DOSSIER · 13F-HR · Q2 2026

DIVERSIFY WEALTH MANAGEMENT, LLC

$6.0B in tracked AUM across 1,286 positions as of Q2 2026.

DW
CIK 0002030780 · last filed Jun 30, 2026
Total AUM
$6.0B
as of Q2 2026
Holdings
1,286
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

DIVERSIFY WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$242M1.2M4.0%
02
SPY
STATE STR SPDR S&P 500 ETF T
$210M285K3.5%
03
SPYG
SPDR SERIES TRUST
$202M1.8M3.4%
04
SPYV
SPDR SERIES TRUST
$175M2.8M2.9%
05
AAPL
APPLE INC
$152M579K2.5%
06
IVV
ISHARES TR
$95M128K1.6%
07
SPDW
SPDR INDEX SHS FDS
$92M1.8M1.5%
08
VOO
VANGUARD INDEX FDS
$90M132K1.5%
09
AVGO
BROADCOM INC
$86M818K1.4%
10
AMZN
AMAZON COM INC
$80M344K1.3%

Filing history

2026Q2Jun 30
$6.0B 6.7%
1,286 positionsView →
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