13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Asset Manager›DIVERSIFY WEALTH MANAGEMENT, LLC
DOSSIER · 13F-HR · Q1 2026

DIVERSIFY WEALTH MANAGEMENT, LLC

DIVERSIFY WEALTH's asset manager based in Chicago, IL — $5.6B in tracked AUM across 1,174 positions as of Q1 2026.

DW
DIVERSIFY WEALTH·Chicago, IL·Asset Manager
CIK 0002030780 · last filed Mar 31, 2026
Total AUM
$5.6B
▲ 9.9%
vs prior
Holdings
1,174
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

DIVERSIFY WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$274M2.1M4.9%
02
SPY
STATE STR SPDR S&P 500 ETF T
$231M326K4.1%
03
SPYG
SPDR SERIES TRUST
$186M1.7M3.3%
04
SPYV
SPDR SERIES TRUST
$155M2.6M2.8%
05
AAPL
APPLE INC
$112M415K2.0%
06
AVGO
BROADCOM INC
$90M815K1.6%
07
AMZN
AMAZON COM INC
$89M349K1.6%
08
BKLN
INVESCO EXCH TRADED FD TR II
$85M4.1M1.5%
09
VOO
VANGUARD INDEX FDS
$78M119K1.4%
10
SPDW
SPDR INDEX SHS FDS
$77M1.6M1.4%

Filing history

Filing history loading…
AI Agent · grounded in DIVERSIFY
haiku-4-5 · 1,174 positions indexed
Sector mix
  • Tech12%
  • Financials21%
  • Health Care8%
  • Cons. Disc.12%
  • Industrials46%
  • Energy4%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market