DOSSIER · 13F-HR · Q1 2026

DIVERSIFY WEALTH MANAGEMENT, LLC

$5.6B in tracked AUM across 1,174 positions as of Q1 2026.

DW
CIK 0002030780 · last filed Mar 31, 2026
Total AUM
$5.6B
as of Q1 2026
Holdings
1,174
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$5.6B 161.6%
1,174 positionsView →
2025Q4Dec 31
$2.1B 23.7%
622 positionsView →
2025Q3Sep 30
$1.7B 7.1%
541 positionsView →
2025Q2Jun 30
$1.6B 20.2%
535 positionsLocked
2025Q1Mar 31
$1.3B 4.9%
510 positionsLocked
2024Q4Dec 31
$1.3B 23.5%
514 positionsLocked
2024Q3Sep 30
$1.0B 29.1%
469 positionsLocked
2024Q2Jun 30
$804M
432 positionsLocked