13F Insight
DOSSIER · 13F-HR · Q3 2026

DIVERSIFY WEALTH MANAGEMENT, LLC

$6.7B in tracked AUM across 1,312 positions as of Q3 2026.

DW
CIK 0002030780 · last filed Sep 30, 2026
Total AUM
$6.7B
as of Q3 2026
Holdings
1,312
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

DIVERSIFY WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$333M1.5M5.0%02
SPYG
SPDR SERIES TRUST
$234M1.9M3.5%03
SPY
STATE STR SPDR S&P 500 ETF T
$226M293K3.4%04
SPYV
SPDR SERIES TRUST
$194M3.1M2.9%05
AAPL
APPLE INC
$154M451K2.3%06
QQQ
INVESCO QQQ TR
$128M176K1.9%07
IVV
ISHARES TR
$128M165K1.9%08
MSFT
MICROSOFT CORP
$106M196K1.6%09
SPDW
SPDR INDEX SHS FDS
$99M2.0M1.5%10
VOO
VANGUARD INDEX FDS
$93M131K1.4%

Filing history

2026Q3Sep 30
$6.7B▲ 11.8%
1,312 positionsView →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 positionsLocked2025Q2Jun 30
$1.6B▲ 20.2%
535 positionsLocked2025Q1Mar 31
$1.3B▲ 4.9%
510 positionsLocked2024Q4Dec 31
$1.3B▲ 23.5%
514 positionsLocked2024Q3Sep 30
$1.0B▲ 29.1%
469 positionsLocked2024Q2Jun 30
$804M—
432 positionsLocked