | 0.22% | — |
| VO | VANGUARD INDEX FDS | $12.3M | 162,359 | 0.22% | — |
| JPST | J P MORGAN EXCHANGE TRADED F | $12.3M | 243,018 | 0.22% | — |
| KO | COCA COLA CO | $12.2M | 154,305 | 0.22% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $12.1M | 60,267 | 0.22% | — |
| QCOM | QUALCOMM INC | $11.8M | 75,936 | 0.21% | — |
| STGW | STAGWELL INC | $11.6M | 1,732,594 | 0.21% | — |
| BINC | BLACKROCK ETF TRUST II | $11.6M | 221,426 | 0.21% | — |
| JAAA | JANUS DETROIT STR TR | $11.4M | 225,765 | 0.20% | — |
| EWY | ISHARES INC | $11.4M | 74,110 | 0.20% | — |
| IGV | ISHARES TR | $11.3M | 133,534 | 0.20% | — |
| FBND | FIDELITY MERRIMACK STR TR | $11.2M | 247,046 | 0.20% | — |
| ANET | ARISTA NETWORKS INC | $11.2M | 66,567 | 0.20% | — |
| BIL | SPDR SERIES TRUST | $11.2M | 122,117 | 0.20% | — |
| MUB | ISHARES TR | $11.2M | 104,171 | 0.20% | — |
| SMH | VANECK ETF TRUST | $11.1M | 22,207 | 0.20% | — |
| XLK | SELECT SECTOR SPDR TR | $11.0M | 69,147 | 0.20% | — |
| ATO | ATMOS ENERGY CORP | $10.8M | 58,356 | 0.19% | — |
| ASML | ASML HLDG NV | $10.8M | 7,762 | 0.19% | — |
| UNP | UNION PAC CORP | $10.7M | 40,334 | 0.19% | — |
| USMV | ISHARES TR | $10.7M | 113,676 | 0.19% | — |
| UNH | UNITEDHEALTH GROUP INC | $10.6M | 28,696 | 0.19% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $10.6M | 23,481 | 0.19% | — |
| CMI | CUMMINS INC | $10.5M | 16,421 | 0.19% | — |
| VGT | VANGUARD WORLD FD | $10.5M | 101,732 | 0.19% | — |
| ISRG | INTUITIVE SURGICAL INC | $10.5M | 23,038 | 0.19% | — |
| FIX | COMFORT SYS USA INC | $10.3M | 5,994 | 0.18% | — |
| BAI | BLACKROCK ETF TRUST | $10.3M | 248,841 | 0.18% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $10.3M | 124,802 | 0.18% | — |
| HD | HOME DEPOT INC | $10.3M | 31,896 | 0.18% | — |
| CME | CME GROUP INC | $10.3M | 35,812 | 0.18% | — |
| TLN | TALEN ENERGY CORP | $10.3M | 29,150 | 0.18% | — |
| IAU | ISHARES GOLD TR | $10.1M | 118,274 | 0.18% | — |
| FTNT | FORTINET INC | $10.1M | 117,101 | 0.18% | — |
| PKG | PACKAGING CORP AMER | $10.0M | 46,130 | 0.18% | — |
| SCHA | SCHWAB STRATEGIC TR | $10.0M | 313,386 | 0.18% | — |
| DFAE | DIMENSIONAL ETF TRUST | $9.9M | 265,921 | 0.18% | — |
| VGLT | VANGUARD SCOTTSDALE FDS | $9.9M | 180,184 | 0.18% | — |
| PEP | PEPSICO INC | $9.7M | 62,431 | 0.17% | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.7M | 210,505 | 0.17% | — |
| RUN | SUNRUN INC | $9.5M | 798,243 | 0.17% | — |
| DIA | STATE STR SPDR DOW JONES IND | $9.5M | 19,479 | 0.17% | — |
| QLTA | ISHARES TR | $9.5M | 200,117 | 0.17% | — |
| FREL | FIDELITY COVINGTON TRUST | $9.5M | 329,694 | 0.17% | — |
| SGOV | ISHARES TR | $9.5M | 94,222 | 0.17% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $9.4M | 22,232 | 0.17% | — |
| GOVT | ISHARES TR | $9.3M | 408,893 | 0.17% | — |
| GEV | GE VERNOVA INC | $9.2M | 8,683 | 0.16% | — |
| IXUS | ISHARES TR | $9.1M | 99,548 | 0.16% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $9.0M | 39,808 | 0.16% | — |
| PVAL | PUTNAM ETF TRUST | $8.9M | 183,588 | 0.16% | — |
| ABNB | AIRBNB INC | $8.9M | 63,348 | 0.16% | — |
| NFLX | NETFLIX INC. | $8.8M | 95,890 | 0.16% | — |
| ESS | ESSEX PPTY TR INC | $8.8M | 33,239 | 0.16% | — |
| THRO | BLACKROCK ETF TRUST | $8.7M | 216,546 | 0.16% | — |
| MCD | MCDONALDS CORP | $8.7M | 30,068 | 0.16% | — |
| MTUM | ISHARES TR | $8.7M | 31,398 | 0.16% | — |
| EFG | ISHARES TR | $8.7M | 74,987 | 0.16% | — |
| SMCI | SUPER MICRO COMPUTER INC | $8.6M | 327,404 | 0.15% | — |
| FNDF | SCHWAB STRATEGIC TR | $8.4M | 166,588 | 0.15% | — |
| TLH | ISHARES TR | $8.4M | 84,250 | 0.15% | — |
| AXP | AMERICAN EXPRESS CO | $8.3M | 26,404 | 0.15% | — |
This table is the 150 largest positions by value, out of 1,137 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
This manager also disclosed 37 options positions with a combined notional of $4.8M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by DIVERSIFY WEALTH MANAGEMENT, LLC (CIK 2030780, accession 0002030780-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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