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Portfolio (Quarterly) Guide ↗

DIVERSIFY WEALTH MANAGEMENT, LLC

· CIK 0002030780
13F Portfolio $6.0B AUM 1,286 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 176 New 580 Added 383 Reduced 64 Exited
Page 11 of 29  ·  580 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NEM NEWMONT CORP Basic Materials 26,537.0 $2.5M 0.04% +12K +88.9% $93.47 +24.1%
202 CX CEMEX SA EURO MTN BE 144A Basic Materials 203,140.0 $2.5M 0.04% +5K +2.5% $12.20 -12.6%
203 ABT ABBOTT LABORATORIES Healthcare 23,681.0 $2.5M 0.04% +2K +6.9% $104.49 +7.8%
204 NOVT NOVANTA INC Technology 17,392.0 $2.4M 0.04% +2K +14.3% $140.80 +11.6%
205 THC TENET HEALTHCARE CORP Healthcare 10,033.0 $2.4M 0.04% +7K +194.3% $243.36 +11.0%
206 LITE LUMENTUM HLDGS INC Technology 3,426.0 $2.4M 0.04% +3K +735.6% $711.96 +22.7%
207 RGEN REPLIGEN CORP Healthcare 18,594.0 $2.4M 0.04% +5K +36.6% $131.06 +26.8%
208 ADI ANALOG DEVICES INC Technology 6,529.0 $2.4M 0.04% +3K +71.3% $371.89 +1.3%
209 IYW ISHARES TR 10,188.0 $2.4M 0.04% +882.0 +9.5% $235.05 +6.2%
210 ESLT ELBIT SYS LTD Industrials 2,877.0 $2.3M 0.04% +384.0 +15.4% $812.81 -2.1%
211 VIV TELEFONICA BRASIL SA Communication Services 165,668.0 $2.3M 0.04% +15K +10.0% $14.11 -20.0%
212 BMY BRISTOL-MYERS SQUIBB CO Healthcare 37,231.0 $2.3M 0.04% +4K +12.3% $62.56 +5.6%
213 EDGF ADVISORS INNER CIRCLE FD II 94,219.0 $2.3M 0.04% +43K +85.7% $24.61 +0.1%
214 ENTG ENTEGRIS INC Technology 18,224.0 $2.3M 0.04% +2K +9.6% $126.37 +18.9%
215 BLK BLACKROCK INC Financial Services 2,153.0 $2.3M 0.04% +454.0 +26.7% $1062.05 +8.7%
216 NOK NOKIA CORP Technology 246,386.0 $2.3M 0.04% +225K +1070.2% $9.28 +12.0%
217 IMCV ISHARES TR 23,905.0 $2.3M 0.04% +1K +6.2% $95.39 +2.3%
218 GSK GSK PLC Healthcare 43,867.0 $2.3M 0.04% +35K +393.9% $51.98 -1.6%
219 ADBE ADOBE INC Technology 9,563.0 $2.3M 0.04% +197.0 +2.1% $237.76 +10.7%
220 SLB SLB LIMITED Energy 44,034.0 $2.3M 0.04% +30K +225.1% $51.53 +3.3%
Page 11 of 29  ·  580 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.5%
Financial Services 20.3%
Communication Services 8.6%
Industrials 7.1%
Healthcare 6.7%
Consumer Cyclical 6.5%
Consumer Defensive 3.8%
Energy 2.7%
Utilities 2.1%
Real Estate 1.6%